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The Adviser Fund Index (AFI) is aggregated from the recommended portfolios from 20 leading UK investment advisers, and is the first and only index for funds based on financial adviser recommendations. Three portfolio selections are represented by three indices; AFI Aggressive, AFI Balanced and AFI Cautious.
Historically, there has been no overall performance-index-of-funds for the fund industry or the investor. Unlike with the FTSE 100, which can serve as a proxy for equity investments, there has been no way to look at an overall index of funds as a proxy for fund investments.
The AFI provides investors, advisers and the investment community in general with a benchmark for funds that is determined entirely by advisers who are specialists in fund research, analysis and selection.
The fund portfolios are collected and aggregated twice a year and Financial Express publishes daily performance of each index as well constituent lists and further analysis.
The AFI represents the performance of real fund recommendations made by real advisers on behalf of real clients.
For daily performance of the Adviser Fund Index, visit www.trustnet.com
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