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 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 %	2019 %	since Nov 04 %
AFI Aggressive	-15.8	-12.2	-9.3	17.5	183.2
FTSE UK Private Investor Growth	-11.6	-8.6	-4.8	16.7	188.2
IA Flexible Investment	-14.0	-10.7	-8.0	15.7	130.8

AFI Aggressive(149)


Constituent	6m	1y	Sector	FE fundinfo Crown Rating
Allianz Continental European C	-2.1	2.7	IA Europe Excluding UK
Allianz Strategic Bond C	11.6	21.0	IA Sterling Strategic Bond
ARC TIME Commercial Long Income PAIF A Gr Acc	1.8	4.1	IA UK Direct Property	unrated sector
Artemis Global Emerging Markets I Acc GBP	-17.0	-16.8	IA Global Emerging Markets
Artemis Global Income I Inc	-17.3	-16.2	IA Global Equity Income
Artemis Income I Inc	-18.0	-16.7	IA UK Equity Income
Artemis Strategic Bond I Quarterly Acc	-3.8	0.2	IA Sterling Strategic Bond
Artemis UK Smaller Companies I Acc	-25.4	-22.4	IA UK Smaller Companies
Artemis US Absolute Return I Hedged Acc GBP	-0.5	0.6	IA Targeted Absolute Return
Artemis US Extended Alpha I Acc GBP	-6.8	3.2	IA North America
Artemis US Select I Acc GBP	-8.1	2.4	IA North America
ASI Emerging Markets Equity I Acc	-14.8	-14.2	IA Global Emerging Markets
ASI Global Inflation Linked Bond Ret Platform 1 Acc	-1.8	5.2	IA Global Bonds
ASI Sterling Money Market I Acc	0.3	0.7	IA Standard Money Market
ASI UK Income Unconstrained Equity Ret Platform 1 Acc	-23.4	-30.1	IA UK Equity Income
AXA Framlington Biotech Z Acc	22.6	6.7	IA Specialist
AXA Framlington Global Technology Z Acc	1.5	9.1	IA Technology & Telecommunications
AXA Framlington Japan Z Inc	-14.9	-7.3	IA Japan
AXA Global Short Duration Bonds Z Acc	-4.2	-2.3	IA Global Bonds	unrated sector
Baillie Gifford American B Acc	10.3	12.1	IA North America
Baillie Gifford Global Discovery B Acc	1.4	-0.6	IA Global
Baillie Gifford Japanese B Acc	-13.6	-6.4	IA Japan
Baillie Gifford Japanese Income Growth B Inc	-14.2	-7.2	IA Japan
Baillie Gifford Pacific B Acc	-2.6	1.6	IA Asia Pacific Excluding Japan
Baillie Gifford Positive Change B Acc	11.7	16.9	IA Global	unrated sector
Baillie Gifford UK Equity Alpha B Acc	-14.4	-14.7	IA UK All Companies
Barings Europe Select Trust I Inc GBP	-14.5	-10.2	IA European Smaller Companies
BlackRock Asia D Acc	-5.0	-6.2	IA Asia Pacific Excluding Japan
BlackRock Cash D Acc	0.3	0.5	IA Short Term Money Market
BlackRock Continental European Income D Acc	-10.7	-2.2	IA Europe Excluding UK
BlackRock European Dynamic D Acc	-7.0	-0.6	IA Europe Excluding UK
BlackRock Natural Resources Growth & Income D Acc	-22.1	-24.9	IA Specialist
BMO Property Growth & Income I Acc	-12.8	-10.1	IA Property Other
BMO UK Property 2 Inc	3.9	-2.1	IA UK Direct Property	unrated sector
BNY Mellon Global Emerging Markets Inst W Acc	-5.6	-4.7	IA Global Emerging Markets
BNY Mellon Global Income Inst W Acc GBP	-12.8	-3.8	IA Global Equity Income
CFP SDL UK Buffettology General Inc	-14.0	-8.5	IA UK All Companies
Fidelity Asia W Acc	-4.6	-3.4	IA Asia Pacific Excluding Japan
Fidelity Asia Pacific Opportunities W Acc	-7.0	-2.2	IA Asia Pacific Excluding Japan
Fidelity Emerging Markets W Acc	-12.5	-8.9	IA Global Emerging Markets
Fidelity Global Special Situations W Acc	-8.5	-2.8	IA Global
Fidelity Index UK P	-18.2	-19.1	IA UK All Companies	unrated sector
Fidelity Index US P	-5.6	3.4	IA North America	unrated sector
Fidelity Index World P	-8.5	-1.3	IA Global	unrated sector
Fidelity Moneybuilder Dividend W Inc GBP	-13.6	-13.8	IA UK Equity Income
Fidelity Special Situations W Acc	-25.7	-27.4	IA UK All Companies
First State Asia Focus B Acc GBP	-8.2	-5.0	IA Asia Pacific Excluding Japan
