| 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 |
173.0 |
+0.8% |
| AFI Balanced |
159.6 |
+0.5% |
| AFI Cautious |
144.5 |
+0.4% |
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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 |
2011 |
since Nov 04 |
| AFI Aggressive Index |
+4.9% |
-5.2% |
-4.7% |
-10.3% |
+73.0% |
| FTSE APCIMS Growth Portfolio |
+4.8% |
-0.8% |
+0.5% |
-2.3% |
+60.1% |
| IMA Flexible Investment |
+3.4% |
-5.4% |
-4.8% |
-8.8% |
+51.0% |
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| AFI Balanced Index |
+4.0% |
-2.1% |
-0.9% |
-4.3% |
+59.6% |
| FTSE APCIMS Balanced Portfolio |
+4.4% |
+0.9% |
+2.9% |
+0.2% |
+60.1% |
| IMA Mixed Investment 40%-85% Shrs |
+3.7% |
-3.0% |
-2.0% |
-5.5% |
+48.9% |
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| AFI Cautious Index |
+3.0% |
-0.8% |
+0.9% |
-1.2% |
+44.5% |
| FTSE APCIMS Income Portfolio |
+4.1% |
+2.8% |
+5.7% |
+3.1% |
+57.7% |
| IMA Mixed Investment 20%-60% Shrs |
+2.7% |
-1.4% |
+0.4% |
-1.9% |
+34.0% |
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