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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 % 2022 % since Nov 04 %
AFI Aggressive 1.1 4.6 -6.1 -13.3 261.3
FTSE UK Private Investor Growth 3.2 5.8 -0.5 -5.3 287.6
IA Flexible Investment 1.5 4.1 -4.1 -9.0 193.9
Constituent 6m 1y Sector  FE fundinfo Crown Rating  
abrdn Sterling Money Market I Acc1.72.3 IA Standard Money Market5add to basket
abrdn UK Real Estate Platform 1 Acc GBP-10.5-12.1 IA UK Direct Propertyunrated sectoradd to basket
Aikya Global Emerging Markets I GBP0.10.0 IA Global Emerging Marketsunrated sectoradd to basket
Allianz Continental European C28.3-2.6 IA Europe Excluding UK2add to basket
Artemis Corporate Bond I Acc GBP8.1-9.0 IA Sterling Corporate Bond3add to basket
Artemis Income I Inc15.02.1 IA UK Equity Income3add to basket
Artemis SmartGARP Global Emerging Markets Equity I Acc GBP6.20.6 IA Global Emerging Markets4add to basket
Artemis UK Smaller Companies I Acc7.6-5.7 IA UK Smaller Companies3add to basket
Artemis US Select I Acc GBP-5.0-11.9 IA North America1add to basket
Artemis US Smaller Companies I Acc GBP-6.6-15.7 IA North American Smaller Companies1add to basket
AXA Framlington Biotech Z Acc GBP-5.89.1 IA Specialist4add to basket
AXA Framlington Global Technology Z Acc2.3-12.1 IA Technology & Technology Innovation2add to basket
AXA Global Short Duration Bonds Z Acc5.0-0.1 IA Sterling Strategic Bond5add to basket
Baillie Gifford Global Discovery B Acc-5.9-27.3 IA Global1add to basket
Baillie Gifford Japanese B Acc4.2-5.4 IA Japan2add to basket
Baillie Gifford Pacific B Acc2.4-10.4 IA Asia Pacific Excluding Japan5add to basket
BlackRock Emerging Markets D Acc2.3-6.3 IA Global Emerging Markets2add to basket
BlackRock European Dynamic D Acc24.72.5 IA Europe Excluding UK4add to basket
BlackRock Gold & General D Acc23.6-7.0 IA Specialist3add to basket
BNY Mellon Asian Income Inst W Acc GBP3.1-2.5 IA Asia Pacific Excluding Japan4add to basket
BNY Mellon Global Emerging Markets Opportunities Inst W Acc1.9-1.6 IA Global Emerging Markets5add to basket
BNY Mellon Global Income Inst W Acc GBP7.35.6 IA Global Equity Income3add to basket
BNY Mellon Real Return Inst W Acc2.2-4.3 IA Targeted Absolute Return3add to basket
Brown Advisory Global Leaders B Acc USD18.6-7.3 IA Global3add to basket
Brown Advisory US Sustainable Growth A Acc USD15.0-12.2 IA North America4add to basket
CT American ZNA GBP-0.8-6.8 IA North America3add to basket
CT European Select ZNA GBP23.45.8 IA Europe Excluding UK2add to basket
CT Property Growth & Income I Acc-4.8-25.3 IA Property Other5add to basket
CT UK Mid 250 ZNA GBP14.4-12.7 IA UK All Companies3add to basket
CT US Smaller Companies C Inc2.3-1.1 IA North American Smaller Companies1add to basket
Dodge & Cox US Stock Acc GBP0.7-3.6 IA North America4add to basket
ES R&M Global Recovery B Inc10.20.0 IA Global1add to basket
Federated Hermes Asia ex-Japan Equity F Acc GBP7.42.0 IA Asia Pacific Excluding Japan4add to basket
Federated Hermes Global Emerging Markets Equity F Acc GBP1.1-7.5 IA Global Emerging Markets2add to basket
Fidelity Asia W Acc3.5-4.7 IA Asia Pacific Excluding Japan2add to basket
Fidelity Asia Pacific Opportunities W Acc8.3-0.7 IA Asia Pacific Excluding Japan5add to basket
Fidelity Asian Dividend W Inc1.3-1.7 IA Asia Pacific Excluding Japan4add to basket
Fidelity Cash W Acc GBP1.62.1 IA Short Term Money Market2add to basket
Fidelity Emerging Markets W Acc2.7-11.3 IA Global Emerging Markets2add to basket
Fidelity European W Acc18.09.9 IA Europe Excluding UK5add to basket
Fidelity Global Dividend W Inc8.84.8 IA Global Equity Income2add to basket
Fidelity Index US P0.2-5.3 IA North Americaunrated sectoradd to basket
Fidelity Special Situations W Acc11.73.0 IA UK All Companies3add to basket
First Sentier Global Listed Infrastructure B Acc GBP-1.1-0.3 IA Infrastructure4add to basket
First Sentier Global Property Securities B GBP Acc-6.8-22.1 IA Property Other3add to basket
