Toolset

Poll

At the start of 2020, do you feel:

	Very bullish
	Bullish
	Neutral
	Bearish
	Very bearish

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Fund Performance

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Trustnet Tools Adviser Fund Index

AFI Aggressive Portfolio

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	6.1	3.7	15.9	17.5	239.1
FTSE UK Private Investor Growth	5.2	3.4	16.5	16.7	229.2
IA Flexible Investment	5.5	4.0	14.3	15.7	171.4

AFI Aggressive(139)


Constituent	6m	1y	Sector	FE fundinfo Crown Rating
Allianz Strategic Bond C	2.0	9.7	IA Sterling Strategic Bond
Artemis Global Emerging Markets I Acc GBP	-1.1	10.7	IA Global Emerging Markets
Artemis Global Income I Inc	2.1	13.8	IA Global Equity Income
Artemis Income I Inc	5.9	17.5	IA UK Equity Income
Artemis Strategic Bond I Quarterly Acc	2.7	8.5	IA Sterling Strategic Bond
Artemis US Absolute Return I Hedged Acc GBP	0.0	1.2	IA Targeted Absolute Return
Artemis US Equity I Acc GBP	5.4	29.1	IA North America
Artemis US Extended Alpha I Acc GBP	5.8	27.6	IA North America
Artemis US Select I Acc GBP	5.0	32.4	IA North America
ASI Emerging Markets Equity I Acc	-0.7	14.1	IA Global Emerging Markets
ASI Global Inflation Linked Bond Ret Platform 1 Acc	1.0	9.2	IA Global Bonds
ASI Sterling Money Market I Acc	0.4	0.8	IA Standard Money Market
ASI UK Income Unconstrained Equity Ret Platform 1 Acc	2.5	5.0	IA UK Equity Income
AXA Framlington Japan Z Inc	5.7	15.8	IA Japan
Baillie Gifford American B Acc	4.2	30.8	IA North America
Baillie Gifford Global Discovery B Acc	1.5	24.2	IA Global
Baillie Gifford Japanese B Acc	1.8	17.4	IA Japan
Baillie Gifford Japanese Income Growth B Inc	1.5	15.2	IA Japan	unrated sector
Baillie Gifford Japanese Smaller Companies B Acc	-0.3	8.9	IA Japanese Smaller Companies
Baillie Gifford Pacific B Acc	8.9	27.0	IA Asia Pacific Excluding Japan
Baillie Gifford UK Equity Alpha B Acc	5.4	23.0	IA UK All Companies
Barings Europe Select Trust I Inc GBP	0.8	17.2	IA European Smaller Companies
BlackRock Asia D Acc	4.1	20.0	IA Asia Pacific Excluding Japan
BlackRock Cash D Acc	0.3	0.6	IA Short Term Money Market
BlackRock European Dynamic D Acc	6.7	30.5	IA Europe Excluding UK
BlackRock Natural Resources Growth & Income D Acc	-6.1	7.0	IA Specialist
BMO Property Growth & Income I Acc	7.9	13.4	IA Property Other
BNY Mellon Global Emerging Markets Inst W Acc	9.1	24.4	IA Global Emerging Markets
BNY Mellon Global Income Inst W Acc GBP	2.0	22.1	IA Global Equity Income
BNY Mellon Long Term Global Equity Inst W Acc GBP	4.1	24.9	IA Global
Brown Advisory Global Leaders B Acc USD	12.1	33.4	IA Global
CFP SDL UK Buffettology General Inc	14.4	24.8	IA UK All Companies
Commercial Long Income PAIF A Gr Acc	2.2	4.4	IA UK Direct Property	unrated sector
Dimensional Global Short Dated Bond Acc	0.2	2.4	IA Global Bonds
ES R&M Global Recovery B Inc	2.5	12.9	IA Global
Fidelity Asia W Acc	3.7	20.8	IA Asia Pacific Excluding Japan
Fidelity Asia Pacific Opportunities W Acc	2.9	22.0	IA Asia Pacific Excluding Japan
Fidelity Emerging Markets W Acc	4.6	24.6	IA Global Emerging Markets
Fidelity Global Special Situations W Acc	5.2	22.6	IA Global
Fidelity Index UK P	3.7	15.6	IA UK All Companies	unrated sector
Fidelity Index World P	4.8	23.4	IA Global	unrated sector
