Expert-managed portfolios tailored to your financial goals.
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 1.65% | -0.51% | 2.16% |
| 3 Months | 2.96% | -3.8% | 6.76% |
| 6 Months | 0% | 0% | 0% |
| 1 Year | 0% | 0% | 0% |
| 2 Year | 0% | 0% | 0% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 5.14% | 2.16% | 2.98% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.94% | 1.65% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.04% | -0.51% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 2.1% | 2.16% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -- | -- | -- | -- | -- | -- | -- | -- | 0% | 3.71% | -0.88% | 2.24% |
| Benchmark | -- | -- | -- | -- | -- | -- | -- | -- | 0% | 4.62% | 1.92% | -0.28% |
| Alpha | -- | -- | -- | -- | -- | -- | -- | -- | 0% | -0.91% | -2.8% | 2.52% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 22.1 | 22.5 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | -- | -- | -- | -- | -- | -- | -- | -- | 14.7 | 19.5 | 20.4 | 21.3 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
