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FE Adviser Fund Index: AFI Balanced

Although less pronounced, the FE AFI Balanced is still pulling ahead of the APCIMS Balanced and the IA Balanced Managed Sector average.

FE AFI Performance Chart
Index 3m % 6m % 1y % 2017 % since Nov 04 %
AFI Balanced -4.8 -3.6 -0.9 11.5 150.9
FTSE UK Private Investor Balanced -3.1 -0.8 2.1 9.7 172.4
IA Mixed Investment 40-85% Shares -4.6 -3.2 -0.9 10.0 135.8
Constituent 6m 1y Sector  FE Crown Rating  
Aberforth UK Small Companies-13.7-6.2 IA UK Smaller Companies1add to basket
Artemis Global Income I Inc-6.5-1.3 IA Global Equity Income2add to basket
Artemis Strategic Bond I Quarterly Acc-1.4-0.7 IA Sterling Strategic Bond4add to basket
Artemis US Equity I Acc GBP5.111.7 IA North America4add to basket
Baillie Gifford American B Acc2.524.6 IA North America4add to basket
Baillie Gifford Japanese B Acc-9.1-2.5 IA Japan5add to basket
Baillie Gifford Japanese Smaller Companies B Acc-4.613.5 IA Japanese Smaller Companies4add to basket
Baillie Gifford Pacific B Acc-10.0-10.0 IA Asia Pacific Excluding Japan4add to basket
BlackRock Cash D Acc0.20.3 IA Short Term Money Market2add to basket
BlackRock Corporate Bond D Acc0.20.2 IA Sterling Corporate Bond5add to basket
BlackRock European Dynamic D Acc-9.0-7.8 IA Europe Excluding UK5add to basket
BlackRock Natural Resources Growth & Income D Acc-8.60.4 IA Specialist2add to basket
BlackRock Sterling Strategic Bond D Acc-1.1-0.5 IA Sterling Strategic Bondunrated sectoradd to basket
BlackRock UK Absolute Alpha D Acc-3.5-4.2 IA Targeted Absolute Return3add to basket
BMO Property Growth & Income I Acc-1.72.2 IA Property Other4add to basket
BMO UK Property 2 Inc1.84.6 IA UK Direct Propertyunrated sectoradd to basket
Fidelity Asia W Acc-11.7-9.4 IA Asia Pacific Excluding Japan5add to basket
Fidelity Emerging Markets W Acc-13.6-13.4 IA Global Emerging Markets4add to basket
Fidelity Global Dividend W Acc5.35.0 IA Global Equity Income2add to basket
Fidelity Index UK P-7.7-1.4 IA UK All Companiesunrated sectoradd to basket
Fidelity Index World P1.65.2 IA Globalunrated sectoradd to basket
Fidelity Moneybuilder Dividend Y Inc-5.0-1.7 IA UK Equity Income1add to basket
Fidelity Special Situations W Acc-10.7-2.9 IA UK All Companies4add to basket
First State Global Listed Infrastructure B Acc GBP4.80.1 IA Global5add to basket
FP CRUX European Special Situations I Acc GBP-8.6-9.2 IA Europe Excluding UK5add to basket
Franklin UK Smaller Companies W Acc-10.8-2.1 IA UK Smaller Companies2add to basket
Fundsmith Equity T Acc6.89.8 IA Global5add to basket
GAM Star Credit Opportunities GBP Inst-3.4-3.8 IA Sterling Strategic Bond5add to basket
GVQ UK Focus I Inc-11.5-5.4 IA UK All Companies1add to basket
Hermes Asia ex Japan Equity F Acc GBP-8.5-7.6 IA Asia Pacific Excluding Japan4add to basket
Invesco Asian (UK) Z Acc-9.3-8.4 IA Asia Pacific Excluding Japan5add to basket
Invesco Global Smaller Companies (UK) Z Acc-7.3-4.0 IA Global2add to basket
Invesco Global Targeted Income (UK) Z Acc-3.4-5.1 IA Targeted Absolute Returnunrated sectoradd to basket
Invesco Income (UK) Z Acc-7.8-6.7 IA UK All Companies1add to basket
Investec UK Alpha I Inc GBP-7.1-2.1 IA UK All Companies4add to basket
