The ARC Indices

Put investment performance into perspective

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

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 over 20 years of real-life outcomes, the ARC Indices allow all investors to really see what "good" looks like.

Latest data

Calculated from the actual returns generated by investment managers

GBP

Data as at 19 Nov 24

ARC Index

Risk relative to equities

Index value

Month to date

Quarter to date

Year to date

Cautious

0-40%

207.14

0.75

4.63

Balanced Asset

40-60%

263.27

1.23

1.33

7.06

Steady Growth

60-80%

320.62

1.57

1.77

8.57

Equity Risk

80-110%

380.76

1.83

2.13

9.85

USD

Data as at 19 Nov 24

ARC Index

Risk relative to equities

Index value

Month to date

Quarter to date

Year to date

Cautious

0-40%

176.2

0.35

-0.85

5.37

Balanced Asset

40-60%

224.06

0.78

-0.64

8.80

Steady Growth

60-80%

280.77

1.03

-0.58

10.78

Equity Risk

80-110%

337.09

1.36

-0.37

13.15

EUR

Data as at 19 Nov 24

ARC Index

Risk relative to equities

Index value

Month to date

Quarter to date

Year to date

Cautious

0-40%

153.35

1.01

0.50

5.81

Balanced Asset

40-60%

189.68

1.76

1.35

9.37

Steady Growth

60-80%

243.34

2.40

2.09

11.76

Equity Risk

80-110%

295.7

2.86

2.55

13.58

CHF

Data as at 19 Nov 24

ARC Index

Risk relative to equities

Index value

Month to date

Quarter to date

Year to date

Cautious

0-40%

135.11

-0.03

-0.83

3.93

Balanced Asset

40-60%

165.86

0.21

-0.69

6.32

Steady Growth

60-80%

200.67

0.47

-0.53

8.84

Equity Risk

80-110%

229.64

0.77

-0.34

10.48

CAD

Data as at 19 Nov 24

ARC Index

Risk relative to equities

Index value

Month to date

Quarter to date

Year to date

Cautious

0-40%

218.36

0.42

0.12

6.43

Balanced Asset

40-60%

282.46

1.16

1.26

11.56

Steady Growth

60-80%

335.21

1.63

2.04

15.29

Equity Risk

80-110%

387.05

2.36

3.07

18.53

AIP

Data as at 30 Sep 24

ARC Index

Risk relative to equities

Index value

Month to date

Quarter to date

Year to date

AIP Index

N/A

211.52

-6.14

-3.65

-1.31

Charity

Data as at 19 Nov 24

ARC Index

Risk relative to equities

Index value

Month to date

Quarter to date

Year to date

Cautious

0-40%

212.54

0.67

0.57

4.40

Balanced Asset

40-60%

291.32

1.32

1.42

7.46

Steady Growth

60-80%

349.05

1.52

1.72

8.92

Equity Risk

80-110%

382.11

1.63

1.84

9.43

All figures are estimated from 1st April 2024

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

IN NUMBERS

PORTFOLIOS

WEALTH MANAGERS

YEARS OF INSIGHT

MAJOR CURRENCIES

ASSETS MANAGED BY CONTRIBUTORS

UNIQUE DATASET

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