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.

We believe that to realise the potential of their wealth, all investors deserve unbiased insights informed by unrivalled real-world performance data.

That's why we created the ARC Indices

Latest data

Calculated from the actual returns generated by investment managers for their charity clients

Charity

Data as at 27 Nov 23

ARC Index

Risk relative to equities

Index value

Month to date

Quarter to date

Year to date

Cautious

0-40%

201.33

2.11

1.39

2.46

Balanced Asset

40-60%

262.17

3.33

1.37

2.56

Steady Growth

60-80%

307.86

3.80

1.31

3.28

Equity Risk

80-110%

333.62

4.23

1.21

3.40

All figures are estimated from 1st October 2023

ARC Charity Indices

The ARC Charity Indices are a set of benchmarks that reflect the real-world investment experience of charities that have their wealth professionally managed by the leading providers

Based on the world's largest dataset of investment performance covering almost 20 years of real-life outcomes, the ARC Charity Indices allows you to really see what "good" looks like.

DOWNLOAD THE LATEST ARC CHARITY INDICES REPORT

ARC Multi-Asset Charity Fund Review

The Multi-Asset Charity Fund Review is published by ARC Research with the kind support of the participating managers, to provide an overview of the multi-asset charity fund sector to current and potential investors and their advisers.

DOWNLOAD THE LATEST MULTI ASSET CHARITY FUND REVIEW