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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 % 2020 % since Nov 04 %
AFI Balanced 2.6 9.4 11.3 7.2 197.8
FTSE UK Private Investor Balanced 1.1 6.2 10.1 6.9 224.0
IA Mixed Investment 40-85% Shares 2.2 8.7 9.8 5.3 179.0
Constituent 6m 1y Sector  FE fundinfo Crown Rating  
Allianz Gilt Yield I Inc-5.7-2.9 IA UK Gilts4add to basket
Allianz Strategic Bond C-2.321.1 IA Sterling Strategic Bond5add to basket
ARC TIME UK Infrastructure Income Acc0.5-2.0 IA Specialistunrated sectoradd to basket
Artemis Global Income I Inc19.813.8 IA Global Equity Income1add to basket
Artemis Income I Inc18.57.2 IA UK Equity Income3add to basket
Artemis UK Smaller Companies I Acc31.20.1 IA UK Smaller Companies1add to basket
Artemis US Extended Alpha I Acc GBP5.118.3 IA North America3add to basket
Artemis US Select I Acc GBP4.617.4 IA North America4add to basket
Artemis US Smaller Companies I Acc GBP22.839.9 IA North American Smaller Companies5add to basket
ASI Sterling Money Market I Acc0.00.3 IA Standard Money Market4add to basket
AXA Framlington American Growth Z Acc5.431.1 IA North America4add to basket
AXA Framlington Global Technology Z Acc7.946.5 IA Technology & Telecommunications3add to basket
Baillie Gifford American B Acc24.5108.7 IA North America5add to basket
Baillie Gifford China B Acc22.861.8 IA China/Greater China4add to basket
Baillie Gifford Emerging Markets Growth B Acc27.740.8 IA Global Emerging Markets4add to basket
Baillie Gifford Emerging Markets Leading Companies B Acc25.041.6 IA Global Emerging Markets4add to basket
Baillie Gifford Global Discovery B Acc24.476.6 IA Global5add to basket
Baillie Gifford High Yield Bond B Inc4.34.9 IA Sterling High Yield3add to basket
Baillie Gifford Investment Grade Long Bond B Inc-1.21.7 IA Sterling Corporate Bond5add to basket
Baillie Gifford Japanese B Acc15.531.0 IA Japan3add to basket
Baillie Gifford Japanese Income Growth B Inc12.722.8 IA Japan3add to basket
Baillie Gifford Japanese Smaller Companies B Acc6.639.8 IA Japanese Smaller Companies2add to basket
Baillie Gifford Managed B Acc12.535.9 IA Mixed Investment 40-85% Shares5add to basket
Baillie Gifford Pacific B Acc33.979.7 IA Asia Pacific Excluding Japan5add to basket
Baillie Gifford Positive Change B Acc20.472.1 IA Global5add to basket
BlackRock Asia D Acc20.828.3 IA Asia Pacific Excluding Japan3add to basket
BlackRock Corporate Bond D Acc0.93.6 IA Sterling Corporate Bond3add to basket
BlackRock Corporate Bond 1 to 10 Year D1.13.0 IA Sterling Corporate Bondunrated sectoradd to basket
BlackRock UK D Acc9.414.5 IA UK All Companies5add to basket
BMO Property Growth & Income I Acc5.8-3.6 IA Property Other4add to basket
BMO UK Property 2 Inc-3.6-7.6 IA UK Direct Propertyunrated sectoradd to basket
BMO Universal MAP Balanced C Acc6.210.4 IA Volatility Managed5add to basket
BNY Mellon Global Income Inst W Acc GBP7.95.0 IA Global Equity Income2add to basket
BNY Mellon Inflation Linked Corporate Bond Institutional W Acc2.53.3 IA Sterling Strategic Bond1add to basket
BNY Mellon Real Return Inst W Acc3.37.3 IA Targeted Absolute Return4add to basket
Brown Advisory US Smaller Companies B Acc USD27.543.8 IA North American Smaller Companies4add to basket
Brown Advisory US Sustainable Growth B Inc GBP7.232.9 IA North America5add to basket
Carmignac Portfolio Emergents W GBP Acc34.070.4 IA Global Emerging Markets5add to basket
CFP SDL UK Buffettology General Inc10.410.4 IA UK All Companies5add to basket
ES R&M Global Recovery B Inc27.725.8 IA Global1add to basket
Federated Hermes Asia ex Japan Equity F Acc GBP26.430.8 IA Asia Pacific Excluding Japan1add to basket
Federated Hermes Global Emerging Markets F Acc GBP19.032.2 IA Global Emerging Markets4add to basket
Fidelity Asia W Acc21.838.4 IA Asia Pacific Excluding Japan4add to basket
