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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	3.4	15.4	37.7	11.0	292.1
FTSE UK Private Investor Growth	3.5	10.8	26.4	7.6	269.0
IA Flexible Investment	3.5	12.1	27.7	6.7	200.7

AFI Aggressive(162)


Constituent	6m	1y	Sector	FE fundinfo Crown Rating
Allianz Continental European C	14.1	51.7	IA Europe Excluding UK
Allianz Strategic Bond C	-1.4	6.7	IA Sterling Strategic Bond
ARC TIME UK Infrastructure Income C Acc	3.7	7.6	IA Specialist	unrated sector
Artemis Global Income I Inc	26.2	45.8	IA Global Equity Income
Artemis Income I Inc	26.4	37.5	IA UK Equity Income
Artemis UK Smaller Companies I Acc	47.0	49.4	IA UK Smaller Companies
Artemis US Extended Alpha I Acc GBP	13.8	33.9	IA North America
Artemis US Select I Acc GBP	11.9	34.2	IA North America
Artemis US Smaller Companies I Acc GBP	25.6	69.5	IA North American Smaller Companies
ASI Asia Pacific Equity I Acc	15.7	44.7	IA Asia Pacific Excluding Japan
ASI Sterling Money Market I Acc	0.0	0.2	IA Standard Money Market
AXA Framlington American Growth Z Acc	12.6	47.8	IA North America
AXA Framlington Biotech Z Acc GBP	-1.8	19.9	IA Specialist
AXA Framlington Global Technology Z Acc	12.2	57.8	IA Technology & Telecommunications
AXA Framlington Japan Z Inc	7.6	40.9	IA Japan
Baillie Gifford American B Acc	13.5	107.5	IA North America
Baillie Gifford China B Acc	5.8	54.4	IA China/Greater China
Baillie Gifford Emerging Markets Growth B Acc	15.3	56.7	IA Global Emerging Markets
Baillie Gifford Emerging Markets Leading Companies B Acc	14.3	58.4	IA Global Emerging Markets
Baillie Gifford Global Discovery B Acc	12.6	76.2	IA Global
Baillie Gifford Japanese B Acc	12.5	44.2	IA Japan
Baillie Gifford Japanese Income Growth B Inc	10.5	37.9	IA Japan
Baillie Gifford Japanese Smaller Companies B Acc	-4.3	45.2	IA Japanese Smaller Companies
Baillie Gifford Pacific B Acc	19.2	84.5	IA Asia Pacific Excluding Japan
Baillie Gifford Positive Change B Acc	17.2	84.6	IA Global
Baillie Gifford UK Equity Alpha B Acc	15.7	44.5	IA UK All Companies
Barings Europe Select Trust I Inc GBP	16.7	47.0	IA European Smaller Companies
BlackRock Asia D Acc	17.1	38.2	IA Asia Pacific Excluding Japan
BlackRock Corporate Bond 1 to 10 Year D	0.6	6.7	IA Sterling Corporate Bond	unrated sector
BlackRock European Dynamic D Acc	18.3	60.7	IA Europe Excluding UK
BlackRock UK D Acc	12.1	36.4	IA UK All Companies
BMO Property Growth & Income I Acc	10.8	18.4	IA Property Other
BMO UK Property 2 Inc	-3.0	-5.0	IA UK Direct Property	unrated sector
BNY Mellon Global Emerging Markets Inst W Acc	15.3	72.6	IA Global Emerging Markets
BNY Mellon Global Income Inst W Acc GBP	13.4	22.2	IA Global Equity Income
Brown Advisory US Smaller Companies B Acc USD	21.9	76.7	IA North American Smaller Companies
Brown Advisory US Sustainable Growth B Inc GBP	5.4	39.2	IA North America
Carmignac Portfolio Emergents W GBP Acc	19.9	80.2	IA Global Emerging Markets
