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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.

Performance Chart

Selected Performances

Index	3m %	6m %	1y %	2021 %	since Nov 04 %
AFI Balanced	-8.6	-13.2	-10.3	9.9	182.2
FTSE UK Private Investor Balanced	-6.2	-7.9	-3.3	11.4	232.5
IA Mixed Investment 40-85% Shares	-6.9	-10.6	-7.0	10.9	174.6

AFI Balanced(160)


Constituent	6m	1y	Sector	FE fundinfo Crown Rating
Aegon High Yield Bond B Acc	-12.8	-11.4	IA Sterling High Yield
Aegon Strategic Bond B Acc	-13.4	-13.1	IA Sterling Strategic Bond
Allianz Strategic Bond C	-10.4	-14.9	IA Sterling Strategic Bond
Artemis Corporate Bond I Acc GBP	-13.2	-13.1	IA Sterling Corporate Bond	unrated sector
Artemis Income I Inc	-6.5	-0.2	IA UK Equity Income
Artemis UK Smaller Companies I Acc	-11.5	-8.2	IA UK Smaller Companies
Artemis US Extended Alpha I Acc GBP	-12.2	-1.0	IA North America
Artemis US Select I Acc GBP	-16.1	-8.3	IA North America
Artemis US Smaller Companies I Acc GBP	-22.9	-19.8	IA North American Smaller Companies
ASI Sterling Money Market I Acc	0.3	0.3	IA Standard Money Market
ASI UK Real Estate Share I Acc	-20.9	-10.4	IA Property Other
AXA Framlington Global Technology Z Acc	-24.8	-16.9	IA Technology and Technology Innovations
Baillie Gifford Emerging Markets Leading Companies B Acc	-15.9	-25.0	IA Global Emerging Markets
Baillie Gifford Global Discovery B Acc	-34.8	-50.0	IA Global
Baillie Gifford Japanese B Acc	-18.1	-18.7	IA Japan
Baillie Gifford Managed B Acc	-26.6	-28.3	IA Mixed Investment 40-85% Shares
Baillie Gifford Pacific B Acc	-14.6	-20.0	IA Asia Pacific Excluding Japan
BlackRock Corporate Bond D Acc	-13.5	-14.2	IA Sterling Corporate Bond
BlackRock Emerging Markets D Acc	-16.8	-25.4	IA Global Emerging Markets
BlackRock European Dynamic D Acc	-28.3	-22.8	IA Europe Excluding UK
BlackRock UK D Acc	-23.8	-19.7	IA UK All Companies
BMO Property Growth & Income I Acc	-9.3	-0.9	IA Property Other
BMO Universal MAP Balanced C Acc	-10.3	-6.6	IA Volatility Managed
BNY Mellon Global Income Inst W Acc GBP	0.7	8.8	IA Global Equity Income
BNY Mellon Inflation Linked Corporate Bond Institutional W Acc	-7.8	-3.8	IA Sterling Strategic Bond
BNY Mellon Real Return Inst W Acc	-6.6	-3.2	IA Targeted Absolute Return
Brown Advisory Global Leaders B Acc GBP	-13.1	-6.3	IA Global
Brown Advisory US Smaller Companies B Acc USD	-22.5	-23.2	IA North American Smaller Companies
Cloud Computing UCITS ETF A USD	-35.9	-35.9	IA Specialist	unrated sector
Dodge & Cox US Stock Acc GBP	-1.6	5.5	IA North America
ES R&M Global Recovery B Inc	-8.8	-10.6	IA Global
Federated Hermes Asia ex-Japan Equity F Acc GBP	2.2	-6.4	IA Asia Pacific Excluding Japan
Federated Hermes Global Emerging Markets Equity F Acc GBP	-14.0	-21.8	IA Global Emerging Markets
Fidelity Asia W Acc	-8.1	-18.4	IA Asia Pacific Excluding Japan
Fidelity Asia Pacific Opportunities W Acc	-8.1	-7.8	IA Asia Pacific Excluding Japan
Fidelity Emerging Markets W Acc	-20.9	-24.5	IA Global Emerging Markets
Fidelity Global Dividend W Inc	-6.5	0.4	IA Global Equity Income
