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Adviser Fund Index: AFI Balanced

The Adviser Fund Index (AFI) is made up of the recommended portfolios of a panel of leading UK financial advisers. Based entirely on the funds actually recommended to clients the AFI Aggressive provides insight in terms of the benefits of holding top quality funds. Although less pronounced, the AFI Balanced is still pulling ahead of the IA Mixed Investment 40-85% Shares Sector average.

AFI Performance Chart
Index 3m % 6m % 1y % 2018 % since Nov 04 %
AFI Balanced 2.0 3.5 8.2 -6.0 171.5
FTSE UK Private Investor Balanced 1.1 4.5 10.2 -2.8 198.9
IA Mixed Investment 40-85% Shares 1.2 4.5 9.7 -6.1 157.4
Constituent 6m 1y Sector  FE fundinfo Crown Rating  
Allianz Strategic Bond C6.716.6 IA Sterling Strategic Bond1add to basket
Artemis Global Emerging Markets I Acc GBP7.29.9 IA Global Emerging Markets5add to basket
Artemis Global Income I Inc4.33.5 IA Global Equity Income1add to basket
Artemis Income I Inc6.312.9 IA UK Equity Income3add to basket
Artemis Strategic Bond I Quarterly Acc2.96.5 IA Sterling Strategic Bond5add to basket
Artemis US Absolute Return I Hedged Acc GBP-0.11.2 IA Targeted Absolute Return4add to basket
Artemis US Equity I Acc GBP8.720.0 IA North America5add to basket
Artemis US Select I Acc GBP7.922.3 IA North America5add to basket
ASI Emerging Markets Equity I Acc4.310.1 IA Global Emerging Markets2add to basket
ASI Emerging Markets Income Equity Ret Platform 1 Acc7.814.6 IA Global Emerging Markets4add to basket
ASI Global Inflation Linked Bond Ret Platform 1 Acc2.37.2 IA Global Bonds2add to basket
ASI Sterling Money Market I Acc0.40.8 IA Standard Money Market3add to basket
ASI UK Income Unconstrained Equity Ret Platform 1 Acc-2.0-1.0 IA UK Equity Income1add to basket
ASI UK Smaller Companies Ret Platform 1 Acc4.721.5 IA UK Smaller Companies3add to basket
Baillie Gifford American B Acc2.215.4 IA North America4add to basket
Baillie Gifford Global Discovery B Acc-0.313.5 IA Global5add to basket
Baillie Gifford Japanese B Acc6.18.0 IA Japan4add to basket
Baillie Gifford Japanese Income Growth B Inc8.18.0 IA Japanunrated sectoradd to basket
Baillie Gifford Japanese Smaller Companies B Acc4.73.6 IA Japanese Smaller Companies1add to basket
Baillie Gifford Managed B Acc4.613.7 IA Mixed Investment 40-85% Shares5add to basket
Baillie Gifford Pacific B Acc12.818.7 IA Asia Pacific Excluding Japan4add to basket
Baillie Gifford UK Equity Alpha B Acc2.520.4 IA UK All Companies4add to basket
BlackRock Asia D Acc7.713.3 IA Asia Pacific Excluding Japan3add to basket
BlackRock Cash D Acc0.20.5 IA Short Term Money Market1add to basket
BlackRock Corporate Bond D Acc3.38.4 IA Sterling Corporate Bond4add to basket
BlackRock European Dynamic D Acc10.220.8 IA Europe Excluding UK3add to basket
BlackRock Natural Resources Growth & Income D Acc0.4-0.1 IA Specialist3add to basket
BlackRock Sterling Strategic Bond D Acc2.16.8 IA Sterling Strategic Bond5add to basket
BlackRock UK Absolute Alpha D Acc1.28.3 IA Targeted Absolute Return3add to basket
BMO Property Growth & Income I Acc6.210.8 IA Property Other4add to basket
BMO Universal MAP Balanced C Acc5.59.6 IA Volatility Managedunrated sectoradd to basket
BNY Mellon Global Income Inst W Acc GBP4.713.2 IA Global Equity Income2add to basket
BNY Mellon Inflation Linked Corporate Bond Institutional W Acc2.45.1 IA Sterling Strategic Bond5add to basket
BNY Mellon Long Term Global Equity Inst W Acc GBP6.215.3 IA Global4add to basket
Brown Advisory Global Leaders B Acc USD12.126.7 IA Global5add to basket
Commercial Long Income PAIF A Gr Acc2.34.4 IA UK Direct Propertyunrated sectoradd to basket
Dimensional Global Short Dated Bond Acc0.93.0 IA Global Bonds1add to basket
Fidelity Asia W Acc8.316.7 IA Asia Pacific Excluding Japan4add to basket
Fidelity Emerging Markets W Acc9.218.1 IA Global Emerging Markets3add to basket
Fidelity Index UK P3.610.0 IA UK All Companiesunrated sectoradd to basket
Fidelity Index World P7.513.8 IA Globalunrated sectoradd to basket
