AFI Factsheets

The Advisor Fund Indices (AFI) are made up of the recommended portfolios of a panel of leading UK financial advisors and they have their own factsheets which are split into 4 pages, namely:

• Summary
• Performance
• Holdings
• Breakdown

You can also create a PDF of each AFI Index factsheet

Summary

The summary page shows information like:

• Introduction
• Quick Stats (number of constituent funds, total number of fund providers, etc)
• Most Selected Funds/Fund Management Groups by the Panel over 1 year
• Panel members

 

Performance

The performance page shows information like:

• A 5 year performance chart of the index against its benchmarks
• Cumulative performance table of the index against its benchmarks
• Rolling Monthly Volatility chart of the index against its benchmarks
• 5 Most/Least Volatile Funds over 1 year tables

 

Holdings

The holdings page shows information like:

• Holdings (including sector, whether alpha rated manager, FE Crown Fund Rating, performance, etc)
• Top Riser/Faller Holdings since the last portfolio rebalancing
• Top New Entrants and Top Funds Leaving the portfolio

 

Note: You can directly link to the Fund Manager Factsheet of these funds that have an Alpha Rated manager by clicking on the alpha logo.

Breakdown

The breakdown page shows information like:

• Sector Weightings
• Region Weightings
• Asset Weightings