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Industry insights

Peer groups built using thousands of real investment portfolios managed for fiduciaries, categorised by risk profile and currency.

Latest Peer Groups data
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7,000+

Portfolio universe

3

Risk profiles

£$€

Base currencies

Industry transparency that connects the dots

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 fiduciaries, family offices and charities across a variety of risk and currency profiles. Our analysis is net of fees, so it represents the actual performance delivered by the investment management industry each quarter.

Peer Group Data

Q4 2025

Updated quarterly, this dashboard compares peer group performance against investable benchmarks that track passive global equity and fixed income funds with realistic fee assumptions. Analysis covers return, risk, and holdings over rolling 5-year periods.

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 Groups Commentary
A quarter of broadening out and consolidation
Peer Groups Commentary

A quarter of broadening out and consolidation

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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Independent commentary and data on global market performance.

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