The AFI Panel is made up of investment professionals, including specialist investment adviser firms representing more than Â£40 billion of client assets under management. Panellists are currently submitting their portfolios for the next re-balancing which takes effect on 1st May.
Beckett Financial Services and sister company Beckett Investment Management have been established in the UK advice market for twenty years and are one of the largest independent financial advisers in the country. Beckettâs client base is more than 10,000 strong with funds under management totalling more than Â£200 million. Tim Hines, Associate Director - Wealth Management for Beckett says: âWe are delighted to be invited to become a contributor to the Adviser Fund Index. The AFI is now highly regarded as an IFA composite index and a valuable barometer to the trends in the world of retail fundsâ.
Rowan Plc, with a strong presence in the South West, has a dedicated investment arm which sits at the heart of its financial planning service. Tim Cockerill, Head of Research for Rowan, with 18 years investment experience, says: âRowan is delighted to be joining the AFI panel which we see as an increasingly valuable tool for clients. Fund selection is crucial in successful portfolio management and this is where Rowan dedicates considerable time and resourcesâ.
Paul Wynne, Financial Express head of marketing and communication, says:
âThe expertise and experience from both Beckett Financial Services and Rowan Plc will provide invaluable contributions to the Adviser Fund Index, offering advisers and investors further insight about fund research, analysis and selection. As benchmarks, the AFI Aggressive, the AFI Balanced, and the AFI Cautious indices have consistently outperformed fund sectors and traditional market measures, proving that skilled financial planning can add real value to an investment portfolio.â
The Adviser Fund Index (AFI) is aggregated from the recommended portfolios of a panel of leading UK investment adviser firms. Based on a selection of the funds actually recommended to clients, the AFI Aggressive, AFI Balanced, and AFI Cautious portfolios carry real-life credibility, and provide insight in terms of the benefits of holding top quality funds.