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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 %	2020 %	since Nov 04 %
AFI Balanced	2.8	8.0	17.0	7.2	222.2
FTSE UK Private Investor Balanced	2.5	6.4	12.7	6.9	250.1
IA Mixed Investment 40-85% Shares	2.7	7.6	16.1	5.3	202.0

AFI Balanced(187)


Constituent	6m	1y	Sector	FE fundinfo Crown Rating
Aegon Strategic Bond B Acc	2.3	9.4	IA Sterling Strategic Bond
Allianz Strategic Bond C	-2.4	-4.4	IA Sterling Strategic Bond
ARC TIME UK Infrastructure Income C Acc	9.0	10.3	IA Specialist
Artemis Income I Inc	5.8	24.7	IA UK Equity Income
Artemis UK Smaller Companies I Acc	18.2	60.4	IA UK Smaller Companies
Artemis US Extended Alpha I Acc GBP	8.6	19.1	IA North America
Artemis US Select I Acc GBP	9.1	19.1	IA North America
Artemis US Smaller Companies I Acc GBP	2.7	31.2	IA North American Smaller Companies
ASI Europe ex UK Ethical Equity Platform 1 Acc GBP	17.1	23.2	IA Europe Excluding UK
ASI Sterling Money Market I Acc	0.0	0.0	IA Standard Money Market
AXA Framlington American Growth Z Acc	17.2	29.5	IA North America
AXA Framlington Global Technology Z Acc	15.7	29.6	IA Technology & Telecommunications
Baillie Gifford American B Acc	6.1	34.3	IA North America
Baillie Gifford China B Acc	-11.7	-2.2	IA China/Greater China
Baillie Gifford Emerging Markets Leading Companies B Acc	-4.8	11.8	IA Global Emerging Markets
Baillie Gifford Global Discovery B Acc	-7.1	13.6	IA Global
Baillie Gifford High Yield Bond B Inc	3.1	7.3	IA Sterling High Yield
Baillie Gifford Japanese B Acc	4.0	16.0	IA Japan
Baillie Gifford Japanese Income Growth B Inc	4.4	13.5	IA Japan
Baillie Gifford Japanese Smaller Companies B Acc	9.5	11.4	IA Japanese Smaller Companies
Baillie Gifford Managed B Acc	9.6	21.0	IA Mixed Investment 40-85% Shares
Baillie Gifford Pacific B Acc	3.9	29.4	IA Asia Pacific Excluding Japan
Baillie Gifford Positive Change B Acc	23.3	44.7	IA Global
Baillie Gifford UK Equity Alpha B Acc	0.3	8.3	IA UK All Companies
BlackRock Asia D Acc	-4.7	10.3	IA Asia Pacific Excluding Japan
BlackRock Corporate Bond D Acc	2.4	2.7	IA Sterling Corporate Bond
BlackRock Corporate Bond 1 to 10 Year D	1.8	2.4	IA Sterling Corporate Bond	unrated sector
BlackRock UK D Acc	13.0	20.2	IA UK All Companies
BMO Property Growth & Income I Acc	14.9	21.6	IA Property Other
BMO Universal MAP Balanced C Acc	7.2	14.9	IA Volatility Managed
BNY Mellon Global Emerging Markets Inst W Acc	0.6	21.4	IA Global Emerging Markets
BNY Mellon Global Income Inst W Acc GBP	6.2	15.1	IA Global Equity Income
BNY Mellon Inflation Linked Corporate Bond Institutional W Acc	6.2	7.9	IA Sterling Strategic Bond
BNY Mellon Real Return Inst W Acc	4.4	9.0	IA Targeted Absolute Return
Brown Advisory Global Leaders B Acc USD	8.6	27.0	IA Global
Brown Advisory US Smaller Companies B Acc USD	3.1	34.9	IA North American Smaller Companies
Carmignac Portfolio Emergents W GBP Acc	-7.6	14.1	IA Global Emerging Markets
CFP SDL UK Buffettology General Inc	16.7	27.4	IA UK All Companies
Cloud Computing UCITS ETF A USD	10.2	39.7	IA Specialist	unrated sector
Dodge & Cox US Stock Acc GBP	6.7	37.2	IA North America
ES R&M Global Recovery B Inc	2.4	32.1	IA Global
Federated Hermes Asia ex Japan Equity F Acc GBP	0.4	22.1	IA Asia Pacific Excluding Japan
Federated Hermes Global Emerging Markets F Acc GBP	-4.2	9.2	IA Global Emerging Markets
Fidelity Asia W Acc	-8.9	3.9	IA Asia Pacific Excluding Japan
Fidelity Asia Pacific Opportunities W Acc	1.6	21.2	IA Asia Pacific Excluding Japan
