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Adviser Fund Index: AFI Aggressive

The Adviser Fund Index (AFI) is made up of the recommended portfolios of a panel of leading UK financial advisers. Based entirely on the funds actually recommended to clients the AFI Aggressive provides insight in terms of the benefits of holding top quality funds. The AFI Aggressive has steadily pulled ahead of most 'external' measures, including the FTSE 100 and the IA Flexible Investment Sector average, which have tended to cluster around each other.

AFI Performance Chart
Index 3m % 6m % 1y % 2023 % since Nov 04 %
AFI Aggressive 5.8 12.3 12.5 7.3 310.1
FTSE UK Private Investor Growth 4.3 10.7 14.2 10.9 346.4
IA Flexible Investment 4.8 10.3 10.9 7.1 229.5
Constituent 6m 1y Sector  FE fundinfo Crown Rating  
Aegon High Yield Bond B Acc8.413.8 IA Sterling High Yield4add to basket
Aikya Global Emerging Markets I GBP-0.7-2.9 IA Global Emerging Markets4add to basket
Allianz Continental European C14.910.9 IA Europe Excluding UK1add to basket
Artemis Income I Inc15.215.1 IA UK Equity Income3add to basket
Artemis US Smaller Companies I Acc GBP25.829.3 IA North American Smaller Companies1add to basket
AXA Framlington Biotech Z Acc GBP15.51.8 IA Specialist3add to basket
Baillie Gifford Global Discovery B Acc-0.3-13.8 IA Global1add to basket
Baillie Gifford Japanese B Acc9.60.9 IA Japan1add to basket
Baillie Gifford Pacific B Acc17.916.8 IA Asia Pacific Excluding Japan2add to basket
BlackRock European Dynamic D Acc15.414.2 IA Europe Excluding UK2add to basket
BNY Mellon Asian Income Inst W Acc GBP6.27.7 IA Asia Pacific Excluding Japan5add to basket
BNY Mellon Global Income Inst W Acc GBP10.07.9 IA Global Equity Income3add to basket
Brown Advisory US Sustainable Growth A Acc USD17.031.8 IA North America3add to basket
CT American ZNA GBP18.322.7 IA North America3add to basket
CT European Select ZNA GBP13.711.8 IA Europe Excluding UK2add to basket
CT Property Growth & Income I Acc7.214.2 IA Property Other5add to basket
CT US Smaller Companies C Inc16.018.3 IA North American Smaller Companies4add to basket
Dodge & Cox US Stock Acc GBP13.820.9 IA North America5add to basket
ES AllianceBernstein Sustainable US Equity I Acc14.121.8 IA North America2add to basket
Federated Hermes Asia ex-Japan Equity F Acc GBP13.311.4 IA Asia Pacific Excluding Japan4add to basket
Federated Hermes Global Emerging Markets Equity F Acc GBP10.28.8 IA Global Emerging Markets2add to basket
Fidelity Asia W Acc9.27.9 IA Asia Pacific Excluding Japan2add to basket
Fidelity Asia Pacific Opportunities W Acc4.92.5 IA Asia Pacific Excluding Japan4add to basket
Fidelity Emerging Markets W Acc14.815.6 IA Global Emerging Markets2add to basket
Fidelity Index Europe ex UK P Acc13.511.7 IA Europe Excluding UKunrated sectoradd to basket
Fidelity Index US P16.225.8 IA North Americaunrated sectoradd to basket
Fidelity Special Situations W Acc16.817.3 IA UK All Companies3add to basket
First Sentier Global Listed Infrastructure B Acc GBP8.94.0 IA Infrastructure3add to basket
FP Foresight UK Infrastructure Income A Acc0.8-7.7 IA Infrastructure1add to basket
FSSA Asia Focus B Acc GBP7.3-0.9 IA Asia Pacific Excluding Japan3add to basket
FTF ClearBridge Global Infrastructure Income W Acc GBP7.22.2 IA Infrastructure3add to basket
FTF Martin Currie UK Equity Income W Acc11.79.2 IA UK Equity Income3add to basket
