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Regulatory Policy and Compliance
Ensuring firms adhere to rules, guidelines, and regulations, maintaining market integrity and consumer protection....
Brexit
The UK's departure from the EU, requiring regulatory adjustments to ensure financial stability and consumer protection....
Consumer Duty
Consumer Duty requires firms to act in the best interests of customers, ensuring fair outcomes and clear communication....
Customer Vulnerability
Where consumers may be more susceptible to harm, requiring firms to provide fair treatment, support, and tailored services....
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Safeguarding data through secure processing, compliance with regulations, transparency, and preventing misuse or unauthorised access....
Financial Crime
Protecting against activities like fraud, money laundering, and market abuse, threatening financial system integrity and consumer protection....
Financial Services Compensation Scheme
The UK’s statutory compensation scheme for customers of UK authorised financial services firms. It can step in to pay compensation if a firm is unable, or likely to be unable,...
Future of Advice
Evolving financial advice models, ensuring accessibility, affordability, and consumer protection in changing markets....
Markets in Financial Instruments Directive/Regulation (MiFID/MIFIR)
Regulation to enhance financial markets transparency, investor protection, and improving trading practices across financial sectors....
Pensions
The increasingly complex pension landscape for firms as they navigate a changing regulatory environment....
Product Disclosure
PRIIPs (Packaged Retail and Insurance-based Investment Products) ensuring transparent, standardised information for retail investors on investment products....
Retail Disclosure Framework
Providing clear, accurate information to consumers about financial products, ensuring transparency and informed decision-making....
Senior Managers Certification Regime (SMCR)
SMCR (Senior Managers and Certification Regime) ensures accountability, clarifies roles, and enhances individual responsibility within financial services firms....
Sustainable Finance and ESG
Integrating environmental, social, and governance factors into investment decisions to promote long-term positive impact....
Talent, Inclusion, Diversity and Equity (TIDE)
Find out more to see how PIMFA is committed to promoting Talent, Inclusion, Diversity and Equity (TIDE) in our industry....
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Managing relationships with stakeholders, including government, regulators, and the public, to help shape policy and regulatory outcomes....
Operations
Firm’s internal processes, systems, and controls, ensuring efficient, secure, compliant, and resilient operational functions....
Advisers' Sustainabilty Group
Industry-led working group to focus on enhancing sustainable finance capabilities within the financial advice sector....
DFM Connect
DFM Connect is a group of authorised firms providing discretionary investment management services to financial advisers and their clients....
UK Platform Group
An independent group of retail platforms working together to drive positive change. Run by platform firms, for platform firms....
Talent, Inclusion, Diversity and Equity
Promoting talent, a diverse workforce, and creating inclusive environments....
Leading Lights Forum
The PIMFA Leading Lights Forum brings together talented young people from across our member firms who conduct primary research focusing on current hot topics impacting us all across our industry....
PIMFA Wealthtech
PIMFA's FinTech platform and digital marketplace created to drive innovation and enhance collaboration between FinTechs and the wealth management and financial advice sector....
PIMFA Groups
PIMFA Groups consist of committees, forums, briefings and working groups for our member firms to discuss and examine key topics within our industry....
Guides
See a range of Guides to support our member firms covering different topics....
Thought Leadership
Engaging with stakeholders to shape policies, providing insights and promoting informed industry discussions....
Response Papers
PIMFA responds on behalf of our membership to regulator and government consultations. We do this via feedback and discussion with member firms via our committees, working groups....
make it. Campaign
Our 'make it' campaign is dedicated to changing perceptions and encouraging an exciting and diverse mix of new talent into our industry....
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PIMFA Events
Connect, collaborate and celebrate with PIMFA Events. From insightful webinars and thought-provoking symposiums to prestigious awards and vibrant networking opportunities, our events bring the wealth management and financial advice community...
PIMFA Learning
Elevate your expertise with PIMFA Learning Events - dynamic, industry-focused training designed to empower financial professionals. Stay ahead with cutting-edge insights, practical skills, and networking opportunities tailored for your growth....
