Today, leading financial publication Citywire has published exclusive research revealing that when compared against a group of the UK’s biggest advice firms, AFH Wealth Management has delivered the strongest investment returns over the past five years.
Citywire’s analysis compared more than 270 funds run by 25 advice firms, identifying AFH’s investment performance has been on average 10.9 percentage points ahead of our peers.
The advice firms have been ranked based on average outperformance of peers, with the results highlighting the firms which have been delivering the strongest returns on behalf of their clients.
A safe pair of hands
CEO Alan Hudson was delighted to see such strong results on behalf of our clients. He said: “When it comes to our investment approach, AFH has always prided itself on being a safe pair of hands. We won’t take risky decisions and chase short-term goals. Instead, we take a long-term and consistent approach which, crucially, is tailored towards the individual needs of each client based, on their holistic financial goals.
“These results are testament to the excellent in-house investment team that we have at AFH, whose knowledge and experience are, quite literally, second to none. I would like to thank them for their hard work and diligence, as well as everyone else who has contributed to this success.”
MGTS DA European Equity Fund stands out
Citywire’s research highlighted two of our funds that have particularly impressed, the first being the £391m MGTS AFH DA European Equity fund.
The fund has returned 85% over the past five years, ahead of a 57% average from funds in investment data firm Morningstar’s Europe ex-UK sector.
Stephanie Holmes, Head of Investment Research, explained: “Another of AFH’s strengths has been our commitment to strong due diligence when selecting managers.
“We understand that markets can be impacted by global events, and we don’t rush to make changes on a whim. Equally, we won’t hesitate to make changes when they are needed if they are in our clients’ best interests.”
St Johns High Income Property fund another highlight
Another standout performer is our £308m St Johns High Income Property fund.
While Citywire’s analysis showed that funds in Morningstar’s UK Direct Property sector have lost an average 9.7% over the past five years, AFH’s fund is up 17%.
Alan added: “Many property funds have struggled in recent years in a post-Covid world. We, on the other hand, have focused on the right sectors and adapted to the marketplace to ensure positive client returns.”
Tuesday 17 June 2025
Please also be aware that all investments carry risk. The value of investments can fall as well as rise, and you may not get back the amount originally invested. Past performance is not a reliable guide to future returns.