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Performance QuickCheck

Do you want to know how your investment portfolio is performing? Have a go, it's free!

First, choose your universe

CHF CAD UK Charity

Now tell us how much you typically have invested in equities

We think you should be compared with this peer group

Cautious

(0% - 35%)

Balanced Asset

(35% - 55%)

Steady Growth

(55% - 75%)

Equity Risk

(Over 75%)

Typical equity exposure in brackets

Now enter the performance & over what time period


%

Tell us who looks after your investment portfolio

Private Client Indices
Charity Indices

What does it do?

There are many ways to make a comparison, each with their own merits. You could look at a market index, like the S&P500, but you might not be invested in the companies that make up the index, so is that a fair comparison? Probably not.

If you look at any sport, how do you know how your favourite team is doing? You of course look at all the other teams for context.

That is precisely what we have done in an investment sense in the ARC Private Client Indices and ARC Charity Indices. In partnership with over 80 professional investment management firms, we have collected over 130,000 investment portfolios across 5 major currencies.

You can use the QuickCheck tool to get an indication of how your portfolio is doing versus these peer group indices.

About the Private Client Indices

ARC's PCI series are a leading set of industry benchmarks that allows investors to compare their investment performance to other, professionally managed portfolios.

We use over 130,000 portfolios from 80 investment managers across 5 major currencies to construct the Indices.

You can see much more information by logging in or creating an account.

About the Charity Indices

The ARC Charity Indices are a leading set of industry benchmarks designed specifically to be used by charity trustees and advisers in assessing the performance of a charity’s investment portfolio. The Indices provide an insight into the actual returns being generated by investment managers for their discretionary managed charity portfolios.

We use over 3,500 portfolios from over 35 investment managers to construct the Indices.

You can see much more information by logging in or creating an account.

Contact us

Performance QuickCheck Results

Your performance is... ... the peer group.

What does that mean?

Given your portfolio's net cumulative return was % over the period from , we've estimated that your performance is risk-adjusted return achieved by investors in the peer group which means you have had a

The QuickCheck is simply our best guess based on the information you shared with us. For periods of less than 12 months, the short term variability of markets can have a significant impact on overall portfolio performance, reducing the reliability of your estimated result.

Your QuickCheck Report

What next?

You should be very pleased!

You might want to consider a more comprehensive report using our Portfolio Peer Review tool. These reports look more closely at your actual returns and give a more accurate analysis of your investing experience. Reports are £25 and you can find out more in the Performance Reporting section after logging in.

You should be very pleased!

You might want to consider a more comprehensive report using our Portfolio Peer Review tool. These reports look more closely at your actual returns and give a more accurate analysis of your investing experience. Reports are £25 and you can find out more in the Performance Reporting section after logging in.

Congratulations, you appear to be better at investing than most professionals!

You might want to consider a more comprehensive report using our Portfolio Peer Review tool. These reports look more closely at your actual returns and give a more accurate analysis of your investing experience. Reports are £25 and you can find out more in the Performance Reporting section after logging in.

If you would like us to review your Portfolio structure and performance in more detail please contact us.

You should be pleased!

Your investment manager appears to have delivered a risk-adjusted return in line with typical investor outcomes. In a peer group sense, being average is good! You might want to consider a more comprehensive report using our Portfolio Peer Review tool. These reports look more closely at your actual returns and give a more accurate analysis of your investing experience. Reports are £25 and you can find out more in the Performance Reporting section after logging in.

You should be pleased!

Your investments appear to have delivered a risk-adjusted return in line with typical investor outcomes. In a peer group sense, being average is good! You might want to consider a more comprehensive report using our Portfolio Peer Review tool. These reports look more closely at your actual returns and give a more accurate analysis of your investing experience. Reports are £25 and you can find out more in the Performance Reporting section after logging in.

Congratulations, you are doing as good a job as most professionals!

You might want to consider a more comprehensive report using our Portfolio Peer Review tool. These reports look more closely at your actual returns and give a more accurate analysis of your investing experience. Reports are £25 and you can find out more in the Performance Reporting section after logging in.

If you would like us to review your Portfolio structure and performance in more detail please contact us.

You might want to ask your investment manager for a comment. A peer group is just one way of judging performance and there are a number of other considerations such as benchmark, objective and timeframe.

You might also want to consider a more comprehensive report using our Portfolio Peer Review tool. These reports look more closely at your actual returns and give a more accurate analysis of your investing experience. Reports are £25 and you can find out more in the Performance Reporting section after logging in.

You might want to ask your adviser for a comment. A peer group is just one way of judging performance and there are a number of other considerations such as benchmark, objective and timeframe.

You might also want to consider a more comprehensive report using our Portfolio Peer Review tool. These reports look more closely at your actual returns and give a more accurate analysis of your investing experience. Reports are £25 and you can find out more in the Performance Reporting section after logging in.

Don't be disheartened! A peer group is just one way of judging performance and there are a number of other considerations such as benchmark, objective and timeframe.

You might want to consider a more comprehensive report using our Portfolio Peer Review tool. These reports look more closely at your actual returns and give a more accurate analysis of your investing experience. Reports are £25 and you can find out more in the Performance Reporting section after logging in.

If you would like us to review your Portfolio structure and performance in more detail please contact us.

Private Client Indices
Charity Indices

What does it do?

There are many ways to make a comparison, each with their own merits. You could look at a market index, like the S&P500, but you might not be invested in the companies that make up the index, so is that a fair comparison? Probably not.

If you look at any sport, how do you know how your favourite team is doing? You of course look at all the other teams for context.

That is precisely what we have done in an investment sense in the ARC Private Client Indices and ARC Charity Indices. In partnership with over 80 professional investment management firms, we have collected over 130,000 investment portfolios across 5 major currencies.

You can use the QuickCheck tool to get an indication of how your portfolio is doing versus these peer group indices.

About the Private Client Indices

ARC's PCI series are a leading set of industry benchmarks that allows investors to compare their investment performance to other, professionally managed portfolios.

We use over 130,000 portfolios from 80 investment managers across 5 major currencies to construct the Indices.

You can see much more information by logging in or creating an account.

About the Charity Indices

The ARC Charity Indices are a leading set of industry benchmarks designed specifically to be used by charity trustees and advisers in assessing the performance of a charity’s investment portfolio. The Indices provide an insight into the actual returns being generated by investment managers for their discretionary managed charity portfolios.

We use over 3,500 portfolios from over 35 investment managers to construct the Indices.

You can see much more information by logging in or creating an account.

Contact us