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Fund Performance

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FE Trustnet Tools FE Adviser Fund Index

FE AFI Aggressive Portfolio

Tools

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 FE 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 %	2018 %	since Nov 04 %
AFI Aggressive	2.7	5.9	-1.1	-8.1	212.0
FTSE UK Private Investor Growth	2.6	6.4	3.4	-3.8	201.9
IA Flexible Investment	1.7	4.8	-0.7	-6.7	149.4

AFI Aggressive(135)


Constituent	6m	1y	Sector	FE Crown Rating
Aberdeen Emerging Markets Equity I Acc	7.2	0.4	IA Global Emerging Markets
Aberdeen Sterling Money Market I Acc	0.4	0.7	IA Standard Money Market
Aberdeen Sterling Short Dated Corporate Bond I Acc	1.9	1.9	IA Sterling Corporate Bond	unrated sector
Artemis Global Emerging Markets I Acc GBP	4.6	-4.2	IA Global Emerging Markets
Artemis Global Income I Inc	0.1	-10.1	IA Global Equity Income
Artemis Global Select I Acc	9.5	5.8	IA Global
Artemis Income I Inc	6.9	-5.1	IA UK Equity Income
Artemis Strategic Bond I Quarterly Acc	3.7	2.1	IA Sterling Strategic Bond
Artemis UK Select I Acc	5.7	-13.1	IA UK All Companies
Artemis US Equity I Acc GBP	10.9	11.5	IA North America
Artemis US Select I Acc GBP	13.2	11.8	IA North America
AXA Framlington Japan Z Inc	-1.7	-9.3	IA Japan
Baillie Gifford American B Acc	15.7	9.9	IA North America
Baillie Gifford Global Discovery B Acc	15.1	8.2	IA Global
Baillie Gifford Japanese B Acc	2.8	-7.2	IA Japan
Baillie Gifford Japanese Income Growth B Inc	2.5	-4.5	IA Japan	unrated sector
Baillie Gifford Japanese Smaller Companies B Acc	-0.9	-7.3	IA Japanese Smaller Companies
Baillie Gifford Pacific B Acc	8.1	-6.3	IA Asia Pacific Excluding Japan
Baillie Gifford UK Equity Alpha B Acc	16.5	6.1	IA UK All Companies
Barings Europe Select Trust I Inc GBP	10.2	-0.9	IA European Smaller Companies
BlackRock Asia D Acc	6.6	-6.1	IA Asia Pacific Excluding Japan
BlackRock Cash D Acc	0.3	0.5	IA Short Term Money Market
BlackRock European Dynamic D Acc	12.7	-0.8	IA Europe Excluding UK
BlackRock Natural Resources Growth & Income D Acc	0.4	-10.5	IA Specialist
BMO Property Growth & Income I Acc	4.7	2.1	IA Property Other
Brown Advisory Global Leaders C Acc GBP	13.3	10.3	IA Global
Commercial Long Income PAIF A Gr Acc	2.0	4.6	IA UK Direct Property	unrated sector
Fidelity American Special Situations W Acc	0.8	6.8	IA North America
Fidelity Asia W Acc	9.0	-4.7	IA Asia Pacific Excluding Japan
Fidelity Asia Pacific Opportunities W Acc	12.6	5.4	IA Asia Pacific Excluding Japan
Fidelity Emerging Markets W Acc	10.3	-5.0	IA Global Emerging Markets
Fidelity Global Special Situations W Acc	6.7	2.7	IA Global
Fidelity Index UK P	6.7	-3.1	IA UK All Companies	unrated sector
Fidelity Index World P	8.5	6.8	IA Global	unrated sector
Fidelity Moneybuilder Dividend Y Inc	2.2	-3.9	IA UK Equity Income
Fidelity Special Situations W Acc	3.8	-7.6	IA UK All Companies
First State Asia Focus B Acc GBP	7.2	2.3	IA Asia Pacific Excluding Japan
First State Global Listed Infrastructure B Acc GBP	12.9	18.0	IA Global
FP CRUX European Special Situations I Acc GBP	7.6	-3.6	IA Europe Excluding UK
Franklin UK Managers Focus W Acc	6.6	-3.7	IA UK All Companies
Franklin UK Smaller Companies W Acc	9.2	-5.7	IA UK Smaller Companies