CFP SDL UK Buffettology General Inc	14.5	36.4	IA UK All Companies
ES R&M Global Recovery B Inc	33.7	59.4	IA Global
Federated Hermes Asia ex Japan Equity F Acc GBP	25.4	46.6	IA Asia Pacific Excluding Japan
Federated Hermes Global Emerging Markets F Acc GBP	12.8	46.1	IA Global Emerging Markets
Fidelity Asia W Acc	12.7	46.0	IA Asia Pacific Excluding Japan
Fidelity Asia Pacific Opportunities W Acc	22.9	53.2	IA Asia Pacific Excluding Japan
Fidelity Emerging Markets W Acc	17.5	57.4	IA Global Emerging Markets
Fidelity Global Dividend W Inc	10.2	22.5	IA Global Equity Income
Fidelity Index Emerging Markets P Acc	13.0	39.2	IA Global Emerging Markets	unrated sector
Fidelity Index Europe ex UK P Acc	15.8	37.5	IA Europe Excluding UK	unrated sector
Fidelity Index US P	13.7	36.7	IA North America	unrated sector
Fidelity Special Situations W Acc	37.5	51.3	IA UK All Companies
Fidelity Strategic Bond W Inc	1.4	8.6	IA Sterling Strategic Bond
First Sentier Global Listed Infrastructure B Acc GBP	7.2	10.1	IA Global
FP Foresight Global Real Infrastructure A Acc GBP	4.7	27.8	IA Global	unrated sector
FP Foresight UK Infrastructure Income A Acc	2.7	8.7	IA Specialist
Franklin UK Equity Income W Acc	23.0	28.8	IA UK Equity Income
Franklin UK Managers Focus W Acc	24.1	36.2	IA UK All Companies
FSSA Asia Focus B Acc GBP	12.2	35.7	IA Asia Pacific Excluding Japan
Fundsmith Equity T Acc	7.7	29.6	IA Global
GS Emerging Markets Equity Portfolio R GBP	14.8	51.1	IA Global Emerging Markets
GVQ UK Focus I Inc	41.2	41.1	IA UK All Companies
HSBC American Index C Acc	12.1	36.4	IA North America	unrated sector
HSBC FTSE 250 Index C Acc	28.7	45.0	IA UK All Companies	unrated sector
HSBC Japan Index C Acc	11.3	25.8	IA Japan	unrated sector
iShares Emerging Markets Equity Index (UK) D Acc	11.2	36.8	IA Global Emerging Markets	unrated sector
iShares North American Equity Index (UK) D Acc	13.4	37.7	IA North America	unrated sector
iShares Overseas Government Bond Index (UK) D Acc	-8.6	-7.9	IA Global Bonds	unrated sector
iShares Pacific ex Japan Equity Index (UK) D Acc	25.0	51.2	IA Asia Pacific Excluding Japan	unrated sector
Janus Henderson European Selected Opportunities I Acc	14.6	38.2	IA Europe Excluding UK
Janus Henderson European Smaller Companies I Acc	34.1	91.4	IA European Smaller Companies
Janus Henderson Global Sustainable Equity I Acc	11.5	43.0	IA Global
Janus Henderson Strategic Bond I Inc	0.7	8.0	IA Sterling Strategic Bond
JGF-Jupiter Gold And Silver I Acc GBP	-9.1	43.8	IA Specialist
JOHCM UK Dynamic A Acc	39.3	44.5	IA UK All Companies
JOHCM UK Opportunities A Acc	16.0	28.1	IA UK All Companies
JPM Asia Growth C Acc	14.2	50.4	IA Asia Pacific Excluding Japan
JPM Emerging Markets B Acc	9.0	50.6	IA Global Emerging Markets
JPM Europe Dynamic Ex UK C Acc	23.2	48.9	IA Europe Excluding UK
JPM Global Macro Opportunities C Acc	8.3	13.5	IA Targeted Absolute Return
Jupiter European I Acc	5.1	24.1	IA Europe Excluding UK
Jupiter Fund of Investment Trusts I Acc	21.5	59.8	IA Global
