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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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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 FE AFI Balanced is still pulling ahead of the IA Mixed Investment 40-85% Shares Sector average.

Performance Chart

Selected Performances

Index	3m %	6m %	1y %	2018 %	since Nov 04 %
AFI Balanced	3.1	8.7	2.8	-6.0	171.1
FTSE UK Private Investor Balanced	3.3	9.4	6.0	-2.8	196.4
IA Mixed Investment 40-85% Shares	3.4	9.3	3.8	-6.1	156.2

AFI Balanced(134)


Constituent	6m	1y	Sector	FE Crown Rating
Aberdeen Emerging Markets Equity I Acc	12.3	13.7	IA Global Emerging Markets
Aberdeen Sterling Money Market I Acc	0.4	0.8	IA Standard Money Market
Artemis Global Emerging Markets I Acc GBP	11.4	9.1	IA Global Emerging Markets
Artemis Global Income I Inc	9.1	-4.4	IA Global Equity Income
Artemis Income I Inc	10.0	0.1	IA UK Equity Income
Artemis Strategic Bond I Quarterly Acc	5.4	4.2	IA Sterling Strategic Bond
Artemis US Equity I Acc GBP	20.1	14.0	IA North America
Artemis US Select I Acc GBP	23.6	15.2	IA North America
Baillie Gifford American B Acc	21.1	9.4	IA North America
Baillie Gifford Global Discovery B Acc	18.5	5.5	IA Global
Baillie Gifford Japanese B Acc	12.6	-0.1	IA Japan
Baillie Gifford Japanese Income Growth B Inc	11.7	2.5	IA Japan	unrated sector
Baillie Gifford Japanese Smaller Companies B Acc	6.2	-6.2	IA Japanese Smaller Companies
Baillie Gifford Pacific B Acc	15.1	2.5	IA Asia Pacific Excluding Japan
Baillie Gifford UK Equity Alpha B Acc	14.5	2.8	IA UK All Companies
BlackRock Asia D Acc	13.4	8.4	IA Asia Pacific Excluding Japan
BlackRock Cash D Acc	0.3	0.5	IA Short Term Money Market
BlackRock Corporate Bond D Acc	6.9	6.6	IA Sterling Corporate Bond
BlackRock European Dynamic D Acc	20.4	3.9	IA Europe Excluding UK
BlackRock Natural Resources Growth & Income D Acc	11.7	1.8	IA Specialist
BlackRock Sterling Strategic Bond D Acc	5.6	5.2	IA Sterling Strategic Bond	unrated sector
BlackRock UK Absolute Alpha D Acc	5.0	2.8	IA Targeted Absolute Return
BMO Property Growth & Income I Acc	4.7	0.7	IA Property Other
BMO Universal MAP Balanced C Acc	8.3	6.6	IA Volatility Managed	unrated sector
BNY Mellon Global Income Inst W Acc GBP	17.7	14.3	IA Global Equity Income
Brown Advisory Global Leaders C Acc GBP	22.5	14.1	IA Global
Commercial Long Income PAIF A Gr Acc	2.1	4.6	IA UK Direct Property	unrated sector
Fidelity Asia W Acc	14.8	7.6	IA Asia Pacific Excluding Japan
Fidelity Emerging Markets W Acc	17.2	9.1	IA Global Emerging Markets
Fidelity Index UK P	10.3	1.6	IA UK All Companies	unrated sector
Fidelity Index World P	15.5	9.7	IA Global	unrated sector
Fidelity Moneybuilder Dividend Y Inc	6.9	0.2	IA UK Equity Income
First State Global Listed Infrastructure B Acc GBP	17.7	18.6	IA Global
FP CRUX European Special Situations I Acc GBP	12.5	-0.7	IA Europe Excluding UK
Franklin UK Smaller Companies W Acc	5.1	-10.5	IA UK Smaller Companies
Freehold Income Authorised A Gr Acc	3.5	7.6	IA UK Direct Property	unrated sector
Fundsmith Equity T Acc	23.5	17.1	IA Global
GAM Star Credit Opportunities GBP Inst	6.4	5.2	IA Sterling Strategic Bond
GVQ Opportunities A Inc	8.3	-4.6	IA UK All Companies
Hermes Asia ex Japan Equity F Acc GBP	4.8	-1.6	IA Asia Pacific Excluding Japan
