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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 % 2021 % since Nov 04 %
AFI Balanced -0.5 0.6 5.8 9.9 217.7
FTSE UK Private Investor Balanced 1.1 2.9 8.3 11.4 254.7
IA Mixed Investment 40-85% Shares 0.4 2.1 7.0 10.9 199.4
Constituent 6m 1y Sector  FE fundinfo Crown Rating  
Aegon Strategic Bond B Acc-0.40.7 IA Sterling Strategic Bond5add to basket
Allianz Strategic Bond C-6.1-9.1 IA Sterling Strategic Bond4add to basket
Artemis Income I Inc9.416.6 IA UK Equity Income3add to basket
Artemis UK Smaller Companies I Acc3.426.9 IA UK Smaller Companies1add to basket
Artemis US Extended Alpha I Acc GBP5.914.5 IA North America3add to basket
Artemis US Select I Acc GBP0.010.1 IA North America3add to basket
Artemis US Smaller Companies I Acc GBP-1.00.0 IA North American Smaller Companies3add to basket
ASI Europe ex UK Ethical Equity Platform 1 Acc GBP-2.56.6 IA Europe Excluding UK3add to basket
ASI Sterling Money Market I Acc0.00.0 IA Standard Money Market4add to basket
AXA Framlington American Growth Z Acc3.416.1 IA North America4add to basket
AXA Framlington Global Technology Z Acc1.69.6 IA Technology & Telecommunications3add to basket
Baillie Gifford American B Acc-24.0-24.9 IA North America3add to basket
Baillie Gifford China B Acc-18.3-27.0 IA China/Greater China4add to basket
Baillie Gifford Emerging Markets Leading Companies B Acc-7.9-14.1 IA Global Emerging Markets4add to basket
Baillie Gifford Global Discovery B Acc-26.5-37.0 IA Global5add to basket
Baillie Gifford High Yield Bond B Inc-0.91.3 IA Sterling High Yield1add to basket
Baillie Gifford Japanese B Acc-3.0-4.5 IA Japan3add to basket
Baillie Gifford Japanese Income Growth B Inc-0.8-3.4 IA Japan2add to basket
Baillie Gifford Japanese Smaller Companies B Acc-19.3-24.1 IA Japanese Smaller Companies1add to basket
Baillie Gifford Managed B Acc-9.2-6.3 IA Mixed Investment 40-85% Shares5add to basket
Baillie Gifford Pacific B Acc-5.6-4.9 IA Asia Pacific Excluding Japan5add to basket
Baillie Gifford Positive Change B Acc-9.6-8.2 IA Global5add to basket
Baillie Gifford UK Equity Alpha B Acc-10.7-11.8 IA UK All Companies4add to basket
BlackRock Asia D Acc-6.0-8.9 IA Asia Pacific Excluding Japan3add to basket
BlackRock Corporate Bond D Acc-2.2-2.7 IA Sterling Corporate Bond4add to basket
BlackRock Corporate Bond 1 to 10 Year D-2.1-2.5 IA Sterling Corporate Bondunrated sectoradd to basket
BlackRock UK D Acc-4.73.3 IA UK All Companies5add to basket
BMO Property Growth & Income I Acc5.218.9 IA Property Other4add to basket
BMO Universal MAP Balanced C Acc1.57.9 IA Volatility Managed5add to basket
BNY Mellon Global Emerging Markets Inst W Acc-4.3-9.9 IA Global Emerging Markets5add to basket
BNY Mellon Global Income Inst W Acc GBP8.414.8 IA Global Equity Income1add to basket
BNY Mellon Inflation Linked Corporate Bond Institutional W Acc3.36.5 IA Sterling Strategic Bond1add to basket
BNY Mellon Real Return Inst W Acc1.34.8 IA Targeted Absolute Return4add to basket
Brown Advisory Global Leaders B Acc USD1.910.3 IA Global4add to basket
Brown Advisory US Smaller Companies B Acc USD-6.9-4.7 IA North American Smaller Companies4add to basket
Carmignac Portfolio Emergents FW GBP Acc-16.4-24.2 IA Global Emerging Markets5add to basket
