| 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 |
127.3 |
+2.7% |
| AFI Balanced |
120.3 |
+1.6% |
| AFI Cautious |
112.6 |
+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 |
2008 |
since Nov 04 |
| AFI Aggressive Index |
+11.0% |
+5.5% |
-13.3% |
-25.4% |
+27.3% |
| FTSE APCIMS Growth Portfolio |
+6.5% |
-1.1% |
-12.9% |
-21.2% |
+14.8% |
| IMA Active Managed |
+9.8% |
+3.3% |
-15.9% |
-26.1% |
+15.8% |
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| AFI Balanced Index |
+8.9% |
+2.6% |
-11.7% |
-21.0% |
+20.3% |
| FTSE APCIMS Balanced Portfolio |
+5.2% |
-1.2% |
-9.8% |
-17.3% |
+16.6% |
| IMA Balanced Managed |
+8.1% |
+1.4% |
-12.8% |
-21.5% |
+14.4% |
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| AFI Cautious Index |
+7.9% |
+1.3% |
-10.1% |
-17.3% |
+12.6% |
| FTSE APCIMS Income Portfolio |
+4.8% |
-0.4% |
-5.6% |
-12.9% |
+16.7% |
| IMA Cautious Managed |
+7.3% |
+1.8% |
-8.7% |
-15.8% |
+8.2% |
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