Expert-managed portfolios tailored to your financial goals.
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -1.27% | 0.65% | -1.92% |
| 3 Months | 8.52% | -0.76% | 9.28% |
| 6 Months | 18.98% | 4.17% | 14.81% |
| 1 Year | 33.43% | 14.45% | 18.98% |
| 2 Year | 0% | 0% | 0% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 16.51% | 6.21% | 10.3% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 6% | -1.27% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -1.35% | 0.65% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 7.35% | -1.92% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -2.71% | -6.25% | 4.23% | 0.68% | 4.08% | 3.74% | -0.9% | -0.13% | 4.88% | 4.69% | -0.14% | 3.69% |
| Benchmark | -1.11% | -3.92% | 3.95% | 2.34% | 2.57% | 2.28% | -0.91% | -0.66% | 1.56% | 2.58% | 0.76% | -0.05% |
| Alpha | -1.6% | -2.33% | 0.28% | -1.66% | 1.51% | 1.46% | 0.01% | 0.53% | 3.32% | 2.11% | -0.9% | 3.74% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | -- | -- | -- | -- | -- | -- | 0% | 0.51% | 0.27% |
| Benchmark | -- | -- | -- | -- | -- | -- | -- | -- | -- | 0% | 0.07% | -0.68% |
| Alpha | -- | -- | -- | -- | -- | -- | -- | -- | -- | 0% | 0.44% | 0.95% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.5 | 2.4 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 1.9 | 1.8 | 1.9 | 1.9 | 2 | 2.1 | 2 | 2 | 2.1 | 2.2 | 2.2 | 2.3 |
| 2024 | -- | -- | -- | -- | -- | -- | -- | -- | -- | 1 | 1.5 | 2 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
