Performance QuickCheck

Our free-to-use, top-level investment portfolio performance service. For more detailed reporting please create an account.

Create an Account
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

Performance QuickCheck Results

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

What does that mean?
Outcome Return (%) Result (%)

Given your portfolio's net return of % over the period from , we've compared your risk-adjusted return to those achieved by investors with a similar level of risk in the .

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 Performance Reporting tool. These reports look more closely at your actual returns and give a more accurate analysis of your investing experience. Reports are £50 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 Performance Reporting tool. These reports look more closely at your actual returns and give a more accurate analysis of your investing experience. Reports are £50 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 Performance Reporting tool. These reports look more closely at your actual returns and give a more accurate analysis of your investing experience. Reports are £50 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 Performance Reporting tool. These reports look more closely at your actual returns and give a more accurate analysis of your investing experience. Reports are £50 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 Performance Reporting tool. These reports look more closely at your actual returns and give a more accurate analysis of your investing experience. Reports are £50 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 Performance Reporting tool. These reports look more closely at your actual returns and give a more accurate analysis of your investing experience. Reports are £50 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 Performance Reporting tool. These reports look more closely at your actual returns and give a more accurate analysis of your investing experience. Reports are £50 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 Performance Reporting tool. These reports look more closely at your actual returns and give a more accurate analysis of your investing experience. Reports are £50 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 Performance Reporting tool. These reports look more closely at your actual returns and give a more accurate analysis of your investing experience. Reports are £50 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.

What does Performance QuickCheck 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 100 professional investment management firms, we have collected over 350,000 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.

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