Fidelity Special Situations W Acc3.68.4 IA UK All Companies4add to basket
Fidelity Strategic Bond Y Inc3.39.6 IA Sterling Strategic Bond1add to basket
First State Global Listed Infrastructure B Acc GBP5.216.6 IA Global5add to basket
Freehold Income Authorised A Gr Acc3.06.8 IA Property Otherunrated sectoradd to basket
Fundsmith Equity T Acc3.415.8 IA Global5add to basket
GAM Star Credit Opportunities GBP Inst4.511.1 IA Sterling Strategic Bond5add to basket
H2O MultiReturns N Gr Acc12.123.5 IA Targeted Absolute Return3add to basket
Hermes Asia ex Japan Equity F Acc GBP4.85.8 IA Asia Pacific Excluding Japan3add to basket
HSBC American Index C Acc7.814.7 IA North Americaunrated sectoradd to basket
Invesco Asian (UK) Z Acc4.68.6 IA Asia Pacific Excluding Japan5add to basket
Invesco Global Targeted Income (UK) Z Acc1.15.4 IA Targeted Absolute Returnunrated sectoradd to basket
Investec Cautious Managed I Acc GBP4.03.9 IA Mixed Investment 20-60% Shares1add to basket
Investec Diversified Income I Acc GBP0.83.5 IA Mixed Investment 0-35% Shares2add to basket
Investec UK Alpha I Inc GBP1.010.0 IA UK All Companies3add to basket
Investec UK Special Situations I Acc GBP7.515.2 IA UK All Companies2add to basket
Janus Henderson European Selected Opportunities I Acc8.414.8 IA Europe Excluding UK2add to basket
Janus Henderson Strategic Bond I Inc4.710.6 IA Sterling Strategic Bond4add to basket
Janus Henderson UK Property PAIF I Acc1.72.8 IA UK Direct Propertyunrated sectoradd to basket
JOHCM Japan A GBP11.35.3 IA Japan3add to basket
JOHCM UK Dynamic A Acc2.78.3 IA UK All Companies5add to basket
JPM Emerging Markets B Acc9.021.6 IA Global Emerging Markets5add to basket
JPM Europe Dynamic Ex UK C Acc6.411.2 IA Europe Excluding UK2add to basket
JPM Global Macro Opportunities C Acc-0.90.7 IA Targeted Absolute Return3add to basket
JPM Natural Resources C Acc-1.43.0 IA Specialist2add to basket
Jupiter Absolute Return I Acc-0.4-4.1 IA Targeted Absolute Return1add to basket
Jupiter European I Acc5.412.0 IA Europe Excluding UK5add to basket
Jupiter Fund of Investment Trusts I Acc1.76.6 IA Global3add to basket
Jupiter Global Emerging Markets I Acc7.29.9 IA Global Emerging Markets1add to basket
Jupiter India I Acc-0.40.7 IA Specialist1add to basket
Jupiter Strategic Bond I Acc3.910.0 IA Sterling Strategic Bond4add to basket
Jupiter UK Growth I Acc-2.1-2.1 IA UK All Companies1add to basket
Jupiter UK Special Situations I Acc7.67.6 IA UK All Companies3add to basket
L&G Cash Trust I Acc0.30.7 IA Short Term Money Market4add to basket
L&G Global Infrastructure Index I Acc3.914.6 IA Globalunrated sectoradd to basket
L&G Global Technology Index Trust I Acc14.429.4 IA Technology & Telecommunicationsunrated sectoradd to basket
L&G Multi-Index 7 I Acc5.510.9 IA Volatility Managed5add to basket
L&G Short Dated Sterling Corporate Bond Index I Acc2.04.3 IA Sterling Corporate Bondunrated sectoradd to basket
L&G UK Property Feeder I Acc1.52.6 IA UK Direct Propertyunrated sectoradd to basket
L&G US Index Trust I Acc8.315.5 IA North Americaunrated sectoradd to basket
Lazard Global Listed Infrastructure Equity BP Acc USD8.816.1 IA Globalunrated sectoradd to basket
Lazard UK Omega C Acc1.96.2 IA UK All Companies2add to basket
Legg Mason IF Japan Equity X7.214.8 IA Japan1add to basket
LF Lindsell Train UK Equity Acc1.117.0 IA UK All Companies5add to basket
LF Miton US Opportunities B Acc3.89.3 IA North America3add to basket
LF Morant Wright Japan B Acc8.03.9 IA Japan3add to basket
LF Morant Wright Nippon Yield B Acc10.65.4 IA Japan3add to basket
Liontrust Special Situations I Inc2.311.1 IA UK All Companies5add to basket
Liontrust UK Smaller Companies I Inc0.78.5 IA UK Smaller Companies4add to basket
M&G Emerging Markets Bond I Acc GBP4.013.0 IA Global Emerging Markets Bond5add to basket
M&G Global Dividend I Acc GBP3.59.2 IA Global2add to basket
M&G Global Macro Bond I Acc GBP2.67.5 IA Global Bonds3add to basket
M&G Optimal Income Inst Acc GBP2.86.8 IA Sterling Strategic Bond4add to basket
M&G Short Dated Corporate Bond I GBP1.63.4 IA Sterling Corporate Bond2add to basket
