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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 %	2019 %	since Nov 04 %
AFI Aggressive	3.3	20.9	1.4	17.5	228.0
FTSE UK Private Investor Growth	1.0	13.3	1.6	16.7	222.6
IA Flexible Investment	1.8	16.6	0.3	15.7	160.4

AFI Aggressive(131)


Constituent	6m	1y	Sector	FE fundinfo Crown Rating
Allianz Continental European C	34.3	24.3	IA Europe Excluding UK
Artemis Global Emerging Markets I Acc GBP	11.0	-9.4	IA Global Emerging Markets
Artemis Global Income I Inc	18.9	-9.8	IA Global Equity Income
Artemis Income I Inc	9.8	-15.2	IA UK Equity Income
Artemis Strategic Bond I Quarterly Acc	9.9	3.6	IA Sterling Strategic Bond
Artemis UK Smaller Companies I Acc	8.5	-23.1	IA UK Smaller Companies
Artemis US Extended Alpha I Acc GBP	20.8	8.0	IA North America
Artemis US Select I Acc GBP	25.2	7.9	IA North America
ASI Sterling Money Market I Acc	0.3	0.6	IA Standard Money Market
AXA Framlington Biotech Z Acc	25.7	36.7	IA Specialist
AXA Framlington Global Technology Z Acc	38.1	35.2	IA Technology & Telecommunications
AXA Framlington Japan Z Inc	35.0	10.1	IA Japan
Baillie Gifford American B Acc	74.6	91.0	IA North America
Baillie Gifford China B Acc	38.3	43.5	IA China/Greater China
Baillie Gifford Emerging Markets Growth B Acc	29.2	11.8	IA Global Emerging Markets
Baillie Gifford Emerging Markets Leading Companies B Acc	30.1	17.7	IA Global Emerging Markets
Baillie Gifford Global Discovery B Acc	55.8	51.5	IA Global
Baillie Gifford Japanese B Acc	30.2	8.2	IA Japan
Baillie Gifford Japanese Income Growth B Inc	25.5	3.8	IA Japan
Baillie Gifford Japanese Smaller Companies B Acc	53.7	22.1	IA Japanese Smaller Companies
Baillie Gifford Pacific B Acc	48.3	42.5	IA Asia Pacific Excluding Japan
Baillie Gifford UK Equity Alpha B Acc	37.6	8.3	IA UK All Companies
Barings Europe Select Trust I Inc GBP	28.2	5.4	IA European Smaller Companies
BlackRock Asia D Acc	17.2	7.1	IA Asia Pacific Excluding Japan
BlackRock European Dynamic D Acc	33.4	20.3	IA Europe Excluding UK
BlackRock UK D Acc	25.1	1.4	IA UK All Companies
BNY Mellon Global Emerging Markets Inst W Acc	40.5	33.0	IA Global Emerging Markets
BNY Mellon Global Income Inst W Acc GBP	10.9	-6.9	IA Global Equity Income
Brown Advisory Global Leaders B Acc USD	29.2	9.9	IA Global
Brown Advisory US Smaller Companies B Acc USD	41.3	10.5	IA North American Smaller Companies
CFP SDL UK Buffettology General Inc	24.1	-0.5	IA UK All Companies
Dodge & Cox US Stock Acc GBP	16.1	-9.1	IA North America
Federated Hermes Global Emerging Markets F Acc GBP	25.5	9.8	IA Global Emerging Markets
Fidelity Asia W Acc	24.6	16.1	IA Asia Pacific Excluding Japan
Fidelity Asia Pacific Opportunities W Acc	24.3	9.8	IA Asia Pacific Excluding Japan
Fidelity Asian Dividend W Inc	12.7	-8.2	IA Asia Pacific Excluding Japan
Fidelity Emerging Markets W Acc	27.9	10.5	IA Global Emerging Markets
Fidelity Global Special Situations W Acc	24.9	6.7	IA Global
Fidelity Index US P	25.5	7.8	IA North America	unrated sector
Fidelity Moneybuilder Dividend W Inc GBP	6.7	-11.9	IA UK Equity Income
Fidelity Special Situations W Acc	13.3	-23.8	IA UK All Companies
