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Adviser Fund Index: AFI Aggressive

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.

AFI Performance Chart
Index 3m % 6m % 1y % 2021 % since Nov 04 %
AFI Aggressive -9.6 -15.3 -12.9 11.0 248.6
FTSE UK Private Investor Growth -6.8 -8.0 -2.6 13.9 265.9
IA Flexible Investment -6.5 -10.1 -7.0 11.3 185.9
Constituent 6m 1y Sector  FE fundinfo Crown Rating  
Allianz Continental European C-33.1-27.2 IA Europe Excluding UK5add to basket
Allianz Strategic Bond C-10.4-14.9 IA Sterling Strategic Bond3add to basket
Artemis Income I Inc-6.5-0.2 IA UK Equity Income3add to basket
Artemis UK Smaller Companies I Acc-11.5-8.2 IA UK Smaller Companies1add to basket
Artemis US Extended Alpha I Acc GBP-12.2-1.0 IA North America2add to basket
Artemis US Select I Acc GBP-16.1-8.3 IA North America2add to basket
Artemis US Smaller Companies I Acc GBP-22.9-19.8 IA North American Smaller Companies3add to basket
ASI Sterling Money Market I Acc0.30.3 IA Standard Money Market4add to basket
ASI UK Real Estate Share I Acc-20.9-10.4 IA Property Other4add to basket
AXA Framlington Biotech Z Acc GBP-8.7-6.9 IA Specialist4add to basket
AXA Framlington Global Technology Z Acc-24.8-16.9 IA Technology and Technology Innovations2add to basket
Baillie Gifford American B Acc-48.6-56.0 IA North America3add to basket
Baillie Gifford Emerging Markets Leading Companies B Acc-15.9-25.0 IA Global Emerging Markets4add to basket
Baillie Gifford Global Discovery B Acc-34.8-50.0 IA Global3add to basket
Baillie Gifford Japanese B Acc-18.1-18.7 IA Japan4add to basket
Baillie Gifford Pacific B Acc-14.6-20.0 IA Asia Pacific Excluding Japan5add to basket
BlackRock Emerging Markets D Acc-16.8-25.4 IA Global Emerging Markets4add to basket
BlackRock European Dynamic D Acc-28.3-22.8 IA Europe Excluding UK5add to basket
BlackRock UK D Acc-23.8-19.7 IA UK All Companies5add to basket
BMO Property Growth & Income I Acc-9.3-0.9 IA Property Other5add to basket
BNY Mellon Global Emerging Markets Inst W Acc-12.6-16.3 IA Global Emerging Markets5add to basket
BNY Mellon Global Income Inst W Acc GBP0.78.8 IA Global Equity Income1add to basket
Brown Advisory Global Leaders B Acc GBP-13.1-6.3 IA Global3add to basket
Brown Advisory US Smaller Companies B Acc USD-22.5-23.2 IA North American Smaller Companies3add to basket
Cloud Computing UCITS ETF A USD-35.9-35.9 IA Specialistunrated sectoradd to basket
Dodge & Cox US Stock Acc GBP-1.65.5 IA North America1add to basket
ES R&M Global Recovery B Inc-8.8-10.6 IA Global1add to basket
Federated Hermes Global Emerging Markets Equity F Acc GBP-14.0-21.8 IA Global Emerging Markets3add to basket
Fidelity Asia W Acc-8.1-18.4 IA Asia Pacific Excluding Japan3add to basket
Fidelity Asia Pacific Opportunities W Acc-8.1-7.8 IA Asia Pacific Excluding Japan5add to basket
Fidelity Emerging Markets W Acc-20.9-24.5 IA Global Emerging Markets5add to basket
Fidelity Global Dividend W Inc-6.50.4 IA Global Equity Income1add to basket
Fidelity Index UK P-4.91.7 IA UK All Companiesunrated sectoradd to basket
