Expert-managed portfolios tailored to your financial goals.
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 8.8% | 4.37% | 4.43% |
| 3 Months | 9.45% | 3.73% | 5.72% |
| 6 Months | 28.99% | 8.42% | 20.57% |
| 1 Year | 23.11% | 5.56% | 17.55% |
| 2 Year | 0% | 0% | 0% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 31.73% | 7.27% | 24.46% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -5.31% | -10.9% | 7.74% | -2.48% | 13.33% | 2% | 1.95% | 0.63% | -0.04% | 8.8% | -- | -- |
| Benchmark | -3.47% | -7.79% | 7.35% | 3.25% | 3.65% | 3.77% | -2.83% | -1.82% | 1.23% | 4.37% | -- | -- |
| Alpha | -1.84% | -3.11% | 0.39% | -5.73% | 9.68% | -1.77% | 4.78% | 2.45% | -1.27% | 4.43% | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | -- | 0% | 0% | 3.67% | 4.38% | 2.05% | -2.53% | 5.06% | 2.48% |
| Benchmark | -- | -- | -- | -- | 0% | 0% | 4.39% | 1.04% | 2.17% | -6.35% | 0.05% | -1.37% |
| Alpha | -- | -- | -- | -- | 0% | 0% | -0.72% | 3.34% | -0.12% | 3.82% | 5.01% | 3.85% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 30.3 | 28.6 | 31.3 | 32.8 | 45.8 | 53.1 | 57.4 | 63.3 | 66.1 | 74.5 | -- | -- |
| 2024 | -- | -- | -- | -- | 0 | 3.2 | 19.5 | 20.9 | 23.3 | 27.1 | 28.5 | 31.6 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
