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.

Following a review on 9th May 2024, the PIMFA Indices Committee agreed changes to the portfolio weights of the MSCI PIMFA Private Investor Index Series. These changes are effective Monday 3rd June and are published below.

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

The Q3 2024 survey opens Monday 17th June and closes Friday 5th July. If you would like your firm to participate in the quarterly asset allocation surveys, please email indices@pimfa.co.uk for more information.

Asset Class	Equities		Bonds			Cash	Real Estate	Alternatives
Underlying Asset Index	UK Equities [MSCI United Kingdom IMI]	International Equities (MSCI All country World Index (ACWI) ex-UK (in GBP))	Bonds: UK Gilts [Markit iBoxx £ Gilts]	Bonds: Corporates [Markit iBoxx £ Corporate]	Bonds: Inflation-Linked [Markit iBoxx UK Gilt Inflation Linked]	Cash [Custom Index of Bank of England Base Rate -0.75%, w/floor of 0%]	Commercial Property [MSCI UK IMI Liquid Real Estate]	Alternatives [Custom Index of 100% Long MSCI World Diversified Multiple Factor Index + 70% Short MSCI World Index]
Conservative	10.00	20.00	12.50	32.50	2.50	2.50	2.50	17.50
Income	15.00	32.50	10.00	20.00	2.50	2.50	2.50	15.00
Balanced	17.50	42.50	5.00	15.00	2.50	2.50	2.50	12.50
Growth	22.50	55.00	2.50	5.00	0.00	2.50	2.50	10.00
Global Growth	Developed World Equities [MSCI World Index (in GBP)]	Emerging World Equities [MSCI Emerging Market Index (in GBP)]
	90.00	5.00	0.00	0.00	0.00	2.50	0.00	2.50

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

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

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Current Asset Allocation