Regulated by the Dutch Authority for the Financial Markets (AFM) | Risk Disclosure

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Investment Performance

Historical returns, risk metrics, and benchmark comparisons across all strategies. Data as of Q4 2024.

Key Metrics

Performance Overview

32.4%

5-Year Annualized Return

↑ 2.1% vs benchmark

1.8x

Multiple on Invested Capital

↑ 0.3x since 2023

0.92

Sharpe Ratio

↑ 0.05 vs industry avg

12.8%

Volatility (Std Dev)

↓ 1.2% vs benchmark

Annual Returns vs Benchmarks (2019-2024)

Trans Group Composite
LPX50 Index
MSCI World
28.5%
18.2%
15.4%
2019
22.3%
12.1%
9.8%
2020
35.7%
24.5%
21.8%
2021
18.9%
8.3%
6.2%
2022
26.4%
16.7%
14.1%
2023
31.2%
19.8%
17.5%
2024
Detailed Returns

Strategy Performance Breakdown

Strategy 1-Year 3-Year (Ann.) 5-Year (Ann.) Since Inception Benchmark
Private Equity (Fund IV) +28.5% +31.2% +29.8% +2.1x MOIC LPX50 +8.4%
Venture Capital (Tech Fund I) +35.2% +42.1% +38.7% +2.8x MOIC Nasdaq +12.3%
Real Estate (Core-Plus) +14.3% +16.8% +15.2% +1.6x MOIC EPRA +4.1%
Fixed Income (Direct Lending) +9.2% +9.8% +9.5% +1.4x MOIC iBoxx +2.3%
Hedge Strategies +11.7% +13.4% +12.1% +1.5x MOIC HFRX +3.2%
Alternative Investments +19.4% +22.7% +20.3% +1.9x MOIC CPI+5% +11.2%

Sharpe Ratio

0.92
Risk-adjusted return metric. Higher is better. Industry avg: 0.65

Maximum Drawdown

-8.4%
Largest peak-to-trough decline. Industry avg: -15.2%

Beta

0.72
Market correlation. Below 1.0 indicates lower volatility than market.

Performance Reports & Documents

Download detailed performance reports, audited financials, and benchmark analysis. (Investor verification required)

Q4 2024 Performance Report

Comprehensive quarterly analysis

Annual Audit 2024

Deloitte audited financial statements

Benchmark Analysis

5-year comparative study

⚠️ Important Risk Disclosure

Past performance is not indicative of future results. Returns shown are net of fees and expenses. Benchmark comparisons are for illustrative purposes only. Private market valuations are based on manager estimates and may differ from realized values upon exit. Investments involve significant risks including loss of capital. Please consult the Private Placement Memorandum for complete risk factors.