Fidelity Emerging Markets W Acc	-2.2	16.0	IA Global Emerging Markets
Fidelity Global Dividend W Inc	7.4	10.6	IA Global Equity Income
Fidelity Index Europe ex UK P Acc	12.2	18.6	IA Europe Excluding UK	unrated sector
Fidelity Index US P	14.0	23.3	IA North America	unrated sector
Fidelity Japan W Acc	7.6	24.3	IA Japan
Fidelity Strategic Bond W Inc	3.3	4.0	IA Sterling Strategic Bond
First Sentier Global Listed Infrastructure B Acc GBP	6.6	8.4	IA Global
FP Carmignac European Leaders B Acc	13.5	18.6	IA Europe Excluding UK	unrated sector
FP Foresight Global Real Infrastructure A Acc GBP	1.1	9.2	IA Global	unrated sector
FP Foresight UK Infrastructure Income A Acc	5.3	6.5	IA Specialist
FTF ClearBridge Global Infrastructure Income X Acc GBP	9.2	12.8	IA Global Equity Income
FTF Franklin UK Equity Income W Acc	6.8	21.8	IA UK Equity Income
FTF Franklin UK Managers Focus W Acc	12.0	29.8	IA UK All Companies
Fundsmith Equity T Acc	16.7	21.4	IA Global
GAM Star Japan Leaders Inst Acc GBP	19.1	21.0	IA Japan
GVQ UK Focus I Inc	8.2	42.0	IA UK All Companies
HSBC American Index C Acc	14.2	24.3	IA North America	unrated sector
HSBC FTSE 250 Index C Acc	10.0	35.1	IA UK All Companies	unrated sector
iShares Asia Property Yield UCITS ETF GBP	4.7	10.7	IA Property Other	unrated sector
iShares Corporate Bond Index (UK) D Acc	3.0	1.7	IA Sterling Corporate Bond	unrated sector
iShares Emerging Markets Equity Index (UK) D Acc	-1.2	9.8	IA Global Emerging Markets	unrated sector
iShares North American Equity Index (UK) D Acc	13.5	23.9	IA North America	unrated sector
iShares Overseas Government Bond Index (UK) D Acc	2.0	-8.3	IA Global Government Bond	unrated sector
iShares US Equity Index (UK) D Acc	13.6	23.9	IA North America	unrated sector
Janus Henderson European Selected Opportunities I Acc	10.4	17.6	IA Europe Excluding UK
Janus Henderson European Smaller Companies I Acc	11.0	39.1	IA European Smaller Companies
Janus Henderson Global Sustainable Equity I Acc	15.3	26.7	IA Global
Janus Henderson Strategic Bond I Inc	4.4	4.5	IA Sterling Strategic Bond
Janus Henderson UK Property PAIF I Acc	5.2	6.8	IA UK Direct Property	unrated sector
Janus Henderson UK Responsible Income I Inc	9.1	25.2	IA UK Equity Income
JGF-Jupiter Gold And Silver I Acc GBP	-7.5	-23.7	IA Specialist
JGF-Jupiter UK Specialist Equity I Acc GBP	2.6	0.3	IA Targeted Absolute Return
JOHCM UK Dynamic A Acc	9.2	43.6	IA UK All Companies
JOHCM UK Opportunities A Acc	6.4	15.2	IA UK All Companies
JPM Asia Growth C Acc	-5.1	8.1	IA Asia Pacific Excluding Japan
JPM Emerging Markets B Acc	-1.2	10.3	IA Global Emerging Markets
JPM Global Macro Opportunities C Acc	1.3	11.8	IA Targeted Absolute Return
JPM Natural Resources C Acc	-2.2	19.3	IA Specialist
Jupiter European I Acc	21.0	19.0	IA Europe Excluding UK
Jupiter Global Value Equity I Acc	3.6	26.3	IA Global
Jupiter Japan Income I Acc	13.6	23.9	IA Japan
Jupiter Strategic Bond I Acc	4.6	3.9	IA Sterling Strategic Bond
Jupiter UK Dynamic Equity I Inc GBP	10.9	32.0	IA UK All Companies
Jupiter UK Mid Cap I Acc GBP	9.5	35.7	IA UK All Companies
Jupiter UK Smaller Companies I Acc GBP	17.2	38.5	IA UK Smaller Companies
L&G All Stocks Index Linked Gilt Index Trust I Acc	13.7	5.9	IA UK Index Linked Gilts	unrated sector
L&G Cash Trust I Acc	0.0	-0.1	IA Short Term Money Market
L&G European Index Trust I Acc	12.3	18.8	IA Europe Excluding UK	unrated sector
L&G Global 100 Index Trust I Acc	13.6	20.6	IA Global	unrated sector
