Expert-managed portfolios tailored to your financial goals.
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -0.73% | 0.96% | -1.69% |
| 3 Months | 13.13% | 6.57% | 6.56% |
| 6 Months | 12.46% | 5.62% | 6.84% |
| 1 Year | 9.03% | 6.27% | 2.76% |
| 2 Year | 9.44% | 16.17% | -6.73% |
| 3 Year | 11.29% | 15.26% | -3.97% |
| 5 Year | 17.97% | 18.62% | -0.65% |
| Since Inception | 14.22% | 12.89% | 1.33% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -3.72% | -13.73% | 4.71% | 2.55% | 9.7% | 3.7% | -3.82% | -0.33% | 3.14% | 10.5% | -0.73% | -- |
| Benchmark | -3.43% | -7.74% | 7.32% | 3.18% | 3.54% | 3.68% | -2.71% | -1.75% | 1.24% | 4.27% | 0.96% | -- |
| Alpha | -0.29% | -5.99% | -2.61% | -0.63% | 6.16% | 0.02% | -1.11% | 1.42% | 1.9% | 6.23% | -1.69% | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 5.06% | -5.36% | 9.96% | 0.86% | 1.4% | 0.08% | 0.43% | 1.38% | -0.93% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 1.62% | -6.19% | 2.91% | -3.58% | 0.44% | -2.01% | 6.88% | 1.32% | 0.57% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 78 | 67.5 | 70.3 | 70.6 | 75.9 | 78.5 | 74.7 | 74.5 | 74.9 | 81.1 | 80.3 | -- |
| 2024 | -- | -- | -- | 89.1 | 83.3 | 90.8 | 91.3 | 90.5 | 89.5 | 86 | 84.2 | 82.5 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