Fidelity Asia Pacific Opportunities W Acc26.040.1 IA Asia Pacific Excluding Japan4add to basket
Fidelity Emerging Markets W Acc26.337.7 IA Global Emerging Markets3add to basket
Fidelity Global Dividend W Inc3.35.7 IA Global Equity Income3add to basket
Fidelity Index Europe ex UK P Acc6.811.5 IA Europe Excluding UKunrated sectoradd to basket
Fidelity Index US P4.416.7 IA North Americaunrated sectoradd to basket
Fidelity Strategic Bond W Inc1.24.6 IA Sterling Strategic Bond2add to basket
First Sentier Global Listed Infrastructure B Acc GBP-2.1-9.8 IA Global3add to basket
FP Foresight Global Real Infrastructure A Acc GBP9.112.5 IA Globalunrated sectoradd to basket
FP Foresight UK Infrastructure Income A Acc0.2-1.3 IA Specialist5add to basket
Franklin UK Equity Income W Acc12.40.7 IA UK Equity Income3add to basket
Franklin UK Managers Focus W Acc14.65.1 IA UK All Companies4add to basket
Fundsmith Equity T Acc1.818.1 IA Global5add to basket
GVQ UK Focus I Inc29.9-3.7 IA UK All Companies1add to basket
HSBC American Index C Acc3.616.7 IA North Americaunrated sectoradd to basket
HSBC FTSE 250 Index C Acc21.610.1 IA UK All Companiesunrated sectoradd to basket
iShares Corporate Bond Index (UK) D Acc-0.21.7 IA Sterling Corporate Bondunrated sectoradd to basket
iShares Emerging Markets Equity Index (UK) D Acc16.523.0 IA Global Emerging Marketsunrated sectoradd to basket
iShares North American Equity Index (UK) D Acc5.018.9 IA North Americaunrated sectoradd to basket
iShares Overseas Government Bond Index (UK) D Acc-6.6-6.5 IA Global Bondsunrated sectoradd to basket
iShares US Equity Index (UK) D Acc4.819.2 IA North Americaunrated sectoradd to basket
Janus Henderson European Selected Opportunities I Acc8.316.0 IA Europe Excluding UK3add to basket
Janus Henderson European Smaller Companies I Acc27.247.4 IA European Smaller Companies3add to basket
Janus Henderson Global Sustainable Equity I Acc8.728.8 IA Global5add to basket
Janus Henderson Strategic Bond I Inc1.06.7 IA Sterling Strategic Bond5add to basket
Janus Henderson UK Property PAIF I Acc1.5-2.1 IA UK Direct Propertyunrated sectoradd to basket
JGF-Jupiter Gold And Silver I Acc GBP-10.546.9 IA Specialist3add to basket
JGF-Jupiter UK Specialist Equity I Acc GBP1.59.2 IA Targeted Absolute Return4add to basket
JOHCM UK Dynamic A Acc28.72.6 IA UK All Companies1add to basket
JOHCM UK Opportunities A Acc7.16.5 IA UK All Companies5add to basket
JPM Asia Growth C Acc22.544.9 IA Asia Pacific Excluding Japan5add to basket
JPM Emerging Markets B Acc18.336.4 IA Global Emerging Markets5add to basket
JPM Global Macro Opportunities C Acc8.211.5 IA Targeted Absolute Return5add to basket
Jupiter European I Acc0.06.2 IA Europe Excluding UK5add to basket
Jupiter Global Value Equity I Acc21.319.3 IA Globalunrated sectoradd to basket
Jupiter Japan Income I Acc12.219.3 IA Japan3add to basket
Jupiter Strategic Bond I Acc-0.11.1 IA Sterling Strategic Bond2add to basket
Jupiter UK Dynamic Equity I Inc GBP20.818.0 IA UK All Companies3add to basket
Jupiter UK Mid Cap I Acc GBP25.721.9 IA UK All Companies3add to basket
Jupiter UK Smaller Companies I Acc GBP20.617.9 IA UK Smaller Companies2add to basket
Jupiter UK Special Situations I Acc22.95.5 IA UK All Companies2add to basket
L&G All Stocks Index Linked Gilt Index Trust I Acc-4.7-2.7 IA UK Index Linked Giltsunrated sectoradd to basket
L&G Cash Trust I Acc0.00.1 IA Short Term Money Market3add to basket
L&G European Index Trust I Acc7.011.4 IA Europe Excluding UKunrated sectoradd to basket
L&G Global 100 Index Trust I Acc3.217.8 IA Globalunrated sectoradd to basket
L&G Global Inflation Linked Bond Index I Acc0.13.4 IA Global Bondsunrated sectoradd to basket
L&G Global Technology Index Trust I Acc6.439.0 IA Technology & Telecommunicationsunrated sectoradd to basket
L&G Japan Index Trust I Acc12.020.2 IA Japanunrated sectoradd to basket
