Expert-managed portfolios tailored to your financial goals.
The strategy follows a systematic, quant-driven investment process with a strong emphasis on low volatility as a key factor in portfolio construction. By balancing return potential with risk management, it seeks to provide stable performance across market
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 5.28% | -0.51% | 5.79% |
| 3 Months | 13.43% | -3.8% | 17.23% |
| 6 Months | 26.12% | 3.36% | 22.76% |
| 1 Year | 46.35% | 15.07% | 31.28% |
| 2 Year | 0% | 0% | 0% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 31.77% | 6.53% | 25.24% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 6.86% | 5.28% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | -0.51% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 10.2% | 5.79% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -0.18% | -1.64% | 4.86% | 8.72% | 0.76% | 2.28% | -1.95% | 0.77% | 5.3% | 2.75% | 2.76% | 0.83% |
| Benchmark | -3.43% | -7.74% | 7.32% | 3.18% | 3.54% | 3.68% | -2.71% | -1.75% | 1.24% | 4.27% | 0.96% | -0.24% |
| Alpha | 3.25% | 6.1% | -2.46% | 5.54% | -2.78% | -1.4% | 0.76% | 2.52% | 4.06% | -1.52% | 1.8% | 1.07% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 0% | -0.89% |
| Benchmark | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 1.65% | -1.5% |
| Alpha | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -1.65% | 0.61% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 127.8 | 146.9 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 15.3 | 16.3 | 17.6 | 37.4 | 65.5 | 81.6 | 83 | 82.8 | 89.9 | 94.4 | 103 | 118 |
| 2024 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 1.5 | 3.3 |
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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