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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.
| Index |
3 months |
6 months |
12 months |
2007 |
since Nov 04 |
| AFI Aggressive Index |
-7.9% |
-3.2% |
-7.9% |
+6.7% |
+45.9% |
| FTSE APCIMS Growth Portfolio |
-5.5% |
-1.3% |
-7.6% |
+6.0% |
+34.2% |
| IMA Active Managed |
-6.4% |
-3.2% |
-6.5% |
+6.8% |
+37.7% |
|
| AFI Balanced Index |
-5.0% |
-1.3% |
-6.7% |
+3.3% |
+37.5% |
| FTSE APCIMS Balanced Portfolio |
-4.3% |
-1.2% |
-5.9% |
+5.6% |
+31.9% |
| IMA Balanced Managed |
-4.6% |
-1.9% |
-6.2% |
+4.4% |
+32.6% |
|
| AFI Cautious Index |
-3.0% |
-0.8% |
-5.7% |
+1.2% |
+26.7% |
| FTSE APCIMS Income Portfolio |
-3.1% |
-1.2% |
-4.1% |
+5.0% |
+26.4% |
| IMA Cautious Managed |
-2.5% |
-1.5% |
-4.8% |
+1.4% |
+19.6% |
| Index |
Value |
Week |
| AFI Aggressive |
145.9 |
+0.2% |
| AFI Balanced |
137.5 |
+0.3% |
| AFI Cautious |
126.7 |
+0.3% |