Tools

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 %	2019 %	since Nov 04 %
AFI Balanced	15.7	-3.9	-1.6	14.3	165.7
FTSE UK Private Investor Balanced	12.7	-1.2	1.9	14.0	203.1
IA Mixed Investment 40-85% Shares	15.1	-4.4	-1.2	15.8	152.0

AFI Balanced(150)


Constituent	6m	1y	Sector	FE fundinfo Crown Rating
AHFM Defined Returns B	-7.9	-5.2	IA Flexible Investment	unrated sector
Allianz Strategic Bond C	26.0	29.3	IA Sterling Strategic Bond
ARC TIME Commercial Long Income PAIF A Gr Acc	-1.4	0.7	IA UK Direct Property	unrated sector
Artemis Global Emerging Markets I Acc GBP	-11.8	-11.3	IA Global Emerging Markets
Artemis Global Income I Inc	-14.3	-11.5	IA Global Equity Income
Artemis Income I Inc	-18.0	-11.9	IA UK Equity Income
Artemis Strategic Bond I Quarterly Acc	1.4	3.4	IA Sterling Strategic Bond
Artemis UK Smaller Companies I Acc	-30.9	-18.2	IA UK Smaller Companies
Artemis US Absolute Return I Hedged Acc GBP	-2.3	-2.1	IA Targeted Absolute Return
Artemis US Select I Acc GBP	6.6	11.5	IA North America
ASI Emerging Markets Equity I Acc	-4.5	-4.8	IA Global Emerging Markets
ASI Global Inflation Linked Bond Ret Platform 1 Acc	5.5	5.5	IA Global Bonds
ASI Sterling Money Market I Acc	0.3	0.7	IA Standard Money Market
ASI UK Income Unconstrained Equity Ret Platform 1 Acc	-27.0	-23.8	IA UK Equity Income
ASI UK Smaller Companies Ret Platform 1 Acc	-11.5	5.2	IA UK Smaller Companies
AXA Framlington Global Technology Z Acc	23.8	28.1	IA Technology & Telecommunications
AXA Global Short Duration Bonds Z Acc	-0.3	0.8	IA Global Bonds	unrated sector
Baillie Gifford American B Acc	59.0	56.7	IA North America
Baillie Gifford Global Discovery B Acc	36.5	35.3	IA Global
Baillie Gifford Investment Grade Long Bond B Inc	5.7	11.4	IA Sterling Corporate Bond
Baillie Gifford Japanese B Acc	-0.8	-0.1	IA Japan
Baillie Gifford Japanese Income Growth B Inc	-4.2	-3.1	IA Japan
Baillie Gifford Managed B Acc	12.8	15.7	IA Mixed Investment 40-85% Shares
Baillie Gifford Pacific B Acc	18.7	26.5	IA Asia Pacific Excluding Japan
Baillie Gifford Positive Change B Acc	35.1	49.0	IA Global	unrated sector
Baillie Gifford UK Equity Alpha B Acc	-9.8	-3.7	IA UK All Companies
Barings Europe Select Trust I Inc GBP	-1.8	-1.0	IA European Smaller Companies
BlackRock Asia D Acc	1.3	4.1	IA Asia Pacific Excluding Japan
BlackRock Cash D Acc	0.1	0.4	IA Short Term Money Market
BlackRock Continental European Income D Acc	1.7	5.2	IA Europe Excluding UK
BlackRock Corporate Bond D Acc	2.4	4.6	IA Sterling Corporate Bond
BlackRock European Dynamic D Acc	7.2	11.1	IA Europe Excluding UK
BlackRock Natural Resources Growth & Income D Acc	-11.8	-15.1	IA Specialist
BlackRock Sterling Strategic Bond D Acc	0.5	2.5	IA Sterling Strategic Bond
BlackRock UK Absolute Alpha D Acc	-0.3	2.0	IA Targeted Absolute Return
BMO Property Growth & Income I Acc	-15.1	-7.7	IA Property Other
BMO UK Property 2 Inc	1.9	-4.1	IA UK Direct Property	unrated sector
BMO Universal MAP Balanced C Acc	-1.6	2.3	IA Volatility Managed	unrated sector
BNY Mellon Global Income Inst W Acc GBP	-7.0	-5.1	IA Global Equity Income
BNY Mellon Inflation Linked Corporate Bond Institutional W Acc	-0.8	1.1	IA Sterling Strategic Bond
CFP SDL UK Buffettology General Inc	-11.2	-1.7	IA UK All Companies
Federated Hermes Asia ex Japan Equity F Acc GBP	-7.0	-4.6	IA Asia Pacific Excluding Japan
Federated Hermes US SMID Equity F Acc GBP	-11.8	-9.3	IA North American Smaller Companies
Fidelity Asia W Acc	1.9	5.7	IA Asia Pacific Excluding Japan
Fidelity Emerging Markets W Acc	-3.8	-0.4	IA Global Emerging Markets
Fidelity Index UK P	-17.2	-13.3	IA UK All Companies	unrated sector
