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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 0.6 6.0 11.5 161.2
FTSE UK Private Investor Balanced 5.0 0.6 5.9 9.7 178.4
IA Mixed Investment 40-85% Shares 4.7 -0.2 4.9 10.0 144.5
Constituent 6m 1y Sector  FE Crown Rating  
Aberforth UK Small Companies-0.28.9 IA UK Smaller Companies1add to basket
Artemis Global Income I Inc0.07.9 IA Global Equity Income3add to basket
Artemis Strategic Bond I Quarterly Acc-1.31.9 IA Sterling Strategic Bond5add to basket
Artemis US Equity I Acc GBP8.117.6 IA North America3add to basket
Aviva Inv Strategic Bond 2 Inc-1.8-0.8 IA Sterling Strategic Bond1add to basket
Baillie Gifford American B Acc28.441.7 IA North America4add to basket
Baillie Gifford Japanese B Acc-4.416.0 IA Japan5add to basket
Baillie Gifford Japanese Smaller Companies B Acc8.336.3 IA Japanese Smaller Companies4add to basket
BlackRock Continental European Income D Acc-3.50.7 IA Europe Excluding UK4add to basket
BlackRock Corporate Bond D Acc-0.61.9 IA Sterling Corporate Bond5add to basket
BlackRock European Dynamic D Acc0.99.2 IA Europe Excluding UK5add to basket
BlackRock Natural Resources Growth & Income D Acc-2.713.4 IA Specialist1add to basket
BlackRock Sterling Strategic Bond D Acc-1.11.9 IA Sterling Strategic Bondunrated sectoradd to basket
BlackRock UK Absolute Alpha D Acc-0.9-0.3 IA Targeted Absolute Return4add to basket
F&C Property Growth and Income I Acc2.79.1 IA Property4add to basket
F&C UK Property 2 Inc2.05.1 IA Propertyunrated sectoradd to basket
Fidelity Asia W Acc-3.69.6 IA Asia Pacific Excluding Japan5add to basket
Fidelity Emerging Markets W Acc-8.13.4 IA Global Emerging Markets4add to basket
Fidelity Global Dividend W Acc2.13.3 IA Global Equity Income2add to basket
Fidelity Index UK P0.46.9 IA UK All Companiesunrated sectoradd to basket
Fidelity Index World P2.710.1 IA Globalunrated sectoradd to basket
Fidelity Moneybuilder Dividend Y Inc-0.7-1.8 IA UK Equity Income1add to basket
Fidelity Special Situations W Acc1.59.6 IA UK All Companies4add to basket
First State Global Listed Infrastructure B Acc GBP1.1-0.5 IA Global5add to basket
FP CRUX European Special Situations I Acc GBP-2.23.4 IA Europe Excluding UK5add to basket
Franklin UK Managers Focus W Acc3.810.3 IA UK All Companies4add to basket
Franklin UK Smaller Companies W Acc1.415.0 IA UK Smaller Companies2add to basket
Fundsmith Equity T Acc8.917.1 IA Global5add to basket
GAM Star Credit Opportunities GBP Inst-3.92.0 IA Sterling Strategic Bondunrated sectoradd to basket
GVQ UK Focus I Inc2.54.8 IA UK All Companies2add to basket
Hermes Asia ex Japan Equity F Acc GBP-5.15.2 IA Asia Pacific Excluding Japan5add to basket
Hermes Global Emerging Markets F Acc GBP-9.02.4 IA Global Emerging Markets5add to basket
Invesco Perpetual Asian Z Acc-7.53.7 IA Asia Pacific Excluding Japan5add to basket
Invesco Perpetual Income Z Acc-0.4-2.1 IA UK All Companies1add to basket
Invesco Perpetual UK Strategic Income Z Acc-2.2-1.2 IA UK All Companies1add to basket
Investec UK Alpha I Inc GBP3.27.7 IA UK All Companies2add to basket
Investec UK Special Situations I Acc GBP2.06.4 IA UK All Companies1add to basket
iShares UK Equity Index (UK) D Acc0.57.0 IA UK All Companiesunrated sectoradd to basket
Janus Henderson Emerging Markets Opportunities I Acc-7.80.1 IA Global Emerging Markets3add to basket
Janus Henderson European Selected Opportunities I Acc-1.30.5 IA Europe Excluding UK3add to basket
Janus Henderson UK Property PAIF I Acc-1.68.1 IA Propertyunrated sectoradd to basket
JOHCM UK Dynamic A Acc2.29.9 IA UK All Companies4add to basket
JOHCM UK Equity Income A Acc-0.510.0 IA UK Equity Income4add to basket
JOHCM UK Opportunities A Acc1.22.3 IA Specialist3add to basket
JPM Emerging Markets B Acc-6.34.2 IA Global Emerging Markets4add to basket
JPM Sterling Corporate Bond C Gr Acc-1.70.5 IA Sterling Corporate Bond4add to basket
JPM US Equity Income C Acc2.310.4 IA North America2add to basket
Jupiter Absolute Return I Acc-1.4-2.8 IA Targeted Absolute Return3add to basket
Jupiter India I Acc-16.0-15.4 IA Specialist5add to basket
Jupiter International Financials I Acc5.613.5 IA Specialist3add to basket
Jupiter Strategic Bond I Acc-0.90.4 IA Sterling Strategic Bond3add to basket
Jupiter UK Special Situations I Acc0.25.6 IA UK All Companies3add to basket
Kames Property Income B Gr Acc2.16.0 IA Propertyunrated sectoradd to basket
L&G Japan Index Trust I Acc-4.47.8 IA Japanunrated sectoradd to basket
