ARC Inheritance Tax Portfolio Index

The AIP provides a unique insight into the actual returns being generated by investment managers for their inheritance tax mitigation portfolios based on real performance numbers (net of fees) provided by participating investment managers in Sterling.

PERFORMANCE and ASSET ALLOCATION

Performance - Net of fees (% change)

Index
Month to date
Quarter to date
Year to date

Inferred Asset Allocation


  • Cash
  • Equities
  • Fixed Income
  • Other
VIEW INTERACTIVE CHART The index values and performance presented above are based on actuals to the latest quarter end.

Downloads

Key Facts

The ARC MPS Indices are a new way for IFAs and MPS providers to assess performance that reflects the rising importance of MPS as an investment solution that is separate and distinct from traditional private client discretionary management. 


Read more
VIEW CONTRIBUTORS

24

Contributors

14,000

Portfolios

10+

Years of data

Net

Of fees

Resources