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

Indices Survey Dashboard

Recent/Historic Asset Allocations

Further Information

Helpful Resources

Overview - Morningstar PIMFA Private Investor Index Series Rulebook - Morningstar PIMFA Private Investor Index Series Factsheets - Morningstar PIMFA Private Investor Index Series Ticker Codes - Morningstar PIMFA Private Investor Index Series Implementation Calendar - Rebalancing Dates Latest news and research from Morningstar Contact PIMFA - Indices Enquiry

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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 MSCI PIMFA Private Investor Index Series and Equity Risk Index Series and you can find out more information here.