CFP SDL UK Buffettology General Inc-7.22.4 IA UK All Companies5add to basket
Cloud Computing UCITS ETF A USD-6.7-0.6 IA Specialistunrated sectoradd to basket
Dodge & Cox US Stock Acc GBP12.727.7 IA North America1add to basket
ES R&M Global Recovery B Inc2.712.7 IA Global1add to basket
Federated Hermes Asia ex Japan Equity F Acc GBP-2.31.5 IA Asia Pacific Excluding Japan1add to basket
Federated Hermes Global Emerging Markets F Acc GBP-6.1-11.5 IA Global Emerging Markets3add to basket
Fidelity Asia W Acc-8.9-13.3 IA Asia Pacific Excluding Japan3add to basket
Fidelity Asia Pacific Opportunities W Acc-1.43.0 IA Asia Pacific Excluding Japan5add to basket
Fidelity Emerging Markets W Acc-4.4-6.3 IA Global Emerging Markets4add to basket
Fidelity Global Dividend W Inc4.38.5 IA Global Equity Income2add to basket
Fidelity Index Europe ex UK P Acc2.712.6 IA Europe Excluding UKunrated sectoradd to basket
Fidelity Index US P7.923.3 IA North Americaunrated sectoradd to basket
Fidelity Japan W Acc2.96.7 IA Japan5add to basket
Fidelity Strategic Bond W Inc-3.2-2.4 IA Sterling Strategic Bond4add to basket
First Sentier Global Listed Infrastructure B Acc GBP2.08.4 IA Infrastructureunrated sectoradd to basket
FP Carmignac European Leaders B Acc-4.42.8 IA Europe Excluding UKunrated sectoradd to basket
FP Foresight Global Real Infrastructure A Acc GBP-1.6-9.7 IA Infrastructureunrated sectoradd to basket
FP Foresight UK Infrastructure Income A Acc2.84.5 IA Infrastructureunrated sectoradd to basket
FTF ClearBridge Global Infrastructure Income X Acc GBP8.19.3 IA Infrastructureunrated sectoradd to basket
FTF Franklin UK Equity Income W Acc8.317.2 IA UK Equity Income3add to basket
FTF Franklin UK Managers Focus W Acc4.114.3 IA UK All Companies3add to basket
Fundsmith Equity T Acc-4.212.8 IA Global5add to basket
GAM Star Japan Leaders Inst Acc GBP-6.4-14.8 IA Japan4add to basket
GVQ UK Focus I Inc9.524.7 IA UK All Companies2add to basket
HSBC American Index C Acc7.122.7 IA North Americaunrated sectoradd to basket
HSBC FTSE 250 Index C Acc1.111.5 IA UK All Companiesunrated sectoradd to basket
IFSL Marlborough Global Bond P Inc-1.4-3.2 IA Global Mixed Bond1add to basket
IFSL Marlborough Multi Cap Income P Acc4.317.0 IA UK Equity Income3add to basket
IFSL Marlborough Special Situations P Acc-1.413.7 IA UK All Companiesunrated sectoradd to basket
iShares Asia Property Yield UCITS ETF GBP-5.81.2 IA Property Otherunrated sectoradd to basket
iShares Corporate Bond Index (UK) D Acc-2.6-3.7 IA Sterling Corporate Bondunrated sectoradd to basket
iShares Emerging Markets Equity Index (UK) D Acc-3.4-4.6 IA Global Emerging Marketsunrated sectoradd to basket
iShares North American Equity Index (UK) D Acc6.821.2 IA North Americaunrated sectoradd to basket
iShares Overseas Government Bond Index (UK) D Acc-2.4-6.5 IA Global Government Bondunrated sectoradd to basket
iShares US Equity Index (UK) D Acc6.621.0 IA North Americaunrated sectoradd to basket
Janus Henderson European Selected Opportunities I Acc4.213.3 IA Europe Excluding UK3add to basket
Janus Henderson European Smaller Companies I Acc-1.78.9 IA European Smaller Companies3add to basket
Janus Henderson Global Sustainable Equity I Acc2.26.4 IA Global5add to basket
Janus Henderson Strategic Bond I Inc-1.2-0.3 IA Sterling Strategic Bond4add to basket