Fidelity Index US P	2.8	8.6	IA North America	unrated sector
Fidelity Index World P	0.3	4.5	IA Global	unrated sector
Fidelity Moneybuilder Dividend W Inc GBP	-16.3	-8.4	IA UK Equity Income
Fidelity Special Situations W Acc	-25.3	-20.8	IA UK All Companies
Fidelity Strategic Bond W Inc	2.3	4.4	IA Sterling Strategic Bond
First State Global Listed Infrastructure B Acc GBP	-5.6	-3.8	IA Global
Fundsmith Equity T Acc	8.2	8.2	IA Global
GAM Star Credit Opportunities GBP Inst	-5.0	-0.2	IA Sterling Strategic Bond
H2O MultiReturns N Gr Acc	-22.5	-12.9	IA Targeted Absolute Return
HSBC American Index C Acc	2.8	7.9	IA North America	unrated sector
Invesco Asian (UK) Z Acc	-1.7	-0.5	IA Asia Pacific Excluding Japan
Invesco Global Targeted Income (UK) Z Acc	-1.5	-1.1	IA Targeted Absolute Return
Janus Henderson European Selected Opportunities I Acc	-0.1	4.3	IA Europe Excluding UK
Janus Henderson Strategic Bond I Inc	4.4	6.4	IA Sterling Strategic Bond
Janus Henderson UK Property PAIF I Acc	-2.9	-1.8	IA UK Direct Property	unrated sector
JOHCM Japan A GBP	-14.1	-10.4	IA Japan
JOHCM UK Dynamic A Acc	-29.4	-24.6	IA UK All Companies
JPM Emerging Markets B Acc	2.0	5.1	IA Global Emerging Markets
JPM Europe Dynamic Ex UK C Acc	-4.1	-1.8	IA Europe Excluding UK
JPM Global Macro Opportunities C Acc	4.2	1.9	IA Targeted Absolute Return
JPM Natural Resources C Acc	-11.4	-15.3	IA Specialist
Jupiter Absolute Return I Acc	-13.9	-15.5	IA Targeted Absolute Return
Jupiter European I Acc	5.4	5.4	IA Europe Excluding UK
Jupiter Fund of Investment Trusts I Acc	-3.2	1.4	IA Global
Jupiter Global Emerging Markets I Acc	-10.9	-8.9	IA Global Emerging Markets
Jupiter Strategic Bond I Acc	2.9	4.5	IA Sterling Strategic Bond
Jupiter UK Growth I Acc	-29.1	-24.8	IA UK All Companies
Jupiter UK Special Situations I Acc	-22.8	-15.3	IA UK All Companies
L&G Cash Trust I Acc	0.2	0.6	IA Short Term Money Market
L&G European Index Trust I Acc	-2.8	-0.2	IA Europe Excluding UK	unrated sector
L&G Global Infrastructure Index I Acc	-3.7	-2.1	IA Global	unrated sector
L&G Global Technology Index Trust I Acc	20.2	36.9	IA Technology & Telecommunications	unrated sector
L&G Multi-Index 7 I Acc	-4.8	-1.3	IA Volatility Managed
L&G Short Dated Sterling Corporate Bond Index I Acc	0.8	2.3	IA Sterling Corporate Bond	unrated sector
L&G UK Index Trust I Acc	-17.2	-13.8	IA UK All Companies	unrated sector
L&G US Index Trust I Acc	4.1	10.7	IA North America	unrated sector
Lazard Global Listed Infrastructure Equity A Dist GBP	-10.0	-5.4	IA Global
Lazard UK Omega C Acc	-18.4	-15.2	IA UK All Companies
Legg Mason IF Japan Equity X	8.0	12.6	IA Japan
LF Gresham House UK Micro Cap C Acc	-10.2	1.8	IA UK Smaller Companies
LF Lindsell Train UK Equity Acc	-8.0	-7.0	IA UK All Companies
LF Miton European Opportunities B Acc	11.3	16.8	IA Europe Excluding UK
LF Miton US Opportunities B Acc	5.9	7.1	IA North America
LF Morant Wright Japan B Acc	-10.6	-7.7	IA Japan
LF Morant Wright Nippon Yield B Acc	-12.7	-8.7	IA Japan
Liontrust Special Situations I Inc	-11.9	-8.3	IA UK All Companies
Liontrust UK Smaller Companies I Inc	-8.4	1.8	IA UK Smaller Companies
M&G Emerging Markets Bond I Acc GBP	0.8	0.2	IA Global EM Bonds - Blended
M&G Global Dividend I Acc GBP	-7.0	-3.6	IA Global
M&G Global Macro Bond I Acc GBP	11.9	10.1	IA Global Bonds
M&G North American Dividend I Acc GBP	0.6	3.3	IA North America
Man GLG Continental European Growth C Professional	11.1	16.6	IA Europe Excluding UK
Man GLG Income C Professional Acc	-23.5	-16.2	IA UK Equity Income
Man GLG Undervalued Assets Professional C Acc	-26.3	-20.6	IA UK All Companies
Marlborough Global Bond P Inc	4.3	4.2	IA Global Bonds
