Your Basket
Your Basket
There are no funds in your basket. To add funds to your basket use the Green Plus Icon wherever you see it next to a fund.
Fund name
Aberdeen American Growth  
Fidelity American  
Schroder UK Mid 250  
M&G Recovery  
Jupiter Merlin UK Growth  
Close Basket Open basket

Login

Login

Register

It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
 
 
Poll

Do you have exposure to one of Mark Barnett’s Invesco Perpetual High Income or Income funds?

Yes
No

Vote

 
You are here: FE Adviser Fund Index
 
Search

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 2013 since Nov 04
AFI Aggressive Index 0.3 % 1.8 % 2.1 % 15.4 % 110.5 %
FTSE WMA Stock Market Growth Index 1.2 % 5.1 % 3.9 % 17.0 % 103.1 %
IMA Flexible Investment 1.2 % 3.1 % 2.9 % 14.5 % 84.7 %

AFI Balanced Index 0.2 % 2.6 % 2.9 % 12.1 % 92.2 %
FTSE WMA Stock Market Balanced Index 1.1 % 4.7 % 4.1 % 14.1 % 98.4 %
IMA Mixed Investment 40%-85% Shrs 0.5 % 2.6 % 2.9 % 14.5 % 82.5 %

AFI Cautious Index 0.2 % 2.8 % 3.4 % 9.8 % 72.6 %
FTSE WMA Stock Market Income Index 0.9 % 4.1 % 3.9 % 10.0 % 87.8 %
IMA Mixed Investment 20%-60% Shrs 0.7 % 2.9 % 3.4 % 8.8 % 57.7 %
 
  • Stay connected with FE trustnet
  • Authorised and Regulated by the
    Financial Conduct Authority
  • © Trustnet Limited . All Rights Reserved.
  • Please read our Terms of Use / Disclaimer
    and Privacy and Cookie Policy.
  • Data supplied in conjunction with Thomson Financial Limited,
    London Stock Exchange Plc, StructuredRetailProducts.com
    and ManorPark.com