Expert-managed portfolios tailored to your financial goals.
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -0.22% | 0.45% | -0.67% |
| 3 Months | -6.45% | -3.13% | -3.32% |
| 6 Months | 0.73% | 3.24% | -2.51% |
| 1 Year | 15.61% | 17.3% | -1.69% |
| 2 Year | 4.34% | 8.3% | -3.96% |
| 3 Year | 14.52% | 17.65% | -3.13% |
| 5 Year | 9.96% | 14.77% | -4.81% |
| Since Inception | 14.02% | 11.77% | 2.25% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.42% | -0.22% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -0.08% | -0.67% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -12.3% | -10.45% | 7.24% | 2.59% | 8.35% | 4.18% | -2.37% | -5.39% | 1.37% | 4.4% | 1.75% | -2.92% |
| Benchmark | -3.43% | -7.74% | 7.32% | 3.18% | 3.54% | 3.68% | -2.71% | -1.75% | 1.24% | 4.27% | 0.96% | -0.24% |
| Alpha | -8.87% | -2.71% | -0.08% | -0.59% | 4.81% | 0.5% | 0.34% | -3.64% | 0.13% | 0.13% | 0.79% | -2.68% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 4.64% | -2.18% | 8.64% | 5.36% | 2.31% | 4.23% | -5.57% | 0.89% | 0.07% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 1.2% | -3.01% | 1.59% | 0.92% | 1.35% | 2.14% | 0.88% | 0.83% | 1.57% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4567.6 | 4504.7 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 5243 | 4673.9 | 4954 | 5018 | 5357.6 | 5487.9 | 5255.2 | 4897.7 | 4892.7 | 5021.3 | 5047.6 | 4803.6 |
| 2024 | -- | -- | -- | 6096.7 | 5857.6 | 6256.2 | 6465.2 | 6492.5 | 6664.2 | 6183.3 | 6048.1 | 6008 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
