Charity Investment Performance in Perspective

With data and results from 5,000 investment portfolios run on behalf of charities at over 35 firms, the ARC Charity Indices are the most representative performance benchmarks available to charities.

Data as at 23 May 24

ARC Index
Risk relative to equities
Index value
Month to date
Quarter to date
Year to date
Cautious
0-40%
206.34
1.06
0.25
1.35
Balanced Asset
40-60%
280.98
1.79
0.77
3.65
Steady Growth
60-80%
335.93
2.08
0.86
4.83
Equity Risk
80-110%
367.86
2.35
1.12
5.35
Coral
Coral
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The single most valuable tool for charity trustees with oversight of an investment policy

Grant Wilson

Chief Investment Officer

 

INVESTMENT MANAGERS

 

INDIVIDUAL CHARITY INVESTMENT PORTFOLIOS

 

YEARS OF DATA

 

ASSETS COVERED