Expert-managed portfolios tailored to your financial goals.
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 0.77% | -1.36% | 2.13% |
| 3 Months | 2.03% | -1.04% | 3.07% |
| 6 Months | 5.21% | -0.47% | 5.68% |
| 1 Year | 11.37% | 1.79% | 9.58% |
| 2 Year | 0% | 0% | 0% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 12.55% | 4.98% | 7.57% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.36% | -- | 0.77% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -0.43% | -- | -1.36% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 0.79% | -- | 2.13% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.08% | 1.06% | 0.91% | 1.28% | 1.04% | 1.02% | 0.83% | 0.15% | 1.28% | 0.98% | 0.94% | 0.86% |
| 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 | 0.35% | 0.87% | -0.61% | -0.53% | -0.17% | 1.51% | 0.52% | 1.02% | 0.96% | 0.25% | 0.61% | 1.35% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | -- | -- | -- | 0% | 1.77% | 1.09% | 0.82% | 0.53% | 0.91% |
| Benchmark | -- | -- | -- | -- | -- | -- | 0% | 0.83% | 1.2% | 0.22% | 0.51% | 0.55% |
| Alpha | -- | -- | -- | -- | -- | -- | 0% | 0.94% | -0.11% | 0.6% | 0.02% | 0.36% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 41.4 | -- | 44.1 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 17.8 | 18 | 18.1 | 19.7 | 21.8 | 24.3 | 25.2 | 29.7 | 32.2 | 31.6 | 37.9 | 39.5 |
| 2024 | -- | -- | -- | -- | -- | -- | 2.5 | 6.2 | 11.5 | 14.3 | 16.2 | 16.6 |
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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