FP Foresight Global Real Infrastructure A Acc GBP-4.8-14.2 IA Infrastructure4add to basket
FP Foresight UK Infrastructure Income A Acc-5.2-11.3 IA Infrastructure1add to basket
FSSA Asia Focus B Acc GBP3.60.8 IA Asia Pacific Excluding Japan4add to basket
FTF Martin Currie UK Equity Income W Acc14.93.7 IA UK Equity Income3add to basket
Fundsmith Equity T Acc10.22.1 IA Global3add to basket
HSBC American Index C Acc0.4-5.4 IA North Americaunrated sectoradd to basket
HSBC European Index C Acc21.27.0 IA Europe Excluding UKunrated sectoradd to basket
HSBC FTSE 100 Index C Acc12.44.7 IA UK All Companiesunrated sectoradd to basket
HSBC FTSE All World Index C Acc3.9-3.1 IA Globalunrated sectoradd to basket
HSBC Japan Index C Acc6.10.7 IA Japanunrated sectoradd to basket
iShares 100 UK Equity Index (UK) D Acc12.34.8 IA UK All Companiesunrated sectoradd to basket
iShares Global Govt Bond UCITS ETF USD6.7-9.5 IA Global Government Bondunrated sectoradd to basket
Janus Henderson European Selected Opportunities I Acc21.39.8 IA Europe Excluding UK4add to basket
Janus Henderson European Smaller Companies I Acc24.71.5 IA European Smaller Companies4add to basket
Janus Henderson Global Sustainable Equity I Acc6.2-3.9 IA Global3add to basket
Janus Henderson Multi-Asset Absolute Return I Acc3.00.6 IA Targeted Absolute Return4add to basket
Janus Henderson Strategic Bond I Inc4.2-9.6 IA Sterling Strategic Bond1add to basket
JGF-Jupiter UK Mid Cap I Acc GBP6.4-23.9 IA UK All Companies1add to basket
JOHCM UK Dynamic A Acc17.54.5 IA UK All Companies2add to basket
JPM Emerging Markets B Acc3.2-3.6 IA Global Emerging Markets2add to basket
JPM Global Macro Opportunities C Acc6.52.2 IA Targeted Absolute Return3add to basket
JPM Natural Resources C Acc3.9-1.6 IA Commodity/Natural Resources4add to basket
JPM US Select C Acc-0.8-7.0 IA North America4add to basket
Jupiter European I Acc20.32.0 IA Europe Excluding UK1add to basket
Jupiter Fund of Investment Trusts I Acc0.2-15.1 IA Global1add to basket
Jupiter India I Acc-8.81.0 IA India/Indian Subcontinent3add to basket
Jupiter Japan Income I Acc6.92.7 IA Japan4add to basket
Jupiter Strategic Bond I Acc5.5-7.6 IA Sterling Strategic Bond1add to basket
Jupiter UK Dynamic Equity I Inc GBP2.7-15.3 IA UK All Companies2add to basket
L&G Cash Trust I Acc1.72.2 IA Short Term Money Market3add to basket
L&G Global 100 Index Trust I Acc4.0-2.2 IA Globalunrated sectoradd to basket
L&G Global Health & Pharmaceuticals Index Trust I Acc-1.10.2 IA Healthcareunrated sectoradd to basket
L&G Global Real Estate Dividend Index I Acc-4.5-17.7 IA Property Otherunrated sectoradd to basket
L&G Global Technology Index Trust I Acc11.8-5.8 IA Technology & Technology Innovationunrated sectoradd to basket
L&G Multi-Index 7 I Acc5.1-3.5 IA Volatility Managed4add to basket
L&G Short Dated Sterling Corporate Bond Index I Acc6.4-3.4 IA Sterling Corporate Bondunrated sectoradd to basket
L&G UK Index Trust I Acc12.02.3 IA UK All Companiesunrated sectoradd to basket
L&G UK Mid Cap Index I Acc15.4-8.4 IA UK All Companiesunrated sectoradd to basket
L&G UK Property I Acc-14.0-14.8 IA UK Direct Propertyunrated sectoradd to basket
L&G US Index Trust I Acc0.9-5.4 IA North Americaunrated sectoradd to basket
LF Brook Continental European Inst Acc31.220.2 IA Europe Excluding UK4add to basket
LF Lightman European R Acc20.49.0 IA Europe Excluding UK4add to basket
LF Ruffer Diversified Return I Acc1.0-2.0 IA Targeted Absolute Returnunrated sectoradd to basket
LF Ruffer Total Return C Acc3.0-0.8 IA Mixed Investment 20-60% Shares5add to basket
Liontrust Latin America C Acc GBP-4.4-11.7 IA Latin America2add to basket
Liontrust Special Situations I Inc12.10.1 IA UK All Companies2add to basket
Liontrust Strategic Bond B Acc6.6-5.1 IA Sterling Strategic Bond4add to basket
Liontrust UK Smaller Companies I Inc3.3-14.7 IA UK Smaller Companies3add to basket
M&G Global Emerging Markets I Acc GBP9.55.0 IA Global Emerging Markets4add to basket