Fidelity Special Situations W Acc	4.4	12.2	IA UK All Companies
First State Asia Focus B Acc GBP	3.0	17.8	IA Asia Pacific Excluding Japan
First State Global Listed Infrastructure B Acc GBP	2.4	21.8	IA Global
Franklin UK Managers Focus W Acc	12.1	22.5	IA UK All Companies
Fundsmith Equity T Acc	1.7	28.0	IA Global
H2O MultiReturns N Gr Acc	8.5	12.7	IA Targeted Absolute Return
Hermes Asia ex Japan Equity F Acc GBP	1.8	8.7	IA Asia Pacific Excluding Japan
Hermes Global Emerging Markets F Acc GBP	4.8	20.0	IA Global Emerging Markets
HSBC American Index C Acc	6.3	27.0	IA North America	unrated sector
Invesco Asian (UK) Z Acc	1.9	11.8	IA Asia Pacific Excluding Japan
Invesco China Equity (UK) Z Acc	2.2	20.1	IA China/Greater China
Investec American Franchise I Acc GBP	6.4	32.0	IA North America
Investec UK Special Situations I Acc GBP	9.4	16.2	IA UK All Companies
Janus Henderson European Selected Opportunities I Acc	3.5	21.1	IA Europe Excluding UK
Janus Henderson Strategic Bond I Inc	2.4	9.8	IA Sterling Strategic Bond
Janus Henderson UK Property PAIF I Acc	1.1	2.7	IA UK Direct Property	unrated sector
JOHCM Japan A GBP	3.9	11.5	IA Japan
JOHCM UK Dynamic A Acc	5.1	13.3	IA UK All Companies
JOHCM UK Opportunities A Acc	2.4	10.5	IA Specialist
JPM Emerging Markets B Acc	3.5	26.0	IA Global Emerging Markets
JPM Europe Dynamic Ex UK C Acc	0.8	15.6	IA Europe Excluding UK
JPM Global Macro Opportunities C Acc	-0.2	5.3	IA Targeted Absolute Return
JPM Japan C Acc	4.9	26.4	IA Japan
JPM Natural Resources C Acc	-7.1	7.9	IA Specialist
Jupiter Absolute Return I Acc	-6.6	-9.9	IA Targeted Absolute Return
Jupiter European I Acc	2.0	18.9	IA Europe Excluding UK
Jupiter Fund of Investment Trusts I Acc	6.0	15.9	IA Global
Jupiter Global Emerging Markets I Acc	4.0	14.4	IA Global Emerging Markets
Jupiter India I Acc	0.1	3.4	IA Specialist
Jupiter Strategic Bond I Acc	3.1	9.3	IA Sterling Strategic Bond
Jupiter UK Growth I Acc	3.9	10.2	IA UK All Companies
L&G Cash Trust I Acc	0.3	0.7	IA Short Term Money Market
L&G Global Infrastructure Index I Acc	3.9	21.8	IA Global	unrated sector
L&G Global Technology Index Trust I Acc	14.7	46.8	IA Technology & Telecommunications	unrated sector
L&G Multi-Index 7 I Acc	3.6	16.8	IA Volatility Managed
L&G Short Dated Sterling Corporate Bond Index I Acc	1.6	5.4	IA Sterling Corporate Bond	unrated sector
L&G UK Property Feeder I Acc	1.7	3.1	IA UK Direct Property	unrated sector
L&G US Index Trust I Acc	5.8	26.6	IA North America	unrated sector
Lazard Global Listed Infrastructure Equity BP Acc USD	13.6	19.5	IA Global	unrated sector
Lazard UK Omega C Acc	3.0	12.6	IA UK All Companies
Legg Mason IF Japan Equity X	1.9	25.2	IA Japan
LF Lindsell Train UK Equity Acc	-2.1	20.7	IA UK All Companies
LF Miton US Opportunities B Acc	2.0	21.3	IA North America
LF Morant Wright Japan B Acc	3.7	9.2	IA Japan
LF Odey Absolute Return Inst Acc GBP	13.8	2.9	IA Targeted Absolute Return
Lindsell Train Global Equity B GBP	-3.1	18.7	IA Global
Liontrust Special Situations I Inc	4.7	18.9	IA UK All Companies
Liontrust UK Smaller Companies I Inc	15.2	29.9	IA UK Smaller Companies
M&G Global Dividend I Acc GBP	3.6	17.3	IA Global
M&G Global Macro Bond I Acc GBP	-1.9	5.7	IA Global Bonds
M&G Short Dated Corporate Bond I GBP	1.0	4.5	IA Sterling Corporate Bond