Fundsmith Equity T Acc	15.9	17.4	IA Global
GAM Star Credit Opportunities GBP Inst	5.3	1.7	IA Sterling Strategic Bond
GVQ Opportunities A Inc	1.6	-8.8	IA UK All Companies
Hermes Asia ex Japan Equity F Acc GBP	-0.5	-11.3	IA Asia Pacific Excluding Japan
Hermes Global Emerging Markets F Acc GBP	6.4	-3.3	IA Global Emerging Markets
Invesco Asian (UK) Z Acc	5.3	-6.0	IA Asia Pacific Excluding Japan
Invesco Hong Kong & China (UK) Z Acc	6.2	-6.4	IA China/Greater China
Invesco Income (UK) Z Acc	1.9	-6.2	IA UK All Companies
Investec American Franchise I Acc GBP	14.6	18.1	IA North America
Investec UK Special Situations I Acc GBP	4.8	-4.0	IA UK All Companies
Janus Henderson European Selected Opportunities I Acc	7.9	-0.3	IA Europe Excluding UK
Janus Henderson Global Technology I Acc	15.5	6.7	IA Technology & Telecommunications
Janus Henderson Strategic Bond I Inc	6.0	5.4	IA Sterling Strategic Bond
Janus Henderson UK Property PAIF I Acc	1.1	-1.4	IA UK Direct Property	unrated sector
JOHCM Japan A GBP	-6.0	-14.5	IA Japan
JOHCM UK Dynamic A Acc	4.9	-6.4	IA UK All Companies
JOHCM UK Opportunities A Acc	4.0	2.4	IA Specialist
JPM Emerging Markets B Acc	13.0	3.2	IA Global Emerging Markets
JPM Europe Dynamic Ex UK C Acc	8.2	-4.7	IA Europe Excluding UK
JPM Global Macro Opportunities C Acc	1.5	-2.5	IA Targeted Absolute Return
JPM Japan C Acc	9.3	-3.5	IA Japan
JPM Natural Resources C Acc	5.0	-8.0	IA Specialist
JPM Sterling Corporate Bond C Gr Acc	5.2	4.6	IA Sterling Corporate Bond
Jupiter Absolute Return I Acc	-2.4	-5.1	IA Targeted Absolute Return
Jupiter European I Acc	12.6	6.0	IA Europe Excluding UK
Jupiter Global Emerging Markets I Acc	4.8	-13.2	IA Global Emerging Markets
Jupiter India I Acc	8.4	-0.9	IA Specialist
Jupiter Strategic Bond I Acc	6.1	5.7	IA Sterling Strategic Bond
Jupiter UK Growth I Acc	-0.2	-16.1	IA UK All Companies
Jupiter UK Smaller Companies I Acc	9.1	-4.2	IA UK Smaller Companies
L&G Cash Trust I Acc	0.3	0.6	IA Short Term Money Market
L&G Short Dated Sterling Corporate Bond Index I Acc	2.4	2.4	IA Sterling Corporate Bond	unrated sector
L&G UK Property Feeder I Acc	1.0	4.0	IA UK Direct Property	unrated sector
L&G US Index Trust I Acc	9.8	11.7	IA North America	unrated sector
Lazard Global Listed Infrastructure Equity BP Acc USD	5.9	-1.2	IA Global	unrated sector
Lazard UK Omega C Acc	4.8	-8.1	IA UK All Companies
Legg Mason IF Japan Equity X	7.4	-8.3	IA Japan
LF Lindsell Train UK Equity Acc	16.2	11.5	IA UK All Companies
LF Miton UK Multi Cap Income B Inst Acc	3.4	-6.4	IA UK Equity Income
LF Miton US Opportunities B Acc	6.9	8.7	IA North America
LF Morant Wright Japan B Acc	-4.3	-11.0	IA Japan
LF Odey Absolute Return Inst Acc GBP	-5.3	-4.8	IA Targeted Absolute Return
LF Woodford Equity Income C Acc GBP	-11.5	-18.4	IA UK All Companies
Lindsell Train Global Equity B GBP	18.1	20.3	IA Global
Liontrust Special Situations I Inc	10.6	4.9	IA UK All Companies
Liontrust UK Smaller Companies I Inc	13.3	6.3	IA UK Smaller Companies
M&G Global Dividend I Acc GBP	5.2	2.8	IA Global
M&G Property Portfolio I Acc GBP	-1.2	1.3	IA UK Direct Property	unrated sector
Man GLG Continental European Growth C Professional	12.8	-2.5	IA Europe Excluding UK
Man GLG Japan Core Alpha C Professional Acc	-5.1	-9.1	IA Japan
