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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 %	2022 %	since Nov 04 %
AFI Aggressive	1.6	2.1	2.2	-13.3	265.3
FTSE UK Private Investor Growth	2.2	4.5	5.6	-5.3	298.4
IA Flexible Investment	1.1	2.0	2.4	-9.0	197.0

AFI Aggressive(118)


Constituent	6m	1y	Sector	FE fundinfo Crown Rating
abrdn UK Real Estate Share I Acc	4.8	-3.9	IA Property Other
Aegon High Yield Bond B Acc	5.8	9.3	IA Sterling High Yield
Aikya Global Emerging Markets I GBP	-4.4	-7.7	IA Global Emerging Markets	unrated sector
Allianz Continental European C	-3.6	15.8	IA Europe Excluding UK
Artemis Corporate Bond I Acc GBP	0.4	3.3	IA Sterling Corporate Bond
Artemis UK Smaller Companies I Acc	-1.0	0.6	IA UK Smaller Companies
Artemis US Select I Acc GBP	13.0	6.1	IA North America
Artemis US Smaller Companies I Acc GBP	1.8	-4.1	IA North American Smaller Companies
AXA Framlington Biotech Z Acc GBP	0.9	-2.7	IA Specialist
AXA Global Short Duration Bonds Z Acc	2.0	5.4	IA Sterling Strategic Bond
Baillie Gifford Global Discovery B Acc	-12.1	-19.6	IA Global
Baillie Gifford Japanese B Acc	-1.3	-1.2	IA Japan
Baillie Gifford Pacific B Acc	1.6	-4.8	IA Asia Pacific Excluding Japan
BlackRock Emerging Markets D Acc	2.1	-1.6	IA Global Emerging Markets
BlackRock European Dynamic D Acc	-1.8	17.1	IA Europe Excluding UK
BlackRock Gold & General D Acc	-2.4	13.8	IA Specialist
BNY Mellon Asian Income Inst W Acc GBP	2.5	1.6	IA Asia Pacific Excluding Japan
BNY Mellon Global Income Inst W Acc GBP	3.9	6.8	IA Global Equity Income
BNY Mellon Real Return Inst W Acc	0.1	-1.5	IA Targeted Absolute Return
Brown Advisory Global Leaders SI Acc EUR	n/a	n/a	IA Global
Brown Advisory US Sustainable Growth A Acc USD	9.5	19.0	IA North America
CT American ZNA GBP	3.4	0.5	IA North America
CT European Select ZNA GBP	-0.1	17.5	IA Europe Excluding UK
CT Property Growth & Income I Acc	6.3	-4.6	IA Property Other
CT UK Mid 250 ZNA GBP	-1.6	0.9	IA UK All Companies
CT US Smaller Companies C Inc	0.1	2.2	IA North American Smaller Companies
Dodge & Cox US Stock Acc GBP	9.2	5.3	IA North America
ES AllianceBernstein Sustainable US Equity I Acc	7.0	5.8	IA North America
ES R&M Global Recovery B Inc	2.1	7.3	IA Global
Federated Hermes Asia ex-Japan Equity F Acc GBP	1.2	2.8	IA Asia Pacific Excluding Japan
Federated Hermes Global Emerging Markets Equity F Acc GBP	-1.3	-6.9	IA Global Emerging Markets
Fidelity Asia W Acc	-1.6	-2.6	IA Asia Pacific Excluding Japan
Fidelity Asia Pacific Opportunities W Acc	-2.7	2.8	IA Asia Pacific Excluding Japan
Fidelity Cash W Acc GBP	2.3	3.9	IA Short Term Money Market
Fidelity Emerging Markets W Acc	0.8	-1.7	IA Global Emerging Markets
Fidelity Global Dividend W Inc	3.6	8.4	IA Global Equity Income
Fidelity Index Europe ex UK P Acc	1.8	16.8	IA Europe Excluding UK	unrated sector
