Changes to the FTSE/APCIMS Private Investor Index Series

31 May 2013


The FTSE/APCIMS Private Investor Index Series Committee announces the following changes to the asset weightings used to calculate the FTSE/APCIMS Private Investor Index Income, Growth and Balanced Portfolios. The changes are effective from 1 July 2013.

Current Income Portfolio New Income Portfolio
UK shares 40 37.5
International shares 15 17.5
Bonds 35 35
Cash 5 5
Commercial Property 2.5 2.5
Hedge funds 2.5 2.5
Total 100 100

Current Growth Portfolio New Growth Portfolio
UK shares 47.5 45
International shares 35 37.5
Bonds 7.5 7.5
Cash 2.5 2.5
Commercial Property 0 0
Hedge funds 7.5 7.5
Total 100 100

Current Balanced Portfolio New Balanced Portfolio
UK shares 42.5 40
International shares 27.5 30
Bonds 17.5 17.5
Cash 5 5
Commercial Property 2.5 2.5
Hedge funds 5 5
Total 100 100

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