First Sentier Asia Focus B Acc GBP	19.1	6.7	IA Asia Pacific Excluding Japan
First Sentier Global Listed Infrastructure B Acc GBP	11.7	-12.5	IA Global
Fundsmith Equity T Acc	25.4	11.9	IA Global
HSBC American Index C Acc	26.4	8.7	IA North America	unrated sector
HSBC FTSE 250 Index C Acc	14.8	-13.1	IA UK All Companies	unrated sector
Invesco Asian (UK) Z Acc	26.6	4.5	IA Asia Pacific Excluding Japan
Janus Henderson European Selected Opportunities I Acc	22.0	4.3	IA Europe Excluding UK
Janus Henderson Global Sustainable Equity I Acc	31.7	22.5	IA Global
JOHCM UK Dynamic A Acc	1.2	-30.4	IA UK All Companies
JPM Asia Growth C Acc	26.5	22.3	IA Asia Pacific Excluding Japan
JPM Emerging Markets B Acc	30.1	15.8	IA Global Emerging Markets
JPM Global Macro Opportunities C Acc	2.0	3.7	IA Targeted Absolute Return
Jupiter European I Acc	19.3	7.7	IA Europe Excluding UK
Jupiter Fund of Investment Trusts I Acc	37.0	10.7	IA Global
Jupiter Global Emerging Markets I Acc	18.3	-7.2	IA Global Emerging Markets
Jupiter Monthly Alternative Income I Acc	15.5	-3.7	IA Specialist
Jupiter Strategic Bond I Acc	8.8	3.3	IA Sterling Strategic Bond
Jupiter UK Growth I Acc	10.3	-23.2	IA UK All Companies
Jupiter UK Smaller Companies I Acc	31.7	-6.7	IA UK Smaller Companies
L&G Cash Trust I Acc	0.1	0.4	IA Short Term Money Market
L&G European Index Trust I Acc	19.2	0.2	IA Europe Excluding UK	unrated sector
L&G Global 100 Index Trust I Acc	19.1	10.5	IA Global	unrated sector
L&G Global Real Estate Dividend Index C Acc	7.2	-21.8	IA Property Other	unrated sector
L&G Global Technology Index Trust I Acc	33.0	37.9	IA Technology & Telecommunications	unrated sector
L&G Multi-Index 7 I Acc	18.1	-0.7	IA Volatility Managed
L&G Short Dated Sterling Corporate Bond Index I Acc	6.2	2.6	IA Sterling Corporate Bond	unrated sector
L&G UK Index Trust I Acc	7.6	-16.1	IA UK All Companies	unrated sector
L&G US Index Trust I Acc	23.7	9.8	IA North America	unrated sector
Lazard UK Omega C Acc	11.6	-16.0	IA UK All Companies
Legg Mason IF ClearBridge Global Infrastructure Income X Acc GBP	19.7	1.1	IA Global Equity Income
Legg Mason IF Japan Equity X	57.7	32.5	IA Japan
LF Blue Whale Growth I Acc GBP	33.1	22.9	IA Global	unrated sector
LF Lindsell Train UK Equity Acc	13.8	-7.3	IA UK All Companies
LF Miton European Opportunities B Acc	39.7	29.9	IA Europe Excluding UK
LF Miton UK Multi Cap Income B Inst Acc	19.7	-0.5	IA UK Equity Income
Lindsell Train Japanese Equity B Sterling Quoted GBP	14.5	10.0	IA Japan
Liontrust Special Situations I Inc	17.5	-3.5	IA UK All Companies
Liontrust UK Micro Cap I Acc	29.1	10.7	IA UK Smaller Companies
Liontrust UK Smaller Companies I Inc	32.7	12.6	IA UK Smaller Companies
M&G Global Listed Infrastructure I Acc	18.3	-3.7	IA Global	unrated sector
Man GLG Continental European Growth C Professional	24.9	25.2	IA Europe Excluding UK
Man GLG Income C Professional Acc	5.4	-20.7	IA UK Equity Income
Marlborough European Multi-Cap P Inc	42.9	15.0	IA Europe Excluding UK
Matthews Asia ex Japan Dividend I Acc GBP	34.6	24.6	IA Asia Pacific Excluding Japan