Fundsmith Equity T Acc12.712.7 IA Global2add to basket
GS India Equity Portfolio R GBP14.533.6 IA India/Indian Subcontinent3add to basket
HSBC American Index C Acc16.225.8 IA North Americaunrated sectoradd to basket
HSBC European Index C Acc13.311.9 IA Europe Excluding UKunrated sectoradd to basket
HSBC FTSE 100 Index C Acc14.412.2 IA UK All Companiesunrated sectoradd to basket
HSBC FTSE All World Index C Acc14.720.6 IA Globalunrated sectoradd to basket
HSBC Japan Index C Acc9.511.4 IA Japanunrated sectoradd to basket
IFSL Evenlode Global Income B Acc GBP7.34.0 IA Global Equity Income2add to basket
IFSL Evenlode Income B Acc8.34.4 IA UK All Companies2add to basket
Invesco Global Emerging Markets (UK) Z Acc13.816.3 IA Global Emerging Markets4add to basket
iShares 100 UK Equity Index (UK) D Acc14.512.2 IA UK All Companiesunrated sectoradd to basket
iShares Emerging Markets Equity Index (UK) D Acc11.512.9 IA Global Emerging Marketsunrated sectoradd to basket
Janus Henderson European Selected Opportunities I Acc13.917.9 IA Europe Excluding UK4add to basket
Janus Henderson European Smaller Companies I Acc20.812.7 IA European Smaller Companies3add to basket
Janus Henderson Global Sustainable Equity I Acc17.021.0 IA Global1add to basket
Janus Henderson Multi-Asset Absolute Return I Acc4.55.2 IA Targeted Absolute Return4add to basket
JOHCM UK Dynamic A Acc16.816.9 IA UK All Companies4add to basket
JPM Emerging Markets B Acc8.98.1 IA Global Emerging Markets2add to basket
JPM Emerging Markets Income C Acc10.713.6 IA Global Emerging Markets5add to basket
JPM Global Macro Opportunities C Acc0.9-5.5 IA Targeted Absolute Return1add to basket
JPM UK Equity Core E Net Acc15.112.9 IA UK All Companies3add to basket
JPM US Equity Income C Acc12.012.9 IA North America3add to basket
JPM US Select C Acc17.126.4 IA North America4add to basket
Jupiter European I Acc11.510.2 IA Europe Excluding UK2add to basket
Jupiter Global Macro Bond I Acc GBP1.73.3 IA Global Mixed Bondunrated sectoradd to basket
Jupiter Japan Income I Acc4.74.7 IA Japan3add to basket
L&G Cash Trust I Acc GBP2.65.2 IA Short Term Money Market2add to basket
L&G Global 100 Index Trust I Acc GBP16.824.7 IA Globalunrated sectoradd to basket
L&G Global Health & Pharmaceuticals Index Trust I Acc10.77.7 IA Healthcareunrated sectoradd to basket
L&G Global Real Estate Dividend Index I Acc6.34.7 IA Property Otherunrated sectoradd to basket
L&G Global Robotics and Automation Index I Acc8.01.5 IA Globalunrated sectoradd to basket
L&G Global Technology Index Trust I Acc20.440.5 IA Technology & Technology Innovationunrated sectoradd to basket
L&G International Index Trust I Acc13.720.8 IA Globalunrated sectoradd to basket
L&G Multi-Index 7 I Acc12.615.0 IA Volatility Managed3add to basket
L&G Property I Acc-0.6-0.7 IA UK Direct Propertyunrated sectoradd to basket
L&G Short Dated Sterling Corporate Bond Index I Acc3.97.2 IA Sterling Corporate Bondunrated sectoradd to basket
L&G UK Mid Cap Index I Acc15.612.4 IA UK All Companiesunrated sectoradd to basket
L&G US Index Trust I Acc GBP15.125.6 IA North Americaunrated sectoradd to basket
Liontrust European Dynamic I Inc15.618.2 IA Europe Excluding UK5add to basket
Liontrust Special Situations I Inc14.310.2 IA UK All Companies1add to basket
Liontrust UK Smaller Companies I Inc15.18.7 IA UK Smaller Companies3add to basket
M&G Japan I Acc GBP10.512.5 IA Japan5add to basket
