GBP inception: 31/05/2016, SRI inception: 30/06/2019, USD & EUR portfolios inception: 31/12/2016. No data is available for previous periods. Source: Bloomberg, Asset Risk Consultants & Netwealth Investments. Returns are of indicative live portfolios and are shown net of (i) all charges associated with the underlying investments and (ii) a Netwealth management fee of 0.35% per annum covering management, trading, custody and administration up to 30/04/2023 and 0.40% from 01/05/2023. Netwealth fees range from 0.70% - 0.40% pa depending on account size. ARC data can contain up to 3 months of performance estimates.
The ARC private client indices (PCI) are an industry leading performance guide. On a monthly basis, the independent body culminates the actual returns generated by over 100 investment & wealth managers for their private client portfolios, and produces a peer group average figure. These cover 4 different levels of risk, allowing providers and clients to make fair and accurate comparisons. We have included each of their relevant indices in our performance charts, alongside the most comparable risk levels of our own.