PIMFA Learning Programmes
PIMFA Learning provides expert-led courses and resources to help you develop skills and stay compliant in the wealth management and financial advice industry.”...
Podcasts
Short, deep dive conversations with experts on the topics that matter most to you....
Webinars on Demand
View our past webinars on demand....
PIMFA Groups
PIMFA Groups consist of committees, forums and working groups which provide an opportunity for individuals from our member firms to discuss relevant topics within our industry and examine issues such...
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Take an active role in shaping the industry's future. Whether you're looking to attend, sponsor, exhibit, or speak, PIMFA Events offer unparalleled opportunities to connect, share insights, and make an...
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Stay informed and engaged with PIMFA's Industry Events. Discover a curated selection of conferences, seminars, workshops, and networking opportunities hosted by industry leaders. Stay ahead of trends, gain fresh insights...
News
Indices
Morningstar PIMFA Private Investor Index Series
The Morningstar PIMFA Private Investor Index Series is a set of indices designed to represent the performance of a diversified portfolio of assets that are relevant to private investors....
Morningstar PIMFA Equity Risk Index Series
The Morningstar PIMFA Equity Risk Index Series is a collection of five composite indices designed to mirror the performance of multi-asset strategies employed by UK wealth management firms....
About Us
About PIMFA
PIMFA is the voice of the UK’s personal wealth services sector. PIMFA champions a culture of financial health for all and represents and supports providers of wealth management services, financial...
PIMFA Staff
PIMFA's staff cover a variety of aspects at PIMFA from expert technical guidance to membership support and much more....
PIMFA Board
PIMFA’s Board governs the workings and strategic direction of PIMFA led by our Chairman, Lord Deben, and CEO, Liz Field. It consists of leading senior figures from a representative...
PIMFA Groups
PIMFA Groups consist of committees, forums, briefings and working groups which provide an opportunity for individuals from our member firms to discuss relevant topics within our industry and examine issues...
Advisers' Sustainability Group
PIMFA provide the Secretariat to the FCA's industry-led working group to focus on enhancing sustainable finance capabilities within the financial sector....
UK Platform Group
An independent group of retail platforms working together to drive positive change. Run by platform firms, for platform firms....
Corporate Social Responsibility/Sustainability
Sustainable Finance & ESG is an area of strategic focus for PIMFA making sure we are championing a high standard for our future....
Annual Report
PIMFA’s annual report is a review of our purpose, activity and key achievements over our membership year which runs from 1st June to 31st May....
PIMFA Members
PIMFA's membership is on a corporate level. We represent both full and associate member firms. See who our member firms are....
PIMFA Plus
PIMFA Plus offers our full and associate member firms a suite of valuable services and curated products at bespoke rates from specialised partners that work with PIMFA....
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Job opportunities at PIMFA....
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Use our online directory to find a PIMFA member firm who can help you manage your money, buy and sell shares and access financial advice....
About Our Industry
Our industry helps people navigate the difficult financial decisions needed throughout the stages of their life. These professionals provide valuable expertise and support. ...
PIMFA Members
PIMFA's membership is on a corporate level. We represent both full and associate member firms. See who our member firms are....
PIMFA Plus
PIMFA Plus offers our full and associate member firms a suite of valuable services and curated products at bespoke rates from specialised partners that work with PIMFA....
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PIMFA Groups consist of committees, forums, briefings and working groups which provide an opportunity for individuals from our member firms to discuss relevant topics within our industry and examine issues...
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PIMFA Wealthtech develops new concepts and promotes the latest technologies for the benefit of our members....
Find a Firm
Use our online directory to find a PIMFA member firm who can help you manage your money, buy and sell shares and access financial advice....
Want to Collaborate?
Get in touch if you would like to collaborate with us in any of these areas. ...
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Focus: Supporting Practice

