Adviser Fund Index

Teasdale, James
February 2007
Money Marketing;2/15/2007, p36
The article reports on the performance of several Adviser Fund Index (AFI) in Great Britain. The Aggressive Adviser Fund Index, formed on November 1, 2004 has performed well since then. It has achieved its return with a higher level of volatility than the Balanced and Cautious AFIs. According to Ben Willis, head of research, Whitechurch Securities Ltd., they are shifting their portfolios towards North America. The company's portfolio recommends equities more than property and fixed interest.


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