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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 % 2019 % since Nov 04 %
AFI Aggressive 3.3 20.9 1.4 17.5 228.0
FTSE UK Private Investor Growth 1.0 13.3 1.6 16.7 222.6
IA Flexible Investment 1.8 16.6 0.3 15.7 160.4
Constituent 6m 1y Sector  FE fundinfo Crown Rating  
Allianz Continental European C34.324.3 IA Europe Excluding UK5add to basket
Artemis Global Emerging Markets I Acc GBP11.0-9.4 IA Global Emerging Markets2add to basket
Artemis Global Income I Inc18.9-9.8 IA Global Equity Income1add to basket
Artemis Income I Inc9.8-15.2 IA UK Equity Income3add to basket
Artemis Strategic Bond I Quarterly Acc9.93.6 IA Sterling Strategic Bond1add to basket
Artemis UK Smaller Companies I Acc8.5-23.1 IA UK Smaller Companies1add to basket
Artemis US Extended Alpha I Acc GBP20.88.0 IA North America4add to basket
Artemis US Select I Acc GBP25.27.9 IA North America5add to basket
ASI Sterling Money Market I Acc0.30.6 IA Standard Money Market3add to basket
AXA Framlington Biotech Z Acc25.736.7 IA Specialist4add to basket
AXA Framlington Global Technology Z Acc38.135.2 IA Technology & Telecommunications3add to basket
AXA Framlington Japan Z Inc35.010.1 IA Japan2add to basket
Baillie Gifford American B Acc74.691.0 IA North America5add to basket
Baillie Gifford China B Acc38.343.5 IA China/Greater China4add to basket
Baillie Gifford Emerging Markets Growth B Acc29.211.8 IA Global Emerging Markets4add to basket
Baillie Gifford Emerging Markets Leading Companies B Acc30.117.7 IA Global Emerging Markets4add to basket
Baillie Gifford Global Discovery B Acc55.851.5 IA Global5add to basket
Baillie Gifford Japanese B Acc30.28.2 IA Japan3add to basket
Baillie Gifford Japanese Income Growth B Inc25.53.8 IA Japan3add to basket
Baillie Gifford Japanese Smaller Companies B Acc53.722.1 IA Japanese Smaller Companies2add to basket
Baillie Gifford Pacific B Acc48.342.5 IA Asia Pacific Excluding Japan5add to basket
Baillie Gifford UK Equity Alpha B Acc37.68.3 IA UK All Companies4add to basket
Barings Europe Select Trust I Inc GBP28.25.4 IA European Smaller Companies3add to basket
BlackRock Asia D Acc17.27.1 IA Asia Pacific Excluding Japan3add to basket
BlackRock European Dynamic D Acc33.420.3 IA Europe Excluding UK4add to basket
BlackRock UK D Acc25.11.4 IA UK All Companies5add to basket
BNY Mellon Global Emerging Markets Inst W Acc40.533.0 IA Global Emerging Markets4add to basket
BNY Mellon Global Income Inst W Acc GBP10.9-6.9 IA Global Equity Income2add to basket
Brown Advisory Global Leaders B Acc USD29.29.9 IA Global5add to basket
Brown Advisory US Smaller Companies B Acc USD41.310.5 IA North American Smaller Companies4add to basket
CFP SDL UK Buffettology General Inc24.1-0.5 IA UK All Companies5add to basket
Dodge & Cox US Stock Acc GBP16.1-9.1 IA North America1add to basket
Federated Hermes Global Emerging Markets F Acc GBP25.59.8 IA Global Emerging Markets4add to basket
Fidelity Asia W Acc24.616.1 IA Asia Pacific Excluding Japan4add to basket
Fidelity Asia Pacific Opportunities W Acc24.39.8 IA Asia Pacific Excluding Japan4add to basket
Fidelity Asian Dividend W Inc12.7-8.2 IA Asia Pacific Excluding Japan3add to basket
Fidelity Emerging Markets W Acc27.910.5 IA Global Emerging Markets3add to basket
Fidelity Global Special Situations W Acc24.96.7 IA Global3add to basket
Fidelity Index US P25.57.8 IA North Americaunrated sectoradd to basket
Fidelity Moneybuilder Dividend W Inc GBP6.7-11.9 IA UK Equity Income3add to basket
Fidelity Special Situations W Acc13.3-23.8 IA UK All Companies1add to basket
First Sentier Asia Focus B Acc GBP19.16.7 IA Asia Pacific Excluding Japan4add to basket
