Guernsey-based ARC has launched the ARC Inheritance Tax Portfolio Indices (AIP), a new index series focused on portfolios that are specifically targeting IHT mitigation.
The AIP index has 10 data contributors, providing thousands of real portfolio performance figures clear of fees for portfolios that are specifically targeting IHT mitigation. The contributors include Blankstone Sington, Brooks Macdonald, Cazenove Capital, Charles Stanley & Co, Close Asset Management, Investec Wealth & Investment, J M Finn, Sarasin & Partners, Smith & Williamson Investment Management and Stellar Asset Management.
The data represents a range of different sizes and styles of manager with the new indices having five years of history.
Daniel Hurdley, director of ARC research, commented: “This type of portfolio has been increasingly popular as a tool for IHT mitigation, but there was no suitable peer group yardstick available and no standardisation of performance reporting. The AIP provide investors with the confidence that data has been collected in the same rigorous manner for all the data contributors.”
The AIP index launch comes after ARC completed its management buy-out last week, and is designed to bring consistency of data reporting to this growing specialist investment sector.
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