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 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
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