| 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 |
164.7 |
+2.0% |
| AFI Balanced |
149.3 |
+1.4% |
| AFI Cautious |
134.5 |
+1.0% |
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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 |
+8.2% |
+13.4% |
+51.2% |
+28.7% |
+64.7% |
| FTSE APCIMS Growth Portfolio |
+7.8% |
+12.9% |
+43.9% |
+19.8% |
+46.8% |
| IMA Active Managed |
+7.3% |
+12.2% |
+45.0% |
+24.0% |
+45.6% |
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| AFI Balanced Index |
+6.4% |
+10.7% |
+39.7% |
+21.3% |
+49.3% |
| FTSE APCIMS Balanced Portfolio |
+6.5% |
+10.5% |
+35.9% |
+16.6% |
+43.9% |
| IMA Balanced Managed |
+6.4% |
+10.6% |
+39.0% |
+20.1% |
+41.7% |
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| AFI Cautious Index |
+4.7% |
+8.3% |
+31.3% |
+16.7% |
+34.5% |
| FTSE APCIMS Income Portfolio |
+4.6% |
+7.1% |
+28.7% |
+14.2% |
+38.1% |
| IMA Cautious Managed |
+4.4% |
+7.8% |
+28.4% |
+15.9% |
+27.0% |
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