MSCI PIMFA Private Investor indexes: data source??

[yorkshirelad1]

Does anyone know where I can get data for a couple of Private Investor indexes. I'm specifically looking for:

Indices Total return

• MSCI PIMFA Private Investor Balanced
• MSCI PIMFA Private Investor Growth
• FTSE All Share

I have found the FTSE All Share TR (TFTAS) at https://uk.investing.com/indices/ftse-all-share-tr-historical-data, but the others are proving elusive (probably because they're only available to professionals on a subscription basis, but I don't mind paying a reasonable amount). I am looking to get one reading per 6 months on a specific date (i.e. two readings a year). For comparison purposes.

If it makes any difference, these are the dates I'm after at present:
16/08/2021
21/02/2022
14/09/2022

Thanks

[torata]

Does anyone know where I can get data for a couple of Private Investor indexes. I'm specifically looking for:

Indices Total return

• MSCI PIMFA Private Investor Balanced
• MSCI PIMFA Private Investor Growth
• FTSE All Share

I have found the FTSE All Share TR (TFTAS) at https://uk.investing.com/indices/ftse-all-share-tr-historical-data, but the others are proving elusive (probably because they're only available to professionals on a subscription basis, but I don't mind paying a reasonable amount). I am looking to get one reading per 6 months on a specific date (i.e. two readings a year). For comparison purposes.

If it makes any difference, these are the dates I'm after at present:
16/08/2021
21/02/2022
14/09/2022

Thanks

I don't know if this will help, but there's a recent article in the FT that may give some clues titled:
"Does your money manager pass the Ofsted test?"

The links the article provides are:
https://www.msci.com/pimfa-private-investor-indexes
from where you can download the factsheets that do give some figures

And
https://www.suggestus.com/
"which collects the actual performance of more than 350,000 investment portfolios from more than 140 investment managers who are responsible for around £1.5tn of assets under management."

And from all 400,000 of ii customers:
https://www.ii.co.uk/analysis-commentary/ii-private-investor-performance-index-q3-2022-ii525649

HTH
torata

[yorkshirelad1]

Does anyone know where I can get data for a couple of Private Investor indexes. I'm specifically looking for:

Indices Total return

• MSCI PIMFA Private Investor Balanced
• MSCI PIMFA Private Investor Growth
• FTSE All Share

I have found the FTSE All Share TR (TFTAS) at https://uk.investing.com/indices/ftse-all-share-tr-historical-data, but the others are proving elusive (probably because they're only available to professionals on a subscription basis, but I don't mind paying a reasonable amount). I am looking to get one reading per 6 months on a specific date (i.e. two readings a year). For comparison purposes.

If it makes any difference, these are the dates I'm after at present:
16/08/2021
21/02/2022
14/09/2022

Thanks

I don't know if this will help, but there's a recent article in the FT that may give some clues titled:
"Does your money manager pass the Ofsted test?"

The links the article provides are:
https://www.msci.com/pimfa-private-investor-indexes
from where you can download the factsheets that do give some figures

And
https://www.suggestus.com/
"which collects the actual performance of more than 350,000 investment portfolios from more than 140 investment managers who are responsible for around £1.5tn of assets under management."

And from all 400,000 of ii customers:
https://www.ii.co.uk/analysis-commentary/ii-private-investor-performance-index-q3-2022-ii525649

HTH
torata

Many thanks

The FT article refered to ("Does your money manager pass the Ofsted test?") to was in Sat's (5 Nov 2022) FT Money and is available
direct: https://www.ft.com/content/bb495e23-0c1f-41dc-8100-ffb257bc4f33 (paywall)
via Google: https://www.google.co.uk/search?q=site%3Aft.com+ofsted+money+manager

Also in the same FT Money: "UK private wealth portfolios down by up to a third" covers matters similar to the aboe
direct: https://www.ft.com/content/55e3156a-20f1-421e-a5a2-7b842135fc05 (paywall)
via Google: https://www.google.co.uk/search?q=site%3Aft.com+private+wealth+portfolios+third

[tjh290633]

It would be interesting to see figures for the performance of portfolios self-managed, rather than employing a wealth or fund manager. From my experience, it is not too hard to beat the indices most of the time. Not all of the time, but since April 1987 my income unit has risen from £1.00 to £6.02, while on the same basis the FTSE100 has risen to £3.76. Dividends per income unit have risen by about 2.5 times the RPI increase, having been as much as 4 times more in 2007-8.

TJH

[torata]

It would be interesting to see figures for the performance of portfolios self-managed, rather than employing a wealth or fund manager. From my experience, it is not too hard to beat the indices most of the time. Not all of the time, but since April 1987 my income unit has risen from £1.00 to £6.02, while on the same basis the FTSE100 has risen to £3.76. Dividends per income unit have risen by about 2.5 times the RPI increase, having been as much as 4 times more in 2007-8.

TJH

The ii link I gave gives aggregated data for a selection of self-managed portfolios.

torata

[tjh290633]

It would be interesting to see figures for the performance of portfolios self-managed, rather than employing a wealth or fund manager. From my experience, it is not too hard to beat the indices most of the time. Not all of the time, but since April 1987 my income unit has risen from £1.00 to £6.02, while on the same basis the FTSE100 has risen to £3.76. Dividends per income unit have risen by about 2.5 times the RPI increase, having been as much as 4 times more in 2007-8.

TJH

The ii link I gave gives aggregated data for a selection of self-managed portfolios.

torata

Thanks, I had not read that article. Note the high level of Alliance Trust holdings, stemming from the take-over of the Alliance Trust Savings opeeration.

TJH

[vand]

Summary data seem to be freely available from MSCI

https://www.msci.com/pimfa-private-investor-indexes

You can probably construct something that's a close proxy just looking at the asset allocation on each fund.

I'd imagine that detailed historic timeseries data is only available with an expensive subscription.

IMO Benchmarks and indexes are two a penny. A cycnic would probably say that their proliferation is a huge income generator for their issuers and a net negative to the average investor on the whole.