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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 %	2020 %	since Nov 04 %
AFI Aggressive	11.8	16.7	11.1	11.0	280.2
FTSE UK Private Investor Growth	7.5	8.6	6.7	7.6	255.1
IA Flexible Investment	8.5	11.2	6.4	6.7	190.5

AFI Aggressive(130)


Constituent	6m	1y	Sector	FE fundinfo Crown Rating
Allianz Continental European C	10.4	22.5	IA Europe Excluding UK
Artemis Global Emerging Markets I Acc GBP	18.0	3.9	IA Global Emerging Markets
Artemis Global Income I Inc	19.3	3.2	IA Global Equity Income
Artemis Income I Inc	15.8	-5.3	IA UK Equity Income
Artemis Strategic Bond I Quarterly Acc	3.8	5.0	IA Sterling Strategic Bond
Artemis UK Smaller Companies I Acc	23.6	-14.8	IA UK Smaller Companies
Artemis US Extended Alpha I Acc GBP	11.0	12.6	IA North America
Artemis US Select I Acc GBP	8.5	12.0	IA North America
ASI Sterling Money Market I Acc	0.1	0.4	IA Standard Money Market
AXA Framlington Biotech Z Acc GBP	5.1	34.2	IA Specialist
AXA Framlington Global Technology Z Acc	21.1	40.7	IA Technology & Telecommunications
AXA Framlington Japan Z Inc	19.0	17.4	IA Japan
Baillie Gifford American B Acc	42.3	118.0	IA North America
Baillie Gifford China B Acc	36.1	63.8	IA China/Greater China
Baillie Gifford Emerging Markets Growth B Acc	35.9	32.6	IA Global Emerging Markets
Baillie Gifford Emerging Markets Leading Companies B Acc	37.5	37.6	IA Global Emerging Markets
Baillie Gifford Global Discovery B Acc	36.2	79.6	IA Global
Baillie Gifford Japanese B Acc	17.3	18.1	IA Japan
Baillie Gifford Japanese Income Growth B Inc	15.3	11.5	IA Japan
Baillie Gifford Japanese Smaller Companies B Acc	17.0	25.0	IA Japanese Smaller Companies
Baillie Gifford Pacific B Acc	43.1	67.6	IA Asia Pacific Excluding Japan
Baillie Gifford UK Equity Alpha B Acc	15.3	7.1	IA UK All Companies
Barings Europe Select Trust I Inc GBP	13.3	11.5	IA European Smaller Companies
BlackRock Asia D Acc	24.4	23.5	IA Asia Pacific Excluding Japan
BlackRock European Dynamic D Acc	18.9	27.3	IA Europe Excluding UK
BlackRock UK D Acc	12.0	6.0	IA UK All Companies
BNY Mellon Global Emerging Markets Inst W Acc	46.1	57.1	IA Global Emerging Markets
BNY Mellon Global Income Inst W Acc GBP	9.7	0.1	IA Global Equity Income
Brown Advisory Global Leaders B Acc USD	20.8	16.5	IA Global
Brown Advisory US Smaller Companies B Acc USD	31.3	30.4	IA North American Smaller Companies
CFP SDL UK Buffettology General Inc	16.2	0.8	IA UK All Companies
Dodge & Cox US Stock Acc GBP	20.2	4.3	IA North America
Federated Hermes Global Emerging Markets F Acc GBP	26.2	22.9	IA Global Emerging Markets
Fidelity Asia W Acc	28.2	30.0	IA Asia Pacific Excluding Japan
Fidelity Asia Pacific Opportunities W Acc	28.0	31.8	IA Asia Pacific Excluding Japan
Fidelity Asian Dividend W Inc	16.8	3.2	IA Asia Pacific Excluding Japan
Fidelity Emerging Markets W Acc	30.8	26.0	IA Global Emerging Markets
Fidelity Global Special Situations W Acc	13.9	15.4	IA Global
Fidelity Index US P	9.3	10.0	IA North America	unrated sector
Fidelity Moneybuilder Dividend W Inc GBP	4.7	-12.4	IA UK Equity Income
