Expert-managed portfolios tailored to your financial goals.
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 0.9% | -1.36% | 2.26% |
| 3 Months | 1.67% | -1.04% | 2.71% |
| 6 Months | 5.41% | -0.47% | 5.88% |
| 1 Year | 11.6% | 1.79% | 9.81% |
| 2 Year | 0% | 0% | 0% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 11.79% | 4.28% | 7.51% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.04% | -- | 0.9% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -0.43% | -- | -1.36% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 0.47% | -- | 2.26% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.02% | 1.27% | 0.86% | 1.23% | 1.17% | 0.86% | 1.01% | 0.54% | 1.26% | 1.15% | 0.89% | 0.8% |
| Benchmark | 0.73% | 0.19% | 1.52% | 1.81% | 1.21% | -0.49% | 0.31% | -0.87% | 0.32% | 0.73% | 0.33% | -0.49% |
| Alpha | 0.29% | 1.08% | -0.66% | -0.58% | -0.04% | 1.35% | 0.7% | 1.41% | 0.94% | 0.42% | 0.56% | 1.29% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | -- | -- | -- | -- | -- | 0% | 0.51% | 0.48% | 0.89% |
| Benchmark | -- | -- | -- | -- | -- | -- | -- | -- | 0% | 0.22% | 0.51% | 0.55% |
| Alpha | -- | -- | -- | -- | -- | -- | -- | -- | 0% | 0.29% | -0.03% | 0.34% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 8.8 | -- | 8.8 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 2.4 | 2.9 | 2.9 | 3 | 3.7 | 3.7 | 4.2 | 4.3 | 4.4 | 4.8 | 5.5 | 7.8 |
| 2024 | -- | -- | -- | -- | -- | -- | -- | -- | 1.9 | 1.9 | 1.9 | 1.9 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
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