Man GLG Continental European Growth C Professional	7.0	28.3	IA Europe Excluding UK
Man GLG Japan Core Alpha C Professional Acc	0.4	1.6	IA Japan
Man GLG Undervalued Assets Professional C Acc	6.6	12.3	IA UK All Companies
Marlborough Special Situations P Acc	9.9	16.7	IA UK Smaller Companies
Matthews Pacific Tiger I Acc GBP	-0.8	7.6	IA Asia Pacific Excluding Japan
Merian North American Equity R Acc GBP	4.6	20.3	IA North America
Merian UK Dynamic Equity R Inc GBP	17.7	27.5	IA UK All Companies
Merian UK Mid Cap R Acc GBP	15.9	23.2	IA UK All Companies
Merian UK Smaller Companies R Acc GBP	15.0	25.3	IA UK Smaller Companies
MFM Junior Oils Trust P Acc	-15.6	-17.4	IA Specialist
MI Chelverton UK Equity Growth B Acc	19.8	35.9	IA UK All Companies
Pictet Emerging Local Currency Debt I dy GBP	-2.8	8.3	IA Global EM Bonds – Local Currency
Pictet Indian Equities I GBP	3.2	15.7	IA Specialist
Polar Capital Global Insurance I Acc GBP	2.0	25.0	IA Specialist
Polar Capital Global Technology I GBP	9.5	40.0	IA Technology & Telecommunications
Polar Capital Healthcare Opportunities I GBP	6.4	16.0	IA Specialist
Polar Capital UK Absolute Equity I GBP	5.5	14.7	IA Targeted Absolute Return
Premier Pan European Property Share C Acc	16.0	21.4	IA Property Other
Rathbone Strategic Bond Fund I Acc GBP	3.0	6.9	IA Sterling Strategic Bond
Robeco Global Consumer Trends Equities F EUR	10.2	37.2	IA Global
Royal London Global Bond Opportunities Z Inc	3.5	8.8	IA Sterling Strategic Bond
Royal London UK Equity Income M Inc	6.7	17.4	IA UK Equity Income
RWC Global Emerging Markets R Acc GBP	1.0	16.6	IA Global Emerging Markets
Sarasin Food & Agriculture Opportunities P Acc	-2.3	9.0	IA Specialist
Schroder Asian Alpha Plus Z Acc	1.2	16.1	IA Asia Pacific Excluding Japan
Schroder Asian Income Z Acc	-2.6	11.7	IA Asia Pacific Excluding Japan
Schroder Income Z Acc	-0.1	1.3	IA UK Equity Income
Schroder Recovery Z Acc	1.4	3.1	IA UK All Companies
Slater Growth P Acc	17.8	38.8	IA UK All Companies
Standard Life Investments UK Real Estate Income Feeder Platform 1 Inc	-1.1	-1.2	IA UK Direct Property	unrated sector
Stewart Investors Asia Pacific Leaders B Acc GBP	-0.2	8.4	IA Specialist
Stewart Investors Global Emerging Markets Leaders B GBP Acc	-6.5	-2.3	IA Specialist
Stewart Investors Indian Subcontinent Sustainability B GBP	-0.1	4.9	IA Specialist
Stewart Investors Worldwide Sustainability B Acc GBP	1.6	15.4	IA Global
SVM UK Growth B	11.2	21.8	IA UK All Companies
SVM UK Opportunities B	17.7	22.1	IA UK All Companies
TB Evenlode Income B Inc	2.6	22.8	IA UK All Companies
Threadneedle Dollar Bond ZNI GBP	-1.8	9.7	IA Global Bonds
Threadneedle European Select ZNA GBP	3.9	27.6	IA Europe Excluding UK
Threadneedle Sterling Short Dated Corporate Bond Ini GBP	1.6	5.3	IA Sterling Corporate Bond
Threadneedle UK Equity Income ZNI GBP	6.9	15.4	IA UK Equity Income
Threadneedle UK Property Authorised Investment INI GBP	-0.1	0.6	IA UK Direct Property	unrated sector
TM CRUX European Special Situations I Acc GBP	3.7	18.7	IA Europe Excluding UK
TwentyFour Dynamic Bond I Net Acc GBP	4.0	9.2	IA Sterling Strategic Bond
Vanguard Global Emerging Markets Acc	1.8	15.0	IA Global Emerging Markets
Vanguard US Equity Index	5.0	26.1	IA North America	unrated sector
Veritas Asian C GBP	6.0	25.2	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.