Expert-managed portfolios tailored to your financial goals.
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -0.8% | 0.65% | -1.45% |
| 3 Months | -0.13% | -0.76% | 0.63% |
| 6 Months | 3.32% | 4.17% | -0.85% |
| 1 Year | 11.56% | 14.45% | -2.89% |
| 2 Year | 0.83% | 9.17% | -8.34% |
| 3 Year | 9.26% | 13.85% | -4.59% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 7.64% | 10.87% | -3.23% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.17% | -0.8% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -1.35% | 0.65% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 1.52% | -1.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -1.63% | -6.35% | 3.51% | 2.85% | 1.55% | 1.19% | -0.11% | -1.13% | 0.61% | 2.35% | 0.46% | 0.51% |
| Benchmark | -1.11% | -3.92% | 3.95% | 2.34% | 2.57% | 2.28% | -0.91% | -0.66% | 1.56% | 2.58% | 0.76% | -0.05% |
| Alpha | -0.52% | -2.43% | -0.44% | 0.51% | -1.02% | -1.09% | 0.8% | -0.47% | -0.95% | -0.23% | -0.3% | 0.56% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 3.93% | 1.17% | 1.39% | 2.43% | -1.79% | 1.39% | -3.15% | 0.24% | -2.61% |
| Benchmark | -- | -- | -- | 2.11% | 0.6% | 3.99% | 2.85% | 0.87% | 1.57% | -2.7% | 0.07% | -0.68% |
| Alpha | -- | -- | -- | 1.82% | 0.57% | -2.6% | -0.42% | -2.66% | -0.18% | -0.45% | 0.17% | -1.93% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 22 | 80.5 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 20.6 | 24.8 | 25.6 | 25.6 | 25.9 | 18.1 | 7.9 | 2.4 | 2.4 | 2.4 | 2.4 | 2.5 |
| 2024 | -- | -- | -- | 19 | 20 | 20.8 | 21.8 | 21.9 | 22.2 | 21.5 | 21.5 | 21 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
