Expert-managed portfolios tailored to your financial goals.
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 2.9% | 0.65% | 2.25% |
| 3 Months | -0.1% | -0.76% | 0.66% |
| 6 Months | 7.34% | 4.17% | 3.17% |
| 1 Year | 24.57% | 14.44% | 10.13% |
| 2 Year | 0% | 0% | 0% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 13.79% | 5.11% | 8.68% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.27% | 2.9% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -1.36% | 0.65% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 0.09% | 2.25% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -0.71% | -3.99% | 1.8% | 0.61% | 4.48% | 3.7% | 3.23% | 1.3% | 4.9% | 3.46% | -0.99% | -1.68% |
| Benchmark | 0.7% | 0.18% | 1.62% | 1.65% | 0.95% | -0.44% | 0.53% | -0.74% | 0.91% | 0.68% | 0.38% | -0.04% |
| Alpha | -1.41% | -4.17% | 0.18% | -1.04% | 3.53% | 4.14% | 2.7% | 2.04% | 3.99% | 2.78% | -1.37% | -1.64% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | -- | -- | -- | -- | -- | -- | 0% | -0.05% | -1.17% |
| Benchmark | -- | -- | -- | -- | -- | -- | -- | -- | -- | 0% | 0.56% | 0.5% |
| Alpha | -- | -- | -- | -- | -- | -- | -- | -- | -- | 0% | -0.61% | -1.67% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 6.1 | 6.3 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 3.9 | 3.8 | 3.9 | 3.9 | 4.1 | 4.2 | 4.8 | 5.4 | 5.6 | 5.8 | 5.8 | 5.7 |
| 2024 | -- | -- | -- | -- | -- | -- | -- | -- | -- | 1 | 3 | 4 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