Investec UK Special Situations I Acc GBP-8.0-2.2 IA UK All Companies1add to basket
Janus Henderson Emerging Markets Opportunities I Acc-6.8-6.8 IA Global Emerging Markets3add to basket
Janus Henderson European Selected Opportunities I Acc-5.9-5.8 IA Europe Excluding UK2add to basket
Janus Henderson UK Property PAIF I Acc1.86.7 IA UK Direct Propertyunrated sectoradd to basket
JOHCM Japan A GBP-10.0-6.0 IA Japan3add to basket
JOHCM UK Dynamic A Acc-9.4-1.0 IA UK All Companies4add to basket
JOHCM UK Opportunities A Acc-1.01.1 IA Specialist3add to basket
JPM Emerging Markets B Acc-7.7-8.9 IA Global Emerging Markets5add to basket
JPM Europe Dynamic Ex UK C Acc-9.9-10.4 IA Europe Excluding UK4add to basket
JPM Global Macro Opportunities C Acc-4.6-2.7 IA Targeted Absolute Return3add to basket
JPM Sterling Corporate Bond C Gr Acc-0.6-1.1 IA Sterling Corporate Bond3add to basket
Jupiter Absolute Return I Acc-3.4-2.7 IA Targeted Absolute Return3add to basket
Jupiter India I Acc-11.0-19.8 IA Specialist3add to basket
Jupiter International Financials I Acc-7.00.9 IA Specialist4add to basket
Jupiter Strategic Bond I Acc-0.3-1.8 IA Sterling Strategic Bond2add to basket
Jupiter UK Smaller Companies I Acc-7.55.6 IA UK Smaller Companies5add to basket
Jupiter UK Special Situations I Acc-6.60.8 IA UK All Companies4add to basket
Kames Property Income B Gr Acc1.44.7 IA UK Direct Propertyunrated sectoradd to basket
L&G Japan Index Trust I Acc-6.0-2.8 IA Japanunrated sectoradd to basket
L&G Short Dated Sterling Corporate Bond Index I Acc0.30.4 IA Sterling Corporate Bondunrated sectoradd to basket
L&G US Index Trust I Acc5.910.0 IA North Americaunrated sectoradd to basket
Lazard UK Omega C Acc-11.2-4.3 IA UK All Companies2add to basket
Legg Mason IF Japan Equity X-13.91.7 IA Japan5add to basket
LF Lindsell Train UK Equity Acc-1.64.5 IA UK All Companies5add to basket
LF Miton UK Multi Cap Income B Inst Acc-7.7-2.4 IA UK Equity Income5add to basket
LF Miton US Opportunities B Acc4.912.5 IA North America4add to basket
LF Morant Wright Nippon Yield B Acc-8.3-3.7 IA Japan4add to basket
LF Odey Absolute Return Inst Acc GBP-1.60.0 IA Targeted Absolute Return1add to basket
LF Woodford Equity Income C Acc GBP-8.2-11.2 IA UK All Companies1add to basket
Liontrust Special Situations I Inc-3.15.4 IA UK All Companies5add to basket
M&G Global Dividend I Acc GBP0.86.9 IA Global2add to basket
M&G Global Macro Bond I Acc GBP3.10.4 IA Global Bonds3add to basket
M&G Optimal Income Inst Acc GBP-2.3-1.6 IA Sterling Strategic Bond2add to basket
M&G Property Portfolio I Acc GBP2.56.0 IA UK Direct Propertyunrated sectoradd to basket
Man GLG Continental European Growth C Professional-10.2-4.4 IA Europe Excluding UK5add to basket
Marlborough Multi Cap Income P Acc-8.8-4.6 IA UK Equity Income1add to basket
Marlborough Special Situations P Acc-8.5-2.5 IA UK Smaller Companies4add to basket
Matthews Asia Pacific Tiger I Acc GBP-4.1-3.4 IA Asia Pacific Excluding Japan3add to basket
Merian Asia Pacific R Acc-12.3-10.2 IA Asia Pacific Excluding Japan5add to basket
Merian Global Equity Absolute Return R Hedged Acc GBP-5.3-6.5 IA Targeted Absolute Return2add to basket
Merian North American Equity R Acc GBP1.45.1 IA North America3add to basket
