IFAs from 15 well-known financial advice firms reveal the funds they select for portfolios in three key risk categories: aggressive, balanced and cautious.
They also discuss how asset allocation has changed within the set risk profiles since the previous rebalancing was conducted.
This data is used for the compilation of the FE Adviser Fund Indices for aggressive, balanced and cautious investors, and over time should serve to identify trends and shifts in adviser recommendations.
FE likens its AFI Aggressive Index to the Ftse All Share, Apcims Growth and IMA Active Managed indices.
In its latest rebalancing seven funds came out on top for aggressive investors, find out which ones here…