Fidelity Index Europe ex UK P Acc	-16.2	-11.0	IA Europe Excluding UK	unrated sector
Fidelity Index UK P	-4.9	1.7	IA UK All Companies	unrated sector
Fidelity Index US P	-11.9	1.7	IA North America	unrated sector
Fidelity Japan W Acc	-5.1	-3.7	IA Japan
Fidelity Strategic Bond W Inc	-14.4	-15.2	IA Sterling Strategic Bond
First Sentier Global Listed Infrastructure B Acc GBP	6.6	14.4	IA Infrastructure
FP Carmignac European Leaders A Acc	-23.3	-17.6	IA Europe Excluding UK	unrated sector
FP Foresight Global Real Infrastructure A Acc GBP	-3.9	-1.0	IA Infrastructure	unrated sector
FP Foresight UK Infrastructure Income A Acc	2.1	6.3	IA Infrastructure
FP Octopus UK Multi Cap Income S Acc GBP	-19.2	-15.9	IA UK Equity Income
FTF ClearBridge Global Infrastructure Income X Acc GBP	10.2	24.5	IA Infrastructure
FTF Franklin UK Equity Income W Acc	-3.2	3.8	IA UK Equity Income
Fundsmith Equity T Acc	-17.9	-11.2	IA Global
GAM Star Japan Leaders Inst Acc GBP	-25.3	-21.9	IA Japan
HSBC American Index C Acc	-12.1	1.5	IA North America
HSBC FTSE 250 Index C Acc	-19.9	-15.2	IA UK All Companies
IFSL Marlborough Multi Cap Income P Acc	-16.6	-9.2	IA UK Equity Income
IFSL Marlborough Special Situations P Acc	-24.6	-21.9	IA UK All Companies
Insight UK Index Linked Bond P Gr	-28.7	-23.6	IA UK Index Linked Gilts
iShares 100 UK Equity Index (UK) D Acc	-1.4	5.8	IA UK All Companies	unrated sector
iShares Asia Property Yield UCITS ETF GBP	-0.2	-2.5	IA Property Other	unrated sector
iShares Emerging Markets Equity Index (UK) D Acc	-3.8	-10.4	IA Global Emerging Markets	unrated sector
iShares Overseas Government Bond Index (UK) D Acc	-3.8	-3.4	IA Global Government Bond	unrated sector
Janus Henderson European Selected Opportunities I Acc	-16.3	-12.0	IA Europe Excluding UK
Janus Henderson European Smaller Companies I Acc	-18.9	-19.9	IA European Smaller Companies
Janus Henderson Global Sustainable Equity I Acc	-18.2	-10.4	IA Global
Janus Henderson Strategic Bond I Inc	-13.5	-13.0	IA Sterling Strategic Bond
JOHCM UK Dynamic A Acc	-3.8	1.0	IA UK All Companies
JOHCM UK Opportunities A Acc	-11.5	-10.5	IA UK All Companies
JPM Emerging Markets B Acc	-15.2	-25.5	IA Global Emerging Markets
JPM Global Bond Opportunities C Gr Acc	-9.1	-9.1	IA Sterling Strategic Bond
JPM Global Macro Opportunities C Acc	-9.4	-8.6	IA Targeted Absolute Return
JPM Natural Resources C Acc	18.3	26.6	IA Commodity/Natural Resources
Jupiter European I Acc	-23.6	-15.6	IA Europe Excluding UK
Jupiter Global Value Equity I Acc	3.1	-0.4	IA Global
Jupiter Japan Income I Acc	-15.1	-10.7	IA Japan
Jupiter Monthly Income Bond I Acc GBP	-8.5	-7.8	IA Sterling Strategic Bond
Jupiter Strategic Bond I Acc	-13.5	-12.7	IA Sterling Strategic Bond
Jupiter UK Dynamic Equity I Inc GBP	-28.2	-28.1	IA UK All Companies
Jupiter UK Mid Cap I Acc GBP	-35.4	-37.7	IA UK All Companies
Jupiter UK Smaller Companies I Acc GBP	-28.8	-27.1	IA UK Smaller Companies
Jupiter UK Specialist Equity I Acc GBP	-7.9	-9.5	IA Targeted Absolute Return