Fidelity Index US P-11.91.7 IA North Americaunrated sectoradd to basket
Fidelity Japan W Acc-5.1-3.7 IA Japan5add to basket
Fidelity Special Situations W Acc-7.2-1.5 IA UK All Companies2add to basket
Fidelity Strategic Bond W Inc-14.4-15.2 IA Sterling Strategic Bond4add to basket
First Sentier Global Listed Infrastructure B Acc GBP6.614.4 IA Infrastructure4add to basket
FP Carmignac European Leaders A Acc-23.3-17.6 IA Europe Excluding UKunrated sectoradd to basket
FP Foresight Global Real Infrastructure A Acc GBP-3.9-1.0 IA Infrastructureunrated sectoradd to basket
FP Foresight UK Infrastructure Income A Acc2.16.3 IA Infrastructure5add to basket
FP Octopus UK Micro Cap Growth P Acc-25.8-27.5 IA UK Smaller Companies5add to basket
FP Octopus UK Multi Cap Income S Acc GBP-19.2-15.9 IA UK Equity Income5add to basket
FSSA All China B Acc USD-9.9-21.1 IA China/Greater China5add to basket
FSSA Asia Focus B Acc GBP-7.8-7.8 IA Asia Pacific Excluding Japan4add to basket
FTF Franklin UK Equity Income W Acc-3.23.8 IA UK Equity Income3add to basket
Fundsmith Equity T Acc-17.9-11.2 IA Global4add to basket
GAM Star Japan Leaders Inst Acc GBP-25.3-21.9 IA Japan4add to basket
HSBC American Index C Acc-12.11.5 IA North America3add to basket
HSBC FTSE 250 Index C Acc-19.9-15.2 IA UK All Companies3add to basket
HSBC Japan Index C Acc-10.9-9.2 IA Japan2add to basket
IFSL Marlborough Special Situations P Acc-24.6-21.9 IA UK All Companies3add to basket
iShares 100 UK Equity Index (UK) D Acc-1.45.8 IA UK All Companiesunrated sectoradd to basket
iShares Emerging Markets Equity Index (UK) D Acc-3.8-10.4 IA Global Emerging Marketsunrated sectoradd to basket
iShares Overseas Government Bond Index (UK) D Acc-3.8-3.4 IA Global Government Bondunrated sectoradd to basket
Janus Henderson European Selected Opportunities I Acc-16.3-12.0 IA Europe Excluding UK3add to basket
Janus Henderson European Smaller Companies I Acc-18.9-19.9 IA European Smaller Companies2add to basket
Janus Henderson Global Sustainable Equity I Acc-18.2-10.4 IA Global5add to basket
Janus Henderson Strategic Bond I Inc-13.5-13.0 IA Sterling Strategic Bond5add to basket
JOHCM UK Dynamic A Acc-3.81.0 IA UK All Companies1add to basket
JOHCM UK Opportunities A Acc-11.5-10.5 IA UK All Companies2add to basket
JPM Emerging Markets B Acc-15.2-25.5 IA Global Emerging Markets4add to basket
JPM Global Macro Opportunities C Acc-9.4-8.6 IA Targeted Absolute Return5add to basket
JPM Natural Resources C Acc18.326.6 IA Commodity/Natural Resources3add to basket
Jupiter European I Acc-23.6-15.6 IA Europe Excluding UK4add to basket
Jupiter Fund of Investment Trusts I Acc-22.4-19.2 IA Global2add to basket
Jupiter Global Value Equity I Acc3.1-0.4 IA Global1add to basket
Jupiter India I Acc-9.53.6 IA India/Indian Subcontinent1add to basket
Jupiter Japan Income I Acc-15.1-10.7 IA Japan4add to basket
Jupiter Strategic Bond I Acc-13.5-12.7 IA Sterling Strategic Bond4add to basket
Jupiter UK Dynamic Equity I Inc GBP-28.2-28.1 IA UK All Companies3add to basket
Jupiter UK Mid Cap I Acc GBP-35.4-37.7 IA UK All Companies3add to basket
