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Financial Express 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 2009 since Nov 04
AFI Aggressive Index 8.1 % 12.8 % 49.1 % 28.7 % 64.9 %
FTSE APCIMS Growth Portfolio 7.6 % 12.0 % 41.8 % 19.8 % 46.6 %
IMA Active Managed 7.1 % 11.9 % 42.9 % 24.0 % 46.1 %
AFI Balanced Index 6.4 % 10.2 % 38.4 % 21.3 % 49.5 %
FTSE APCIMS Balanced Portfolio 6.3 % 9.8 % 34.1 % 16.6 % 43.9 %
IMA Balanced Managed 6.2 % 10.2 % 37.1 % 20.1 % 41.8 %
AFI Cautious Index 4.9 % 8.1 % 30.5 % 16.7 % 34.7 %
FTSE APCIMS Income Portfolio 4.5 % 6.8 % 27.2 % 14.2 % 38.1 %
IMA Cautious Managed 4.3 % 7.5 % 27.5 % 15.9 % 27.2 %