Living in society, not off it
15 September 2020
In Fani's own words "one of Investec’s most cherished values is that we strive to live in society, not off it."
5 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 30th September 2019, the total value of the composite was £1.42bn and there were 164 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 which 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.
The Teknometry CIG Charity Fund Universe was established by Teknometry in partnership with the Charity Investors’ Group (CIG), and Investec Wealth & Investment is proud to be one of the nine founding participant investment firms. The universe is comprised of 1,298 portfolios which represent over £12.4bn of UK charity investment assets.
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 (September 2019).
Past performance is not an indicator of future returns.
For our client's benefit, we have recruited and retained high calibre fund managers for our specialist Charities Team.
To speak to a specialist about how we can build and manage your charity’s investments, please call us or complete our contact form.