Expert-managed portfolios tailored to your financial goals.
Broad-based approach to investing in ordinary shares, REITs, INVITs & Fixed Interest Securities. Extremely high portion of the portfolio is liquid. Capital gain potential by increase in pay-outs. AAA to A rating for all constituents.
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 3.52% | 0.76% | 2.76% |
| 3 Months | 3.04% | -0.16% | 3.2% |
| 6 Months | 9.78% | 1.22% | 8.56% |
| 1 Year | 26.3% | 4.77% | 21.53% |
| 2 Year | 19.72% | 6.32% | 13.4% |
| 3 Year | 24.41% | 7.09% | 17.32% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 20.47% | 7.21% | 13.26% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.29% | 3.52% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -0.43% | 0.76% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 0.72% | 2.76% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.49% | -1.33% | -1.24% | 3.25% | 3.47% | 2.11% | 4.55% | 2.13% | 3.94% | 2.06% | 0.44% | -0.76% |
| Benchmark | 0.73% | 0.27% | 1.52% | 1.81% | 1.21% | -0.49% | 0.31% | -0.87% | 0.32% | 0.73% | 0.33% | -0.49% |
| Alpha | 1.76% | -1.6% | -2.76% | 1.44% | 2.26% | 2.6% | 4.24% | 3% | 3.62% | 1.33% | 0.11% | -0.27% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 3.28% | 0.81% | 1.24% | 6.24% | -1.09% | 2.82% | 2.37% | -0.69% | -2.43% |
| Benchmark | -- | -- | -- | -0.03% | 1.14% | 0.55% | 0.96% | 0.83% | 1.2% | 0.22% | 0.51% | 0.55% |
| Alpha | -- | -- | -- | 3.31% | -0.33% | 0.69% | 5.28% | -1.92% | 1.62% | 2.15% | -1.2% | -2.98% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 35.8 | 39.4 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 20.8 | 21 | 20.7 | 24.3 | 27.6 | 29.2 | 30.6 | 32.2 | 33.9 | 32 | 33.4 | 35.1 |
| 2024 | -- | -- | -- | 11.5 | 11.9 | 12.1 | 13.1 | 12.8 | 19.2 | 19.2 | 20.4 | 20.1 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
