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FE Adviser Fund Index

The FE Adviser Fund Index (FE 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 FE 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.

FE AFI Performance Chart
Index 3 months 6 months 12 months 2011 since Nov 04
AFI Aggressive Index 5.7 % -0.4 % -3.0 % -10.3 % 74.3 %
FTSE APCIMS Growth Portfolio 6.0 % 5.3 % 2.1 % -2.3 % 62.2 %
IMA Flexible Investment 4.3 % -1.6 % -3.6 % -8.8 % 52.2 %
AFI Balanced Index 4.6 % 1.3 % 0.5 % -4.3 % 60.6 %
FTSE APCIMS Balanced Portfolio 5.3 % 5.7 % 4.1 % 0.2 % 61.7 %
IMA Mixed Investment 40%-85% Shrs 4.6 % 0.4 % -0.9 % -5.5 % 49.8 %
AFI Cautious Index 3.5 % 1.5 % 2.0 % -1.2 % 45.3 %
FTSE APCIMS Income Portfolio 4.7 % 6.2 % 6.7 % 3.1 % 58.8 %
IMA Mixed Investment 20%-60% Shrs 3.2 % 0.6 % 1.3 % -1.9 % 34.9 %