L&G All Stocks Gilt Index Trust I Acc	-14.3	-14.2	IA UK Gilts	unrated sector
L&G All Stocks Index Linked Gilt Index Trust I Acc	-25.2	-20.0	IA UK Index Linked Gilts	unrated sector
L&G Cash Trust I Acc	0.2	0.2	IA Short Term Money Market
L&G European Index Trust I Acc	-16.0	-11.0	IA Europe Excluding UK	unrated sector
L&G Global 100 Index Trust I Acc	-8.9	4.0	IA Global	unrated sector
L&G Global Health & Pharmaceuticals Index Trust I Acc	-1.8	8.7	IA Healthcare	unrated sector
L&G Global Inflation Linked Bond Index I Acc	-7.9	-4.3	IA Global Inflation Linked Bond	unrated sector
L&G Global Technology Index Trust I Acc	-25.1	-12.1	IA Technology and Technology Innovations	unrated sector
L&G Japan Index Trust I Acc	-10.8	-9.2	IA Japan	unrated sector
L&G Multi-Index 5 I Acc	-10.0	-6.7	IA Volatility Managed
L&G Short Dated Sterling Corporate Bond Index I Acc	-6.0	-7.1	IA Sterling Corporate Bond	unrated sector
L&G UK Index Trust I Acc	-4.9	1.7	IA UK All Companies	unrated sector
L&G UK Property I Acc	7.5	19.9	IA UK Direct Property	unrated sector
L&G US Index Trust I Acc	-13.8	-1.9	IA North America	unrated sector
Lazard UK Omega C Acc	-8.9	-5.0	IA UK All Companies
LF Gresham House UK Micro Cap C Acc	-25.1	-23.8	IA UK Smaller Companies
LF Gresham House UK Multi Cap Income C Acc	-8.2	-2.3	IA UK Equity Income
LF Lightman European R Acc	-2.8	0.9	IA Europe Excluding UK	unrated sector
LF Ruffer Total Return C Acc	-1.6	0.5	IA Mixed Investment 20-60% Shares
Liontrust Special Situations I Inc	-17.8	-11.0	IA UK All Companies
Liontrust Strategic Bond B Acc	-12.2	-12.5	IA Sterling Strategic Bond
Liontrust Sustainable Future Managed 2 Inc	-22.4	-17.4	IA Mixed Investment 40-85% Shares
Liontrust UK Smaller Companies I Inc	-23.5	-18.4	IA UK Smaller Companies
M&G Emerging Markets Bond I Acc GBP	-9.7	-8.7	IA Global EM Bonds - Blended
M&G Global Emerging Markets I Acc GBP	0.7	-5.0	IA Global Emerging Markets
M&G Global Macro Bond I Acc GBP	-4.0	-3.6	IA Global Mixed Bond
M&G Positive Impact R Acc	-17.5	-10.9	IA Global
Man GLG Continental European Growth C Professional	-27.4	-21.6	IA Europe Excluding UK
Man GLG Japan Core Alpha C Professional Acc	7.9	8.1	IA Japan
Man GLG Sterling Corporate Bond Professional C Acc	-14.4	n/a	IA Sterling Corporate Bond	unrated sector
MI MI Chelverton UK Equity Growth B Acc	-20.7	-17.6	IA UK All Companies
NB Corporate Hybrid Bond P Inc CHF	-14.3	-14.7	IA Sterling Corporate Bond
Ninety One Diversified Income I Acc GBP	-6.6	-6.7	IA Mixed Investment 0-35% Shares
Ninety One Global Environment I	-17.2	-9.3	IA Global	unrated sector
Ninety One Global Total Return Credit I Acc GBP	-13.7	-14.1	IA Sterling Strategic Bond
Ninety One UK Alpha I Inc GBP	-9.2	-9.6	IA UK All Companies
Ninety One UK Equity Income I Acc	-10.3	-6.1	IA UK All Companies
Ninety One UK Sustainable Equity I Acc GBP	-16.0	-14.8	IA UK All Companies
Nomura Global Dynamic Bond I GBP	-4.7	-1.9	IA Sterling Strategic Bond
PGIM Jennison Emerging Markets Equity I Acc USD	-32.2	-42.3	IA Global Emerging Markets
