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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 % 2019 % since Nov 04 %
AFI Balanced 6.2 10.9 5.7 14.3 188.3
FTSE UK Private Investor Balanced 4.5 8.2 6.9 14.0 220.2
IA Mixed Investment 40-85% Shares 5.1 9.3 4.5 15.8 170.8
Constituent 6m 1y Sector  FE fundinfo Crown Rating  
Allianz Gilt Yield Y Acc-2.16.5 IA UK Gilts5add to basket
Allianz Strategic Bond C5.429.7 IA Sterling Strategic Bond5add to basket
Artemis Global Emerging Markets I Acc GBP12.1-0.7 IA Global Emerging Markets2add to basket
Artemis Global Income I Inc15.70.0 IA Global Equity Income1add to basket
Artemis Income I Inc10.7-7.7 IA UK Equity Income3add to basket
Artemis Strategic Bond I Quarterly Acc5.05.6 IA Sterling Strategic Bond1add to basket
Artemis UK Smaller Companies I Acc13.7-14.3 IA UK Smaller Companies1add to basket
Artemis US Extended Alpha I Acc GBP11.114.7 IA North America4add to basket
Artemis US Select I Acc GBP7.613.5 IA North America5add to basket
ASI Sterling Money Market I Acc0.20.5 IA Standard Money Market3add to basket
ASI UK Smaller Companies Ret Platform 1 Acc12.88.5 IA UK Smaller Companies5add to basket
Atlantic House Defined Returns B8.61.4 IA Specialistunrated sectoradd to basket
AXA Framlington Global Technology Z Acc23.143.4 IA Technology & Telecommunications3add to basket
AXA Global Short Duration Bonds Z Acc3.92.7 IA Global Bonds2add to basket
Baillie Gifford American B Acc53.5110.5 IA North America5add to basket
Baillie Gifford China B Acc36.855.5 IA China/Greater China4add to basket
Baillie Gifford Emerging Markets Leading Companies B Acc33.632.1 IA Global Emerging Markets4add to basket
Baillie Gifford Global Discovery B Acc32.962.0 IA Global5add to basket
Baillie Gifford Japanese B Acc15.616.5 IA Japan3add to basket
Baillie Gifford Japanese Income Growth B Inc11.18.6 IA Japan3add to basket
Baillie Gifford Japanese Smaller Companies B Acc24.529.2 IA Japanese Smaller Companies2add to basket
Baillie Gifford Managed B Acc22.032.7 IA Mixed Investment 40-85% Shares5add to basket
Baillie Gifford Pacific B Acc46.862.4 IA Asia Pacific Excluding Japan5add to basket
BlackRock Asia D Acc20.715.7 IA Asia Pacific Excluding Japan3add to basket
BlackRock Corporate Bond D Acc5.86.6 IA Sterling Corporate Bond3add to basket
BlackRock UK D Acc6.13.2 IA UK All Companies5add to basket
BlackRock UK Absolute Alpha D Acc-0.7-1.5 IA Targeted Absolute Return4add to basket
BMO Property Growth & Income I Acc9.0-8.0 IA Property Other4add to basket
BMO Universal MAP Balanced C Acc8.66.0 IA Volatility Managedunrated sectoradd to basket
BNY Mellon Global Income Inst W Acc GBP9.82.0 IA Global Equity Income2add to basket
BNY Mellon Inflation Linked Corporate Bond Institutional W Acc5.84.3 IA Sterling Strategic Bond1add to basket
BNY Mellon Real Return Inst W Acc8.56.1 IA Targeted Absolute Return4add to basket
Brown Advisory Global Leaders B Acc USD23.818.9 IA Global5add to basket
Brown Advisory US Smaller Companies B Acc USD26.024.1 IA North American Smaller Companies4add to basket
CFP SDL UK Buffettology General Inc8.8-0.3 IA UK All Companies5add to basket
Dodge & Cox US Stock Acc GBP15.93.9 IA North America1add to basket
Fidelity Asia W Acc27.723.7 IA Asia Pacific Excluding Japan4add to basket
Fidelity Asia Pacific Opportunities W Acc28.225.2 IA Asia Pacific Excluding Japan4add to basket
Fidelity Asian Dividend W Inc15.31.6 IA Asia Pacific Excluding Japan3add to basket
Fidelity Emerging Markets W Acc32.121.5 IA Global Emerging Markets3add to basket
Fidelity Index Europe ex UK P Acc13.47.3 IA Europe Excluding UKunrated sectoradd to basket
Fidelity Index US P11.112.7 IA North Americaunrated sectoradd to basket
Fidelity Moneybuilder Dividend W Inc GBP2.6-11.4 IA UK Equity Income3add to basket
First Sentier Global Listed Infrastructure B Acc GBP-0.3-3.1 IA Global3add to basket
Fundsmith Equity T Acc8.616.5 IA Global5add to basket
HSBC American Index C Acc11.913.4 IA North Americaunrated sectoradd to basket
HSBC FTSE 250 Index C Acc14.5-5.3 IA UK All Companiesunrated sectoradd to basket
Invesco Asian (UK) Z Acc28.818.2 IA Asia Pacific Excluding Japan2add to basket
