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

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. 


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VIEW CONTRIBUTORS

35

Contributors

5,000+

Charities

20+

Years of data

Net

Of fees

Resources