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 Equity Risk 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 for more information.