Expert-managed portfolios tailored to your financial goals.
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 0.29% | 0.65% | -0.36% |
| 3 Months | -1.3% | -0.76% | -0.54% |
| 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 | 0.72% | 2.11% | -1.39% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.15% | 0.29% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -1.35% | 0.65% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 0.2% | -0.36% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -- | -- | -- | -- | -- | -- | -- | -- | 0% | 1.47% | 0.5% | -0.44% |
| Benchmark | -- | -- | -- | -- | -- | -- | -- | -- | 0% | 2.58% | 0.76% | -0.05% |
| Alpha | -- | -- | -- | -- | -- | -- | -- | -- | 0% | -1.11% | -0.26% | -0.39% |
| 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 | 92.4 | 92.6 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | -- | -- | -- | -- | -- | -- | -- | -- | 66.1 | 93.4 | 93.8 | 93.4 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.