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Industry insights

Get transparency on the actual performance of the investment industry. Our Peer Groups are built using real investment portfolios managed for fiduciaries, categorised by risk profile and currency.

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Peer Group Data
Industry performance based on real investment outcomes

Understanding how investment managers are performing shouldn’t be complicated, costly or conflicted.

Enhance Peer Groups are free to access and based on real investment outcomes. We analyse thousands of portfolios managed for trustees, family offices and charities across a variety of risk and currency profiles. Our analysis is net of fees, so represents the actual performance delivered by the investment management industry each quarter.

Peer Groups at a glance
9,000+

Portfolio universe

3

Risk profiles

£$€

Base currencies

Peer Group Data

Q3 2025

Updated quarterly, this dashboard compares each peer group against a relevant investable benchmark that tracks the performance of a passive global equity and fixed income portfolio net of all fees. Analysis covers return, risk and allocation over a maximum rolling 5-year period.

Currency:

Risk profile:

Trailing Period Returns
Calendar Year Returns
Cumulative Return
Quarterly Performance vs Passive Benchmark
Trailing Period Volatility
Calendar Year Volatility
Rolling 12-Month Volatility
Maximum Drawdown
Trailing Period Sharpe Ratio
Calendar Year Sharpe Ratio
Rolling 12-Month Sharpe Ratio
Risk / Return
Asset Allocation
Asset Allocation – Best (1st) & Worst (4th) Quartiles
Asset Allocation Over Time
Currency Exposure
Currency Exposure – Best (1st) & Worst (4th) Quartiles
Currency Exposure Over Time
Latest Peer Group Commentary
Setting a new standard
Peer Group Commentary

Setting a new standard

Dr Ruzhen Li
ALL Commentary
Author
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Dr Ruzhen Li CFA

Managing Director

Dr Li has over 15 years of experience in researching investment managers and advising global families and fiduciaries on complex investment affairs. She currently advises on over $5bn of AUM on behalf of a small number of investors at Enhance.

View all commentary

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