Expert-managed portfolios tailored to your financial goals.
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 0.51% | 0.08% | 0.43% |
| 3 Months | 2.43% | 1.7% | 0.73% |
| 6 Months | 4.81% | 4.28% | 0.53% |
| 1 Year | 0% | 0% | 0% |
| 2 Year | 0% | 0% | 0% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 9.75% | 8.22% | 1.53% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.71% | -- | 0.51% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | 0.38% | -- | 0.08% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 0.33% | -- | 0.43% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -- | -- | -- | -- | 0% | 0.75% | 0.86% | 1.15% | 1.34% | 0.9% | 0.72% | 0.76% |
| Benchmark | -- | -- | -- | -- | 0% | 0.55% | 0.85% | 0.55% | 0.82% | 0.95% | 0.94% | 0.63% |
| Alpha | -- | -- | -- | -- | 0% | 0.2% | 0.01% | 0.6% | 0.52% | -0.05% | -0.22% | 0.13% |
| 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 | 374.4 | -- | 442.1 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | -- | -- | -- | -- | 50.3 | 100.3 | 101 | 215.9 | 239.1 | 240.7 | 251.3 | 360.4 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
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