First Sentier Global Listed Infrastructure B Acc GBP11.7-12.5 IA Global3add to basket
Fundsmith Equity T Acc25.411.9 IA Global5add to basket
HSBC American Index C Acc26.48.7 IA North Americaunrated sectoradd to basket
HSBC FTSE 250 Index C Acc14.8-13.1 IA UK All Companiesunrated sectoradd to basket
Invesco Asian (UK) Z Acc26.64.5 IA Asia Pacific Excluding Japan2add to basket
Janus Henderson European Selected Opportunities I Acc22.04.3 IA Europe Excluding UK3add to basket
Janus Henderson Global Sustainable Equity I Acc31.722.5 IA Global5add to basket
JOHCM UK Dynamic A Acc1.2-30.4 IA UK All Companies1add to basket
JPM Asia Growth C Acc26.522.3 IA Asia Pacific Excluding Japan5add to basket
JPM Emerging Markets B Acc30.115.8 IA Global Emerging Markets4add to basket
JPM Global Macro Opportunities C Acc2.03.7 IA Targeted Absolute Return5add to basket
Jupiter European I Acc19.37.7 IA Europe Excluding UK5add to basket
Jupiter Fund of Investment Trusts I Acc37.010.7 IA Global2add to basket
Jupiter Global Emerging Markets I Acc18.3-7.2 IA Global Emerging Markets1add to basket
Jupiter Monthly Alternative Income I Acc15.5-3.7 IA Specialist5add to basket
Jupiter Strategic Bond I Acc8.83.3 IA Sterling Strategic Bond2add to basket
Jupiter UK Growth I Acc10.3-23.2 IA UK All Companies1add to basket
Jupiter UK Smaller Companies I Acc31.7-6.7 IA UK Smaller Companies3add to basket
L&G Cash Trust I Acc0.10.4 IA Short Term Money Market3add to basket
L&G European Index Trust I Acc19.20.2 IA Europe Excluding UKunrated sectoradd to basket
L&G Global 100 Index Trust I Acc19.110.5 IA Globalunrated sectoradd to basket
L&G Global Real Estate Dividend Index C Acc7.2-21.8 IA Property Otherunrated sectoradd to basket
L&G Global Technology Index Trust I Acc33.037.9 IA Technology & Telecommunicationsunrated sectoradd to basket
L&G Multi-Index 7 I Acc18.1-0.7 IA Volatility Managed5add to basket
L&G Short Dated Sterling Corporate Bond Index I Acc6.22.6 IA Sterling Corporate Bondunrated sectoradd to basket
L&G UK Index Trust I Acc7.6-16.1 IA UK All Companiesunrated sectoradd to basket
L&G US Index Trust I Acc23.79.8 IA North Americaunrated sectoradd to basket
Lazard UK Omega C Acc11.6-16.0 IA UK All Companies2add to basket
Legg Mason IF ClearBridge Global Infrastructure Income X Acc GBP19.71.1 IA Global Equity Income2add to basket
Legg Mason IF Japan Equity X57.732.5 IA Japan3add to basket
LF Blue Whale Growth I Acc GBP33.122.9 IA Globalunrated sectoradd to basket
LF Lindsell Train UK Equity Acc13.8-7.3 IA UK All Companies5add to basket
LF Miton European Opportunities B Acc39.729.9 IA Europe Excluding UK5add to basket
LF Miton UK Multi Cap Income B Inst Acc19.7-0.5 IA UK Equity Income4add to basket
Lindsell Train Japanese Equity B Sterling Quoted GBP14.510.0 IA Japan5add to basket
Liontrust Special Situations I Inc17.5-3.5 IA UK All Companies5add to basket
Liontrust UK Micro Cap I Acc29.110.7 IA UK Smaller Companies5add to basket
Liontrust UK Smaller Companies I Inc32.712.6 IA UK Smaller Companies5add to basket
M&G Global Listed Infrastructure I Acc18.3-3.7 IA Globalunrated sectoradd to basket
Man GLG Continental European Growth C Professional24.925.2 IA Europe Excluding UK5add to basket
Man GLG Income C Professional Acc5.4-20.7 IA UK Equity Income2add to basket
Marlborough European Multi-Cap P Inc42.915.0 IA Europe Excluding UK1add to basket
Matthews Asia ex Japan Dividend I Acc GBP34.624.6 IA Asia Pacific Excluding Japan5add to basket
Matthews Pacific Tiger I Acc GBP26.19.0 IA Asia Pacific Excluding Japan3add to basket
Merian Gold And Silver R Acc GBP62.034.2 IA Specialist1add to basket
Merian North American Equity R Acc GBP25.54.8 IA North America2add to basket
