What would you like us to do with the funds you've selected
Portfolio: This shows the number of portfolios you hold. Portfolios can be constructed from Unit Trusts & OEICs,IMA Unit Trusts & OEICs,Investment Trusts,Pension Funds,Life Funds,Offshore Funds,Exchange Traded Funds and cash. Holdings and acquisition costs can be recorded so that profits/losses can be calculated. These can be calculated in terms of a number of base currencies. Overall portfolio values, as well as portfolio constituents, can be made the subject of alerts.
Watchlist: You have one watchlist, and this shows you the number of items currently stored in the watchlist. Items stored here do not have holdings records, so this list simply monitors the price of items held, which can also be subject to alerts
Funds Basket: This is designed to be a temporary collection of items selected by you for further analysis in the tools section. Items can be subsequently transferred from the Basket to the Watchlist or Portfolio.
Do you think UK inflation will increase in the next 12 months?
Vote
The FE Adviser Fund index, or set of indices, are designed to act as indicators of the UK funds market. The FE AFI provides a benchmark against which the investment community can compare fund portfolio performance, as well as offering a relevant flagship index for the funds market.
There are three themed indices that currently form the FE AFI.
There are three portfolios of funds, one for each index.
We have formed the FE AFI Panel, a representative group of the UK's leading financial advice firms. Each firm selects a portfolio of funds for each themed index, according to the skills and expertise of their organisation.
The portfolios that the Panelists submit must have a maximum of 10 holdings, which are weighted by the Panellist.
FE aggregates each Panelist's portfolios to obtain an overall list of constituents and weightings.
Allowing for similar selections by different Panelists, each index would have between 50-100 constituents.
For the FE AFI Aggressive, Balanced and Cautious indices, funds must be derived from the 'UK Authorised Unit Trusts and OEICs' universe.
The Panelists must assume that the 'client' is saving for a pension at 65. For example:
Panelists are also required to weight their fund selections accordingly.
The FE AFI set of indices is calculated daily.
Composition of the portfolios are reviewed and rebalanced semi-annually.
All values are calculated on a total net return, bid / bid, mid / mid basis.
Each index starts at 100.
