Investment Portfolio - Year 1 Public Disclosure FY2025

As part of Arc Board’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 

  • 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

Other Allowable Assets (Private Debt & Credit)

32.02%

30%

0-50%

Yes

Board Administration & Governance

E:ceo.admin@arc.unsw.edu.au

Explore Arc