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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 |
+7.7% |
-1.3% |
-1.6% |
+6.7% |
+59.7% |
| FTSE APCIMS Growth Portfolio |
+7.0% |
+0.2% |
-1.1% |
+6.0% |
+45.5% |
| IMA Active Managed |
+5.6% |
-2.8% |
-1.7% |
+6.8% |
+48.1% |
|
| AFI Balanced Index |
+5.8% |
-1.7% |
-3.4% |
+3.3% |
+46.5% |
| FTSE APCIMS Balanced Portfolio |
+5.9% |
+0.3% |
-0.3% |
+5.6% |
+41.2% |
| IMA Balanced Managed |
+5.3% |
-1.7% |
-2.8% |
+4.4% |
+41.2% |
|
| AFI Cautious Index |
+3.4% |
-2.1% |
-4.0% |
+1.2% |
+32.1% |
| FTSE APCIMS Income Portfolio |
+4.9% |
+0.8% |
+0.9% |
+5.0% |
+33.9% |
| IMA Cautious Managed |
+2.4% |
-1.8% |
-3.2% |
+1.4% |
+24.3% |
| Index |
Value |
Week |
| AFI Aggressive |
159.7 |
+2.4% |
| AFI Balanced |
146.5 |
+1.8% |
| AFI Cautious |
132.1 |
+1.3% |