Recent/Historic Asset Allocations (Equity Risk Index Series)

See details of recent and historic asset allocation changes to the Morningstar PIMFA Equity Risk Index Series and other useful resources.

Your firm must be a  registered PIMFA member and you must be logged in to your registered individual profile to access this content.

To learn more about PIMFA membership, please contact indices@pimfa.co.uk

 

Recent/Future Asset Allocation Changes Agreed

ERI Weight Changes (decided 07.05.26) effective 01.06.26

 

Historic Asset Allocation Changes

ERI Weight Changes (decided 05.02.26) implemented 02.03.26

ERI Weight Changes (decided 06.11.25) Implemented 25.11.25

ERI Weight Changes (decided 31.07.25) no changes

ERI Weight Changes (decided 08.05.25) Implemented 02.06.25

ERI Weight Changes (decided 06.02.25) no changes

ERI Asset Allocation Weight Changes (decided 11.07.24) no changes

ERI Asset Allocation Weight Changes (decided 09.05.24) Implemented 03.06.24

ERI Asset Allocation Changes (decided 08.02.24) Implemented 01.03.24

ERI Asset Allocation Changes (decided 09.11.23) no changes

ERI Asset Allocation Changes (decided 20.07.23) Implemented 01.09.23

ERI Asset Allocation Changes (decided 11.05.23) no changes

ERI Asset Allocation Changes (decided 09.01.23) Implemented 01.03.23

ERI Asset Allocation Changes (decided 03.11.22) Implemented 01.12.22

ERI Asset Allocation Changes (decided 26.07.22) Implemented 01.09.22

ERI Asset Allocation changes (decided 21.10.21) Implemented 01.12.21

ERI Asset Allocation changes (decided 15.07.21) Implemented 01.09.21

ERI Asset Allocation Changes (decided 29.04.21) Implemented 28.05.21

ERI Asset Allocation Changes (decided on 04.02.21) Implemented on 01.03.21

Managing Your Money

If you are thinking about investing in financial instruments or seeking financial advice this section aims to aid you in your understanding of financial terms,…
More

Events

This area has all the latest information regarding PIMFA events.
More

News

This area is a one stop shop to all the latest PIMFA news, ranging from our latest press releases and blogs to editions of our…
More

You may also be interested in

Indices

Used properly, an index series can provide a useful perspective in the world of stocks and shares to compare portfolio performance. PIMFA provides the methodology for the Morningstar PIMFA Private Investor Index Series and Equity Risk Index Series and you can find out more information here.
View Topic

Further Information – Morningstar PIMFA Private Investor Index Series

Further Information - Morningstar PIMFA Private Investor Index Series
View
The Private Investor / Equity Risk Indices Committee is responsible for ensuring the current asset allocations of the Morningstar PIMFA...
View Group

ERI Asset Allocation Changes (decided 11.05.23) no changes

ERI Asset Allocation Changes (decided 11.05.23) no changes
Download
Download

You may also be interested in

Indices

Used properly, an index series can provide a useful perspective in the world of stocks and shares to compare portfolio performance. PIMFA provides the methodology for the Morningstar PIMFA Private Investor Index Series and Equity Risk Index Series and you can find out more information here.
View Topic

Further Information – Morningstar PIMFA Private Investor Index Series

Further Information - Morningstar PIMFA Private Investor Index Series
View
The Private Investor / Equity Risk Indices Committee is responsible for ensuring the current asset allocations of the Morningstar PIMFA...
View Group

Recent/Future Historic Asset Allocations (Private Investor Index Series)

View recent/historic asset allocations for the Morningstar PIMFA Private Investor Index Series.

Your firm must be a  registered PIMFA member and you must be logged in to your registered individual profile to access this content.