First State Global Listed Infrastructure B Acc GBP	-18.2	-7.0	IA Global
Franklin UK Managers Focus W Acc	-14.5	-13.1	IA UK All Companies
Fundsmith Equity T Acc	-6.0	1.9	IA Global
H2O MultiReturns N Gr Acc	-26.1	-20.0	IA Targeted Absolute Return
Hermes Asia ex Japan Equity F Acc GBP	-15.0	-18.7	IA Asia Pacific Excluding Japan
Hermes Global Emerging Markets F Acc GBP	-13.2	-10.6	IA Global Emerging Markets
Hermes US SMID Equity F Acc GBP	-21.9	-14.2	IA North American Smaller Companies
HSBC American Index C Acc	-5.2	3.4	IA North America	unrated sector
Invesco Asian (UK) Z Acc	-11.2	-13.8	IA Asia Pacific Excluding Japan
Invesco China Equity (UK) Z Acc	3.8	4.7	IA China/Greater China
Investec American Franchise I Acc GBP	-0.3	11.1	IA North America
Investec Global Environment R	n/a	n/a	IA Global	unrated sector
Investec UK Special Situations I Acc GBP	-27.6	-29.4	IA UK All Companies
Janus Henderson European Selected Opportunities I Acc	-9.3	-2.6	IA Europe Excluding UK
JOHCM Japan A GBP	-20.5	-12.5	IA Japan
JOHCM UK Dynamic A Acc	-29.3	-29.8	IA UK All Companies
JOHCM UK Opportunities A Acc	-14.8	-14.3	IA UK All Companies	unrated sector
JPM Emerging Markets B Acc	-10.5	-5.8	IA Global Emerging Markets
JPM Europe Dynamic Ex UK C Acc	-16.1	-12.4	IA Europe Excluding UK
JPM Global Macro Opportunities C Acc	1.3	4.0	IA Targeted Absolute Return
JPM Japan C Acc	-2.5	10.5	IA Japan
JPM Natural Resources C Acc	-21.0	-24.4	IA Specialist
Jupiter Absolute Return I Acc	-11.2	-11.5	IA Targeted Absolute Return
Jupiter European I Acc	-6.5	2.0	IA Europe Excluding UK
Jupiter Fund of Investment Trusts I Acc	-10.8	-10.9	IA Global
Jupiter Global Emerging Markets I Acc	-20.8	-19.6	IA Global Emerging Markets
Jupiter Strategic Bond I Acc	-3.4	3.0	IA Sterling Strategic Bond
Jupiter UK Growth I Acc	-27.3	-34.5	IA UK All Companies
Jupiter UK Special Situations I Acc	-21.9	-22.1	IA UK All Companies
L&G Cash Trust I Acc	0.3	0.7	IA Short Term Money Market
L&G European Index Trust I Acc	-12.2	-7.0	IA Europe Excluding UK	unrated sector
L&G Global Infrastructure Index I Acc	-10.6	-0.6	IA Global	unrated sector
L&G Global Real Estate Dividend Index I Acc	-25.8	-18.1	IA Property Other	unrated sector
L&G Global Technology Index Trust I Acc	5.2	16.0	IA Technology & Telecommunications	unrated sector
L&G Multi-Index 7 I Acc	-12.6	-9.5	IA Volatility Managed
L&G Short Dated Sterling Corporate Bond Index I Acc	-2.5	0.1	IA Sterling Corporate Bond	unrated sector
L&G UK Index Trust I Acc	-17.6	-18.5	IA UK All Companies	unrated sector
L&G US Index Trust I Acc	-6.1	1.6	IA North America	unrated sector
Lazard Global Listed Infrastructure Equity A Dist GBP	-14.0	-10.4	IA Global
Lazard UK Omega C Acc	-20.8	-22.9	IA UK All Companies
Legg Mason IF Japan Equity X	-13.0	0.6	IA Japan
Legg Mason IF RARE Global Infrastructure Income X Acc GBP	-11.5	-1.7	IA Global Equity Income
LF Blue Whale Growth I Acc	-2.3	6.7	IA Global	unrated sector
LF Lindsell Train UK Equity Acc	-15.8	-8.2	IA UK All Companies
LF Morant Wright Japan B Acc	-11.3	-8.2	IA Japan
Lindsell Train Global Equity B GBP	-12.2	-3.5	IA Global
Liontrust Special Situations I Inc	-12.0	-11.4	IA UK All Companies
Liontrust UK Micro Cap I Acc	-9.1	-5.9	IA UK Smaller Companies
Liontrust UK Smaller Companies I Inc	-7.1	-4.0	IA UK Smaller Companies
M&G Global Dividend I Acc GBP	-17.0	-16.4	IA Global
M&G North American Dividend I Acc GBP	-12.9	-6.6	IA North America
Man GLG Continental European Growth C Professional	1.6	6.0	IA Europe Excluding UK
Man GLG Japan Core Alpha C Professional Acc	-17.7	-17.0	IA Japan