Merian UK Mid Cap R Acc GBP-14.0-8.2 IA UK All Companies4add to basket
Merian UK Smaller Companies R Acc GBP-10.1-4.8 IA UK Smaller Companies3add to basket
MI Thornbridge Global Opportunities C Acc NAV-5.5-2.9 IA Global4add to basket
Neptune UK Mid Cap C Acc GBP-12.7-12.8 IA UK All Companies1add to basket
Newton Global Income Inst W Acc GBP6.76.4 IA Global Equity Income4add to basket
Royal London Short Duration Gilts M Inc0.60.2 IA UK Gilts1add to basket
Royal London Sterling Extra Yield Bond A Inc2.24.0 IA Sterling Strategic Bond5add to basket
Royal London UK Equity Income M Inc-6.5-1.0 IA UK Equity Income3add to basket
Schroder Asian Alpha Plus Z Acc-10.3-7.6 IA Asia Pacific Excluding Japan5add to basket
Schroder Asian Income Z Acc-4.9-2.1 IA Asia Pacific Excluding Japan4add to basket
Schroder European Alpha Income Z Acc-12.3-9.9 IA Europe Excluding UK4add to basket
Schroder Income Z Acc-5.88.1 IA UK Equity Income4add to basket
Schroder Institutional UK Smaller Companies Inst Acc-5.3-0.4 IA UK Smaller Companies4add to basket
Schroder MM Diversity Tactical Z Acc-3.0-1.2 IA Flexible Investment1add to basket
Schroder US Equity Income Maximiser Z Acc6.28.6 IA North Americaunrated sectoradd to basket
Schroder US Mid Cap Z Acc3.85.7 IA North America1add to basket
Slater Growth P Acc-8.5-2.8 IA UK All Companies4add to basket
Standard Life Investments Global Absolute Return Strategies Ret Platform 1 Acc-2.8-4.5 IA Targeted Absolute Return1add to basket
Standard Life Investments Global Equity Unconstrained Ret Platform 1 Acc-6.0-5.2 IA Global1add to basket
Standard Life Investments Global Index Linked Bond Ret Platform 1 Acc-0.2-1.6 IA Global Bonds2add to basket
Standard Life Investments UK Real Estate Income Feeder Platform 1 Inc2.76.5 IA UK Direct Propertyunrated sectoradd to basket
Standard Life Investments UK Smaller Companies Ret Platform 1 Acc-8.21.8 IA UK Smaller Companies4add to basket
Stewart Investors Asia Pacific Leaders B Acc GBP0.94.3 IA Specialist3add to basket
Stewart Investors Global Emerging Markets Sustainability B GBP Acc-5.60.2 IA Specialist5add to basket
TB Amati UK Smaller Companies B Acc-9.02.3 IA UK Smaller Companies5add to basket
TB Evenlode Income B Inc1.16.3 IA UK All Companies5add to basket
Templeton Global Bond W H1 MDis GBP1.00.2 IA Global Bonds1add to basket
Threadneedle European Select ZNA GBP-4.8-5.4 IA Europe Excluding UK5add to basket
TwentyFour Corporate Bond I Acc GBP-0.3-0.3 IA Sterling Corporate Bond5add to basket
TwentyFour Dynamic Bond I Net Acc GBP-0.9-0.2 IA Sterling Strategic Bond1add to basket
TwentyFour Monument Bond I Net Acc GBP-0.11.3 IA Specialistunrated sectoradd to basket
Vanguard US Equity Index A5.610.0 IA North Americaunrated 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.

Tools

FE AFI Data

Aggressive FE Adviser Fund Index - FE Balanced FE Adviser Fund Index - FE Cautious FE Adviser Fund Index - FE
Index Value Week
AFI Balanced 250.9 -0.4%
UK Private Investor Balanced 3,886.0 0.0%
IA Mixed Investment 40-85% Shares 647.0 -0.5%
Data provided by FE. Care has been taken to ensure that the information is correct, but FE 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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