Expert-managed portfolios tailored to your financial goals.
The strategy follows a long-term, dynamic asset allocation framework, leveraging Pace 360’s proprietary macro top-down expertise. It systematically identifies undervalued and overlooked opportunities across sectors, emphasizing high-quality equities
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -0.13% | 0.58% | -0.71% |
| 3 Months | 1.83% | -0.49% | 2.32% |
| 6 Months | 6.38% | 4.41% | 1.97% |
| 1 Year | 22.55% | 14.56% | 7.99% |
| 2 Year | 0% | 0% | 0% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 8.72% | 4.86% | 3.86% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.42% | -0.13% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -1.16% | 0.58% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 1.58% | -0.71% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -2.23% | -8.72% | 6% | 3.1% | 2.51% | 1.48% | 0.64% | 0.58% | 0.94% | 2.45% | 1.01% | -- |
| Benchmark | -1.08% | -3.9% | 3.86% | 2.17% | 2.41% | 2.41% | -0.93% | -0.5% | 1.53% | 2.55% | 0.78% | -- |
| Alpha | -1.15% | -4.82% | 2.14% | 0.93% | 0.1% | -0.93% | 1.57% | 1.08% | -0.59% | -0.1% | 0.23% | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | -- | -- | -- | -- | 2.87% | 2.16% | -1.88% | 1.46% | -0.3% |
| Benchmark | -- | -- | -- | -- | -- | -- | -- | 0.8% | 1.47% | -2.64% | 0.13% | -0.64% |
| Alpha | -- | -- | -- | -- | -- | -- | -- | 2.07% | 0.69% | 0.76% | 1.33% | 0.34% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.4 | 1.4 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 1.9 | 2.1 | 2.4 | 2.7 | 3.3 | 3.3 | 3.3 | 3.4 | 3.4 | 3.5 | 3.5 | -- |
| 2024 | -- | -- | -- | -- | -- | -- | -- | 0.5 | 0.6 | 1.3 | 1.3 | 1.3 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.