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Fund Performance

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FE Trustnet Tools FE Adviser Fund Index

FE AFI Balanced Portfolio

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Although less pronounced, the FE AFI Balanced is still pulling ahead of the APCIMS Balanced and the IA Balanced Managed Sector average.

Performance Chart

Selected Performances

Index	3m %	6m %	1y %	2018 %	since Nov 04 %
AFI Balanced	1.4	-3.6	1.5	-6.0	154.3
FTSE UK Private Investor Balanced	2.3	-0.7	5.7	-2.8	179.0
IA Mixed Investment 40-85% Shares	2.0	-2.9	2.3	-6.1	140.3

AFI Balanced(134)


Constituent	6m	1y	Sector	FE Crown Rating
Aberdeen Emerging Markets Equity I Acc	2.4	-3.8	IA Global Emerging Markets
Aberdeen Sterling Money Market I Acc	0.4	0.6	IA Money Market
Artemis Global Emerging Markets I Acc GBP	2.5	-3.2	IA Global Emerging Markets
Artemis Global Income I Inc	-8.8	-2.4	IA Global Equity Income
Artemis Income I Inc	-5.0	2.5	IA UK Equity Income
Artemis Strategic Bond I Quarterly Acc	-0.9	-0.7	IA Sterling Strategic Bond
Artemis US Equity I Acc GBP	-3.4	14.7	IA North America
Artemis US Select I Acc GBP	-3.5	16.1	IA North America
Baillie Gifford American B Acc	-6.0	23.1	IA North America
Baillie Gifford Global Discovery B Acc	-3.0	21.0	IA Global
Baillie Gifford Japanese B Acc	-6.9	-3.8	IA Japan
Baillie Gifford Japanese Income Growth B Inc	-5.6	0.5	IA Japan	unrated sector
Baillie Gifford Japanese Smaller Companies B Acc	-9.2	0.6	IA Japanese Smaller Companies
Baillie Gifford Pacific B Acc	-4.2	-6.2	IA Asia Pacific Excluding Japan
Baillie Gifford UK Equity Alpha B Acc	-7.1	4.0	IA UK All Companies
BlackRock Asia D Acc	-1.5	-5.7	IA Asia Pacific Excluding Japan
BlackRock Cash D Acc	0.2	0.4	IA Short Term Money Market
BlackRock Corporate Bond D Acc	1.1	3.4	IA Sterling Corporate Bond
BlackRock European Dynamic D Acc	-8.8	-4.0	IA Europe Excluding UK
BlackRock Natural Resources Growth & Income D Acc	-6.2	0.9	IA Specialist
BlackRock Sterling Strategic Bond D Acc	0.4	1.2	IA Sterling Strategic Bond	unrated sector
BlackRock UK Absolute Alpha D Acc	-0.1	-0.1	IA Targeted Absolute Return
BMO Property Growth & Income I Acc	-2.6	3.9	IA Property Other
BMO Universal MAP Balanced C Acc	-0.1	8.4	IA Volatility Managed	unrated sector
Brown Advisory Global Leaders C Acc GBP	-1.7	n/a	IA Global
Commercial Freehold A Gr Acc	2.4	5.0	IA UK Direct Property	unrated sector
Fidelity Asia W Acc	-0.3	-1.4	IA Asia Pacific Excluding Japan
Fidelity Emerging Markets W Acc	-0.7	-9.8	IA Global Emerging Markets
Fidelity Index UK P	-3.3	2.7	IA UK All Companies	unrated sector
Fidelity Index World P	-3.3	8.0	IA Global	unrated sector
Fidelity Moneybuilder Dividend Y Inc	-2.8	4.7	IA UK Equity Income
First State Global Listed Infrastructure B Acc GBP	2.6	17.0	IA Global
FP CRUX European Special Situations I Acc GBP	-8.6	-7.3	IA Europe Excluding UK
Franklin UK Smaller Companies W Acc	-13.0	-9.1	IA UK Smaller Companies
Freehold Income Authorised A Gr Acc	3.5	8.3	IA UK Direct Property	unrated sector
Fundsmith Equity T Acc	0.3	16.1	IA Global
GAM Star Credit Opportunities GBP Inst	-0.5	-3.5	IA Sterling Strategic Bond
GVQ Opportunities A Inc	-10.6	-5.5	IA UK All Companies
Hermes Asia ex Japan Equity F Acc GBP	-1.3	1.0	IA Asia Pacific Excluding Japan
Invesco Asian (UK) Z Acc	-0.6	-2.1	IA Asia Pacific Excluding Japan