L&G Global Inflation Linked Bond Index I Acc	5.9	6.3	IA Global Inflation Linked Bond	unrated sector
L&G Global Technology Index Trust I Acc	21.3	31.6	IA Technology & Telecommunications	unrated sector
L&G Multi-Index 5 I Acc	6.1	13.3	IA Volatility Managed
L&G Short Dated Sterling Corporate Bond Index I Acc	0.9	2.0	IA Sterling Corporate Bond	unrated sector
L&G Sterling Corporate Bond Index I Acc	2.6	0.2	IA Sterling Corporate Bond	unrated sector
L&G UK Index Trust I Acc	7.0	23.0	IA UK All Companies	unrated sector
L&G US Index Trust I Acc	13.5	23.0	IA North America	unrated sector
Lazard UK Omega C Acc	5.9	26.7	IA UK All Companies
LF Gresham House UK Micro Cap C Acc	11.5	44.8	IA UK Smaller Companies
LF Gresham House UK Multi Cap Income C Acc	16.2	31.2	IA UK Equity Income
LF Lightman European R Acc	1.9	29.0	IA Europe Excluding UK	unrated sector
Liontrust Special Situations I Inc	12.5	25.7	IA UK All Companies
Liontrust Sustainable Future Managed 2 Inc	14.9	22.9	IA Mixed Investment 40-85% Shares
Liontrust UK Smaller Companies I Inc	22.7	48.3	IA UK Smaller Companies
M&G Emerging Markets Bond I Acc GBP	4.7	-0.1	IA Global EM Bonds - Blended
M&G Global Emerging Markets I Acc GBP	1.3	30.2	IA Global Emerging Markets
M&G Global Listed Infrastructure I Acc	8.6	12.6	IA Global
M&G Global Macro Bond I Acc GBP	2.2	-5.8	IA Global Mixed Bond
M&G North American Dividend I Acc GBP	10.4	21.5	IA North America
Man GLG Continental European Growth C Professional	17.3	16.8	IA Europe Excluding UK
Man GLG Income C Professional Acc	7.4	29.9	IA UK Equity Income
Man GLG Japan Core Alpha C Professional Acc	6.6	28.6	IA Japan
Marlborough Global Bond P Inc	4.0	-1.3	IA Global Mixed Bond
Marlborough Multi Cap Income P Acc	14.4	30.2	IA UK Equity Income
Marlborough Special Situations P Acc	18.0	47.6	IA UK All Companies	unrated sector
MI Chelverton UK Equity Growth B Acc	20.5	59.3	IA UK All Companies
Morgan Stanley US Advantage I Acc GBP	7.7	20.4	IA North America
Ninety One Diversified Income I Acc GBP	0.2	4.2	IA Mixed Investment 0-35% Shares
Ninety One Emerging Markets Equity I Acc	-2.1	12.9	IA Global Emerging Markets
Ninety One Global Gold I Acc GBP	-0.4	-33.2	IA Specialist
Ninety One Global Total Return Credit I Acc GBP	2.9	7.8	IA Sterling Strategic Bond
Ninety One UK Alpha I Inc GBP	3.2	13.5	IA UK All Companies
Ninety One UK Sustainable Equity I Acc GBP	9.6	23.3	IA UK All Companies	unrated sector
Nomura Global Dynamic Bond I USD	1.8	6.8	IA Sterling Strategic Bond
PGIM Jennison Emerging Markets Equity I Acc USD	10.4	42.5	IA Global Emerging Markets
Polar Capital Global Convertible I Acc GBP	-4.3	3.4	IA Specialist Bond
Premier Miton European Opportunities B Acc GBP	19.9	29.5	IA Europe Excluding UK
Premier Miton US Opportunities B Acc GBP	3.6	21.7	IA North America
R&M ES River and Mercantile European B Inc	13.4	n/a	IA Europe Excluding UK	unrated sector
Rathbone Ethical Bond Fund I Acc GBP	4.1	6.9	IA Sterling Corporate Bond
Rathbone Global Opportunities Fund I Acc GBP	17.0	23.4	IA Global
Royal London Corporate Bond M Acc	4.6	6.7	IA Sterling Corporate Bond
Royal London Global Bond Opportunities Z Inc	4.7	10.7	IA Sterling Strategic Bond
Royal London International Government Bond M Inc	2.0	-0.5	IA Global Government Bond
Royal London Short Duration Credit M Inc	1.8	4.2	IA Sterling Strategic Bond
Royal London Short Duration Gilts M Inc	0.2	-0.6	IA UK Gilts
Royal London Short Duration Global Index Linked M Inc	4.1	4.8	IA Global Inflation Linked Bond
