Expert-managed portfolios tailored to your financial goals.
The approach is to create long term wealth for investors by participating in companies from diverse sectors that are industry leaders or likely to have competitive advantage
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 1.51% | -0.51% | 2.02% |
| 3 Months | -1.19% | -3.8% | 2.61% |
| 6 Months | 5.81% | 3.36% | 2.45% |
| 1 Year | 17.82% | 15.07% | 2.75% |
| 2 Year | 0% | 0% | 0% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 8.94% | 9.51% | -0.57% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.94% | 1.51% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.04% | -0.51% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 1.1% | 2.02% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0% | -6.82% | 6.33% | 3.2% | 2.82% | 3.43% | -2.57% | -2.07% | 1.7% | 4.21% | 4.21% | -0.74% |
| Benchmark | 0% | -3.92% | 3.95% | 2.34% | 2.57% | 2.28% | -0.91% | -0.66% | 1.56% | 4.62% | 4.62% | -0.28% |
| Alpha | 0% | -2.9% | 2.38% | 0.86% | 0.25% | 1.15% | -1.66% | -1.41% | 0.14% | -0.41% | -0.41% | -0.46% |
| 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 | 23.3 | 27 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 0.6 | 0.8 | 0.8 | 0.9 | 1.5 | 2.1 | 4.6 | 8.6 | 11.4 | 17.9 | 19.2 | 20.9 |
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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Claude
Perplexity