Man GLG Continental European Growth C Professional6.015.8 IA Europe Excluding UK3add to basket
Man GLG UK Income C Professional Acc3.210.9 IA UK Equity Income5add to basket
Man GLG Undervalued Assets Professional C Acc-0.27.2 IA UK All Companies5add to basket
Marlborough Global Bond P Inc3.48.0 IA Global Bonds3add to basket
Marlborough Multi Cap Income P Acc2.611.6 IA UK Equity Income3add to basket
Marlborough Special Situations P Acc1.16.0 IA UK Smaller Companies3add to basket
Matthews Pacific Tiger I Acc GBP3.47.2 IA Asia Pacific Excluding Japan2add to basket
Merian Asia Pacific R Acc5.37.7 IA Asia Pacific Excluding Japan4add to basket
Merian Global Equity Absolute Return R Hedged Acc GBP-6.2-10.3 IA Targeted Absolute Return1add to basket
Merian North American Equity R Acc GBP4.310.0 IA North America3add to basket
Merian UK Mid Cap R Acc GBP3.48.2 IA UK All Companies3add to basket
Merian UK Smaller Companies R Acc GBP-0.26.4 IA UK Smaller Companies3add to basket
MFM Junior Oils Trust P Acc-19.9-22.6 IA Specialist1add to basket
Polar Capital Global Convertible I Acc GBP-1.65.1 IA Specialist4add to basket
Polar Capital Healthcare Opportunities I GBP5.56.2 IA Specialist4add to basket
Polar Capital UK Absolute Equity I GBP2.68.3 IA Targeted Absolute Return3add to basket
Premier Defensive Growth C Inc-1.6-3.4 IA Targeted Absolute Return2add to basket
Premier Pan European Property Share C Acc7.515.2 IA Property Other4add to basket
Rathbone Strategic Bond Inst Acc2.55.1 IA Sterling Strategic Bond5add to basket
Robeco Global Consumer Trends Equities F EUR7.928.9 IA Global2add to basket
Royal London Short Duration Global Index Linked M Inc1.84.0 IA Global Bonds2add to basket
Royal London Sterling Extra Yield Bond A Inc2.76.3 IA Sterling Strategic Bond5add to basket
Royal London UK Equity Income M Inc5.711.2 IA UK Equity Income2add to basket
Sarasin Food & Agriculture Opportunities P Acc1.46.7 IA Specialist5add to basket
Schroder Asian Alpha Plus Z Acc4.510.6 IA Asia Pacific Excluding Japan4add to basket
Schroder Asian Income Z Acc4.69.9 IA Asia Pacific Excluding Japan4add to basket
Schroder Income Z Acc0.9-0.8 IA UK Equity Income4add to basket
Schroder Recovery Z Acc1.30.4 IA UK All Companies4add to basket
Standard Life Investments UK Real Estate Income Feeder Platform 1 Inc-0.9-0.9 IA UK Direct Propertyunrated sectoradd to basket
Stewart Investors Asia Pacific Leaders B Acc GBP3.16.6 IA Specialist2add to basket
Stewart Investors Global Emerging Markets Sustainability B GBP Acc3.29.9 IA Specialist2add to basket
Stewart Investors Worldwide Sustainability B Acc GBP3.811.0 IA Global2add to basket
TB Evenlode Income B Inc5.416.8 IA UK All Companies5add to basket
Templeton Global Bond W H1 MDis GBP-3.5-2.5 IA Global Bonds5add to basket
Threadneedle Dollar Bond ZNI GBP3.810.8 IA Global Bonds4add to basket
Threadneedle European Select ZNA GBP7.617.5 IA Europe Excluding UK3add to basket
Threadneedle Sterling Short Dated Corporate Bond Ini GBP1.94.0 IA Sterling Corporate Bond3add to basket
Threadneedle UK Equity Income ZNI GBP7.69.0 IA UK Equity Income1add to basket
Threadneedle UK Property Authorised Investment INI GBP0.0-5.7 IA UK Direct Propertyunrated sectoradd to basket
TM CRUX European Special Situations I Acc GBP5.311.2 IA Europe Excluding UK2add to basket
TwentyFour Dynamic Bond I Net Acc GBP4.17.1 IA Sterling Strategic Bond5add to basket
Vanguard Global Emerging Markets Acc6.711.7 IA Global Emerging Markets5add to basket
Vanguard US Equity Index7.316.2 IA North Americaunrated sectoradd to basket
Veritas Asian C GBP10.821.6 IA Asia Pacific Excluding Japan5add to basket

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.

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AFI Data

Aggressive Adviser Fund Index - FE Balanced Adviser Fund Index - FE Cautious Adviser Fund Index - FE
Index Value Week
AFI Balanced 271.5 0.2%
UK Private Investor Balanced 4,257.6 0.1%
IA Mixed Investment 40-85% Shares 706.1 0.2%
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

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