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 in July 2023, the PIMFA Indices Committee agreed there will be changes to the portfolio weights of the MSCI PIMFA Equity Risk Index Series. The changes became effective Friday 1st September 2023 and the updated weights are listed below.
The Q4 2023 survey opens Monday 9th October and closes Friday 27th October. If you would like to participate in the quarterly asset allocation surveys, please email email@example.com
Implementation dates for any potential/future asset allocation changes are aligned to MSCI’s Global Index Review rebalancing calendar.