Janus Henderson UK Property PAIF I Acc8.611.7 IA UK Direct Propertyunrated sectoradd to basket
Janus Henderson UK Responsible Income I Inc2.511.8 IA UK Equity Income3add to basket
JOHCM UK Dynamic A Acc10.724.1 IA UK All Companies1add to basket
JOHCM UK Opportunities A Acc-1.16.6 IA UK All Companies5add to basket
JPM Asia Growth C Acc-9.3-14.0 IA Asia Pacific Excluding Japan5add to basket
JPM Emerging Markets B Acc-11.4-16.0 IA Global Emerging Markets4add to basket
JPM Global Macro Opportunities C Acc-1.91.6 IA Targeted Absolute Return5add to basket
JPM Natural Resources C Acc16.725.5 IA Commodity/Natural Resourcesunrated sectoradd to basket
Jupiter European I Acc-1.59.5 IA Europe Excluding UK3add to basket
Jupiter Global Value Equity I Acc1.615.6 IA Global1add to basket
Jupiter Gold And Silver I Acc GBP-6.4-10.0 IA Specialist3add to basket
Jupiter Japan Income I Acc1.42.6 IA Japan3add to basket
Jupiter Strategic Bond I Acc-0.70.9 IA Sterling Strategic Bond3add to basket
Jupiter UK Dynamic Equity I Inc GBP-3.01.3 IA UK All Companies3add to basket
Jupiter UK Mid Cap I Acc GBP-10.9-4.2 IA UK All Companies3add to basket
Jupiter UK Smaller Companies I Acc GBP-2.49.5 IA UK Smaller Companies2add to basket
Jupiter UK Specialist Equity I Acc GBP-1.5-3.5 IA Targeted Absolute Return3add to basket
L&G All Stocks Index Linked Gilt Index Trust I Acc2.75.5 IA UK Index Linked Giltsunrated sectoradd to basket
L&G Cash Trust I Acc0.0-0.1 IA Short Term Money Market2add to basket
L&G European Index Trust I Acc2.512.1 IA Europe Excluding UKunrated sectoradd to basket
L&G Global 100 Index Trust I Acc8.123.4 IA Globalunrated sectoradd to basket
L&G Global Inflation Linked Bond Index I Acc0.53.3 IA Global Inflation Linked Bondunrated sectoradd to basket
L&G Global Technology Index Trust I Acc6.423.8 IA Technology & Telecommunicationsunrated sectoradd to basket
L&G Multi-Index 5 I Acc1.45.8 IA Volatility Managed5add to basket
L&G Short Dated Sterling Corporate Bond Index I Acc-1.4-1.3 IA Sterling Corporate Bondunrated sectoradd to basket
L&G Sterling Corporate Bond Index I Acc-2.7-4.6 IA Sterling Corporate Bondunrated sectoradd to basket
L&G UK Index Trust I Acc7.815.9 IA UK All Companiesunrated sectoradd to basket
L&G US Index Trust I Acc6.120.7 IA North Americaunrated sectoradd to basket
Lazard UK Omega C Acc8.516.2 IA UK All Companies2add to basket
LF Gresham House UK Micro Cap C Acc3.119.9 IA UK Smaller Companies4add to basket
LF Gresham House UK Multi Cap Income C Acc3.723.3 IA UK Equity Income5add to basket
LF Lightman European R Acc13.222.0 IA Europe Excluding UKunrated sectoradd to basket
Liontrust Special Situations I Inc3.816.2 IA UK All Companies5add to basket
Liontrust Sustainable Future Managed 2 Inc-2.04.5 IA Mixed Investment 40-85% Shares5add to basket
Liontrust UK Smaller Companies I Inc2.219.7 IA UK Smaller Companies4add to basket
M&G Emerging Markets Bond I Acc GBP-4.5-4.9 IA Global EM Bonds - Blended2add to basket
M&G Global Emerging Markets I Acc GBP-0.42.0 IA Global Emerging Markets2add to basket
M&G Global Listed Infrastructure I Acc1.811.8 IA Infrastructureunrated sectoradd to basket
M&G Global Macro Bond I Acc GBP-3.1-5.4 IA Global Mixed Bond3add to basket
M&G North American Dividend I Acc GBP6.220.9 IA North America2add to basket