To learn more about PIMFA membership, please contact indices@pimfa.co.uk

Recent/Future Asset Allocation Changes Agreed

PII Weight Changes (decided 07.05.26) no changes

Historic Asset Allocation Changes

PII Weight Changes (decided 05.02.26) implemented 02.03.26

PII Weight Changes (decided 06.11.25) Implemented 25.11.25

PII Weight Changes (decided 31.07.25) Implemented 27.08.25

PII Weight Changes (decided 08.05.25) Implemented 02.06.25

PII Weight Changes (decided 06.02.25) no changes

PII Asset Allocation Weight Changes (decided 11.07.24) no changes

PII Weight Changes (decided 09.05.24) Implemented 03.06.24

PII Asset Allocation Changes (decided 08.02.24) Implemented 01.03.24

PII Asset Allocation Changes (decided 20.07.23) Implemented 01.09.23

PII Asset Allocation Changes (decided 09.11.23) no changes

PII Asset Allocation Changes (decided 11.05.23) no changes

PII Asset Allocation Changes (decided 09.02.23) Implemented 01.03.23

PII Asset Allocation Changes (decided 26.07.22) Implemented 01.09.2022

PII Asset Allocation changes (decided 21.10.21) Implemented 01.12.21

PII Asset Allocation Changes (decided 15.07.21) Implemented 01.09.21

PII Asset allocation changes (decided 29.04.21) Implemented 28.05.21

PII Asset Allocation Changes (decided 04.02.21) Implemented on 01.03.21

PII Asset Allocation Changes (decided 22.10.2020) Implemented On 01.12.2020

PII Asset allocation changes (decided on 06.11.19) Implemented on 01.01.2020

PII Asset Allocation Changes (decided 30.01.2019) Implemented on 01.03.2019

PII Asset Allocation Changes (decided 01.11.2017) Implemented on 01.12.2017

PII Asset Allocation Changes (decided 20.07.2017) Implemented On 01.09.2017

PII Asset Allocation Changes (decided 26.04.2017) Implemented On 01.06.2017

PII Asset Allocation Changes (decided 01.02.2017) Implemented On 01.03.2017

 

 

 

Managing Your Money

If you are thinking about investing in financial instruments or seeking financial advice this section aims to answer some common questions and provide links to…
More

Events

This area has all the latest information regarding PIMFA events.
More

News

This area is a one stop shop to all the latest PIMFA news, ranging from our latest press releases and blogs to editions of our…
More

You may also be interested in

Indices

Used properly, an index series can provide a useful perspective in the world of stocks and shares to compare portfolio performance. PIMFA provides the methodology for the Morningstar PIMFA Private Investor Index Series and Equity Risk Index Series and you can find out more information here.
View Topic

Further Information – Morningstar PIMFA Private Investor Index Series

Further Information - Morningstar PIMFA Private Investor Index Series
View
The Private Investor / Equity Risk Indices Committee is responsible for ensuring the current asset allocations of the Morningstar PIMFA...
View Group

PII Asset Allocation Changes (Decided 22.10.2020) Implemented On 01.12.2020

PII Asset Allocation Changes (Decided 22.10.2020) Implemented On 01.12.2020
Download
Download

You may also be interested in

Indices

Used properly, an index series can provide a useful perspective in the world of stocks and shares to compare portfolio performance. PIMFA provides the methodology for the Morningstar PIMFA Private Investor Index Series and Equity Risk Index Series and you can find out more information here.
View Topic

Further Information – Morningstar PIMFA Private Investor Index Series

Further Information - Morningstar PIMFA Private Investor Index Series
View
The Private Investor / Equity Risk Indices Committee is responsible for ensuring the current asset allocations of the Morningstar PIMFA...
View Group

ERI Asset Allocation Changes (decided on 04.02.21) Implemented on 01.03.21

ERI Asset Allocation Changes (decided on 04.02.21) Implemented on 01.03.21
Download
Download

You may also be interested in

Indices

Used properly, an index series can provide a useful perspective in the world of stocks and shares to compare portfolio performance. PIMFA provides the methodology for the Morningstar PIMFA Private Investor Index Series and Equity Risk Index Series and you can find out more information here.
View Topic

Further Information – Morningstar PIMFA Private Investor Index Series

Further Information - Morningstar PIMFA Private Investor Index Series
View
The Private Investor / Equity Risk Indices Committee is responsible for ensuring the current asset allocations of the Morningstar PIMFA...
View Group