Royal London Short Term Money Market Y Acc	0.0	0.0	IA Short Term Money Market
Royal London Sterling Extra Yield Bond A Inc	4.6	13.8	IA Sterling Strategic Bond
Royal London Sustainable Diversified Trust C Inc	12.5	13.6	IA Mixed Investment 20-60% Shares
Royal London Sustainable Leaders Trust C Acc	18.5	21.9	IA UK All Companies
Royal London UK Equity Income M Inc	10.5	28.2	IA UK Equity Income
Sanlam Artificial Intelligence B Acc	15.3	27.7	IA Specialist
Sarasin Food & Agriculture Opportunities P Acc	5.4	15.2	IA Specialist
Schroder Asian Alpha Plus Z Acc	-5.2	11.8	IA Asia Pacific Excluding Japan
Schroder Asian Income Z Acc	-1.8	14.4	IA Asia Pacific Excluding Japan
Schroder ISF Asian Total Return C Acc NAV USD	-0.9	21.7	IA Specialist
Schroder Recovery Z Acc	4.4	46.0	IA UK All Companies
Slater Recovery P Acc	20.0	52.0	IA UK All Companies
Stewart Investors Asia Pacific Leaders Sustainability B Acc GBP	13.3	27.3	IA Specialist
Stewart Investors Global Emerging Markets Sustainability B GBP Acc	9.8	16.9	IA Specialist
Stewart Investors Indian Subcontinent Sustainability B Acc GBP	20.7	46.1	IA Specialist
Stewart Investors Worldwide Sustainab. B Acc GBP	20.6	29.1	IA Global
SVM UK Opportunities B	9.0	44.9	IA UK All Companies
SVS Church House Tenax Absolute Return Strategies A Acc	2.2	4.9	IA Targeted Absolute Return
T. Rowe Price Global Focused Growth Equity C Acc	7.2	25.6	IA Global
T. Rowe Price Global Focused Growth Equity Q GBP	7.3	24.2	IA Global
TB Amati UK Smaller Companies B Acc	11.7	42.4	IA UK Smaller Companies
TB Evenlode Income B Inc	10.8	11.8	IA UK All Companies
TB Saracen Global Income & Growth B Acc	8.3	26.1	IA Global Equity Income
Threadneedle High Yield Bond ZNI GBP	2.5	7.8	IA Sterling High Yield
Threadneedle UK Equity Income ZNI GBP	10.6	26.8	IA UK Equity Income
Threadneedle UK Mid 250 ZNA GBP	14.3	33.8	IA UK All Companies
TM CRUX European Special Situations I Acc GBP	11.2	17.7	IA Europe Excluding UK
Trojan Income O Acc	11.0	8.7	IA UK Equity Income
TwentyFour Corporate Bond I Acc GBP	3.1	4.0	IA Sterling Corporate Bond
TwentyFour Dynamic Bond I Net Acc GBP	2.9	8.3	IA Sterling Strategic Bond
Vanguard Emerging Markets Stock Index Acc GBP	-2.1	9.7	IA Global Emerging Markets	unrated sector
Vanguard FTSE Developed Europe ex-UK Equity Index Acc GBP	11.8	18.2	IA Europe Excluding UK	unrated sector
Vanguard FTSE U.K. All Share Index Unit Trust A Acc GBP	7.5	23.0	IA UK All Companies	unrated sector
Vanguard Global Credit Bond Inv Hedged Acc GBP	3.9	3.2	IA Global Corporate Bond
Vanguard Japan Stock Index Institutional Acc GBP	7.9	17.9	IA Japan	unrated sector
Vanguard LifeStrategy 20% Equity A Gross Acc GBP	4.3	4.2	IA Mixed Investment 0-35% Shares
Vanguard Pacific ex-Japan Stock Index Institutional Acc GBP	1.7	15.3	IA Asia Pacific Excluding Japan	unrated sector
Vanguard UK Government Bond Index Acc GBP	3.3	-3.7	IA UK Gilts	unrated sector
Vanguard US Equity Index Acc GBP	10.2	24.5	IA North America	unrated sector
Vanguard US Government Bond Index Institutional Acc USD	2.8	-2.0	IA USD Government Bond	unrated sector
Veritas Asian C GBP	4.5	17.9	IA Asia Pacific Excluding Japan
Veritas Global Focus B GBP	10.3	14.5	IA Global
VT Downing Unique Opportunities A Acc	20.0	44.2	IA UK All Companies	unrated sector
VT Gravis Clean Energy Income C Acc GBP	3.2	16.9	IA Global
VT Gravis UK Infrastructure Income C Acc GBP	9.5	11.0	IA Specialist
VT RM Alternative Income Retail Acc GBP	9.6	15.9	IA Specialist

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.