Man GLG Continental European Growth C Professional-5.51.1 IA Europe Excluding UK4add to basket
Man GLG Income C Professional Acc8.017.1 IA UK Equity Income2add to basket
Man GLG Japan Core Alpha C Professional Acc5.818.2 IA Japan1add to basket
MI Chelverton UK Equity Growth B Acc2.622.9 IA UK All Companies5add to basket
Morgan Stanley US Advantage I Acc GBP-21.8-18.8 IA North America4add to basket
Ninety One Diversified Income I Acc GBP-1.7-0.7 IA Mixed Investment 0-35% Shares2add to basket
Ninety One Emerging Markets Equity I Acc-6.0-6.6 IA Global Emerging Markets3add to basket
Ninety One Global Gold I Acc GBP-4.9-12.7 IA Specialist3add to basket
Ninety One Global Total Return Credit I Acc GBP-1.50.4 IA Sterling Strategic Bond3add to basket
Ninety One UK Alpha I Inc GBP0.76.6 IA UK All Companies3add to basket
Ninety One UK Sustainable Equity I Acc GBP-2.93.7 IA UK All Companiesunrated sectoradd to basket
Nomura Global Dynamic Bond I USD-0.30.9 IA Sterling Strategic Bond5add to basket
PGIM Jennison Emerging Markets Equity I Acc USD-17.3-18.0 IA Global Emerging Markets5add to basket
Polar Capital Global Convertible I Acc GBP-3.6-9.7 IA Specialist Bond3add to basket
Premier Miton European Opportunities B Acc GBP-7.13.5 IA Europe Excluding UK5add to basket
Premier Miton US Opportunities B Acc GBP7.016.3 IA North America3add to basket
R&M ES River and Mercantile European B Inc3.517.4 IA Europe Excluding UKunrated sectoradd to basket
Rathbone Ethical Bond Fund I Acc GBP-2.1-1.1 IA Sterling Corporate Bond5add to basket
Rathbone Global Opportunities Fund I Acc GBP-1.09.3 IA Global4add to basket
Royal London Corporate Bond M Acc-1.20.1 IA Sterling Corporate Bond5add to basket
Royal London Global Bond Opportunities Z Inc1.55.9 IA Sterling Strategic Bond4add to basket
Royal London International Government Bond M Inc-1.3-1.9 IA Global Government Bond5add to basket
Royal London Short Duration Credit M Inc-0.50.7 IA Sterling Strategic Bond3add to basket
Royal London Short Duration Gilts M Inc-1.0-1.6 IA UK Gilts2add to basket
Royal London Short Duration Global Index Linked M Inc1.03.3 IA Global Inflation Linked Bond2add to basket
Royal London Short Term Money Market Y Acc0.00.0 IA Short Term Money Market3add to basket
Royal London Sterling Extra Yield Bond A Inc1.16.5 IA Sterling Strategic Bond4add to basket
Royal London Sustainable Diversified Trust C Inc1.16.3 IA Mixed Investment 20-60% Shares5add to basket
Royal London Sustainable Leaders Trust C Acc3.714.8 IA UK All Companies5add to basket
Royal London UK Equity Income M Inc7.319.1 IA UK Equity Income3add to basket
Sanlam Artificial Intelligence B Acc0.74.3 IA Specialist3add to basket
Sarasin Food & Agriculture Opportunities P Acc-4.60.6 IA Specialist5add to basket
Schroder Asian Alpha Plus Z Acc-4.7-6.6 IA Asia Pacific Excluding Japan4add to basket
Schroder Asian Income Z Acc2.52.9 IA Asia Pacific Excluding Japan2add to basket
Schroder ISF Asian Total Return C Acc NAV USD2.0-2.6 IA Specialist3add to basket
Schroder Recovery Z Acc18.030.6 IA UK All Companies1add to basket
Slater Recovery P Acc6.027.0 IA UK All Companies5add to basket
Stewart Investors Asia Pacific Leaders Sustainability B Acc GBP3.55.5 IA Specialist4add to basket
Stewart Investors Global Emerging Markets Sustainability B GBP Acc-5.4-3.9 IA Specialist3add to basket
