| 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 |
161.1 |
+1.8% |
| AFI Balanced |
148.5 |
+1.3% |
| AFI Cautious |
135.4 |
+0.9% |
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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 |
2009 |
since Nov 04 |
| AFI Aggressive Index |
+1.7% |
+0.7% |
+13.6% |
+28.7% |
+61.1% |
| FTSE APCIMS Growth Portfolio |
+2.5% |
+0.1% |
+12.8% |
+19.8% |
+42.7% |
| IMA Active Managed |
-0.9% |
-1.1% |
+8.6% |
+24.0% |
+38.7% |
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| AFI Balanced Index |
+2.6% |
+1.8% |
+12.2% |
+21.3% |
+48.5% |
| FTSE APCIMS Balanced Portfolio |
+3.0% |
+1.6% |
+12.2% |
+16.6% |
+42.7% |
| IMA Balanced Managed |
+0.8% |
+0.1% |
+8.8% |
+20.1% |
+37.3% |
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| AFI Cautious Index |
+3.2% |
+2.5% |
+10.8% |
+16.7% |
+35.4% |
| FTSE APCIMS Income Portfolio |
+3.8% |
+3.8% |
+11.3% |
+14.2% |
+40.4% |
| IMA Cautious Managed |
+1.7% |
+1.7% |
+8.4% |
+15.9% |
+26.6% |
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