Man GLG Undervalued Assets Professional C Acc	6.3	-6.8	IA UK All Companies
Marlborough Special Situations P Acc	6.0	-5.8	IA UK Smaller Companies
Matthews Pacific Tiger I Acc GBP	4.1	-0.2	IA Asia Pacific Excluding Japan
Merian North American Equity R Acc GBP	7.3	3.6	IA North America
Merian UK Dynamic Equity R Inc GBP	9.9	-9.0	IA UK All Companies
Merian UK Mid Cap R Acc GBP	8.0	-13.0	IA UK All Companies
Merian UK Smaller Companies R Acc GBP	9.7	-5.0	IA UK Smaller Companies
MI Chelverton UK Equity Growth B Acc	12.8	2.5	IA UK All Companies
Newton Global Emerging Markets Inst W Acc	8.0	-7.7	IA Global Emerging Markets
Newton Global Income Inst W Acc GBP	9.9	13.7	IA Global Equity Income
Pictet Emerging Local Currency Debt I dy GBP	4.5	4.5	IA Global Emerging Markets Bond
Pictet Indian Equities I GBP	13.0	6.1	IA Specialist
Polar Capital Global Convertible I Acc GBP	6.8	4.8	IA Specialist
Polar Capital Global Insurance I Acc GBP	12.4	18.7	IA Specialist
Polar Capital Healthcare Opportunities I GBP	0.4	10.9	IA Specialist
Polar Capital UK Absolute Equity I GBP	7.4	-6.4	IA Targeted Absolute Return
Premier Pan European Property Share C Acc	7.2	2.9	IA Property Other
Royal London Global Bond Opportunities Z Inc	4.0	5.0	IA Sterling Strategic Bond	unrated sector
Royal London Short Duration Gilts M Inc	0.6	1.1	IA UK Gilts
RWC Global Emerging Markets R Acc GBP	3.7	-18.2	IA Global Emerging Markets	unrated sector
Sarasin Food & Agriculture Opportunities P Acc	6.1	5.3	IA Specialist
Schroder Asian Alpha Plus Z Acc	6.6	-5.6	IA Asia Pacific Excluding Japan
Schroder Asian Income Z Acc	7.5	0.8	IA Asia Pacific Excluding Japan
Schroder European Alpha Income Z Acc	4.1	-10.6	IA Europe Excluding UK
Schroder Income Z Acc	-1.7	-8.4	IA UK Equity Income
Schroder Recovery Z Acc	-1.4	-8.9	IA UK All Companies
Schroder US Mid Cap Z Acc	5.4	6.1	IA North America
Standard Life Investments Global Equity Unconstrained Ret Platform 1 Acc	14.0	2.6	IA Global
Standard Life Investments Global Index Linked Bond Ret Platform 1 Acc	5.8	4.8	IA Global Bonds
Standard Life Investments UK Equity Income Unconstrained Ret Platform 1 Acc	0.1	-10.9	IA UK Equity Income
Standard Life Investments UK Real Estate Income Feeder Platform 1 Inc	-0.1	2.6	IA UK Direct Property	unrated sector
Stewart Investors Asia Pacific Leaders B Acc GBP	5.4	5.8	IA Specialist
Stewart Investors Global Emerging Markets Leaders B GBP Acc	0.8	-5.0	IA Specialist
Stewart Investors Indian Subcontinent Sustainability B GBP	5.2	2.8	IA Specialist
Stewart Investors Worldwide Sustainability B Acc GBP	8.0	7.6	IA Global
SVM UK Growth B	10.0	-5.6	IA UK All Companies
SVM UK Opportunities B	2.1	-10.6	IA UK All Companies
TB Evenlode Income B Inc	12.8	11.6	IA UK All Companies
Threadneedle UK Property Authorised Investment INI GBP	-5.7	-4.1	IA UK Direct Property	unrated sector
TwentyFour Dynamic Bond I Net Acc GBP	3.3	1.7	IA Sterling Strategic Bond
Vanguard Global Emerging Markets A Acc	5.2	-0.4	IA Global Emerging Markets	unrated sector
Vanguard US Equity Index A	8.8	9.6	IA North America	unrated sector
Veritas Asian C GBP	11.0	-3.7	IA Asia Pacific Excluding Japan
Veritas Global Focus B GBP	8.7	13.2	IA Global

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.