Matthews Pacific Tiger I Acc GBP	26.1	9.0	IA Asia Pacific Excluding Japan
Merian Gold And Silver R Acc GBP	62.0	34.2	IA Specialist
Merian North American Equity R Acc GBP	25.5	4.8	IA North America
Merian UK Dynamic Equity R Inc GBP	38.9	3.6	IA UK All Companies
Merian UK Mid Cap R Acc GBP	41.8	3.0	IA UK All Companies
Merian UK Smaller Companies R Acc GBP	33.6	5.3	IA UK Smaller Companies
MI Chelverton UK Equity Growth B Acc	36.6	9.2	IA UK All Companies
Morgan Stanley Global Brands Inst Acc	21.3	9.4	IA Global
Ninety One American Franchise I Acc GBP	23.7	11.9	IA North America
Ninety One Global Environment R	36.5	n/a	IA Global	unrated sector
Ninety One UK Special Situations I Acc GBP	-1.0	-31.7	IA UK All Companies
Osprey Sterling Inc	19.1	5.5	IA Flexible Investment
Pictet Clean Energy I dy GBP	30.9	22.7	IA Global
Pictet Indian Equities I GBP	30.7	-6.7	IA Specialist
Polar Capital Healthcare Opportunities I GBP	22.3	9.3	IA Specialist
Premier Pan European Property Share C Acc	11.2	-9.7	IA Property Other
Rathbone Strategic Bond Fund I Acc GBP	11.8	4.0	IA Sterling Strategic Bond
Royal London Global Bond Opportunities Z Inc	15.7	0.2	IA Sterling Strategic Bond
Royal London Short Term Money Market Y Acc	0.1	0.5	IA Short Term Money Market
Royal London Sustainable Leaders Trust C Acc	16.0	2.1	IA UK All Companies
Royal London UK Equity Income M Inc	7.4	-19.5	IA UK Equity Income
RWC Global Emerging Markets R Acc GBP	27.4	5.2	IA Global Emerging Markets
Sarasin Food & Agriculture Opportunities P Acc	26.0	-3.8	IA Specialist
Schroder Asian Alpha Plus Z Acc	27.7	18.9	IA Asia Pacific Excluding Japan
Schroder Asian Income Z Acc	17.9	-0.9	IA Asia Pacific Excluding Japan
Schroder Recovery Z Acc	0.2	-27.6	IA UK All Companies
Slater Growth P Acc	30.8	6.5	IA UK All Companies
Slater Recovery P Acc	26.5	6.3	IA UK All Companies
Smith & Williamson Artificial Intelligence B Acc	37.5	38.3	IA Specialist
Stewart Investors Global Emerging Markets Leaders B GBP Acc	16.3	-13.9	IA Specialist
Stewart Investors Indian Subcontinent Sustainability B Acc GBP	32.4	0.6	IA Specialist
Stewart Investors Worldwide Sustainab. B Acc GBP	21.4	10.1	IA Global
SVM UK Growth B	35.7	0.4	IA UK All Companies
SVM UK Opportunities B	22.1	-11.5	IA UK All Companies
T. Rowe Price US Smaller Companies Equity C Acc	28.5	5.1	IA North American Smaller Companies
TB Amati UK Smaller Companies B Acc	32.5	5.3	IA UK Smaller Companies
TB Evenlode Global Income B Acc GBP	18.6	-1.0	IA Global Equity Income	unrated sector
TB Evenlode Income B Inc	13.9	-9.2	IA UK All Companies
Threadneedle American Extended Alpha INA GBP	24.4	12.5	IA North America
Threadneedle European Select ZNA GBP	24.8	13.9	IA Europe Excluding UK
Threadneedle Sterling Short Dated Corporate Bond Ini GBP	6.8	2.1	IA Sterling Corporate Bond
Threadneedle UK Equity Income ZNI GBP	12.3	-12.9	IA UK Equity Income
Threadneedle UK Mid 250 ZNA GBP	27.9	-4.9	IA UK All Companies
TM CRUX European Special Situations I Acc GBP	21.8	-1.8	IA Europe Excluding UK
Unicorn UK Income B Inc	15.2	-13.3	IA UK Equity Income
Veritas Asian C GBP	37.5	28.2	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.