Indices
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.
Further Information Morningstar PIMFA Equity Risk Index Series
Further Information Morningstar PIMFA Equity Risk Index Series
Further Information – Morningstar PIMFA Private Investor Index Series
Further Information - Morningstar PIMFA Private Investor Index Series
Current Asset Allocation – Morningstar PIMFA Equity Risk Index Series
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.
Indices
PIMFA provides the methodology for the MSCI PIMFA Private Investor Index Series and Equity Risk Index Series.
Both of these index series are designed to represent their respective weightings, show returns of selected multi-asset-class strategies and are used as benchmarks to compare the performance and returns of private client investment portfolios.
Recent/Historic Asset Allocations (Equity Risk Index Series)
See details of recent and historic asset allocation changes to the MSCI PIMFA Equity Risk Index Series and other useful resources.
ERI Asset Allocation Changes (decided 11.05.23) no changes
Recent/Future Historic Asset Allocations (Private Investor Index Series)
View recent/historic asset allocations for the Private Investor Index Series.
PII Asset Allocation Changes (Decided 22.10.2020) Implemented On 01.12.2020
ERI Asset Allocation Changes (decided on 04.02.21) Implemented on 01.03.21
ERI Asset Allocation Changes (decided 29.04.21) implemented 28.05.21
Current Asset Allocation – Morningstar PIMFA Private Investor Index Series
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.