Jupiter UK Smaller Companies I Acc GBP-28.8-27.1 IA UK Smaller Companies2add to basket
L&G Cash Trust I Acc0.20.2 IA Short Term Money Market2add to basket
L&G Global 100 Index Trust I Acc-8.94.0 IA Globalunrated sectoradd to basket
L&G Global Health & Pharmaceuticals Index Trust I Acc-1.88.7 IA Healthcareunrated sectoradd to basket
L&G Global Inflation Linked Bond Index I Acc-7.9-4.3 IA Global Inflation Linked Bondunrated sectoradd to basket
L&G Global Real Estate Dividend Index I Acc-10.2-1.5 IA Property Otherunrated sectoradd to basket
L&G Global Technology Index Trust I Acc-25.1-12.1 IA Technology and Technology Innovationsunrated sectoradd to basket
L&G Japan Index Trust I Acc-10.8-9.2 IA Japanunrated sectoradd to basket
L&G Multi-Index 7 I Acc-11.1-7.1 IA Volatility Managed4add to basket
L&G Short Dated Sterling Corporate Bond Index I Acc-6.0-7.1 IA Sterling Corporate Bondunrated sectoradd to basket
L&G UK Index Trust I Acc-4.91.7 IA UK All Companiesunrated sectoradd to basket
L&G UK Property I Acc7.519.9 IA UK Direct Propertyunrated sectoradd to basket
L&G US Index Trust I Acc-13.8-1.9 IA North Americaunrated sectoradd to basket
LF Lightman European R Acc-2.80.9 IA Europe Excluding UKunrated sectoradd to basket
Liontrust Special Situations I Inc-17.8-11.0 IA UK All Companies5add to basket
Liontrust Strategic Bond B Acc-12.2-12.5 IA Sterling Strategic Bond2add to basket
Liontrust UK Micro Cap I Acc-17.1-15.9 IA UK Smaller Companies5add to basket
Liontrust UK Smaller Companies I Inc-23.5-18.4 IA UK Smaller Companies4add to basket
M&G Global Emerging Markets I Acc GBP0.7-5.0 IA Global Emerging Markets2add to basket
M&G Positive Impact R Acc-17.5-10.9 IA Global4add to basket
Man GLG Continental European Growth C Professional-27.4-21.6 IA Europe Excluding UK5add to basket
Man GLG Japan Core Alpha C Professional Acc7.98.1 IA Japan1add to basket
MI MI Chelverton UK Equity Growth B Acc-20.7-17.6 IA UK All Companies5add to basket
NB Corporate Hybrid Bond P Inc CHF-14.3-14.7 IA Sterling Corporate Bond5add to basket
Ninety One American Franchise I Acc GBP-18.5-8.3 IA North America4add to basket
Ninety One Global Environment I-17.2-9.3 IA Globalunrated sectoradd to basket
Ninety One Global Total Return Credit I Acc GBP-13.7-14.1 IA Sterling Strategic Bond3add to basket
Ninety One UK Equity Income I Acc-10.3-6.1 IA UK All Companies4add to basket
PGIM Jennison Emerging Markets Equity I Acc USD-32.2-42.3 IA Global Emerging Markets4add to basket
Polar Capital Global Technology I GBP-25.9-21.4 IA Technology and Technology Innovations2add to basket
Premier Miton European Opportunities B Acc GBP-29.9-25.3 IA Europe Excluding UK5add to basket
Premier Miton US Opportunities B Acc GBP-11.5-2.7 IA North America2add to basket
R&M ES River and Mercantile European B Inc-13.3-7.6 IA Europe Excluding UKunrated sectoradd to basket
Rathbone Global Opportunities Fund I Acc GBP-25.5-17.7 IA Global5add to basket
Redwheel Global Emerging Markets R Acc GBP-10.9-20.0 IA Global Emerging Markets3add to basket