M&G Positive Impact R Acc5.90.9 IA Global3add to basket
Man GLG Continental European Growth C Professional21.43.8 IA Europe Excluding UK2add to basket
Man GLG Japan Core Alpha C Professional Acc11.211.1 IA Japan5add to basket
Man GLG Undervalued Assets Professional C Acc16.75.4 IA UK All Companies1add to basket
Matthews Asia ex Japan Total Return Equity I Acc GBP-5.0-8.2 IA Asia Pacific Excluding Japan4add to basket
MI MI Chelverton European Select B Inc25.76.1 IA Europe Excluding UK4add to basket
MI MI Chelverton UK Equity Growth B Acc2.9-14.8 IA UK All Companies4add to basket
NB Corporate Hybrid Bond P Inc CHF3.6-9.9 IA Sterling Corporate Bond3add to basket
Ninety One American Franchise I Acc GBP6.10.9 IA North America3add to basket
Ninety One Global Environment I7.25.1 IA Global4add to basket
Ninety One UK Equity Income I Acc12.16.4 IA UK All Companies3add to basket
PGIM Jennison Emerging Markets Equity I Acc USD-1.0-24.7 IA Global Emerging Markets3add to basket
Premier Miton UK Multi Cap Income B Inst Acc GBP4.7-10.5 IA UK Equity Income3add to basket
Premier Miton UK Value Opportunities B Inst Acc GBP18.8-6.9 IA UK All Companies3add to basket
R&M ES River and Mercantile European B Inc23.29.7 IA Europe Excluding UKunrated sectoradd to basket
Rathbone Global Opportunities Fund I Acc GBP7.9-6.8 IA Global3add to basket
Robeco BP Global Premium Equities C EUR10.12.9 IA Global5add to basket
Royal London Global Bond Opportunities Z Inc4.6-3.4 IA Global Mixed Bond4add to basket
Royal London International Government Bond M Inc1.9-4.5 IA Global Government Bond5add to basket
Royal London Short Duration Global Index Linked M Inc4.1-3.0 IA Global Inflation Linked Bond4add to basket
Royal London Short Term Money Market Y Acc1.72.3 IA Short Term Money Market4add to basket
Royal London Sustainable Leaders Trust C Acc13.5-1.1 IA UK All Companies5add to basket
Royal London UK Equity Income M Inc15.82.3 IA UK Equity Income2add to basket
Schroder Asian Alpha Plus Z Acc6.8-2.6 IA Asia Pacific Excluding Japan4add to basket
Schroder Asian Income Z Acc5.9-1.5 IA Asia Pacific Excluding Japan5add to basket
Schroder Recovery Z Acc19.84.2 IA UK All Companies3add to basket
Schroder UK Smaller Companies Z Acc2.2-20.2 IA UK Smaller Companies1add to basket
Schroder US Mid Cap Z Acc0.6-0.7 IA North America3add to basket
Slater Growth P Acc3.5-19.7 IA UK All Companies3add to basket
Slater Recovery P Acc3.0-14.4 IA UK All Companies5add to basket
Stewart Investors Global Emerging Markets Leaders B GBP Acc2.4-0.6 IA Specialist4add to basket
SVM UK Opportunities B11.6-12.3 IA UK All Companies1add to basket
TB Amati Strategic Metals B Acc6.8-16.4 IA Commodity/Natural Resourcesunrated sectoradd to basket
TB Evenlode Global Income B Acc GBP8.93.8 IA Global Equity Income2add to basket
TB Saracen Global Income & Growth B Acc15.89.1 IA Global Equity Income3add to basket
Trojan O Acc1.8-2.6 IA Flexible Investment5add to basket
TwentyFour Absolute Return Credit N3.5-2.7 IA Targeted Absolute Return1add to basket
TwentyFour Dynamic Bond I Net Acc GBP5.5-9.4 IA Sterling Strategic Bond3add to basket
Vanguard Pacific ex-Japan Stock Index Acc GBP6.0-2.1 IA Asia Pacific Excluding Japanunrated sectoradd to basket
Veritas Global Focus B GBP3.4-1.0 IA Global1add to basket
VT De Lisle America B GBP1.8-2.0 IA North America5add to basket
VT Downing Unique Opportunities A Acc10.1-4.1 IA UK All Companiesunrated sectoradd to basket
VT RM Alternative Income Retail Acc GBP-2.7-8.7 IA Infrastructure3add 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.

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AFI Data

Aggressive Adviser Fund Index - FE Balanced Adviser Fund Index - FE Cautious Adviser Fund Index - FE
Index Value Week
AFI Aggressive 361.3 1.9%
UK Private Investor Growth 5,438.8 1.6%
IA Flexible Investment 733.6 1.1%
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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