L&G Multi-Index 5 I Acc6.99.1 IA Volatility Managed4add to basket
L&G Short Dated Sterling Corporate Bond Index I Acc1.02.5 IA Sterling Corporate Bondunrated sectoradd to basket
L&G Sterling Corporate Bond Index I Acc-1.10.8 IA Sterling Corporate Bondunrated sectoradd to basket
L&G UK Index Trust I Acc13.93.1 IA UK All Companiesunrated sectoradd to basket
L&G US Index Trust I Acc4.619.0 IA North Americaunrated sectoradd to basket
Lazard UK Omega C Acc19.78.1 IA UK All Companies2add to basket
Legg Mason IF ClearBridge Global Infrastructure Income X Acc GBP0.8-2.4 IA Global Equity Income5add to basket
Legg Mason IF Japan Equity X4.245.7 IA Japan3add to basket
LF Gresham House UK Micro Cap C Acc22.020.3 IA UK Smaller Companies4add to basket
LF Lindsell Train UK Equity Acc4.14.1 IA UK All Companies5add to basket
Liontrust Special Situations I Inc10.09.1 IA UK All Companies5add to basket
Liontrust Strategic Bond B Acc1.54.4 IA Sterling Strategic Bondunrated sectoradd to basket
Liontrust Sustainable Future Managed 2 Inc7.020.6 IA Mixed Investment 40-85% Shares5add to basket
Liontrust UK Smaller Companies I Inc17.622.3 IA UK Smaller Companies5add to basket
M&G Emerging Markets Bond I Acc GBP-1.4-5.3 IA Global EM Bonds - Blended3add to basket
M&G Global Emerging Markets I Acc GBP30.415.6 IA Global Emerging Markets1add to basket
M&G Global Listed Infrastructure I Acc-0.5-3.0 IA Global4add to basket
M&G Global Macro Bond I Acc GBP-5.2-1.6 IA Global Bonds5add to basket
M&G North American Dividend I Acc GBP4.613.1 IA North America2add to basket
Man GLG Continental European Growth C Professional3.118.6 IA Europe Excluding UK5add to basket
Man GLG Income C Professional Acc18.40.1 IA UK Equity Income2add to basket
Marlborough Global Bond P Inc-2.2-2.0 IA Global Bonds2add to basket
Marlborough Multi Cap Income P Acc11.4-3.2 IA UK Equity Income2add to basket
Matthews Asia ex Japan Dividend I Acc GBP22.049.6 IA Asia Pacific Excluding Japan5add to basket
MI Chelverton UK Equity Growth B Acc30.534.5 IA UK All Companies5add to basket
Morgan Stanley Global Brands Inst Acc-4.75.0 IA Global4add to basket
Ninety One Emerging Markets Equity I Acc21.429.3 IA Global Emerging Markets3add to basket
Ninety One Global Gold I Acc GBP-29.37.0 IA Specialist3add to basket
Ninety One UK Alpha I Inc GBP9.84.9 IA UK All Companies4add to basket
Ninety One UK Sustainable Equity R Acc GBP13.211.1 IA UK All Companiesunrated sectoradd to basket
Nomura Global Dynamic Bond I USD4.79.0 IA Sterling Strategic Bond4add to basket
Nomura Japan High Conviction I JPY16.853.8 IA Japan5add to basket
Polar Capital Global Convertible I Acc GBP10.718.4 IA Specialist4add to basket
Premier Miton European Opportunities B Acc GBP10.836.9 IA Europe Excluding UK5add to basket
Premier Miton US Opportunities B Acc GBP11.227.4 IA North America3add to basket
Rathbone Ethical Bond Fund I Acc GBP2.75.2 IA Sterling Corporate Bond4add to basket
Rathbone Global Opportunities Fund I Acc GBP2.926.5 IA Global5add to basket
Royal London Corporate Bond M Acc2.63.4 IA Sterling Corporate Bond4add to basket
Royal London International Government Bond M Inc-2.1-0.6 IA Global Bonds2add to basket
Royal London Short Duration Gilts M Inc-0.50.2 IA UK Gilts2add to basket
Royal London Short Duration Global Index Linked M Inc0.53.1 IA Global Bonds2add to basket
Royal London Short Term Money Market Y Acc0.00.1 IA Short Term Money Market4add to basket
Royal London Sterling Extra Yield Bond A Inc7.21.1 IA Sterling Strategic Bond1add to basket
Royal London Sustainable Diversified Trust C Inc0.88.7 IA Mixed Investment 20-60% Shares5add to basket
Royal London Sustainable Leaders Trust C Acc2.03.1 IA UK All Companies5add to basket
Royal London UK Equity Income M Inc15.2-0.1 IA UK Equity Income2add to basket