Invesco Global Targeted Income (UK) Z Acc-1.3-2.7 IA Targeted Absolute Return2add to basket
Janus Henderson European Selected Opportunities I Acc13.311.4 IA Europe Excluding UK3add to basket
Janus Henderson Global Sustainable Equity I Acc20.629.2 IA Global5add to basket
Janus Henderson Strategic Bond I Inc6.69.1 IA Sterling Strategic Bond4add to basket
Janus Henderson UK Property PAIF I Acc0.3-2.2 IA UK Direct Propertyunrated sectoradd to basket
JOHCM UK Dynamic A Acc11.5-18.3 IA UK All Companies1add to basket
JPM Asia Growth C Acc29.429.3 IA Asia Pacific Excluding Japan5add to basket
JPM Emerging Markets B Acc33.226.2 IA Global Emerging Markets4add to basket
JPM Global Macro Opportunities C Acc5.711.8 IA Targeted Absolute Return5add to basket
Jupiter European I Acc4.710.9 IA Europe Excluding UK5add to basket
Jupiter Global Emerging Markets I Acc23.45.2 IA Global Emerging Markets1add to basket
Jupiter Monthly Alternative Income I Acc8.3-1.5 IA Specialist5add to basket
Jupiter Strategic Bond I Acc4.25.0 IA Sterling Strategic Bond2add to basket
Jupiter UK Growth I Acc2.6-24.2 IA UK All Companies1add to basket
Jupiter UK Special Situations I Acc11.2-13.8 IA UK All Companies1add to basket
L&G All Stocks Index Linked Gilt Index Trust I Acc-1.08.6 IA UK Index Linked Giltsunrated sectoradd to basket
L&G Cash Trust I Acc0.00.3 IA Short Term Money Market3add to basket
L&G European Index Trust I Acc13.27.1 IA Europe Excluding UKunrated sectoradd to basket
L&G Global 100 Index Trust I Acc11.214.1 IA Globalunrated sectoradd to basket
L&G Global Infrastructure Index I Acc-0.1-1.2 IA Globalunrated sectoradd to basket
L&G Global Technology Index Trust I Acc19.938.7 IA Technology & Telecommunicationsunrated sectoradd to basket
L&G Multi-Index 5 I Acc8.84.6 IA Volatility Managed4add to basket
L&G Short Dated Sterling Corporate Bond Index I Acc3.53.4 IA Sterling Corporate Bondunrated sectoradd to basket
L&G UK Index Trust I Acc6.1-10.2 IA UK All Companiesunrated sectoradd to basket
L&G US Index Trust I Acc13.014.9 IA North Americaunrated sectoradd to basket
Lazard Global Listed Infrastructure Equity A Dist GBP5.3-2.0 IA Global2add to basket
Lazard UK Omega C Acc11.4-7.7 IA UK All Companies2add to basket
Legg Mason IF ClearBridge Global Infrastructure Income X Acc GBP9.810.5 IA Global Equity Income2add to basket
Legg Mason IF Japan Equity X28.743.6 IA Japan3add to basket
LF Blue Whale Growth I Acc GBP11.523.8 IA Globalunrated sectoradd to basket
LF Gresham House UK Micro Cap C Acc14.811.2 IA UK Smaller Companies5add to basket
LF Lindsell Train UK Equity Acc2.7-2.6 IA UK All Companies5add to basket
Lindsell Train Japanese Equity B Sterling Quoted GBP-2.12.9 IA Japan5add to basket
Liontrust Special Situations I Inc6.0-2.1 IA UK All Companies5add to basket
Liontrust Sustainable Future Managed 2 Inc11.518.6 IA Mixed Investment 40-85% Shares5add to basket
Liontrust UK Smaller Companies I Inc15.515.0 IA UK Smaller Companies5add to basket
M&G Emerging Markets Bond I Acc GBP3.12.0 IA Global EM Bonds - Blended5add to basket
M&G Global Listed Infrastructure I Acc4.44.5 IA Globalunrated sectoradd to basket
M&G Global Macro Bond I Acc GBP-2.68.3 IA Global Bonds4add to basket
Man GLG Continental European Growth C Professional10.120.1 IA Europe Excluding UK5add to basket
Man GLG Income C Professional Acc10.3-13.4 IA UK Equity Income2add to basket
Marlborough Global Bond P Inc1.94.5 IA Global Bonds2add to basket
Marlborough Multi Cap Income P Acc9.1-10.6 IA UK Equity Income2add to basket
Matthews Asia ex Japan Dividend I Acc GBP27.239.7 IA Asia Pacific Excluding Japan5add to basket
Matthews Pacific Tiger I Acc GBP29.321.3 IA Asia Pacific Excluding Japan3add to basket
Merian Gold And Silver R Acc GBP13.839.4 IA Specialist1add to basket
Merian North American Equity R Acc GBP11.512.3 IA North America2add to basket
Merian UK Mid Cap R Acc GBP20.07.6 IA UK All Companies3add to basket
Merian UK Smaller Companies R Acc GBP19.08.4 IA UK Smaller Companies3add to basket
Morgan Stanley Global Brands Inst Acc2.98.5 IA Global5add to basket