Invesco Global Targeted Income (UK) Z Acc	-1.8	-2.9	IA Targeted Absolute Return	unrated sector
Invesco Hong Kong & China (UK) Z Acc	-3.2	-0.6	IA China/Greater China
Invesco Income (UK) Z Acc	-6.5	0.4	IA UK All Companies
Investec Cautious Managed I Acc GBP	-1.1	-0.5	IA Mixed Investment 20-60% Shares
Investec Diversified Income I Acc GBP	1.6	3.0	IA Mixed Investment 0-35% Shares
Investec UK Alpha I Inc GBP	-6.6	1.6	IA UK All Companies
Investec UK Special Situations I Acc GBP	-1.0	4.1	IA UK All Companies
Janus Henderson Emerging Markets Opportunities I Acc	-1.5	-5.6	IA Global Emerging Markets
Janus Henderson European Selected Opportunities I Acc	-5.4	-2.1	IA Europe Excluding UK
Janus Henderson Strategic Bond I Inc	1.8	2.1	IA Sterling Strategic Bond
Janus Henderson UK Property PAIF I Acc	1.6	4.5	IA UK Direct Property	unrated sector
JOHCM Japan A GBP	-9.4	-7.6	IA Japan
JOHCM UK Dynamic A Acc	-5.1	0.7	IA UK All Companies
JPM Emerging Markets B Acc	0.6	-4.1	IA Global Emerging Markets
JPM Europe Dynamic Ex UK C Acc	-8.7	-7.1	IA Europe Excluding UK
JPM Global Macro Opportunities C Acc	-0.8	-6.2	IA Targeted Absolute Return
JPM Natural Resources C Acc	-2.7	0.8	IA Specialist
JPM Sterling Corporate Bond C Gr Acc	0.9	2.6	IA Sterling Corporate Bond
Jupiter Absolute Return I Acc	-0.6	-1.6	IA Targeted Absolute Return
Jupiter European I Acc	-8.4	4.3	IA Europe Excluding UK
Jupiter Global Emerging Markets I Acc	-3.1	-12.5	IA Global Emerging Markets
Jupiter India I Acc	-18.8	-22.2	IA Specialist
Jupiter Strategic Bond I Acc	1.4	1.8	IA Sterling Strategic Bond
Jupiter UK Growth I Acc	-13.1	-6.6	IA UK All Companies
Jupiter UK Smaller Companies I Acc	-8.9	0.3	IA UK Smaller Companies
Jupiter UK Special Situations I Acc	-4.8	1.5	IA UK All Companies
L&G Cash Trust I Acc	0.3	0.5	IA Short Term Money Market
L&G Short Dated Sterling Corporate Bond Index I Acc	0.5	1.6	IA Sterling Corporate Bond	unrated sector
L&G UK Property Feeder I Acc	1.3	5.6	IA UK Direct Property	unrated sector
L&G US Index Trust I Acc	-2.0	13.6	IA North America	unrated sector
Lazard Global Listed Infrastructure Equity BP Acc USD	0.8	n/a	IA Global	unrated sector
Lazard UK Omega C Acc	-5.9	-2.9	IA UK All Companies
Legg Mason IF Japan Equity X	-11.3	-5.0	IA Japan
LF Lindsell Train UK Equity Acc	-3.1	12.5	IA UK All Companies
LF Miton UK Multi Cap Income B Inst Acc	-6.6	-2.2	IA UK Equity Income
LF Miton US Opportunities B Acc	-4.1	12.0	IA North America
LF Morant Wright Japan B Acc	-5.6	-2.7	IA Japan
LF Morant Wright Nippon Yield B Acc	-7.6	-4.0	IA Japan
LF Odey Absolute Return Inst Acc GBP	-1.4	6.0	IA Targeted Absolute Return
LF Woodford Equity Income C Acc GBP	-7.6	-5.1	IA UK All Companies
Liontrust Special Situations I Inc	-2.4	9.4	IA UK All Companies
Liontrust UK Smaller Companies I Inc	-8.8	-0.2	IA UK Smaller Companies
M&G Emerging Markets Bond I Acc GBP	4.8	9.7	IA Global Emerging Markets Bond
M&G Global Dividend I Acc GBP	-3.9	7.2	IA Global
M&G Global Macro Bond I Acc GBP	2.3	7.9	IA Global Bonds
M&G Optimal Income Inst Acc GBP	-0.1	-1.0	IA Sterling Strategic Bond
M&G Property Portfolio I Acc GBP	0.9	3.5	IA UK Direct Property	unrated sector
M&G Short Dated Corporate Bond I GBP	-0.4	0.4	IA Sterling Corporate Bond
Man GLG Continental European Growth C Professional	-8.8	-3.7	IA Europe Excluding UK
Man GLG Undervalued Assets Professional C Acc	-2.8	0.4	IA UK All Companies
Marlborough Global Bond P Inc	0.2	3.9	IA Global Bonds
