Investment Portfolio – Year 1 Public Disclosure FY2025
As part of Arc’s commitment to transparency and strong financial stewardship, Arc endorsed in 2025 the implementation of a phased approach to public disclosure of its investments.
- For the year ended 31 December 2025, Arc’s investment portfolio increased from $1,431,829.70 to $1,513,841.42, representing a net change of $82,011.72.
- Based on the portfolio statement, the portfolio generated a net return of 5.73% for the period net of administration costs and advice fees.
- The movement in portfolio value comprised net income of $85,462.64 and market movement of $3,450.92
Asset allocation and compliance
- Arc does not invest in Equities, as of 31 December 2025 the portfolio remained invested in defensive assets and was compliant with Arc’s Investment Policy asset allocation parameters.
| Asset Class | Weighting | Target Benchmark | Allowable Range | Compliant? |
| Cash | 12.85% | 10% | 0-100% | Yes |
| Australian Fixed Interest | 55.13% | 50% | 0-70% | Yes |
| International Fixed Interest | 0 | 10% | 0-20% | NA |
| Other Allowable Assets (Private Debt & Credit) | 32.02% | 30% | 0-50% | Yes |
