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.

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

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

View recent asset allocation changes for the series and their respective implementation dates here

Last reviewed – May  2019 – No changes agreed

Last reviewed   – July 2019 – No changes agreed

Next review – November 2019

Asset ClassEquitiesBondsCashReal EstateAlternatives
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 (Cash equivalent) [GBP LIBOR -1% w/ floor 0%]Commercial Property [MSCI UK IMI Liquid Real Estate]Hedge Funds/ Alternatives [MSCI World DMF 50% + 1 W LIBOR (GBP) 50%]Total
Global GrowthDeveloped World Equities [MSCI World Index (in GBP)]Emerging World Equities [MSCI Emerging Market Index (in GBP)]