Royal London Global Bond Opportunities Z Inc-8.5-6.7 IA Sterling Strategic Bond4add to basket
Royal London International Government Bond M Inc-7.5-7.0 IA Global Government Bond5add to basket
Royal London Short Duration Global Index Linked M Inc-3.4-0.7 IA Global Inflation Linked Bond1add to basket
Royal London Sustainable Leaders Trust C Acc-15.9-5.8 IA UK All Companies5add to basket
Royal London UK Equity Income M Inc-5.70.9 IA UK Equity Income2add to basket
Schroder Asian Alpha Plus Z Acc-8.8-13.8 IA Asia Pacific Excluding Japan4add to basket
Schroder Asian Income Z Acc-2.4-1.6 IA Asia Pacific Excluding Japan3add to basket
Schroder Global Recovery S Inc-2.33.1 IA Global1add to basket
Schroder ISF Asian Total Return C Acc NAV USD-24.5-25.8 IA Specialist4add to basket
Schroder Recovery Z Acc-3.44.5 IA UK All Companies1add to basket
Schroder UK Smaller Companies Z Acc-24.5-28.4 IA UK Smaller Companies1add to basket
Slater Growth P Acc-20.5-14.9 IA UK All Companies5add to basket
Slater Recovery P Acc-14.9-7.9 IA UK All Companies5add to basket
Stewart Investors Asia Pacific Leaders Sustainability B Acc GBP-12.4-6.4 IA Specialist5add to basket
Stewart Investors Global Emerging Markets Leaders B GBP Acc-5.2-4.5 IA Specialist1add to basket
Stewart Investors Worldwide Sustainability B Acc GBP-24.2-15.6 IA Global2add to basket
SVM UK Growth B-36.3-32.1 IA UK All Companies4add to basket
SVM UK Opportunities B-16.6-13.4 IA UK All Companies3add to basket
T. Rowe Price Global Focused Growth Equity C Acc-21.8-19.6 IA Global5add to basket
T. Rowe Price US Smaller Companies Equity C Acc-13.8-7.9 IA North American Smaller Companies5add to basket
TB Amati UK Smaller Companies B Acc-19.8-21.4 IA UK Smaller Companies3add to basket
TB Saracen Global Income & Growth B Acc-5.21.1 IA Global Equity Income1add to basket
Threadneedle European Select ZNA GBP-26.5-21.3 IA Europe Excluding UK5add to basket
Threadneedle UK Equity Income ZNI GBP-7.1-0.6 IA UK Equity Income3add to basket
Threadneedle UK Mid 250 ZNA GBP-26.3-24.2 IA UK All Companies3add to basket
TM CRUX European Special Situations I Acc GBP-18.5-15.3 IA Europe Excluding UK1add to basket
Trojan O Acc-4.01.5 IA Flexible Investment2add to basket
TwentyFour Dynamic Bond I Net Acc GBP-12.5-12.8 IA Sterling Strategic Bond4add to basket
Veritas Asian C GBP-14.3-20.0 IA Asia Pacific Excluding Japan5add to basket
Veritas Global Focus B GBP-7.8-1.9 IA Global2add to basket
VT De Lisle America B GBP-7.4-1.9 IA North America2add to basket
VT Downing Unique Opportunities A Acc-25.3-21.1 IA UK All Companiesunrated sectoradd to basket
VT Gravis UK Infrastructure Income C Acc GBP1.78.5 IA Infrastructure5add to basket

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.

AFI Data

Aggressive Adviser Fund Index - FE Balanced Adviser Fund Index - FE Cautious Adviser Fund Index - FE
Index Value Week
AFI Aggressive 348.6 0.6%
UK Private Investor Growth 5,135.1 1.0%
IA Flexible Investment 713.9 0.7%
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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