Expert-managed portfolios tailored to your financial goals.
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -4.72% | -6.2% | 1.48% |
| 3 Months | -1.81% | -6.88% | 5.07% |
| 6 Months | 3.04% | -3.79% | 6.83% |
| 1 Year | 0% | 0% | 0% |
| 2 Year | 0% | 0% | 0% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 7.16% | -3.97% | 11.13% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.15% | -0.16% | -4.72% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -1.36% | 0.65% | -6.2% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 4.51% | -0.81% | 1.48% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -- | -- | -- | -- | -- | -- | 0% | 0.53% | 3.35% | 1.99% | 1.62% | 1.24% |
| Benchmark | -- | -- | -- | -- | -- | -- | 0% | -0.66% | 1.56% | 2.58% | 0.76% | -0.04% |
| Alpha | -- | -- | -- | -- | -- | -- | 0% | 1.19% | 1.79% | -0.59% | 0.86% | 1.28% |
| 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 | 53.3 | 64.8 | 67.5 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | -- | -- | -- | -- | -- | -- | 2 | 2 | 2.1 | 12 | 12.2 | 19 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.