Marlborough Multi Cap Income P Acc	-22.3	-14.4	IA UK Equity Income
Marlborough Special Situations P Acc	-9.9	-1.0	IA UK Smaller Companies
Merian Asia Pacific R Acc	2.5	2.7	IA Asia Pacific Excluding Japan
Merian Gold And Silver R Acc GBP	16.4	42.6	IA Specialist
Merian North American Equity R Acc GBP	3.1	5.3	IA North America
Merian UK Mid Cap R Acc GBP	-13.4	-0.6	IA UK All Companies
Merian UK Smaller Companies R Acc GBP	-14.5	-2.7	IA UK Smaller Companies
MI Somerset Emerging Markets Dividend Growth A Acc GBP	-14.6	-12.7	IA Global Emerging Markets
Ninety One Cautious Managed I Acc GBP	-11.8	-8.1	IA Mixed Investment 20-60% Shares
Ninety One Diversified Income I Acc GBP	-1.3	0.1	IA Mixed Investment 0-35% Shares
Ninety One UK Alpha I Inc GBP	-12.0	-8.2	IA UK All Companies
Ninety One UK Special Situations I Acc GBP	-30.6	-20.0	IA UK All Companies
Optimal Multi Asset Opportunities A GBP	-9.8	-3.9	IA Mixed Investment 40-85% Shares
Polar Capital Global Convertible I Acc GBP	10.2	7.0	IA Specialist
Polar Capital Global Insurance I Acc GBP	-14.6	-13.9	IA Specialist
Polar Capital Healthcare Opportunities I GBP	8.3	11.8	IA Specialist
Premier Pan European Property Share C Acc	-17.5	-4.4	IA Property Other
Rathbone Strategic Bond Fund I Acc GBP	0.5	2.6	IA Sterling Strategic Bond
Robeco Global Consumer Trends Equities F EUR	13.0	21.7	IA Global
Royal London Short Duration Global Index Linked M Inc	2.3	2.5	IA Global Bonds
Royal London Sterling Extra Yield Bond A Inc	-7.5	-5.1	IA Sterling Strategic Bond
Royal London UK Equity Income M Inc	-22.4	-15.4	IA UK Equity Income
Sarasin Food & Agriculture Opportunities P Acc	-9.2	-10.0	IA Specialist
Schroder Asian Alpha Plus Z Acc	4.9	5.7	IA Asia Pacific Excluding Japan
Schroder Asian Income Z Acc	-4.7	-6.8	IA Asia Pacific Excluding Japan
Schroder Income Z Acc	-26.7	-23.5	IA UK Equity Income
Schroder Income Maximiser Z Acc	-25.4	-21.8	IA UK Equity Income
Schroder Recovery Z Acc	-28.8	-24.4	IA UK All Companies
Schroder Sterling Corporate Bond Z Acc	2.9	8.1	IA Sterling Corporate Bond
Smith & Williamson Artificial Intelligence B Acc	24.5	34.5	IA Specialist	unrated sector
Standard Life Investments UK Real Estate Income Feeder Platform 1 Inc	-4.7	-6.1	IA UK Direct Property	unrated sector
Stewart Investors Asia Pacific Leaders B Acc GBP	3.1	0.4	IA Specialist
Stewart Investors Global Emerging Markets Sustainability B GBP Acc	-0.2	-3.3	IA Specialist
Stewart Investors Worldwide Sustainability B Acc GBP	7.1	5.9	IA Global
TB Evenlode Income B Inc	-9.9	-7.1	IA UK All Companies
Templeton Global Bond W H1 MDis GBP	-4.7	-7.7	IA Global Bonds
Threadneedle European Select ZNA GBP	5.0	7.3	IA Europe Excluding UK
Threadneedle High Yield Bond ZNI GBP	-3.5	-0.6	IA Sterling High Yield
Threadneedle Sterling Short Dated Corporate Bond Ini GBP	0.2	1.6	IA Sterling Corporate Bond
Threadneedle UK Equity Income ZNI GBP	-17.4	-10.0	IA UK Equity Income
Threadneedle UK Mid 250 ZNA GBP	-18.5	-10.1	IA UK All Companies
TM CRUX European Special Situations I Acc GBP	-6.7	-4.1	IA Europe Excluding UK
TwentyFour Dynamic Bond I Net Acc GBP	-1.7	1.4	IA Sterling Strategic Bond
Unicorn UK Income B Inc	-25.9	-15.9	IA UK Equity Income
Vanguard Global Emerging Markets Acc	-10.2	-7.1	IA Global Emerging Markets
Vanguard LifeStrategy 20% Equity A Gross Acc GBP	3.1	4.9	IA Mixed Investment 0-35% Shares
Vanguard US Equity Index Acc GBP	1.6	6.6	IA North America	unrated sector
Veritas Asian C GBP	13.8	17.8	IA Asia Pacific Excluding Japan
VT Gravis Clean Energy Income C Acc GBP	2.8	13.7	IA Global	unrated sector

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.