Indices

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.

See details of recent and historic asset allocation changes to the MSCI PIMFA Equity Risk Index Series and other useful resources.

The Daily Index Values above are recorded at the end of each trading day. Therefore the figures shown are from the end of the previous trading day.

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.

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.

View recent/historic asset allocations for the Private Investor Index Series.

The Daily Index Values above are recorded at the end of each trading day. Therefore the figures shown are from the end of the previous trading day.