Current Asset Allocation

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.

Asset allocations changes to the MSCI PIMFA Private Investor Index Series can (but may not) occur up to 4 times per year.

Implementation dates for any potential future asset allocation changes are aligned to MSCI’s Global Index Review re balancing calendar.

View recent asset allocation changes for the series and their respective implementation dates here

Last reviewed February 2021 – Changes agreed and effective from March 1st 2021 – Available here

Next review – April 2021