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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.

Performance Chart

Selected Performances

Index	3m %	6m %	1y %	2023 %	since Nov 04 %
AFI Aggressive	5.9	14.0	9.4	7.3	299.8
FTSE UK Private Investor Growth	5.4	12.0	12.1	10.9	337.6
IA Flexible Investment	4.7	11.6	8.4	7.1	220.9

AFI Aggressive(108)


Constituent	6m	1y	Sector	FE fundinfo Crown Rating
Aegon High Yield Bond B Acc	10.7	14.1	IA Sterling High Yield
Aikya Global Emerging Markets I GBP	1.9	-4.8	IA Global Emerging Markets
Allianz Continental European C	26.2	9.9	IA Europe Excluding UK
Artemis Income I Inc	16.4	8.7	IA UK Equity Income
Artemis US Smaller Companies I Acc GBP	31.8	26.4	IA North American Smaller Companies
AXA Framlington Biotech Z Acc GBP	11.8	-0.3	IA Specialist
Baillie Gifford Global Discovery B Acc	1.9	-18.7	IA Global
Baillie Gifford Japanese B Acc	13.9	4.2	IA Japan
Baillie Gifford Pacific B Acc	19.4	13.5	IA Asia Pacific Excluding Japan
BlackRock European Dynamic D Acc	24.8	13.6	IA Europe Excluding UK
BNY Mellon Asian Income Inst W Acc GBP	6.9	6.6	IA Asia Pacific Excluding Japan
BNY Mellon Global Income Inst W Acc GBP	9.9	5.1	IA Global Equity Income
Brown Advisory US Sustainable Growth A Acc USD	26.2	32.2	IA North America
CT American ZNA GBP	18.4	18.4	IA North America
CT European Select ZNA GBP	19.5	8.6	IA Europe Excluding UK
CT Property Growth & Income I Acc	10.7	7.4	IA Property Other
CT US Smaller Companies C Inc	17.8	12.7	IA North American Smaller Companies
Dodge & Cox US Stock Acc GBP	17.5	22.0	IA North America
ES AllianceBernstein Sustainable US Equity I Acc	14.2	17.5	IA North America
Federated Hermes Asia ex-Japan Equity F Acc GBP	8.2	7.3	IA Asia Pacific Excluding Japan
Federated Hermes Global Emerging Markets Equity F Acc GBP	8.6	4.8	IA Global Emerging Markets
Fidelity Asia W Acc	9.2	5.3	IA Asia Pacific Excluding Japan
Fidelity Asia Pacific Opportunities W Acc	8.1	3.9	IA Asia Pacific Excluding Japan
Fidelity Emerging Markets W Acc	12.8	10.5	IA Global Emerging Markets
Fidelity Index Europe ex UK P Acc	18.5	8.8	IA Europe Excluding UK	unrated sector
Fidelity Index US P	18.2	24.3	IA North America	unrated sector
Fidelity Special Situations W Acc	17.1	10.0	IA UK All Companies
First Sentier Global Listed Infrastructure B Acc GBP	9.7	-2.9	IA Infrastructure
FP Foresight UK Infrastructure Income A Acc	5.9	-12.4	IA Infrastructure
FSSA Asia Focus B Acc GBP	6.3	-3.5	IA Asia Pacific Excluding Japan
FTF ClearBridge Global Infrastructure Income W Acc GBP	8.3	-5.4	IA Infrastructure
FTF Martin Currie UK Equity Income W Acc	10.9	1.7	IA UK Equity Income
Fundsmith Equity T Acc	12.7	9.0	IA Global
GS India Equity Portfolio R GBP	16.5	36.8	IA India/Indian Subcontinent
HSBC American Index C Acc	16.4	23.5	IA North America	unrated sector
HSBC European Index C Acc	16.1	7.8	IA Europe Excluding UK	unrated sector
HSBC FTSE 100 Index C Acc	11.7	6.3	IA UK All Companies	unrated sector
HSBC FTSE All World Index C Acc	17.3	18.8	IA Global	unrated sector
HSBC Japan Index C Acc	16.0	18.3	IA Japan	unrated sector
IFSL Evenlode Global Income B Acc GBP	9.4	2.1	IA Global Equity Income
IFSL Evenlode Income B Acc	7.6	-0.6	IA UK All Companies
Invesco Global Emerging Markets (UK) Z Acc	12.6	12.3	IA Global Emerging Markets
iShares 100 UK Equity Index (UK) D Acc	11.7	6.2	IA UK All Companies	unrated sector
iShares Emerging Markets Equity Index (UK) D Acc	11.0	8.4	IA Global Emerging Markets	unrated sector
Janus Henderson European Selected Opportunities I Acc	20.2	14.9	IA Europe Excluding UK
Janus Henderson European Smaller Companies I Acc	21.1	3.9	IA European Smaller Companies
Janus Henderson Global Sustainable Equity I Acc	20.7	17.6	IA Global
Janus Henderson Multi-Asset Absolute Return I Acc	7.4	4.1	IA Targeted Absolute Return
JOHCM UK Dynamic A Acc	15.4	12.0	IA UK All Companies
JPM Emerging Markets B Acc	10.5	4.9	IA Global Emerging Markets
JPM Emerging Markets Income C Acc	12.1	10.4	IA Global Emerging Markets
JPM Global Macro Opportunities C Acc	-0.7	-5.7	IA Targeted Absolute Return
