Expert-managed portfolios tailored to your financial goals.
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 0.15% | 0.76% | -0.61% |
| 3 Months | 0.84% | -0.16% | 1% |
| 6 Months | 2.44% | 1.22% | 1.22% |
| 1 Year | 0% | 0% | 0% |
| 2 Year | 0% | 0% | 0% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 4.55% | 1.42% | 3.13% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.55% | 0.15% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -0.43% | 0.76% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 0.98% | -0.61% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -- | -- | -- | 0% | 0.62% | 0.48% | 0.48% | 0.34% | 0.45% | 0.57% | 0.55% | 0.14% |
| Benchmark | -- | -- | -- | 0% | 1.19% | -0.49% | 0.31% | -0.87% | 0.32% | 0.73% | 0.33% | -0.49% |
| Alpha | -- | -- | -- | 0% | -0.57% | 0.97% | 0.17% | 1.21% | 0.13% | -0.16% | 0.22% | 0.63% |
| 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 | 21.2 | 3.5 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | -- | -- | -- | 692.6 | 678.6 | 739.5 | 732.7 | 824.2 | 978.5 | 778.2 | 775.3 | 21 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
