The ARC Indices

Put investment performance into perspective
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The ARC Indices are a set of benchmarks that reflect the real-world experience of investors that have their wealth professionally managed.

Based on the world's largest dataset of private client investment performance covering almost 20 years of real-life outcome, the ARC Indices allow all investors to really see what "good" looks like.

Data as at 17 Apr 24

ARC Index
Risk relative to equities
Index value
Month to date
Quarter to date
Year to date
Cautious
0-40%
199.94
-0.89
-0.89
0.99
Balanced Asset
40-60%
249.28
-1.59
-1.59
1.38
Steady Growth
60-80%
301.15
-1.98
-1.98
1.97
Equity Risk
80-110%
355.44
-2.30
-2.30
2.54

Data as at 17 Apr 24

ARC Index
Risk relative to equities
Index value
Month to date
Quarter to date
Year to date
Cautious
0-40%
166.73
-1.77
-1.77
-0.30
Balanced Asset
40-60%
207.16
-2.65
-2.65
0.59
Steady Growth
60-80%
256.69
-3.23
-3.23
1.28
Equity Risk
80-110%
304.16
-3.87
-3.87
2.10

Data as at 17 Apr 24

ARC Index
Risk relative to equities
Index value
Month to date
Quarter to date
Year to date
Cautious
0-40%
145.39
-1.27
-1.27
0.31
Balanced Asset
40-60%
176.41
-1.85
-1.85
1.72
Steady Growth
60-80%
224.14
-2.32
-2.32
2.94
Equity Risk
80-110%
272.49
-2.80
-2.80
4.67

Data as at 17 Apr 24

ARC Index
Risk relative to equities
Index value
Month to date
Quarter to date
Year to date
Cautious
0-40%
130.58
-1.44
-1.44
0.44
Balanced Asset
40-60%
158.71
-2.22
-2.22
1.73
Steady Growth
60-80%
191.37
-2.84
-2.84
3.80
Equity Risk
80-110%
218.93
-3.12
-3.12
5.33

Data as at 17 Apr 24

ARC Index
Risk relative to equities
Index value
Month to date
Quarter to date
Year to date
Cautious
0-40%
207.32
-0.95
-0.95
1.05
Balanced Asset
40-60%
259.28
-1.48
-1.48
2.40
Steady Growth
60-80%
301.33
-1.85
-1.85
3.63
Equity Risk
80-110%
340.08
-2.42
-2.42
4.15

Data as at 29 Dec 23

ARC Index
Risk relative to equities
Index value
Month to date
Quarter to date
Year to date
AIP Index
N/A
214.32
7.88
9.45
-2.84

Data as at 17 Apr 24

ARC Index
Risk relative to equities
Index value
Month to date
Quarter to date
Year to date
Cautious
0-40%
205.5
-0.85
-0.85
0.94
Balanced Asset
40-60%
276.31
-1.54
-1.54
1.93
Steady Growth
60-80%
327.72
-1.89
-1.89
2.26
Equity Risk
80-110%
357.69
-2.20
-2.20
2.43

Stephen McMahon, Group Chief Executive explains the power of the ARC Indices

Balloons from below
 

PORTFOLIOS

 

WEALTH MANAGERS

 

YEARS OF INSIGHT

 

MAJOR CURRENCIES

 

ASSETS MANAGED BY CONTRIBUTORS

 

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