ERI Asset Allocation Changes (decided 29.04.21) implemented 28.05.21

ERI Asset Allocation Changes (decided 29.04.21) implemented 28.05.21
Download
Download

You may also be interested in

Indices

Used properly, an index series can provide a useful perspective in the world of stocks and shares to compare portfolio performance. PIMFA provides the methodology for the Morningstar PIMFA Private Investor Index Series and Equity Risk Index Series and you can find out more information here.
View Topic

Further Information – Morningstar PIMFA Private Investor Index Series

Further Information - Morningstar PIMFA Private Investor Index Series
View
The Private Investor / Equity Risk Indices Committee is responsible for ensuring the current asset allocations of the Morningstar PIMFA...
View Group

Current Asset Allocation – Morningstar PIMFA Private Investor Index Series

Each of these portfolios contains different proportions of UK equities, international equities, bonds, cash and alternatives to reflect the investment aims of UK wealth managers. The changes in their values (i.e. the movement up or down of the UK shares, international shares, bonds etc) are represented by the movements of the related indices.

DATE: 1 June  2026

Following the recent review of survey data provided by participating member firms, the PIMFA Indices Committee agreed there would be no changes to the portfolio weights of the Morningstar PIMFA Private Investor Index Series.  Implementation dates for any potential/future asset allocation changes are aligned to Morningstar PIMFA Index Implementation Calendar. 

The Q3 2026 survey opens Monday 3rd July and closes Friday 24th July.  If you would like your firm to participate in the quarterly asset allocation surveys and help ensure that the index weight methodology for the Morningstar PIMFA Private Investor/Morningstar PIMFA Equity Risk Index Series’ remain relevant benchmarks for the UK wealth management sector, please email indices@pimfa.co.uk for more information.

Asset ClassEquitiesBondsCashReal EstateAlternatives
Underlying Asset IndexMorningstar UK All Cap Target Market ExposureMorningstar Global ex-UK Target Market ExposureMorningstar UK Gilt BondMorningstar UK Corporate BondMorningstar UK Treasury Inflation-Linked SecuritiesMorningstar Pound Sterling Overnight CashMorningstar UK Real Estate All Cap Target Market ExposureMorningstar Long Developed Markets Multifactor Short Developed Markets
Conservative7.5025.0012.5032.502.502.502.5015.00
Income12.5035.0010.0020.002.502.502.5015.00
Balanced12.5047.505.0015.002.502.502.5012.50
Growth17.5060.002.507.500.002.502.507.50
Global GrowthMorningstar Developed Markets Target Market ExposureMorningstar Emerging Markets Target Market Exposure
90.005.000.000.000.002.500.002.50

Asset allocation changes to the Morningstar PIMFA Private Investor Index Series can occur 1-4 times per year.

Click here to view recent/historic asset allocation changes for the series and their respective implementation dates.

You may also be interested in

Indices

Used properly, an index series can provide a useful perspective in the world of stocks and shares to compare portfolio performance. PIMFA provides the methodology for the Morningstar PIMFA Private Investor Index Series and Equity Risk Index Series and you can find out more information here.
View Topic

Further Information – Morningstar PIMFA Private Investor Index Series

Further Information - Morningstar PIMFA Private Investor Index Series
View
The Private Investor / Equity Risk Indices Committee is responsible for ensuring the current asset allocations of the Morningstar PIMFA...
View Group

ERI Asset Allocation changes (decided 15.07.21) implemented 01.09.21

ERI Asset Allocation changes (decided 15.07.21) implemented 01.09.21
Download
Download

You may also be interested in

Indices

Used properly, an index series can provide a useful perspective in the world of stocks and shares to compare portfolio performance. PIMFA provides the methodology for the Morningstar PIMFA Private Investor Index Series and Equity Risk Index Series and you can find out more information here.
View Topic