Man GLG Undervalued Assets Professional C Acc	-23.3	-28.6	IA UK All Companies
Marlborough Special Situations P Acc	-16.6	-15.9	IA UK Smaller Companies
Merian Gold And Silver R Acc GBP	-15.3	4.0	IA Specialist
Merian North American Equity R Acc GBP	-8.2	-3.0	IA North America
Merian UK Dynamic Equity R Inc GBP	-19.2	-18.2	IA UK All Companies
Merian UK Mid Cap R Acc GBP	-20.5	-20.3	IA UK All Companies
Merian UK Smaller Companies R Acc GBP	-14.8	-16.0	IA UK Smaller Companies
MI Chelverton UK Equity Growth B Acc	-11.9	-6.2	IA UK All Companies
MI Somerset Emerging Markets Dividend Growth A Acc GBP	-20.3	-16.5	IA Global Emerging Markets
Pictet Emerging Local Currency Debt I dy GBP	-13.0	-3.6	IA Global EM Bonds - Local Currency
Pictet Indian Equities I GBP	-25.7	-22.3	IA Specialist
Polar Capital Global Insurance I Acc GBP	-19.3	-6.8	IA Specialist
Polar Capital Healthcare Opportunities I GBP	-1.9	-5.7	IA Specialist
Polar Capital UK Absolute Equity I GBP	-26.0	-23.7	IA Targeted Absolute Return
Premier Pan European Property Share C Acc	-15.5	-12.6	IA Property Other
Rathbone Strategic Bond Fund I Acc GBP	-4.1	-1.4	IA Sterling Strategic Bond
Robeco Global Consumer Trends Equities F EUR	0.2	5.3	IA Global
Royal London Global Bond Opportunities Z Inc	-11.2	-7.9	IA Sterling Strategic Bond
Royal London Sterling Extra Yield Bond A Inc	-10.0	-6.9	IA Sterling Strategic Bond
Royal London UK Equity Income M Inc	-20.5	-20.5	IA UK Equity Income
RWC Global Emerging Markets R Acc GBP	-16.3	-18.3	IA Global Emerging Markets
Sarasin Food & Agriculture Opportunities P Acc	-19.5	-17.0	IA Specialist
Schroder Asian Alpha Plus Z Acc	-3.6	-7.4	IA Asia Pacific Excluding Japan
Schroder Asian Income Z Acc	-14.0	-13.1	IA Asia Pacific Excluding Japan
Schroder Income Z Acc	-24.2	-30.8	IA UK Equity Income
Schroder Income Maximiser Z Acc	-22.7	-28.5	IA UK Equity Income
Schroder Recovery Z Acc	-25.9	-31.7	IA UK All Companies
Slater Growth P Acc	-12.3	-3.4	IA UK All Companies
Smith & Williamson Artificial Intelligence B Acc	1.2	9.8	IA Specialist	unrated sector
Standard Life Investments UK Real Estate Income Feeder Platform 1 Inc	-2.7	-3.5	IA UK Direct Property	unrated sector
Stewart Investors Asia Pacific Leaders B Acc GBP	-10.2	-7.4	IA Specialist
Stewart Investors Global Emerging Markets Leaders B GBP Acc	-22.3	-23.7	IA Specialist
Stewart Investors Indian Subcontinent Sustainability B GBP	-21.7	-19.8	IA Specialist
Stewart Investors Worldwide Sustainability B Acc GBP	-5.2	0.3	IA Global
SVM UK Growth B	-19.2	-17.4	IA UK All Companies
SVM UK Opportunities B	-21.6	-23.4	IA UK All Companies
TB Evenlode Global Income B Acc GBP	-12.8	-1.5	IA Global Equity Income	unrated sector
TB Evenlode Income B Inc	-14.5	-8.7	IA UK All Companies
Threadneedle European Select ZNA GBP	-5.7	2.7	IA Europe Excluding UK
Threadneedle Sterling Short Dated Corporate Bond Ini GBP	-3.6	-1.3	IA Sterling Corporate Bond
Threadneedle UK Equity Income ZNI GBP	-17.4	-17.4	IA UK Equity Income
Threadneedle UK Mid 250 ZNA GBP	-17.4	-18.9	IA UK All Companies
TM CRUX European Special Situations I Acc GBP	-13.9	-10.0	IA Europe Excluding UK
TwentyFour Dynamic Bond I Net Acc GBP	-8.6	-4.6	IA Sterling Strategic Bond
Unicorn UK Income B Inc	-21.1	-22.1	IA UK Equity Income
Vanguard Global Emerging Markets Acc	-18.8	-19.7	IA Global Emerging Markets
Vanguard US Equity Index	-10.6	-4.1	IA North America	unrated sector
Veritas Asian C GBP	-4.0	2.6	IA Asia Pacific Excluding Japan
VT Gravis Clean Energy Income C Acc GBP	-4.3	7.8	IA Global	unrated sector

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.