Fidelity Special Situations W Acc	17.7	-11.1	IA UK All Companies
First Sentier Global Listed Infrastructure B Acc GBP	-0.9	-10.0	IA Global
FSSA Asia Focus B Acc GBP	22.6	19.6	IA Asia Pacific Excluding Japan
Fundsmith Equity T Acc	5.2	10.7	IA Global
HSBC American Index C Acc	9.5	10.4	IA North America	unrated sector
HSBC FTSE 250 Index C Acc	21.2	-3.7	IA UK All Companies	unrated sector
Invesco Asian (UK) Z Acc	31.0	26.6	IA Asia Pacific Excluding Japan
Janus Henderson European Selected Opportunities I Acc	7.5	9.2	IA Europe Excluding UK
Janus Henderson Global Sustainable Equity I Acc	19.0	30.6	IA Global
JOHCM UK Dynamic A Acc	20.5	-14.5	IA UK All Companies
JPM Asia Growth C Acc	32.6	39.4	IA Asia Pacific Excluding Japan
JPM Emerging Markets B Acc	31.8	32.8	IA Global Emerging Markets
JPM Global Macro Opportunities C Acc	9.1	11.7	IA Targeted Absolute Return
Jupiter European I Acc	1.4	5.3	IA Europe Excluding UK
Jupiter Fund of Investment Trusts I Acc	29.0	24.9	IA Global
Jupiter Global Emerging Markets I Acc	31.2	12.2	IA Global Emerging Markets
Jupiter Monthly Alternative Income I Acc	7.5	-2.1	IA Specialist
Jupiter Strategic Bond I Acc	2.1	4.8	IA Sterling Strategic Bond
Jupiter UK Growth I Acc	5.0	-26.3	IA UK All Companies
Jupiter UK Smaller Companies I Acc	32.8	5.6	IA UK Smaller Companies
L&G Cash Trust I Acc	0.0	0.2	IA Short Term Money Market
L&G European Index Trust I Acc	7.4	5.8	IA Europe Excluding UK	unrated sector
L&G Global 100 Index Trust I Acc	8.4	11.6	IA Global	unrated sector
L&G Global Real Estate Dividend Index C Acc	6.9	-15.2	IA Property Other	unrated sector
L&G Global Technology Index Trust I Acc	17.3	34.7	IA Technology & Telecommunications	unrated sector
L&G Multi-Index 7 I Acc	14.9	8.2	IA Volatility Managed
L&G Short Dated Sterling Corporate Bond Index I Acc	2.6	3.4	IA Sterling Corporate Bond	unrated sector
L&G UK Index Trust I Acc	11.7	-8.4	IA UK All Companies	unrated sector
L&G US Index Trust I Acc	12.0	13.3	IA North America	unrated sector
Lazard UK Omega C Acc	17.4	-4.5	IA UK All Companies
Legg Mason IF ClearBridge Global Infrastructure Income X Acc GBP	7.2	4.7	IA Global Equity Income
Legg Mason IF Japan Equity X	23.5	36.5	IA Japan
LF Blue Whale Growth I Acc GBP	5.4	16.8	IA Global	unrated sector
LF Lindsell Train UK Equity Acc	5.5	-2.6	IA UK All Companies
Lindsell Train Japanese Equity B Sterling Quoted GBP	-1.3	1.6	IA Japan
Liontrust Special Situations I Inc	11.5	-0.4	IA UK All Companies
Liontrust UK Micro Cap I Acc	23.9	12.9	IA UK Smaller Companies
Liontrust UK Smaller Companies I Inc	25.8	15.0	IA UK Smaller Companies
M&G Global Listed Infrastructure I Acc	3.0	-2.4	IA Global	unrated sector
Man GLG Continental European Growth C Professional	6.3	16.7	IA Europe Excluding UK
Man GLG Income C Professional Acc	14.0	-13.1	IA UK Equity Income
Marlborough European Multi-Cap P Inc	26.9	25.3	IA Europe Excluding UK
Matthews Asia ex Japan Dividend I Acc GBP	34.3	51.4	IA Asia Pacific Excluding Japan
Matthews Pacific Tiger I Acc GBP	28.7	32.1	IA Asia Pacific Excluding Japan
Merian Gold And Silver R Acc GBP	2.6	29.9	IA Specialist
Merian North American Equity R Acc GBP	12.4	12.7	IA North America