Jupiter Global Value Equity I Acc	30.4	47.2	IA Global	unrated sector
Jupiter Japan Income I Acc	11.1	31.8	IA Japan
Jupiter UK Dynamic Equity I Inc GBP	20.0	57.5	IA UK All Companies
Jupiter UK Mid Cap I Acc GBP	30.3	72.7	IA UK All Companies
Jupiter UK Smaller Companies I Acc GBP	26.6	60.1	IA UK Smaller Companies
L&G Cash Trust I Acc	0.0	0.0	IA Short Term Money Market
L&G European Index Trust I Acc	15.6	37.7	IA Europe Excluding UK	unrated sector
L&G Global 100 Index Trust I Acc	13.5	33.7	IA Global	unrated sector
L&G Global Inflation Linked Bond Index I Acc	1.0	5.5	IA Global Bonds	unrated sector
L&G Global Real Estate Dividend Index C Acc	14.2	21.3	IA Property Other	unrated sector
L&G Global Technology Index Trust I Acc	15.0	56.8	IA Technology & Telecommunications	unrated sector
L&G Japan Index Trust I Acc	11.3	25.2	IA Japan	unrated sector
L&G Multi-Index 7 I Acc	16.5	37.0	IA Volatility Managed
L&G Short Dated Sterling Corporate Bond Index I Acc	1.1	5.6	IA Sterling Corporate Bond	unrated sector
L&G UK Index Trust I Acc	23.3	31.4	IA UK All Companies	unrated sector
L&G US Index Trust I Acc	13.5	39.2	IA North America	unrated sector
Lazard UK Omega C Acc	27.1	40.8	IA UK All Companies
Legg Mason IF ClearBridge Global Infrastructure Income X Acc GBP	4.7	20.8	IA Global Equity Income
Legg Mason IF Japan Equity X	-4.9	40.6	IA Japan
LF Lindsell Train UK Equity Acc	10.5	20.1	IA UK All Companies
Liontrust Special Situations I Inc	18.9	33.0	IA UK All Companies
Liontrust Strategic Bond B Acc	1.6	8.5	IA Sterling Strategic Bond	unrated sector
Liontrust UK Micro Cap I Acc	38.2	62.6	IA UK Smaller Companies
Liontrust UK Smaller Companies I Inc	27.0	53.0	IA UK Smaller Companies
M&G Global Emerging Markets I Acc GBP	28.0	45.4	IA Global Emerging Markets
M&G Global Listed Infrastructure I Acc	8.7	22.2	IA Global
M&G North American Dividend I Acc GBP	13.6	36.7	IA North America
Man GLG Continental European Growth C Professional	6.9	35.4	IA Europe Excluding UK
Matthews Asia ex Japan Dividend I Acc GBP	13.1	56.5	IA Asia Pacific Excluding Japan
MI Chelverton UK Equity Growth B Acc	38.4	80.1	IA UK All Companies
Morgan Stanley Global Brands Inst Acc	4.0	17.9	IA Global
Ninety One American Franchise I Acc GBP	13.7	32.7	IA North America
Ninety One Emerging Markets Equity I Acc	16.2	44.0	IA Global Emerging Markets
Ninety One Global Environment R	13.5	64.6	IA Global	unrated sector
Ninety One Global Gold I Acc GBP	-23.4	4.6	IA Specialist
Nomura Japan High Conviction I JPY	13.0	55.4	IA Japan
Polar Capital Global Technology I GBP	5.9	49.2	IA Technology & Telecommunications
Polar Capital Healthcare Opportunities I GBP	2.4	25.8	IA Specialist
Premier Miton European Opportunities B Acc GBP	15.8	58.6	IA Europe Excluding UK
Rathbone Ethical Bond Fund I Acc GBP	2.9	9.0	IA Sterling Corporate Bond
Rathbone Global Opportunities Fund I Acc GBP	6.9	39.9	IA Global
Robeco Global Consumer Trends Equities F EUR	9.0	45.9	IA Global