Further Information – Morningstar PIMFA Private Investor Index Series

Further Information - Morningstar PIMFA Private Investor Index Series
View
The Private Investor / Equity Risk Indices Committee is responsible for ensuring the current asset allocations of the Morningstar PIMFA...
View Group

ERI Asset Allocation changes (decided 21.10.21) implemented 01.12.21

ERI Asset Allocation changes (decided 21.10.21) implemented 01.12.21
Download
Download

You may also be interested in

Indices

Used properly, an index series can provide a useful perspective in the world of stocks and shares to compare portfolio performance. PIMFA provides the methodology for the Morningstar PIMFA Private Investor Index Series and Equity Risk Index Series and you can find out more information here.
View Topic

Further Information – Morningstar PIMFA Private Investor Index Series

Further Information - Morningstar PIMFA Private Investor Index Series
View
The Private Investor / Equity Risk Indices Committee is responsible for ensuring the current asset allocations of the Morningstar PIMFA...
View Group

ERI Asset Allocation Changes (decided 26.07.22) implemented 01.09.22

ERI Asset Allocation Changes (decided 26.07.22) implemented 01.09.22
Download
Download

You may also be interested in

Indices

Used properly, an index series can provide a useful perspective in the world of stocks and shares to compare portfolio performance. PIMFA provides the methodology for the Morningstar PIMFA Private Investor Index Series and Equity Risk Index Series and you can find out more information here.
View Topic

Further Information – Morningstar PIMFA Private Investor Index Series

Further Information - Morningstar PIMFA Private Investor Index Series
View
The Private Investor / Equity Risk Indices Committee is responsible for ensuring the current asset allocations of the Morningstar PIMFA...
View Group

ERI Asset Allocation Changes (decided 03.11.22) implemented 01.12.22

ERI Asset Allocation Changes (decided 03.11.22) implemented 01.12.22
Download
Download

You may also be interested in

Indices

Used properly, an index series can provide a useful perspective in the world of stocks and shares to compare portfolio performance. PIMFA provides the methodology for the Morningstar PIMFA Private Investor Index Series and Equity Risk Index Series and you can find out more information here.
View Topic

Further Information – Morningstar PIMFA Private Investor Index Series

Further Information - Morningstar PIMFA Private Investor Index Series
View
The Private Investor / Equity Risk Indices Committee is responsible for ensuring the current asset allocations of the Morningstar PIMFA...
View Group

ERI Asset Allocation Changes (decided 09.01.23) implemented 01.03.23

ERI Asset Allocation Changes (decided 09.01.23) implemented 01.03.23
Download
Download

You may also be interested in

Indices

Used properly, an index series can provide a useful perspective in the world of stocks and shares to compare portfolio performance. PIMFA provides the methodology for the Morningstar PIMFA Private Investor Index Series and Equity Risk Index Series and you can find out more information here.
View Topic

Further Information – Morningstar PIMFA Private Investor Index Series

Further Information - Morningstar PIMFA Private Investor Index Series
View
The Private Investor / Equity Risk Indices Committee is responsible for ensuring the current asset allocations of the Morningstar PIMFA...
View Group

Morningstar PIMFA Private Investor Index Series

This index series has been in existence since 1997 (under different names) and consists of five composite indexes  and includes weightings of Equities, Fixed Income, Real Estate, Cash and Alternatives.

The Morningstar PIMFA Private Investor Index Series has five composite indices to reflect the differing aims of investors:

  • the Conservative index
  • the Income index
  • the Growth index
  • the Balanced index and
  • the Global Growth index

This Index Series can provide

  • A basis for discussing and reviewing the asset allocation and structure of your portfolio with your fund manager or stockbroker.
  • A benchmark for assessing and comparing the performance of discretionary fund managers.
  • A measure to compare the performance of similar Income, Growth and Balanced based funds.