Invesco Asian (UK) Z Acc	7.7	3.6	IA Asia Pacific Excluding Japan
Invesco Global Targeted Income (UK) Z Acc	2.7	0.0	IA Targeted Absolute Return	unrated sector
Invesco Hong Kong & China (UK) Z Acc	14.4	2.8	IA China/Greater China
Invesco Income (UK) Z Acc	-0.1	-6.9	IA UK All Companies
Investec Cautious Managed I Acc GBP	1.6	-2.1	IA Mixed Investment 20-60% Shares
Investec Diversified Income I Acc GBP	2.7	3.6	IA Mixed Investment 0-35% Shares
Investec UK Alpha I Inc GBP	12.0	0.4	IA UK All Companies
Investec UK Special Situations I Acc GBP	5.9	-0.9	IA UK All Companies
Janus Henderson Emerging Markets Opportunities I Acc	8.9	5.1	IA Global Emerging Markets
Janus Henderson European Selected Opportunities I Acc	15.2	4.7	IA Europe Excluding UK
Janus Henderson Strategic Bond I Inc	7.2	7.6	IA Sterling Strategic Bond
Janus Henderson UK Property PAIF I Acc	1.5	3.1	IA UK Direct Property	unrated sector
JOHCM Japan A GBP	4.2	-5.1	IA Japan
JOHCM UK Dynamic A Acc	6.8	-2.7	IA UK All Companies
JPM Emerging Markets B Acc	19.0	13.6	IA Global Emerging Markets
JPM Europe Dynamic Ex UK C Acc	13.2	-0.5	IA Europe Excluding UK
JPM Global Macro Opportunities C Acc	4.7	4.9	IA Targeted Absolute Return
JPM Natural Resources C Acc	13.9	4.2	IA Specialist
JPM Sterling Corporate Bond C Gr Acc	8.0	6.6	IA Sterling Corporate Bond
Jupiter Absolute Return I Acc	-3.1	-3.6	IA Targeted Absolute Return
Jupiter European I Acc	14.7	5.6	IA Europe Excluding UK
Jupiter Global Emerging Markets I Acc	8.7	-3.0	IA Global Emerging Markets
Jupiter India I Acc	2.3	-5.1	IA Specialist
Jupiter Strategic Bond I Acc	6.0	6.5	IA Sterling Strategic Bond
Jupiter UK Growth I Acc	5.0	-9.7	IA UK All Companies
Jupiter UK Smaller Companies I Acc	7.6	-7.2	IA UK Smaller Companies
Jupiter UK Special Situations I Acc	3.8	-2.6	IA UK All Companies
L&G Cash Trust I Acc	0.3	0.7	IA Short Term Money Market
L&G Short Dated Sterling Corporate Bond Index I Acc	3.6	3.7	IA Sterling Corporate Bond	unrated sector
L&G UK Property Feeder I Acc	1.4	2.9	IA UK Direct Property	unrated sector
L&G US Index Trust I Acc	17.9	13.4	IA North America	unrated sector
Lazard Global Listed Infrastructure Equity BP Acc USD	6.4	0.9	IA Global	unrated sector
Lazard UK Omega C Acc	8.3	-3.6	IA UK All Companies
Legg Mason IF Japan Equity X	18.9	-4.4	IA Japan
LF Lindsell Train UK Equity Acc	21.3	12.7	IA UK All Companies
LF Miton UK Multi Cap Income B Inst Acc	2.9	-5.1	IA UK Equity Income
LF Miton US Opportunities B Acc	16.2	10.8	IA North America
LF Morant Wright Japan B Acc	2.3	-1.9	IA Japan
LF Morant Wright Nippon Yield B Acc	2.9	-2.4	IA Japan
LF Odey Absolute Return Inst Acc GBP	-9.4	-10.7	IA Targeted Absolute Return
LF Woodford Equity Income C Acc GBP	-15.3	-21.2	IA UK All Companies
Liontrust Special Situations I Inc	12.3	4.5	IA UK All Companies
Liontrust UK Smaller Companies I Inc	11.9	0.4	IA UK Smaller Companies
M&G Emerging Markets Bond I Acc GBP	12.9	16.1	IA Global Emerging Markets Bond
M&G Global Dividend I Acc GBP	10.8	6.5	IA Global
M&G Global Macro Bond I Acc GBP	6.8	9.6	IA Global Bonds
M&G Optimal Income Inst Acc GBP	4.6	4.0	IA Sterling Strategic Bond
M&G Property Portfolio I Acc GBP	-1.0	0.3	IA UK Direct Property	unrated sector
M&G Short Dated Corporate Bond I GBP	3.4	2.9	IA Sterling Corporate Bond
Man GLG Continental European Growth C Professional	17.8	-0.6	IA Europe Excluding UK
