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You are here: Adviser Fund Index

Adviser Fund Index

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, Balanced, Cautious portfolios carry real-life credibility, and provide insight in terms of the benefits of holding top quality funds. Click on one of the portfolio logos to the right to explore the index constituents.

AFI Performance Chart
Index 3 months 6 months 12 months 2023 since Nov 04
AFI Aggressive 6.1 % 8.7 % 4.9 % 7.3 % 288.5 %
FTSE UK Private Investor Growth 6.3 % 9.7 % 9.6 % 10.9 % 328.8 %
IA Flexible Investment 5.6 % 8.4 % 5.5 % 7.1 % 215.4 %

AFI Balanced 5.1 % 7.9 % 4.2 % 7.0 % 208.8 %
FTSE UK Private Investor Balanced 5.5 % 8.5 % 8.0 % 9.4 % 279.1 %
IA Mixed Investment 40-85% Shares 5.6 % 8.6 % 5.9 % 8.1 % 203.2 %

AFI Cautious 4.3 % 7.1 % 4.1 % 6.7 % 149.0 %
FTSE UK Private Investor Income 4.5 % 7.2 % 6.1 % 7.8 % 223.6 %
IA Mixed Investment 20-60% Shares 4.2 % 6.8 % 4.4 % 6.8 % 121.5 %

All prices in Pence Sterling (GBX) unless otherwise specified. 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. Performance figures are shown in Sterling unless otherwise specified.

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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