Merian UK Dynamic Equity R Inc GBP38.93.6 IA UK All Companies3add to basket
Merian UK Mid Cap R Acc GBP41.83.0 IA UK All Companies3add to basket
Merian UK Smaller Companies R Acc GBP33.65.3 IA UK Smaller Companies3add to basket
MI Chelverton UK Equity Growth B Acc36.69.2 IA UK All Companies4add to basket
Morgan Stanley Global Brands Inst Acc21.39.4 IA Global5add to basket
Ninety One American Franchise I Acc GBP23.711.9 IA North America5add to basket
Ninety One Global Environment R36.5n/a IA Globalunrated sectoradd to basket
Ninety One UK Special Situations I Acc GBP-1.0-31.7 IA UK All Companies2add to basket
Osprey Sterling Inc19.15.5 IA Flexible Investment4add to basket
Pictet Clean Energy I dy GBP30.922.7 IA Global3add to basket
Pictet Indian Equities I GBP30.7-6.7 IA Specialist2add to basket
Polar Capital Healthcare Opportunities I GBP22.39.3 IA Specialist2add to basket
Premier Pan European Property Share C Acc11.2-9.7 IA Property Other3add to basket
Rathbone Strategic Bond Fund I Acc GBP11.84.0 IA Sterling Strategic Bond1add to basket
Royal London Global Bond Opportunities Z Inc15.70.2 IA Sterling Strategic Bond1add to basket
Royal London Short Term Money Market Y Acc0.10.5 IA Short Term Money Market5add to basket
Royal London Sustainable Leaders Trust C Acc16.02.1 IA UK All Companies5add to basket
Royal London UK Equity Income M Inc7.4-19.5 IA UK Equity Income2add to basket
RWC Global Emerging Markets R Acc GBP27.45.2 IA Global Emerging Markets2add to basket
Sarasin Food & Agriculture Opportunities P Acc26.0-3.8 IA Specialist5add to basket
Schroder Asian Alpha Plus Z Acc27.718.9 IA Asia Pacific Excluding Japan4add to basket
Schroder Asian Income Z Acc17.9-0.9 IA Asia Pacific Excluding Japan2add to basket
Schroder Recovery Z Acc0.2-27.6 IA UK All Companies1add to basket
Slater Growth P Acc30.86.5 IA UK All Companies4add to basket
Slater Recovery P Acc26.56.3 IA UK All Companies5add to basket
Smith & Williamson Artificial Intelligence B Acc37.538.3 IA Specialist3add to basket
Stewart Investors Global Emerging Markets Leaders B GBP Acc16.3-13.9 IA Specialist1add to basket
Stewart Investors Indian Subcontinent Sustainability B Acc GBP32.40.6 IA Specialist4add to basket
Stewart Investors Worldwide Sustainab. B Acc GBP21.410.1 IA Global3add to basket
SVM UK Growth B35.70.4 IA UK All Companies3add to basket
SVM UK Opportunities B22.1-11.5 IA UK All Companies2add to basket
T. Rowe Price US Smaller Companies Equity C Acc28.55.1 IA North American Smaller Companies5add to basket
TB Amati UK Smaller Companies B Acc32.55.3 IA UK Smaller Companies4add to basket
TB Evenlode Global Income B Acc GBP18.6-1.0 IA Global Equity Incomeunrated sectoradd to basket
TB Evenlode Income B Inc13.9-9.2 IA UK All Companies5add to basket
Threadneedle American Extended Alpha INA GBP24.412.5 IA North America4add to basket
Threadneedle European Select ZNA GBP24.813.9 IA Europe Excluding UK5add to basket
Threadneedle Sterling Short Dated Corporate Bond Ini GBP6.82.1 IA Sterling Corporate Bond1add to basket
Threadneedle UK Equity Income ZNI GBP12.3-12.9 IA UK Equity Income3add to basket
Threadneedle UK Mid 250 ZNA GBP27.9-4.9 IA UK All Companies3add to basket
TM CRUX European Special Situations I Acc GBP21.8-1.8 IA Europe Excluding UK1add to basket
Unicorn UK Income B Inc15.2-13.3 IA UK Equity Income1add to basket
Veritas Asian C GBP37.528.2 IA Asia Pacific Excluding 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 328.0 -2.1%
UK Private Investor Growth 4,527.0 -1.3%
IA Flexible Investment 649.9 -2.0%
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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