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MSCI PIMFA Indices

An index is a set of calculations that can be used to measure or reflect the performance of a group of companies connected by a specific theme or grouping.

The aim in investment management is to design a suitable portfolio which will meet an individual investor’s needs. Used properly, indices can provide a useful perspective on the price movement of stocks and shares, and on the performance of your portfolio.

They can provide:

  • measures to compare the range of performance across Income, Growth and Balanced funds.

  • a basis for reviewing the asset allocation and structure of your portfolio.

  • a benchmark for assessing and comparing the performance of your portfolio.

The MSCI PIMFA Equity Risk Index Series

This series consists of five composite indices and includes weightings of equities, bonds, real estate and alternative investments based on the strategic asset allocations of PIMFA member firms, grouped by the percentage of equities held in the strategies.

  • Equity Risk 1 Index – Equity 10 – 25%

  • Equity Risk 2 Index – Equity 26 – 46%

  • Equity Risk 3 Index – Equity 47 – 66%

  • Equity Risk 4 Index – Equity 67 – 85%

  • Equity Risk 5 Index – Equity 86 – 100%

The MSCI PIMFA Private Investor Index Series

This series consists of five composite indexes and includes weightings of Equities, Fixed Income, Real Estate, Cash and Alternatives.

  • Growth portfolio

  • Income portfolio

  • Balanced portfolio

  • Conservative index

  • Global Growth index

The latest values of the indices can be found on PIMFA’s website and the Indices values are also published every weekend on the Databank page of the Financial Times’ Money & Business section.