Expert-managed portfolios tailored to your financial goals.
This fund selectively invests in the most compelling opportunities drawn from Unifi’s six distinct strategies—essentially curating the “best of the best.” It is designed to eliminate the need for investors to switch
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -0.77% | -0.24% | -0.53% |
| 3 Months | 2.11% | 5.02% | -2.91% |
| 6 Months | -5.24% | 1.63% | -6.87% |
| 1 Year | 0.44% | 7.63% | -7.19% |
| 2 Year | 5.41% | 11.64% | -6.23% |
| 3 Year | 13.75% | 16.4% | -2.65% |
| 5 Year | 17.73% | 16.82% | 0.91% |
| Since Inception | 18.76% | 14.22% | 4.54% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -5.33% | -8.91% | 7.28% | 3.22% | 4.06% | 6.67% | -4.43% | -4.58% | 1.76% | 2.12% | 0.77% | -0.77% |
| 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 | -1.9% | -1.17% | -0.04% | 0.04% | 0.52% | 2.99% | -1.72% | -2.83% | 0.52% | -2.15% | -0.19% | -0.53% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 4.32% | -1.32% | 5.9% | 5.55% | 0.15% | -1.57% | -1.81% | 0.83% | -1.32% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 0.88% | -2.15% | -1.15% | 1.11% | -0.81% | -3.66% | 4.64% | 0.77% | 0.18% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 14722.1 | 13368.4 | 14249.7 | 14574.4 | 14952.4 | 15734.9 | 14900.4 | 14157.1 | 14190.2 | 14241.7 | 14045.6 | 13665.1 |
| 2024 | -- | -- | -- | 14853.6 | 14847.8 | 15890.1 | 16762 | 16757.9 | 16307.4 | 15762.7 | 15832.6 | 15593.1 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.