Stewart Investors Indian Subcontinent Sustainability B Acc GBP14.231.7 IA India/Indian Subcontinentunrated sectoradd to basket
Stewart Investors Worldwide Sustainab. B Acc GBP-1.24.6 IA Global3add to basket
SVM UK Opportunities B4.821.1 IA UK All Companies2add to basket
SVS Church House Tenax Absolute Return Strategies A Acc-0.10.8 IA Targeted Absolute Return3add to basket
T. Rowe Price Global Focused Growth Equity Q GBP-0.72.0 IA Global5add to basket
T. Rowe Price Global Focused Growth Equity C Acc-2.72.5 IA Global5add to basket
TB Amati UK Smaller Companies B Acc-4.73.9 IA UK Smaller Companies3add to basket
TB Evenlode Income B Inc3.213.2 IA UK All Companies5add to basket
TB Saracen Global Income & Growth B Acc9.022.2 IA Global Equity Income1add to basket
Threadneedle High Yield Bond ZNI GBP-0.22.2 IA Sterling High Yield2add to basket
Threadneedle UK Equity Income ZNI GBP7.716.4 IA UK Equity Income3add to basket
Threadneedle UK Mid 250 ZNA GBP-0.99.8 IA UK All Companies3add to basket
TM CRUX European Special Situations I Acc GBP-0.18.0 IA Europe Excluding UK1add to basket
Trojan Income O Acc2.19.1 IA UK Equity Income4add to basket
TwentyFour Corporate Bond I Acc GBP-2.4-2.0 IA Sterling Corporate Bond4add to basket
TwentyFour Dynamic Bond I Net Acc GBP-1.41.2 IA Sterling Strategic Bond4add to basket
Vanguard Emerging Markets Stock Index Acc GBP-4.7-6.6 IA Global Emerging Marketsunrated sectoradd to basket
Vanguard FTSE Developed Europe ex-UK Equity Index Acc GBP2.312.2 IA Europe Excluding UKunrated sectoradd to basket
Vanguard FTSE U.K. All Share Index Unit Trust A Acc GBP8.216.4 IA UK All Companiesunrated sectoradd to basket
Vanguard Global Credit Bond Inv Hedged Acc GBP-2.7-1.7 IA Global Corporate Bond5add to basket
Vanguard Japan Stock Index Institutional Acc GBP1.8-0.6 IA Japanunrated sectoradd to basket
Vanguard LifeStrategy 20% Equity A Gross Acc GBP-0.40.7 IA Mixed Investment 0-35% Shares5add to basket
Vanguard Pacific ex-Japan Stock Index Institutional Acc GBP-2.91.6 IA Asia Pacific Excluding Japanunrated sectoradd to basket
Vanguard UK Government Bond Index Acc GBP-3.6-6.7 IA UK Giltsunrated sectoradd to basket
Vanguard US Equity Index Acc GBP7.319.8 IA North Americaunrated sectoradd to basket
Vanguard US Government Bond Index Institutional Acc USD-2.4-3.1 IA USD Government Bondunrated sectoradd to basket
Veritas Asian C GBP-6.5-8.3 IA Asia Pacific Excluding Japan5add to basket
Veritas Global Focus B GBP2.211.6 IA Global3add to basket
VT Downing Unique Opportunities A Acc-1.914.5 IA UK All Companiesunrated sectoradd to basket
VT Gravis Clean Energy Income C Acc GBP-1.2-5.8 IA Infrastructureunrated sectoradd to basket
VT Gravis UK Infrastructure Income C Acc GBP3.610.0 IA Infrastructureunrated sectoradd to basket
VT RM Alternative Income Retail Acc GBP4.612.0 IA Infrastructureunrated sectoradd 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.

AFI Data

Aggressive Adviser Fund Index - FE Balanced Adviser Fund Index - FE Cautious Adviser Fund Index - FE
Index Value Week
AFI Balanced 317.7 -0.4%
UK Private Investor Balanced 5,052.7 -0.8%
IA Mixed Investment 40-85% Shares 825.4 -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.

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