Ninety One UK Alpha I Inc GBP2.3-5.9 IA UK All Companies4add to basket
Ninety One UK Special Situations I Acc GBP17.4-15.5 IA UK All Companies2add to basket
Optimal Multi Asset Opportunities A GBP10.31.9 IA Mixed Investment 40-85% Shares1add to basket
Osprey Sterling Inc12.111.6 IA Flexible Investment4add to basket
Pictet Clean Energy I dy GBP32.645.3 IA Global3add to basket
Polar Capital Global Convertible I Acc GBP13.521.2 IA Specialist4add to basket
Polar Capital Healthcare Opportunities I GBP1.615.2 IA Specialist2add to basket
Premier Miton European Opportunities B Acc17.531.3 IA Europe Excluding UK5add to basket
Premier Miton Pan European Property Share C Acc12.7-7.1 IA Property Other3add to basket
Premier Miton US Opportunities B Acc13.820.3 IA North America3add to basket
Rathbone Strategic Bond Fund I Acc GBP7.26.6 IA Sterling Strategic Bond1add to basket
Royal London Corporate Bond M Acc6.56.3 IA Sterling Corporate Bond3add to basket
Royal London Short Duration Credit M Inc4.33.4 IA Sterling Strategic Bond2add to basket
Royal London Short Duration Global Index Linked M Inc2.84.2 IA Global Bonds1add to basket
Royal London Short Term Money Market Y Acc0.00.3 IA Short Term Money Market5add to basket
Royal London Sterling Extra Yield Bond A Inc9.80.2 IA Sterling Strategic Bond1add to basket
Royal London Sustainable Diversified Trust C Inc7.011.9 IA Mixed Investment 20-60% Shares5add to basket
Royal London Sustainable Leaders Trust C Acc4.42.3 IA UK All Companies5add to basket
Royal London UK Equity Income M Inc3.8-15.3 IA UK Equity Income2add to basket
Sarasin Food & Agriculture Opportunities P Acc10.60.0 IA Specialist5add to basket
Schroder Asian Income Z Acc21.39.7 IA Asia Pacific Excluding Japan2add to basket
Schroder Recovery Z Acc22.9-12.3 IA UK All Companies1add to basket
Slater Recovery P Acc18.012.3 IA UK All Companies5add to basket
Smith & Williamson Artificial Intelligence B Acc23.548.9 IA Specialist3add to basket
Stewart Investors Asia Pacific Leaders Sustainability B Acc GBP22.017.3 IA Specialist4add to basket
Stewart Investors Global Emerging Markets Sustainability B GBP Acc18.210.9 IA Specialist4add to basket
Stewart Investors Worldwide Sustainab. B Acc GBP10.816.2 IA Global3add to basket
SVM UK Opportunities B20.1-4.5 IA UK All Companies2add to basket
SVS Church House Tenax Absolute Return Strategies A Acc4.33.3 IA Targeted Absolute Return3add to basket
TB Amati UK Smaller Companies B Acc17.16.3 IA UK Smaller Companies4add to basket
TB Evenlode Income B Inc0.0-7.3 IA UK All Companies5add to basket
Threadneedle American Extended Alpha INA GBP11.118.3 IA North America4add to basket
Threadneedle European Select ZNA GBP13.116.1 IA Europe Excluding UK5add to basket
Threadneedle High Yield Bond ZNI GBP7.63.7 IA Sterling High Yield4add to basket
Threadneedle Sterling Short Dated Corporate Bond Ini GBP3.82.9 IA Sterling Corporate Bond1add to basket
Threadneedle UK Equity Income ZNI GBP9.5-6.4 IA UK Equity Income3add to basket
Threadneedle UK Mid 250 ZNA GBP16.51.5 IA UK All Companies3add to basket
TM CRUX European Special Situations I Acc GBP12.54.1 IA Europe Excluding UK1add to basket
Trojan Income O Acc0.6-9.7 IA UK Equity Income5add to basket
TwentyFour Dynamic Bond I Net Acc GBP8.96.1 IA Sterling Strategic Bond1add to basket
Unicorn UK Income B Inc13.8-11.1 IA UK Equity Income1add to basket
Vanguard Global Credit Bond Inv Hedged Acc GBP6.611.3 IA Global Bondsunrated sectoradd to basket
Vanguard Global Emerging Markets Acc28.914.1 IA Global Emerging Markets3add to basket
Vanguard LifeStrategy 20% Equity A Gross Acc GBP3.86.5 IA Mixed Investment 0-35% Shares5add to basket
Veritas Asian C GBP33.538.6 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.

Tools

AFI Data

Aggressive Adviser Fund Index - FE Balanced Adviser Fund Index - FE Cautious Adviser Fund Index - FE
Index Value Week
AFI Balanced 288.3 0.6%
UK Private Investor Balanced 4,561.2 0.9%
IA Mixed Investment 40-85% Shares 742.9 0.7%
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.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

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