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ERI Weight Changes (decided 08.05.25) Implemented 02.06.25

ERI Weight Changes (decided 08.05.25) Implemented 02.06.25
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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.

Further Information – Morningstar PIMFA Private Investor Index Series

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

ERI Weight Changes (decided 31/07.2025) no changes

ERI Weight Changes (decided 31/07.2025) no changes
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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.

Further Information – Morningstar PIMFA Private Investor Index Series

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

ERI Weight Changes decided 06.11.25 effective 25.11.25

ERI Weight Changes decided 06.11.25 effective 25.11.25
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.

Further Information – Morningstar PIMFA Private Investor Index Series

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

ERI Weight Changes decided 05.02.26 effective 02.03.26

ERI Weight Changes decided 05.02.26 effective 02.03.26
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.

Further Information – Morningstar PIMFA Private Investor Index Series

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

PII Asset Allocation Changes (Decided 01.02.2017) Implemented On 01.03.2017

PII Asset Allocation Changes (Decided 01.02.2017) Implemented On 01.03.2017
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.

Further Information – Morningstar PIMFA Private Investor Index Series

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

PII Asset Allocation Changes (Decided 26.04.2017) Implemented On 01.06.2017

PII Asset Allocation Changes (Decided 26.04.2017) Implemented On 01.06.2017
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.

Further Information – Morningstar PIMFA Private Investor Index Series

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

Asset Allocation Changes (Decided 20.07.2017) Implemented On 01.09.2017

Asset Allocation Changes (Decided 20.07.2017) Implemented On 01.09.2017
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.

Further Information – Morningstar PIMFA Private Investor Index Series

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

PII Asset Allocation Changes (Decided 01.11.2017) Implemented on 01.12.2017

PII Asset Allocation Changes (Decided 01.11.2017) Implemented on 01.12.2017
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.

Further Information – Morningstar PIMFA Private Investor Index Series

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

PII Asset Allocation Changes (decided 30.01.2019) Implemented on 01.03.2019

PII Asset Allocation Changes (decided 30.01.2019) Implemented on 01.03.2019
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.

Further Information – Morningstar PIMFA Private Investor Index Series

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

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

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

Further Information – Morningstar PIMFA Private Investor Index Series

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

PIMFA-PII-index-weight-changes-q1-2021.pdf

PIMFA-PII-index-weight-changes-q1-2021.pdf
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.

Further Information – Morningstar PIMFA Private Investor Index Series

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

PII Asset Allocation Changes (decided 04.02.21) Implemented on 01.03.21

PII Asset Allocation Changes (decided 04.02.21) Implemented on 01.03.21
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.

Further Information – Morningstar PIMFA Private Investor Index Series

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

PII Asset allocation changes (decided 29.04.21) implemented 28.05.21

PII Asset allocation changes (decided 29.04.21) implemented 28.05.21
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.

Further Information – Morningstar PIMFA Private Investor Index Series

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

PII Asset Allocation Changes (decided 15.07.21) Implemented 01.09.21

PII Asset Allocation Changes (decided 15.07.21) Implemented 01.09.21
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.

Further Information – Morningstar PIMFA Private Investor Index Series

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

PII Asset Allocation changes (decided 21.10.21) implemented 01.12.21

PII Asset Allocation changes (decided 21.10.21) implemented 01.12.21
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.

Further Information – Morningstar PIMFA Private Investor Index Series

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

PII Asset Allocation Changes (decided 26.07.22) implemented 01.09.2022

PII Asset Allocation Changes (decided 26.07.22) implemented 01.09.2022
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.

Further Information – Morningstar PIMFA Private Investor Index Series

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

PII Asset Allocation Changes (decided 09.02.23) implemented 01.03.23

PII Asset Allocation Changes (decided 09.02.23) implemented 01.03.23
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.

Further Information – Morningstar PIMFA Private Investor Index Series

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

PII Asset Allocation Changes (decided 11.05.23) no changes

PII Asset Allocation Changes (decided 11.05.23) no changes
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.

Further Information – Morningstar PIMFA Private Investor Index Series

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

PII Asset Allocation Changes (decided 09.11.23) no changes

PII Asset Allocation Changes (decided 09.11.23) no changes
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.

Further Information – Morningstar PIMFA Private Investor Index Series

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

PII Asset Allocation Changes (decided 20.07.23) implemented 01.09.23

PII Asset Allocation Changes (decided 20.07.23) implemented 01.09.23
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.

Further Information – Morningstar PIMFA Private Investor Index Series

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

PII Asset Allocation Changes (decided 08.02.24) implemented 01.03.24

PII Asset Allocation Changes (decided 08.02.24) implemented 01.03.24
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.

Further Information – Morningstar PIMFA Private Investor Index Series

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