Climate change and COP26 – where we are and why it matters
02 November 2021
As representatives of countries around the world gather for the United Nations Climate Change Conference of the Parties in Glasgow.
3 min read
Our aim is to deliver a reliable, consistently strong performance. To illustrate our strong track record we have outperformed the ARC Steady Growth Index, an independent measure, over the past five years.
To understand precisely how your assets are performing, we encourage you to look at a bespoke set of measurements. These can be based on your asset allocation strategy or compared against predetermined objectives, such as inflation.
To speak to a specialist about how we can build and manage your charity’s investments, please call us or complete our contact form.
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To provide an overview of our past performance, we have taken a composite of discretionary portfolios managed on behalf of our charity clients, all of whom have balanced mandates and would be classified as unconstrained. As at 31st December 2020, the total value of the composite was £1.40bn and there were 175 charities in the sample.
We have not used ‘model’ or ‘back tested’ numbers, nor have we cherry-picked figures from a single, strongly performing client. Our statistics are a fair reflection of how client portfolios have performed over time, and the figures have been calculated on a true-time weighted basis.
We show below the performance of our composite against the ARC Sterling Steady Growth Index, Teknometry CIG Charity Fund Universe and, for the longer term, CPI+3% (all annualised on a net-of-fees basis).
The ARC Sterling Steady Growth Index represents charity portfolios that exhibit between 60-80% of the volatility of the UK equity market, which we believe is comparable with our composite. ARC Charity Indices (ACI) are independent measures constructed from approximately 1,500 discretionary charity portfolios submitted by over 30 investment houses.
Many of our charity clients look to produce a market level of income and to preserve the real value of their investments over the longer term, and therefore for the five year period we have included CPI+3%.
Source: Investec Wealth & Investment, Teknometry and ARC (March 2021).
Past performance is not an indicator of future returns.
For our clients' benefit, we have recruited and retained high calibre fund managers for our specialist Charities Team.
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