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Top 5 PMS Performers as of May 2025 (5-Year Performance)

For seasoned investors, long-term returns often tell the real story. Portfolio Management Services (PMS) that consistently outperform over five years demonstrate resilience, quality of stock selection, and robust fund management. This May, we’ve analyzed the top PMS performers based on their 5-year CAGR (Compounded Annual Growth Rate), and the results reveal a few clear winners.

🥇 1. CounterCyclical Diversified Long Term Value

Launched: July 2019
1-Month Return: 2.62%
1-Year Return: 11.52%
3-Year Return: 30.26%
5-Year Return: 73.66%

With a remarkable 73.66% 5-year return, this fund leads the pack. Focused on value investing with a counter-cyclical strategy, it has delivered superior long-term growth while maintaining stable short-term performance.

🥈 2. Green Lantern Growth Fund

Launched: December 2017
1-Month Return: 1.89%
1-Year Return: 7.90%
3-Year Return: 45.24%
5-Year Return: 55.04%

GreenLantern Growth Fund continues to impress, not just over three years but also in the 5-year category. Its focus on growth-oriented equities has made it a reliable performer for long-term wealth creation.

🥉 3. WALLFORT Diversified Fund

Launched: November 2018
1-Month Return: 5.32%
1-Year Return: 19.93%
3-Year Return: 33.85%
5-Year Return: 47.21%

Delivering a strong combination of short- and long-term returns, WALLFORT Diversified Fund earns its spot among the best. Its diversified strategy has made it resilient across market cycles.

📈 Honorable Mentions

Negen Special Situation and Technology Fund
- 5-Year Return: 46.57%
- Known for capitalizing on unique market opportunities and emerging tech themes.

Equitree Emerging Opportunity
- 5-Year Return: 45.72%
- Despite a dip in recent monthly returns, it remains a strong performer in the long run.

Conclusion

These top-performing PMS strategies have not only weathered volatile markets but have also created meaningful wealth over a 5-year horizon. Whether you prefer value investing, growth strategies, or diversification, the above funds highlight how disciplined investing pays off over time.