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.
There are 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.
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.