Man GLG Undervalued Assets Professional C Acc	4.5	-3.3	IA UK All Companies
Marlborough Global Bond P Inc	8.2	8.5	IA Global Bonds
Marlborough Multi Cap Income P Acc	7.2	-1.9	IA UK Equity Income
Marlborough Special Situations P Acc	3.2	-9.8	IA UK Smaller Companies
Matthews Pacific Tiger I Acc GBP	7.0	5.9	IA Asia Pacific Excluding Japan
Merian Asia Pacific R Acc	10.9	0.6	IA Asia Pacific Excluding Japan
Merian Global Equity Absolute Return R Hedged Acc GBP	-4.0	-8.7	IA Targeted Absolute Return
Merian North American Equity R Acc GBP	12.1	4.9	IA North America
Merian UK Mid Cap R Acc GBP	5.6	-13.4	IA UK All Companies
Merian UK Smaller Companies R Acc GBP	8.1	-9.0	IA UK Smaller Companies
Polar Capital Global Convertible I Acc GBP	9.3	6.2	IA Specialist
Polar Capital Healthcare Opportunities I GBP	7.3	7.7	IA Specialist
Polar Capital UK Absolute Equity I GBP	12.1	-2.7	IA Targeted Absolute Return
Premier Defensive Growth C Inc	-2.8	-1.9	IA Targeted Absolute Return
Premier Pan European Property Share C Acc	4.1	-0.5	IA Property Other
Rathbone Strategic Bond Inst Acc	3.7	3.5	IA Sterling Strategic Bond
Royal London Short Duration Gilts M Inc	0.9	1.3	IA UK Gilts
Royal London Short Duration Global Index Linked M Inc	4.1	3.8	IA Global Bonds	unrated sector
Royal London Sterling Extra Yield Bond A Inc	5.8	5.8	IA Sterling Strategic Bond	unrated sector
Royal London UK Equity Income M Inc	8.7	0.7	IA UK Equity Income
Sarasin Food & Agriculture Opportunities P Acc	9.7	8.4	IA Specialist
Schroder Asian Alpha Plus Z Acc	12.9	5.5	IA Asia Pacific Excluding Japan
Schroder Asian Income Z Acc	13.6	10.5	IA Asia Pacific Excluding Japan
Schroder European Alpha Income Z Acc	10.3	-4.5	IA Europe Excluding UK
Schroder Income Z Acc	1.0	-2.5	IA UK Equity Income
Schroder Recovery Z Acc	1.3	-2.4	IA UK All Companies
Schroder US Mid Cap Z Acc	13.1	7.2	IA North America
Standard Life Investments Global Equity Unconstrained Ret Platform 1 Acc	19.0	6.9	IA Global
Standard Life Investments Global Index Linked Bond Ret Platform 1 Acc	7.9	5.8	IA Global Bonds
Standard Life Investments UK Equity Income Unconstrained Ret Platform 1 Acc	1.7	-7.4	IA UK Equity Income
Standard Life Investments UK Real Estate Income Feeder Platform 1 Inc	-0.1	1.5	IA UK Direct Property	unrated sector
Standard Life Investments UK Smaller Companies Ret Platform 1 Acc	12.1	-3.2	IA UK Smaller Companies
Stewart Investors Asia Pacific Leaders B Acc GBP	6.9	5.0	IA Specialist
Stewart Investors Global Emerging Markets Sustainability B GBP Acc	10.0	5.8	IA Specialist
Stewart Investors Worldwide Sustainability B Acc GBP	11.6	6.1	IA Global
TB Evenlode Income B Inc	17.9	13.0	IA UK All Companies
Templeton Global Bond W H1 MDis GBP	2.2	4.3	IA Global Bonds
Threadneedle European Select ZNA GBP	21.2	7.5	IA Europe Excluding UK
Threadneedle UK Property Authorised Investment INI GBP	0.8	-4.3	IA UK Direct Property	unrated sector
TwentyFour Dynamic Bond I Net Acc GBP	4.9	4.5	IA Sterling Strategic Bond
Vanguard Global Emerging Markets A Acc	12.1	12.4	IA Global Emerging Markets	unrated sector
Vanguard US Equity Index A	17.6	11.5	IA North America	unrated sector
Veritas Asian C GBP	16.2	3.2	IA Asia Pacific Excluding Japan
Veritas Global Focus B GBP	17.0	13.9	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.