Current Asset Allocation

More

Indices Survey Dashboard

More

Recent/Historic Asset Allocations

More

Further Information

More

Helpful Resources

Homepage - Morningstar PIMFA Private Investor Index SeriesOverview - Morningstar PIMFA Private Investor Index SeriesRulebook - Morningstar PIMFA Private Investor Index SeriesFactsheets - Morningstar PIMFA Private Investor Index SeriesTicker Codes - Morningstar PIMFA Private Investor Index SeriesImplementation Calendar - Rebalancing DatesLatest news and research from MorningstarContact PIMFA - Indices Enquiry

You may also be interested in

Indices

Used properly, an index series can provide a useful perspective in the world of stocks and shares to compare portfolio performance. PIMFA provides the methodology for the Morningstar PIMFA Private Investor Index Series and Equity Risk Index Series and you can find out more information here.
View Topic

Further Information – Morningstar PIMFA Private Investor Index Series

Further Information - Morningstar PIMFA Private Investor Index Series
View
The Private Investor / Equity Risk Indices Committee is responsible for ensuring the current asset allocations of the Morningstar PIMFA...
View Group

Asset Allocation Changes (decided 11.05.2023) no changes

Asset Allocation Changes (decided 11.05.2023) no changes
Download
Download

You may also be interested in

Indices

Used properly, an index series can provide a useful perspective in the world of stocks and shares to compare portfolio performance. PIMFA provides the methodology for the Morningstar PIMFA Private Investor Index Series and Equity Risk Index Series and you can find out more information here.
View Topic

Further Information – Morningstar PIMFA Private Investor Index Series

Further Information - Morningstar PIMFA Private Investor Index Series
View
The Private Investor / Equity Risk Indices Committee is responsible for ensuring the current asset allocations of the Morningstar PIMFA...
View Group

Asset Allocation Changes (decided 20.07.23) implemented 01.09.23

Asset Allocation Changes (decided 20.07.23) implemented 01.09.23
Download
Download

You may also be interested in

Indices

Used properly, an index series can provide a useful perspective in the world of stocks and shares to compare portfolio performance. PIMFA provides the methodology for the Morningstar PIMFA Private Investor Index Series and Equity Risk Index Series and you can find out more information here.
View Topic

Further Information – Morningstar PIMFA Private Investor Index Series

Further Information - Morningstar PIMFA Private Investor Index Series
View
The Private Investor / Equity Risk Indices Committee is responsible for ensuring the current asset allocations of the Morningstar PIMFA...
View Group

Morningstar PIMFA Equity Risk Index Series

This series was launched on 1st November 2019 following the changing demands of the market and our members. It consists of five composite indices and includes weightings of equities, bonds, real estate and “alternative” investments based on the strategic asset allocations (SAA) of PIMFA member firms grouped by the percentage of equities held in the strategies.

The Morningstar PIMFA Equity Risk Index Series has five composite indices to reflect the differing aims of investors:

  • Equity Risk 1 Index (RBI 1) – Equity 10 – 25%
  • Equity Risk 2 Index (RBI 2) – Equity 26 – 46%
  • Equity Risk 3 Index (RBI 3) – Equity 47 – 66%
  • Equity Risk 4 Index (RBI 4) – Equity 67 – 85%
  • Equity Risk 5 Index (RBI 5) – Equity 86 – 100%

This Index Series can provide

  • Risk characteristics to align to client risk profiles more readily.
  • These represent the strategic asset allocations of PIMFA member firms to help firms/individuals understand long term strategy of the UK market.
  • Created on 1st November 2019 due to demand from PIMFA member firms who wished to see a new range of indices based on this new methodology.

Current Asset Allocation

More

Indices Survey Dashboard

More

Recent/Historic Asset Allocations

More

Further Information

More

Helpful Resources

Homepage - Morningstar PIMFA Equity Risk Index SeriesOverview - Morningstar PIMFA Equity Risk Index SeriesRulebook - Morningstar PIMFA Equity Risk Index SeriesFactsheets - Morningstar PIMFA Equity Risk Index SeriesTicker Codes - Morningstar PIMFA Equity Risk Index SeriesImplementation Calendar - Rebalancing DatesLatest news and research from MorningstarContact PIMFA - Indices Enquiry