Premier Miton European Opportunities B Acc GBP	-29.9	-25.3	IA Europe Excluding UK
Premier Miton US Opportunities B Acc GBP	-11.5	-2.7	IA North America
R&M ES River and Mercantile European B Inc	-13.3	-7.6	IA Europe Excluding UK	unrated sector
Rathbone Global Opportunities Fund I Acc GBP	-25.5	-17.7	IA Global
Royal London International Government Bond M Inc	-7.5	-7.0	IA Global Government Bond
Royal London Short Duration Credit M Inc	-5.6	-5.7	IA Sterling Strategic Bond
Royal London Short Duration Global Index Linked M Inc	-3.4	-0.7	IA Global Inflation Linked Bond
Royal London Short Term Fixed Income M Inc	-0.2	-0.2	IA Unclassified	unrated sector
Royal London Sterling Extra Yield Bond A Inc	-5.0	-3.5	IA Sterling Strategic Bond
Royal London Sustainable Diversified Trust C Inc	-18.1	-11.9	IA Mixed Investment 20-60% Shares
Royal London Sustainable Leaders Trust C Acc	-15.9	-5.8	IA UK All Companies
Royal London UK Equity Income M Inc	-5.7	0.9	IA UK Equity Income
Schroder Asian Income Z Acc	-2.4	-1.6	IA Asia Pacific Excluding Japan
Schroder ISF Asian Total Return C Acc NAV USD	-24.5	-25.8	IA Specialist
Schroder Recovery Z Acc	-3.4	4.5	IA UK All Companies
Schroder UK Smaller Companies Z Acc	-24.5	-28.4	IA UK Smaller Companies
Slater Recovery P Acc	-14.9	-7.9	IA UK All Companies
Stewart Investors Asia Pacific Leaders Sustainability B Acc GBP	-12.4	-6.4	IA Specialist
Stewart Investors Global Emerging Markets Sustainability B GBP Acc	-13.3	-15.1	IA Specialist
Stewart Investors Worldwide Sustainability B Acc GBP	-24.2	-15.6	IA Global
SVM UK Opportunities B	-16.6	-13.4	IA UK All Companies
SVS Church House Tenax Absolute Return Strategies A Acc	-6.4	-5.9	IA Targeted Absolute Return
T. Rowe Price Global Focused Growth Equity C Acc	-21.8	-19.6	IA Global
T. Rowe Price Global Focused Growth Equity Q GBP	-23.1	-20.8	IA Global
TB Amati UK Smaller Companies B Acc	-19.8	-21.4	IA UK Smaller Companies
TB Evenlode Income B Inc	-10.2	-1.9	IA UK All Companies
TB Saracen Global Income & Growth B Acc	-5.2	1.1	IA Global Equity Income
Threadneedle High Yield Bond ZNI GBP	-13.7	-13.3	IA Sterling High Yield
Threadneedle UK Equity Income ZNI GBP	-7.1	-0.6	IA UK Equity Income
Threadneedle UK Mid 250 ZNA GBP	-26.3	-24.2	IA UK All Companies
TM CRUX European Special Situations I Acc GBP	-18.5	-15.3	IA Europe Excluding UK
Trojan O Acc	-4.0	1.5	IA Flexible Investment
Trojan Income O Acc	-15.3	-6.9	IA UK All Companies	unrated sector
TwentyFour Dynamic Bond I Net Acc GBP	-12.5	-12.8	IA Sterling Strategic Bond
Veritas Asian C GBP	-14.3	-20.0	IA Asia Pacific Excluding Japan
Veritas Global Focus B GBP	-7.8	-1.9	IA Global
VT De Lisle America B GBP	-7.4	-1.9	IA North America
VT Downing Unique Opportunities A Acc	-25.3	-21.1	IA UK All Companies	unrated sector
VT Gravis UK Infrastructure Income C Acc GBP	1.7	8.5	IA Infrastructure
VT RM Alternative Income Retail Acc GBP	-0.1	6.3	IA Infrastructure
Wellington Global Impact Bond N Hedged Acc GBP	-11.4	-11.4	IA Global Mixed Bond	unrated sector

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.