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.
Current Asset Allocation (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 (Private Investor Index Series)
View recent/historic asset allocations for the Private Investor Index Series.
Index Values (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.