ARC Charity Indices

The ACI are a set of four Sterling denominated peer group indices compiled by ARC Research Limited (ARC). They are specifically designed to be used by charity trustees and advisers in assessing the performance of your charity’s investment portfolio. The Indices provide an insight into the actual returns being generated by investment managers for their discretionary managed charity portfolios (net of fees). Charities have historically tended to place a higher importance on ESG and ethical restrictions, so the ACI index represents the performance of a mix of portfolios with varying degrees of restrictions applied, so the ACI are also a suitable comparator for ESG portfolios.

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 estimates, find out more here.

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Key Facts

Commentary

Celebrating 20 Years of Insight

Feb 2024

"An investment in knowledge pays the best interest" Benjamin Franklin

Thanks to the willingness of participating discretionary investment managers to provide transparency on the performance of their private client and charity portfolios, the ARC Private Client Indices (“PCI”) and the ARC Charity Indices (“ACI”) are now celebrating two decades of data.


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VIEW CONTRIBUTORS

35

Contributors

4,000+

Charities

10+

Years of data

Net

Of fees

Resources