Sanlam Artificial Intelligence B Acc15.650.0 IA Specialist3add to basket
Schroder Asian Alpha Plus Z Acc25.143.5 IA Asia Pacific Excluding Japan3add to basket
Schroder Asian Income Z Acc22.426.2 IA Asia Pacific Excluding Japan2add to basket
Schroder ISF Asian Total Return C Acc NAV USD27.551.0 IA Specialist3add to basket
Schroder Recovery Z Acc38.212.9 IA UK All Companies1add to basket
Schroder Sterling Corporate Bond Z Acc6.210.2 IA Sterling Corporate Bond5add to basket
Slater Recovery P Acc24.726.1 IA UK All Companies5add to basket
Stewart Investors Asia Pacific Leaders Sustainability B Acc GBP16.128.1 IA Specialist5add to basket
Stewart Investors Global Emerging Markets Sustainability B GBP Acc10.319.3 IA Specialist4add to basket
Stewart Investors Indian Subcontinent Sustainability B Acc GBP25.531.0 IA Specialist4add to basket
Stewart Investors Worldwide Sustainab. B Acc GBP10.320.4 IA Global4add to basket
SVM UK Opportunities B32.619.9 IA UK All Companies2add to basket
SVS Church House Tenax Absolute Return Strategies A Acc2.73.7 IA Targeted Absolute Return3add to basket
T. Rowe Price Global Focused Growth Equity C Acc17.651.0 IA Global5add to basket
TB Amati UK Smaller Companies B Acc24.527.5 IA UK Smaller Companies4add to basket
TB Evenlode Income B Inc0.1-1.4 IA UK All Companies5add to basket
TB Saracen Global Income & Growth B Acc15.612.6 IA Global Equity Income1add to basket
Threadneedle European Select ZNA GBP4.016.3 IA Europe Excluding UK5add to basket
Threadneedle High Yield Bond ZNI GBP4.95.6 IA Sterling High Yield3add to basket
Threadneedle UK Equity Income ZNI GBP14.33.9 IA UK Equity Income3add to basket
Threadneedle UK Mid 250 ZNA GBP18.613.7 IA UK All Companies3add to basket
TM CRUX European Special Situations I Acc GBP8.39.1 IA Europe Excluding UK1add to basket
Trojan Income O Acc-2.3-7.3 IA UK Equity Income4add to basket
TwentyFour Dynamic Bond I Net Acc GBP5.26.0 IA Sterling Strategic Bond1add to basket
Vanguard Emerging Markets Stock Index Acc GBP17.123.7 IA Global Emerging Marketsunrated sectoradd to basket
Vanguard FTSE Developed Europe ex-UK Equity Index Acc GBP8.711.9 IA Europe Excluding UKunrated sectoradd to basket
Vanguard FTSE U.K. All Share Index Unit Trust A Acc GBP16.73.7 IA UK All Companiesunrated sectoradd to basket
Vanguard Global Credit Bond Inv Hedged Acc GBP0.05.1 IA Global Bonds4add to basket
Vanguard Global Emerging Markets Acc25.329.1 IA Global Emerging Markets3add to basket
Vanguard Japan Stock Index Institutional Acc GBP12.019.7 IA Japanunrated sectoradd to basket
Vanguard LifeStrategy 20% Equity A Gross Acc GBP0.62.8 IA Mixed Investment 0-35% Shares5add to basket
Vanguard Pacific ex-Japan Stock Index Institutional Acc GBP14.212.8 IA Asia Pacific Excluding Japanunrated sectoradd to basket
Vanguard UK Government Bond Index Acc GBP-6.3-4.3 IA UK Giltsunrated sectoradd to basket
Vanguard US Equity Index Acc GBP11.324.1 IA North Americaunrated sectoradd to basket
Vanguard US Government Bond Index Institutional Acc USD-4.3-1.5 IA Global Bondsunrated sectoradd to basket
Veritas Asian C GBP21.551.7 IA Asia Pacific Excluding Japan5add to basket
Veritas Global Focus B GBP1.58.9 IA Global3add to basket
Veritas Global Real Return B GBP-3.00.8 IA Targeted Absolute Returnunrated sectoradd to basket
VT Downing Unique Opportunities A Acc17.8n/a IA UK All Companiesunrated sectoradd to basket
VT Gravis Clean Energy Income C Acc GBP12.219.7 IA Global1add to basket
VT Gravis UK Infrastructure Income C Acc GBP0.2-2.2 IA Specialist5add to basket
VT RM Alternative Income Retail Acc GBP4.61.2 IA Specialistunrated 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 297.8 0.5%
UK Private Investor Balanced 4,615.3 -0.3%
IA Mixed Investment 40-85% Shares 765.5 0.2%
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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