Expert-managed portfolios tailored to your financial goals.
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 0.9% | 0.88% | 0.02% |
| 3 Months | 2.44% | 0.98% | 1.46% |
| 6 Months | 0% | 0% | 0% |
| 1 Year | 0% | 0% | 0% |
| 2 Year | 0% | 0% | 0% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 4.85% | 1.67% | 3.18% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.93% | 0.9% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -0.13% | 0.88% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 1.06% | 0.02% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 0.86% | 0.58% |
| Benchmark | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 0.39% | 0.23% |
| Alpha | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 0.47% | 0.35% |
| 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 | 40.2 | 42.8 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 29.6 | 34 |
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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