Marlborough Multi Cap Income P Acc	-4.0	-0.8	IA UK Equity Income
Marlborough Special Situations P Acc	-13.3	-6.8	IA UK Smaller Companies
Matthews Pacific Tiger I Acc GBP	1.0	2.3	IA Asia Pacific Excluding Japan
Merian Asia Pacific R Acc	-4.5	-5.1	IA Asia Pacific Excluding Japan
Merian Global Equity Absolute Return R Hedged Acc GBP	-3.0	-4.9	IA Targeted Absolute Return
Merian North American Equity R Acc GBP	-4.8	10.6	IA North America
Merian UK Mid Cap R Acc GBP	-16.8	-12.3	IA UK All Companies
Merian UK Smaller Companies R Acc GBP	-13.7	-8.1	IA UK Smaller Companies
Newton Global Income Inst W Acc GBP	-0.9	11.0	IA Global Equity Income
Polar Capital Global Convertible I Acc GBP	-0.3	11.0	IA Specialist
Polar Capital Healthcare Opportunities I GBP	3.0	27.1	IA Specialist
Polar Capital UK Absolute Equity I GBP	-10.4	-2.4	IA Targeted Absolute Return
Premier Defensive Growth C Inc	0.3	-1.0	IA Targeted Absolute Return
Premier Pan European Property Share C Acc	-2.8	7.4	IA Property Other
Rathbone Strategic Bond Inst Acc	0.4	1.2	IA Sterling Strategic Bond
Royal London Short Duration Gilts M Inc	0.5	1.1	IA UK Gilts
Royal London Short Duration Global Index Linked M Inc	0.3	1.6	IA Global Bonds	unrated sector
Royal London Sterling Extra Yield Bond A Inc	-0.1	3.6	IA Sterling Strategic Bond
Royal London UK Equity Income M Inc	-4.2	1.6	IA UK Equity Income
Sarasin Food & Agriculture Opportunities P Acc	-1.2	7.8	IA Specialist
Schroder Asian Alpha Plus Z Acc	-1.0	-1.3	IA Asia Pacific Excluding Japan
Schroder Asian Income Z Acc	0.5	4.5	IA Asia Pacific Excluding Japan
Schroder European Alpha Income Z Acc	-9.7	-11.2	IA Europe Excluding UK
Schroder Income Z Acc	-0.5	7.0	IA UK Equity Income
Schroder Recovery Z Acc	-0.8	4.0	IA UK All Companies
Schroder US Mid Cap Z Acc	-3.7	11.0	IA North America
Standard Life Investments Global Equity Unconstrained Ret Platform 1 Acc	-5.2	1.8	IA Global
Standard Life Investments Global Index Linked Bond Ret Platform 1 Acc	-0.4	1.9	IA Global Bonds
Standard Life Investments UK Equity Income Unconstrained Ret Platform 1 Acc	-7.1	-2.0	IA UK Equity Income
Standard Life Investments UK Real Estate Income Feeder Platform 1 Inc	1.4	4.1	IA UK Direct Property	unrated sector
Standard Life Investments UK Smaller Companies Ret Platform 1 Acc	-11.9	-2.0	IA UK Smaller Companies
Stewart Investors Asia Pacific Leaders B Acc GBP	-2.2	9.4	IA Specialist
Stewart Investors Global Emerging Markets Sustainability B GBP Acc	-1.7	2.6	IA Specialist
Stewart Investors Worldwide Sustainability B Acc GBP	-2.2	8.2	IA Global
TB Evenlode Income B Inc	0.0	12.7	IA UK All Companies
Templeton Global Bond W H1 MDis GBP	3.6	3.8	IA Global Bonds
Threadneedle European Select ZNA GBP	-6.0	-0.5	IA Europe Excluding UK
Threadneedle UK Property Authorised Investment INI GBP	-5.3	-2.9	IA UK Direct Property	unrated sector
TwentyFour Dynamic Bond I Net Acc GBP	-0.1	-1.0	IA Sterling Strategic Bond
Vanguard Global Emerging Markets A Acc	3.6	-0.7	IA Global Emerging Markets	unrated sector
Vanguard US Equity Index A	-2.5	13.1	IA North America	unrated sector
Veritas Asian C GBP	-5.7	-2.7	IA Asia Pacific Excluding Japan
Veritas Global Focus B GBP	-0.9	11.6	IA Global

All prices in Pence Sterling (GBX). Price total return performance figures are calculated on a bid price to bid price basis (mid to mid for OEICs) with net income (dividends) reinvested.