The ARC Charity Multi-Asset Fund Review (MACFR) offers a comprehensive overview of the multi-asset charity fund sector.
The ARC Charity Multi-Asset Fund Review (MACFR) offers a comprehensive overview of the multi-asset charity fund sector. Developed with the support of participating fund managers, it serves as a valuable resource for current and prospective investors, as well as their advisers.
The quarterly review encompasses several key areas:
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Performance Analysis: It provides a summary of fund returns over various periods, allowing charities to assess how different funds have performed historically.
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Asset Allocation and Fund Size: The review details the asset mix and sizes of the funds, offering insights into their investment strategies and scale.
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Risk and Return Metrics: It includes analyses of risk-adjusted returns, helping charities understand the relationship between the returns achieved and the risks undertaken by different funds.
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Income and Dividend Information: The review presents data on historical dividend yields and growth, which is crucial for charities that rely on investment income to fund their activities.
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Additional Fund Details: Information on dealing procedures, pricing, charges and fund objectives is provided to give a holistic view of each fund's operations and goals.
The review enables charity trustees and their advisers to make more informed decisions, ensuring that their investment choices align with their financial objectives and risk tolerance. This resource aids in navigating the complexities of the multi-asset charity fund landscape, promoting better investment outcomes for charitable organisations.