Royal London Global Bond Opportunities Z Inc	6.5	16.8	IA Sterling Strategic Bond
Royal London Short Term Money Market Y Acc	0.0	0.1	IA Short Term Money Market
Royal London Sustainable Leaders Trust C Acc	10.0	25.0	IA UK All Companies
Royal London UK Equity Income M Inc	25.9	30.6	IA UK Equity Income
RWC Global Emerging Markets R Acc GBP	27.4	68.4	IA Global Emerging Markets
Sanlam Artificial Intelligence B Acc	11.1	53.5	IA Specialist
Schroder Asian Alpha Plus Z Acc	17.5	53.6	IA Asia Pacific Excluding Japan
Schroder Asian Income Z Acc	21.6	45.3	IA Asia Pacific Excluding Japan
Schroder ISF Asian Total Return C Acc NAV USD	22.7	67.0	IA Specialist
Schroder Recovery Z Acc	48.1	55.3	IA UK All Companies
Slater Growth P Acc	31.9	61.8	IA UK All Companies
Slater Recovery P Acc	34.8	58.3	IA UK All Companies
Stewart Investors Asia Pacific Leaders Sustainability B Acc GBP	10.1	37.8	IA Specialist
Stewart Investors Global Emerging Markets Leaders B GBP Acc	11.8	28.2	IA Specialist
Stewart Investors Indian Subcontinent Sustainability B Acc GBP	21.3	53.2	IA Specialist
Stewart Investors Worldwide Sustainab. B Acc GBP	7.6	30.9	IA Global
SVM UK Growth B	21.4	55.5	IA UK All Companies
SVM UK Opportunities B	40.0	62.9	IA UK All Companies
T. Rowe Price Global Focused Growth Equity C Acc	15.1	62.9	IA Global
T. Rowe Price US Smaller Companies Equity C Acc	20.3	53.7	IA North American Smaller Companies
TB Amati UK Smaller Companies B Acc	33.3	64.0	IA UK Smaller Companies
TB Evenlode Global Income B Acc GBP	9.2	25.4	IA Global Equity Income
TB Evenlode Income B Inc	8.7	18.4	IA UK All Companies
TB Saracen Global Income & Growth B Acc	25.1	39.4	IA Global Equity Income
Threadneedle European Select ZNA GBP	10.4	35.2	IA Europe Excluding UK
Threadneedle UK Equity Income ZNI GBP	24.6	32.7	IA UK Equity Income
Threadneedle UK Mid 250 ZNA GBP	26.1	57.2	IA UK All Companies
TM CRUX European Special Situations I Acc GBP	15.6	38.1	IA Europe Excluding UK
Trojan Income O Acc	5.9	12.8	IA UK Equity Income
TwentyFour Dynamic Bond I Net Acc GBP	5.7	15.4	IA Sterling Strategic Bond
Vanguard Emerging Markets Stock Index Acc GBP	12.5	39.7	IA Global Emerging Markets	unrated sector
Vanguard FTSE Developed Europe ex-UK Equity Index Acc GBP	15.4	40.2	IA Europe Excluding UK	unrated sector
Vanguard FTSE U.K. All Share Index Unit Trust A Acc GBP	23.2	33.2	IA UK All Companies	unrated sector
Vanguard Japan Stock Index Institutional Acc GBP	10.8	24.8	IA Japan	unrated sector
Vanguard Pacific ex-Japan Stock Index Institutional Acc GBP	18.1	34.2	IA Asia Pacific Excluding Japan	unrated sector
Vanguard US Equity Index Acc GBP	14.7	43.4	IA North America	unrated sector
Veritas Asian C GBP	11.3	54.8	IA Asia Pacific Excluding Japan
Veritas Global Focus B GBP	9.5	23.2	IA Global
VT Downing Unique Opportunities A Acc	24.4	56.0	IA UK All Companies	unrated sector
VT Gravis Clean Energy Income C Acc GBP	7.4	32.3	IA Global

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.