JPM UK Equity Core E Net Acc	13.0	7.0	IA UK All Companies
JPM US Equity Income C Acc	14.5	10.2	IA North America
JPM US Select C Acc	19.8	25.4	IA North America
Jupiter European I Acc	18.7	7.0	IA Europe Excluding UK
Jupiter Global Macro Bond I Acc GBP	2.7	2.0	IA Targeted Absolute Return
Jupiter Japan Income I Acc	12.6	11.1	IA Japan
L&G Cash Trust I Acc GBP	2.6	5.2	IA Short Term Money Market
L&G Global 100 Index Trust I Acc GBP	17.8	23.7	IA Global	unrated sector
L&G Global Health & Pharmaceuticals Index Trust I Acc	8.7	3.8	IA Healthcare	unrated sector
L&G Global Real Estate Dividend Index I Acc	9.4	0.0	IA Property Other	unrated sector
L&G Global Robotics and Automation Index I Acc	13.9	2.0	IA Global	unrated sector
L&G Global Technology Index Trust I Acc	24.0	45.2	IA Technology & Technology Innovation	unrated sector
L&G International Index Trust I Acc	17.2	19.9	IA Global	unrated sector
L&G Multi-Index 7 I Acc	14.3	12.1	IA Volatility Managed
L&G Property I Acc	-1.1	-0.2	IA UK Direct Property	unrated sector
L&G Short Dated Sterling Corporate Bond Index I Acc	5.1	6.6	IA Sterling Corporate Bond	unrated sector
L&G UK Mid Cap Index I Acc	19.6	6.0	IA UK All Companies	unrated sector
L&G US Index Trust I Acc GBP	18.0	24.8	IA North America	unrated sector
Liontrust European Dynamic I Inc	20.6	16.2	IA Europe Excluding UK
Liontrust Special Situations I Inc	12.2	2.3	IA UK All Companies
Liontrust UK Smaller Companies I Inc	18.3	6.3	IA UK Smaller Companies
M&G Japan I Acc GBP	16.9	20.4	IA Japan
Man GLG Continental European Growth C Professional	26.7	14.1	IA Europe Excluding UK
Man GLG Undervalued Assets Professional C Acc	19.7	17.3	IA UK All Companies
Matthews Asia ex Japan Total Return Equity I Acc GBP	5.1	-5.9	IA Asia Pacific Excluding Japan
MI Chelverton European Select B Inc	23.0	2.3	IA Europe Excluding UK
MI Chelverton UK Equity Growth B Acc	20.3	4.9	IA UK All Companies
Ninety One American Franchise I Acc GBP	12.7	20.8	IA North America
Ninety One Global Environment I	15.7	-2.3	IA Global
Ninety One Global Total Return Credit I Acc GBP	6.8	7.1	IA Sterling Strategic Bond
Rathbone Global Opportunities Fund I Acc GBP	21.8	18.6	IA Global
Robeco BP Global Premium Equities C EUR	18.4	18.1	IA Global
Royal London Global Bond Opportunities Z Inc	8.9	10.1	IA Global Mixed Bond
Royal London Short Duration Global Index Linked M Inc	3.5	1.9	IA Global Inflation Linked Bond
Royal London Sustainable Leaders Trust C Acc	15.4	6.1	IA UK All Companies
Royal London UK Equity Income M Inc	15.5	9.4	IA UK Equity Income
Schroder Asian Alpha Plus Z Acc	8.6	3.4	IA Asia Pacific Excluding Japan
Schroder Asian Income Z Acc	10.6	6.2	IA Asia Pacific Excluding Japan
Schroder Recovery Z Acc	12.2	3.4	IA UK All Companies
Schroder UK Smaller Companies Z Acc	17.5	12.1	IA UK Smaller Companies
Schroder US Mid Cap Z Acc	17.5	11.7	IA North America
Slater Growth P Acc	13.7	-0.1	IA UK All Companies
Stewart Investors Asia Pacific Leaders Sustainability B Acc GBP	8.6	5.4	IA Specialist
Stewart Investors Global Emerging Markets Leaders B Acc	4.4	1.6	IA Specialist
Stewart Investors Indian Subcontinent Sustainability B Acc GBP	10.6	23.5	IA India/Indian Subcontinent
SVM UK Opportunities B	21.2	5.0	IA UK All Companies
TM Tellworth UK Smaller Companies I	19.8	12.2	IA UK Smaller Companies
TwentyFour Dynamic Bond I Net Acc GBP	10.4	10.6	IA Sterling Strategic Bond
Vanguard Pacific ex-Japan Stock Index Acc GBP	8.2	-0.9	IA Asia Pacific Excluding Japan	unrated sector
Vanguard US Government Bond Index Investor	3.4	-2.0	IA USD Government Bond	unrated sector
Vontobel mtx Sustainable Emerging Markets Leaders N USD	11.4	7.2	IA Global Emerging Markets
VT RM Alternative Income Retail Acc GBP	3.6	-7.6	IA Infrastructure
WS Ardtur Continental European Inst Acc	13.6	11.7	IA Europe Excluding UK
WS Canlife Sterling Liquidity I Acc	2.7	5.3	IA Standard Money Market
WS Lightman European R Acc	11.5	4.1	IA Europe Excluding UK
WS Morant Wright Nippon Yield B Acc	17.8	31.1	IA Japan

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.