Man GLG Continental European Growth C Professional13.013.9 IA Europe Excluding UK1add to basket
Man GLG Undervalued Assets Professional C Acc17.920.8 IA UK All Companies3add to basket
Matthews Asia ex Japan Total Return Equity I Acc GBP9.40.1 IA Asia Pacific Excluding Japan1add to basket
MI Chelverton European Select B Inc19.18.9 IA Europe Excluding UK3add to basket
MI Chelverton UK Equity Growth B Acc22.112.7 IA UK All Companies1add to basket
Ninety One American Franchise I Acc GBP10.720.1 IA North America3add to basket
Ninety One Global Environment I13.83.0 IA Global1add to basket
Ninety One Global Total Return Credit I Acc GBP5.77.9 IA Sterling Strategic Bond4add to basket
Rathbone Global Opportunities Fund I Acc GBP16.220.2 IA Global1add to basket
Robeco BP Global Premium Equities C EUR17.020.5 IA Global5add to basket
Royal London Global Bond Opportunities Z Inc7.211.3 IA Global Mixed Bond4add to basket
Royal London Short Duration Global Index Linked M Inc2.33.7 IA Global Inflation Linked Bond4add to basket
Royal London Sustainable Leaders Trust C Acc13.79.9 IA UK All Companies2add to basket
Royal London UK Equity Income M Inc16.116.3 IA UK Equity Income4add to basket
Schroder Asian Alpha Plus Z Acc8.76.7 IA Asia Pacific Excluding Japan3add to basket
Schroder Asian Income Z Acc11.110.2 IA Asia Pacific Excluding Japan5add to basket
Schroder Recovery Z Acc14.614.9 IA UK All Companies3add to basket
Schroder UK Smaller Companies Z Acc21.417.0 IA UK Smaller Companies1add to basket
Schroder US Mid Cap Z Acc13.114.0 IA North America4add to basket
Slater Growth P Acc15.810.1 IA UK All Companies1add to basket
Stewart Investors Asia Pacific Leaders Sustainability B Acc GBP9.36.9 IA Specialist5add to basket
Stewart Investors Global Emerging Markets Leaders B Acc2.94.0 IA Specialist5add to basket
Stewart Investors Indian Subcontinent Sustainability B Acc GBP11.222.1 IA India/Indian Subcontinent4add to basket
SVM UK Opportunities B19.312.7 IA UK All Companies1add to basket
TM Tellworth UK Smaller Companies I19.013.4 IA UK Smaller Companies4add to basket
TwentyFour Dynamic Bond I Net Acc GBP8.212.3 IA Sterling Strategic Bond4add to basket
Vanguard Pacific ex-Japan Stock Index Acc GBP9.65.5 IA Asia Pacific Excluding Japanunrated sectoradd to basket
Vanguard US Government Bond Index Investor2.30.5 IA USD Government Bondunrated sectoradd to basket
Vontobel mtx Sustainable Emerging Markets Leaders N USD11.712.7 IA Global Emerging Markets1add to basket
VT RM Alternative Income Retail Acc GBP-1.5-6.2 IA Infrastructure2add to basket
WS Ardtur Continental European Inst Acc10.915.7 IA Europe Excluding UK5add to basket
WS Canlife Sterling Liquidity I Acc2.75.3 IA Standard Money Market2add to basket
WS Lightman European R Acc9.910.5 IA Europe Excluding UK5add to basket
WS Morant Wright Nippon Yield B Acc16.123.6 IA Japan5add to basket

All prices in Pence Sterling (GBX). Price total return performance figures are calculated on a bid price to bid price basis (mid to mid for OEICs) with net income (dividends) reinvested.

AFI Data

Aggressive Adviser Fund Index - FE Balanced Adviser Fund Index - FE Cautious Adviser Fund Index - FE
Index Value Week
AFI Aggressive 410.9 0.0%
UK Private Investor Growth 6,285.6 -0.2%
IA Flexible Investment 822.6 0.0%
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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