L&G Short Dated Sterling Corporate Bond Index I Acc-0.10.7 IA Sterling Corporate Bondunrated sectoradd to basket
L&G US Index Trust I Acc6.414.7 IA North Americaunrated sectoradd to basket
Legg Mason IF Japan Equity X7.335.2 IA Japan5add to basket
LF Lindsell Train UK Equity Acc8.915.7 IA UK All Companies5add to basket
LF Miton US Opportunities B Acc4.412.7 IA North America5add to basket
LF Morant Wright Nippon Yield B Acc-7.84.9 IA Japan5add to basket
LF Odey Absolute Return Inst Acc GBP11.713.4 IA Targeted Absolute Return1add to basket
LF Woodford Equity Income C Acc GBP-5.7-11.8 IA UK All Companiesunrated sectoradd to basket
M&G Global Dividend I Acc GBP0.78.5 IA Global2add to basket
M&G Global Emerging Markets I Acc GBP-8.3-1.7 IA Global Emerging Markets3add to basket
M&G Global Macro Bond I Acc GBP1.5-1.5 IA Global Bonds3add to basket
M&G Optimal Income Inst Acc GBP-1.21.1 IA Sterling Strategic Bond2add to basket
M&G Property Portfolio I Acc GBP2.86.9 IA Propertyunrated sectoradd to basket
Majedie UK Income X Acc GBP4.011.5 IA UK Equity Income1add to basket
Man GLG Continental European Growth C Professional8.311.4 IA Europe Excluding UK5add to basket
Man GLG Japan Core Alpha C Professional Acc-8.83.3 IA Japan4add to basket
Marlborough Multi Cap Income P Acc0.710.1 IA UK Equity Income2add to basket
Marlborough Special Situations P Acc2.615.4 IA UK Smaller Companies3add to basket
MI Thornbridge Global Opportunities C Acc NAV0.611.0 IA Global3add to basket
Neptune UK Mid Cap C Acc GBP-1.90.8 IA UK All Companies1add to basket
Newton Global Income Inst W Acc GBP3.96.5 IA Global Equity Income3add to basket
Old Mutual Asia Pacific R Acc-5.17.7 IA Asia Pacific Excluding Japan5add to basket
Old Mutual Global Equity Absolute Return R Hedged Acc GBP-1.03.8 IA Targeted Absolute Return2add to basket
Old Mutual North American Equity R Acc GBP6.415.3 IA North America3add to basket
Old Mutual UK Mid Cap R Acc GBP4.013.0 IA UK All Companies5add to basket
Old Mutual UK Smaller Companies R Acc GBP4.117.0 IA UK Smaller Companies3add to basket
Royal London Sterling Extra Yield Bond A Inc1.36.9 IA Sterling Strategic Bond5add to basket
Royal London UK Equity Income M Inc1.46.5 IA UK Equity Income3add to basket
Schroder Asian Alpha Plus Z Acc-4.17.2 IA Asia Pacific Excluding Japan5add to basket
Schroder Asian Income Z Acc-3.23.1 IA Asia Pacific Excluding Japan3add to basket
Schroder European Alpha Income Z Acc-4.40.8 IA Europe Excluding UK5add to basket
Schroder Institutional UK Smaller Companies Inst Acc1.713.0 IA UK Smaller Companies5add to basket
Schroder MM Diversity Tactical Z Acc-3.2-0.3 IA Flexible Investment1add to basket
Schroder Recovery Z Acc1.28.6 IA UK All Companies1add to basket
Schroder Tokyo Z Acc-6.27.2 IA Japan3add to basket
Schroder US Equity Income Maximiser Z Acc4.410.3 IA North Americaunrated sectoradd to basket
Schroder US Mid Cap Z Acc3.37.4 IA North America4add to basket
Slater Growth P Acc0.613.6 IA UK All Companies4add to basket
Standard Life Investments Global Absolute Return Strategies Ret Platform 1 Acc-5.3-3.3 IA Targeted Absolute Return1add to basket
Standard Life Investments Global Equity Unconstrained Ret Platform 1 Acc0.52.5 IA Global1add to basket
Standard Life Investments Global Index Linked Bond Ret Platform 1 Acc0.22.8 IA Global Bonds2add to basket
Standard Life Investments UK Real Estate Income Feeder Platform 1 Inc2.77.0 IA Propertyunrated sectoradd to basket
Standard Life Investments UK Smaller Companies Ret Platform 1 Acc9.628.0 IA UK Smaller Companies4add to basket
Stewart Investors Asia Pacific Leaders B Acc GBP3.88.8 IA Specialist5add to basket
Stewart Investors Global Emerging Markets Sustainability B GBP Acc0.08.5 IA Specialist5add to basket
TB Evenlode Income B Inc5.811.9 IA UK All Companies5add to basket
Templeton Global Bond W H1 MDis GBP-1.1-2.5 IA Global Bonds1add to basket
Threadneedle European Select ZNA GBP0.75.6 IA Europe Excluding UK4add to basket
TwentyFour Corporate Bond Dis GBP-1.21.6 IA Sterling Corporate Bondunrated sectoradd to basket
TwentyFour Dynamic Bond I Net Acc GBP-1.61.8 IA Sterling Strategic Bond5add to basket
TwentyFour Monument Bond I Net Acc GBP0.42.5 IA Specialistunrated sectoradd to basket
Vanguard US Equity Index A6.014.5 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 261.2 0.0%
UK Private Investor Balanced 3,948.7 -0.1%
IA Mixed Investment 40-85% Shares 670.7 0.0%
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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