| 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.
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| Index |
Value |
Week % |
| AFI Aggressive |
147.0 |
-2.3% |
| AFI Balanced |
136.5 |
-1.8% |
| AFI Cautious |
125.4 |
-1.2% |
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| Index |
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AFI Aggressive Index |
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AFI Balanced Index |
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AFI Cautious Index |
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| Index |
3 months |
6 months |
12 months |
2007 |
since Nov 04 |
| AFI Aggressive Index |
-3.4% |
-9.5% |
-9.6% |
+6.7% |
+47.0% |
| FTSE APCIMS Growth Portfolio |
-6.6% |
-11.2% |
-11.4% |
+6.0% |
+30.5% |
| IMA Active Managed |
-2.5% |
-9.6% |
-9.2% |
+6.8% |
+37.4% |
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| AFI Balanced Index |
-3.1% |
-8.3% |
-9.3% |
+3.3% |
+36.5% |
| FTSE APCIMS Balanced Portfolio |
-6.0% |
-9.9% |
-9.3% |
+5.6% |
+28.2% |
| IMA Balanced Managed |
-3.5% |
-9.2% |
-9.6% |
+4.4% |
+30.9% |
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| AFI Cautious Index |
-2.2% |
-6.8% |
-7.8% |
+1.2% |
+25.4% |
| FTSE APCIMS Income Portfolio |
-5.6% |
-8.6% |
-6.7% |
+5.0% |
+22.9% |
| IMA Cautious Managed |
-2.5% |
-6.7% |
-7.3% |
+1.4% |
+18.0% |
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