Fidelity Index US P	9.1	6.8	IA North America	unrated sector
Fidelity Special Situations W Acc	4.0	7.9	IA UK All Companies
First Sentier Global Listed Infrastructure B Acc GBP	-3.6	-10.9	IA Infrastructure
FP Foresight UK Infrastructure Income A Acc	-8.6	-20.3	IA Infrastructure
FSSA Asia Focus B Acc GBP	-4.9	-5.5	IA Asia Pacific Excluding Japan
FTF Martin Currie UK Equity Income W Acc	1.4	8.9	IA UK Equity Income
Fundsmith Equity T Acc	2.7	9.4	IA Global
HSBC American Index C Acc	9.1	7.6	IA North America	unrated sector
HSBC European Index C Acc	1.8	17.3	IA Europe Excluding UK	unrated sector
HSBC FTSE 100 Index C Acc	4.8	11.2	IA UK All Companies	unrated sector
HSBC FTSE All World Index C Acc	6.7	7.6	IA Global	unrated sector
HSBC Japan Index C Acc	10.5	13.2	IA Japan	unrated sector
Janus Henderson European Selected Opportunities I Acc	3.2	18.4	IA Europe Excluding UK
Janus Henderson European Smaller Companies I Acc	-6.7	9.6	IA European Smaller Companies
Janus Henderson Multi-Asset Absolute Return I Acc	1.0	0.3	IA Targeted Absolute Return
Janus Henderson Strategic Bond I Inc	-5.8	-5.2	IA Sterling Strategic Bond
JOHCM UK Dynamic A Acc	7.0	15.4	IA UK All Companies
JPM Emerging Markets B Acc	-1.7	-3.6	IA Global Emerging Markets
JPM Global Macro Opportunities C Acc	-5.8	1.9	IA Targeted Absolute Return
JPM Natural Resources C Acc	3.9	3.0	IA Commodity/Natural Resources
Jupiter Japan Income I Acc	5.4	8.2	IA Japan
Jupiter Strategic Bond I Acc	-2.9	-0.9	IA Sterling Strategic Bond
Jupiter UK Mid Cap I Acc GBP	-2.3	-8.5	IA UK All Companies
L&G Cash Trust I Acc	2.4	4.0	IA Short Term Money Market
L&G Global 100 Index Trust I Acc	9.6	10.3	IA Global	unrated sector
L&G Global Health & Pharmaceuticals Index Trust I Acc	2.4	2.1	IA Healthcare	unrated sector
L&G Global Real Estate Dividend Index I Acc	-1.0	-10.5	IA Property Other	unrated sector
L&G Global Robotics and Automation Index I Acc	-4.7	6.4	IA Global	unrated sector
L&G Global Technology Index Trust I Acc	14.9	23.9	IA Technology & Technology Innovation	unrated sector
L&G Multi-Index 7 I Acc	4.5	5.1	IA Volatility Managed
L&G Short Dated Sterling Corporate Bond Index I Acc	1.9	4.8	IA Sterling Corporate Bond	unrated sector
L&G UK Index Trust I Acc	4.3	9.9	IA UK All Companies	unrated sector
L&G UK Mid Cap Index I Acc	1.9	6.4	IA UK All Companies	unrated sector
L&G UK Property I Acc	1.6	-13.7	IA UK Direct Property	unrated sector
L&G US Index Trust I Acc	8.9	7.3	IA North America	unrated sector
LF Ardtur Continental European Inst Acc	4.9	28.4	IA Europe Excluding UK
LF Canlife Sterling Liquidity I Acc	2.4	4.1	IA Standard Money Market
LF Lightman European R Acc	0.4	13.6	IA Europe Excluding UK
LF Morant Wright Nippon Yield B Acc	21.2	24.3	IA Japan
LF Ruffer Diversified Return I Acc	-3.6	-2.3	IA Targeted Absolute Return	unrated sector
Liontrust European Dynamic I Inc	2.9	20.7	IA Europe Excluding UK