You may also be interested in

Indices

Used properly, an index series can provide a useful perspective in the world of stocks and shares to compare portfolio performance. PIMFA provides the methodology for the Morningstar PIMFA Private Investor Index Series and Equity Risk Index Series and you can find out more information here.
View Topic

Further Information – Morningstar PIMFA Private Investor Index Series

Further Information - Morningstar PIMFA Private Investor Index Series
View
The Private Investor / Equity Risk Indices Committee is responsible for ensuring the current asset allocations of the Morningstar PIMFA...
View Group

ERI Asset Allocation Changes (decided 09.11.23) no changes

ERI Asset Allocation Changes (decided 09.11..23) no changes
Download
Download

You may also be interested in

Indices

Used properly, an index series can provide a useful perspective in the world of stocks and shares to compare portfolio performance. PIMFA provides the methodology for the Morningstar PIMFA Private Investor Index Series and Equity Risk Index Series and you can find out more information here.
View Topic

Further Information – Morningstar PIMFA Private Investor Index Series

Further Information - Morningstar PIMFA Private Investor Index Series
View
The Private Investor / Equity Risk Indices Committee is responsible for ensuring the current asset allocations of the Morningstar PIMFA...
View Group

ERI Asset Allocation Changes (decided 08.02.24) implemented 01.03.24

ERI Asset Allocation Changes (decided 08.02.24) implemented 01.03.24
Download
Download

You may also be interested in

Indices

Used properly, an index series can provide a useful perspective in the world of stocks and shares to compare portfolio performance. PIMFA provides the methodology for the Morningstar PIMFA Private Investor Index Series and Equity Risk Index Series and you can find out more information here.
View Topic

Further Information – Morningstar PIMFA Private Investor Index Series

Further Information - Morningstar PIMFA Private Investor Index Series
View
The Private Investor / Equity Risk Indices Committee is responsible for ensuring the current asset allocations of the Morningstar PIMFA...
View Group

ERI Asset Allocation Weight Changes (decided 09.05.24) implemented 03.06.24

ERI Asset Allocation Weight Changes (decided 09.05.24) implemented 03.06.24
Download
Download

You may also be interested in

Indices

Used properly, an index series can provide a useful perspective in the world of stocks and shares to compare portfolio performance. PIMFA provides the methodology for the Morningstar PIMFA Private Investor Index Series and Equity Risk Index Series and you can find out more information here.
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Further Information – Morningstar PIMFA Private Investor Index Series

Further Information - Morningstar PIMFA Private Investor Index Series
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The Private Investor / Equity Risk Indices Committee is responsible for ensuring the current asset allocations of the Morningstar PIMFA...
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ERI Asset Allocation Weight Changes (decided 11.07.24) no changes

ERI Asset Allocation Weight Changes (decided 11.07.24) no changes
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Download

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Indices

Used properly, an index series can provide a useful perspective in the world of stocks and shares to compare portfolio performance. PIMFA provides the methodology for the Morningstar PIMFA Private Investor Index Series and Equity Risk Index Series and you can find out more information here.
View Topic

Further Information – Morningstar PIMFA Private Investor Index Series

Further Information - Morningstar PIMFA Private Investor Index Series
View
The Private Investor / Equity Risk Indices Committee is responsible for ensuring the current asset allocations of the Morningstar PIMFA...
View Group

ERI Weight Changes (decided 06.02.25) no changes

ERI Weight Changes (decided 06.02.24) no changes
Download
Download

You may also be interested in

Indices

Used properly, an index series can provide a useful perspective in the world of stocks and shares to compare portfolio performance. PIMFA provides the methodology for the Morningstar PIMFA Private Investor Index Series and Equity Risk Index Series and you can find out more information here.
View Topic

Further Information – Morningstar PIMFA Private Investor Index Series

Further Information - Morningstar PIMFA Private Investor Index Series
View
The Private Investor / Equity Risk Indices Committee is responsible for ensuring the current asset allocations of the Morningstar PIMFA...
View Group