Merian UK Dynamic Equity R Inc GBP	26.8	4.7	IA UK All Companies
Merian UK Mid Cap R Acc GBP	30.7	6.8	IA UK All Companies
Merian UK Smaller Companies R Acc GBP	27.2	6.9	IA UK Smaller Companies
MI Chelverton UK Equity Growth B Acc	33.5	18.7	IA UK All Companies
Morgan Stanley Global Brands Inst Acc	-2.3	1.6	IA Global
Ninety One American Franchise I Acc GBP	5.8	11.6	IA North America
Ninety One Global Environment R	35.2	47.9	IA Global	unrated sector
Ninety One UK Special Situations I Acc GBP	26.1	-12.6	IA UK All Companies
Pictet Clean Energy I dy GBP	36.2	54.3	IA Global
Pictet Indian Equities I GBP	30.1	13.3	IA Specialist
Polar Capital Healthcare Opportunities I GBP	6.9	15.0	IA Specialist
Premier Miton European Opportunities B Acc GBP	16.5	32.4	IA Europe Excluding UK
Premier Miton Pan European Property Share C Acc GBP	12.5	-8.6	IA Property Other
Premier Miton UK Multi Cap Income B Inst Acc GBP	20.4	13.6	IA UK Equity Income
Rathbone Strategic Bond Fund I Acc GBP	5.5	6.2	IA Sterling Strategic Bond
Royal London Global Bond Opportunities Z Inc	7.2	2.9	IA Sterling Strategic Bond
Royal London Short Term Money Market Y Acc	0.0	0.2	IA Short Term Money Market
Royal London Sustainable Leaders Trust C Acc	5.3	1.9	IA UK All Companies
Royal London UK Equity Income M Inc	13.1	-12.2	IA UK Equity Income
RWC Global Emerging Markets R Acc GBP	36.4	33.3	IA Global Emerging Markets
Sarasin Food & Agriculture Opportunities P Acc	14.8	5.8	IA Specialist
Schroder Asian Alpha Plus Z Acc	30.4	34.5	IA Asia Pacific Excluding Japan
Schroder Asian Income Z Acc	23.7	15.6	IA Asia Pacific Excluding Japan
Schroder Recovery Z Acc	27.9	-8.2	IA UK All Companies
Slater Growth P Acc	26.5	9.2	IA UK All Companies
Slater Recovery P Acc	25.3	12.0	IA UK All Companies
Smith & Williamson Artificial Intelligence B Acc	19.4	47.0	IA Specialist
Stewart Investors Global Emerging Markets Leaders B GBP Acc	14.9	0.1	IA Specialist
Stewart Investors Indian Subcontinent Sustainability B Acc GBP	30.0	18.0	IA Specialist
Stewart Investors Worldwide Sustainab. B Acc GBP	12.8	20.3	IA Global
SVM UK Growth B	22.1	6.7	IA UK All Companies
SVM UK Opportunities B	25.4	-4.2	IA UK All Companies
T. Rowe Price US Smaller Companies Equity C Acc	23.9	25.1	IA North American Smaller Companies
TB Amati UK Smaller Companies B Acc	30.4	14.9	IA UK Smaller Companies
TB Evenlode Global Income B Acc GBP	3.1	1.0	IA Global Equity Income	unrated sector
TB Evenlode Income B Inc	3.7	-7.3	IA UK All Companies
Threadneedle American Extended Alpha INA GBP	8.6	12.6	IA North America
Threadneedle European Select ZNA GBP	5.8	11.3	IA Europe Excluding UK
Threadneedle Sterling Short Dated Corporate Bond Ini GBP	2.3	2.5	IA Sterling Corporate Bond
Threadneedle UK Equity Income ZNI GBP	14.4	-5.5	IA UK Equity Income
Threadneedle UK Mid 250 ZNA GBP	22.4	1.3	IA UK All Companies
TM CRUX European Special Situations I Acc GBP	8.7	2.0	IA Europe Excluding UK
Unicorn UK Income B Inc	18.0	-10.1	IA UK Equity Income
Veritas Asian C GBP	35.4	52.2	IA Asia Pacific Excluding 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.