Liontrust Special Situations I Inc	-0.3	5.7	IA UK All Companies
Liontrust Strategic Bond B Acc	-1.3	0.9	IA Sterling Strategic Bond
Liontrust UK Smaller Companies I Inc	-3.5	-6.3	IA UK Smaller Companies
M&G Global Emerging Markets I Acc GBP	6.5	9.3	IA Global Emerging Markets
M&G Positive Impact R Acc	-2.4	-0.6	IA Global
Man GLG Continental European Growth C Professional	0.0	15.0	IA Europe Excluding UK
Man GLG Japan Core Alpha C Professional Acc	18.8	23.3	IA Japan
Man GLG Undervalued Assets Professional C Acc	9.9	17.0	IA UK All Companies
Matthews Asia ex Japan Total Return Equity I Acc GBP	-8.7	-18.1	IA Asia Pacific Excluding Japan
MI MI Chelverton European Select B Inc	-9.7	7.8	IA Europe Excluding UK
MI MI Chelverton UK Equity Growth B Acc	-4.5	-7.0	IA UK All Companies
NB Corporate Hybrid Bond I Acc EUR	2.2	2.6	IA Sterling Corporate Bond
Ninety One Global Environment I	-8.8	-8.3	IA Global
Ninety One Global Total Return Credit I Acc GBP	3.1	4.4	IA Sterling Strategic Bond
PGIM Jennison Emerging Markets Equity I Acc USD	2.9	-3.7	IA Global Emerging Markets
Premier Miton UK Value Opportunities B Acc GBP	1.6	9.3	IA UK All Companies
R&M ES River and Mercantile European B Inc	-5.9	9.2	IA Europe Excluding UK	unrated sector
Rathbone Global Opportunities Fund I Acc GBP	4.6	10.0	IA Global
Robeco BP Global Premium Equities C EUR	5.6	10.5	IA Global
Royal London Global Bond Opportunities Z Inc	2.9	4.5	IA Global Mixed Bond
Royal London International Government Bond M Inc	-1.7	-1.4	IA Global Government Bond
Royal London Short Duration Gilts M Inc	0.8	2.1	IA UK Gilts
Royal London Short Duration Global Index Linked M Inc	0.1	0.6	IA Global Inflation Linked Bond
Royal London Sustainable Leaders Trust C Acc	3.6	10.6	IA UK All Companies
Royal London UK Equity Income M Inc	4.2	13.1	IA UK Equity Income
Schroder Asian Income Z Acc	-1.5	0.2	IA Asia Pacific Excluding Japan
Schroder UK Smaller Companies Z Acc	2.2	-1.9	IA UK Smaller Companies
Schroder US Mid Cap Z Acc	0.0	-1.3	IA North America
Slater Growth P Acc	-5.9	-8.1	IA UK All Companies
Stewart Investors Indian Subcontinent Sustainability B Acc GBP	18.9	2.4	IA India/Indian Subcontinent
SVM UK Opportunities B	-1.0	-0.2	IA UK All Companies
TB Evenlode Global Income B Acc GBP	0.6	6.7	IA Global Equity Income
TB Evenlode Income B Acc	2.2	9.7	IA UK All Companies
TB Saracen Global Income and Growth B Acc	4.1	16.2	IA Global Equity Income
TM Tellworth UK Smaller Companies I	-1.8	-1.3	IA UK Smaller Companies
Trojan O Acc	0.1	0.5	IA Flexible Investment
TwentyFour Absolute Return Credit N	2.4	3.8	IA Targeted Absolute Return
TwentyFour Dynamic Bond I Net Acc GBP	3.2	3.6	IA Sterling Strategic Bond
VT De Lisle America B GBP	8.8	9.0	IA North America
VT RM Alternative Income Retail Acc GBP	-3.9	-11.5	IA Infrastructure

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.