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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	5.0	6.3	18.8	7.2	211.8
FTSE UK Private Investor Balanced	4.0	5.0	15.5	6.9	240.6
IA Mixed Investment 40-85% Shares	4.9	6.3	16.9	5.3	192.7

AFI Balanced(180)


Constituent	6m	1y	Sector	FE fundinfo Crown Rating
Allianz Gilt Yield I Inc	-6.4	-6.8	IA UK Gilts
Allianz Strategic Bond C	-2.7	0.1	IA Sterling Strategic Bond
ARC TIME UK Infrastructure Income C Acc	5.1	8.7	IA Specialist	unrated sector
Artemis Global Income I Inc	15.0	35.4	IA Global Equity Income
Artemis Income I Inc	14.1	26.8	IA UK Equity Income
Artemis UK Smaller Companies I Acc	31.0	45.2	IA UK Smaller Companies
Artemis US Extended Alpha I Acc GBP	5.8	20.8	IA North America
Artemis US Select I Acc GBP	8.7	20.7	IA North America
Artemis US Smaller Companies I Acc GBP	11.3	38.8	IA North American Smaller Companies
ASI Sterling Money Market I Acc	0.0	0.1	IA Standard Money Market
AXA Framlington American Growth Z Acc	7.7	27.7	IA North America
AXA Framlington Global Technology Z Acc	3.9	29.9	IA Technology & Telecommunications
Baillie Gifford American B Acc	0.3	56.9	IA North America
Baillie Gifford China B Acc	2.5	38.2	IA China/Greater China
Baillie Gifford Emerging Markets Growth B Acc	1.4	37.6	IA Global Emerging Markets
Baillie Gifford Emerging Markets Leading Companies B Acc	-0.7	35.0	IA Global Emerging Markets
Baillie Gifford Global Discovery B Acc	-1.8	33.0	IA Global
Baillie Gifford High Yield Bond B Inc	2.4	9.5	IA Sterling High Yield
Baillie Gifford Investment Grade Long Bond B Inc	-5.7	0.8	IA Sterling Corporate Bond
Baillie Gifford Japanese B Acc	-0.7	20.2	IA Japan
Baillie Gifford Japanese Income Growth B Inc	-1.1	15.2	IA Japan
Baillie Gifford Japanese Smaller Companies B Acc	-11.9	13.4	IA Japanese Smaller Companies
Baillie Gifford Managed B Acc	2.8	28.0	IA Mixed Investment 40-85% Shares
Baillie Gifford Pacific B Acc	9.9	56.3	IA Asia Pacific Excluding Japan
Baillie Gifford Positive Change B Acc	4.6	48.9	IA Global
BlackRock Asia D Acc	3.3	24.4	IA Asia Pacific Excluding Japan
BlackRock Corporate Bond D Acc	-1.4	3.9	IA Sterling Corporate Bond
BlackRock Corporate Bond 1 to 10 Year D	-0.8	4.2	IA Sterling Corporate Bond	unrated sector
BlackRock UK D Acc	9.7	21.4	IA UK All Companies
BMO Property Growth & Income I Acc	13.4	20.2	IA Property Other
BMO UK Property 2 Inc	3.8	-1.8	IA UK Direct Property	unrated sector
BMO Universal MAP Balanced C Acc	6.1	15.5	IA Volatility Managed
BNY Mellon Global Income Inst W Acc GBP	5.9	16.3	IA Global Equity Income
BNY Mellon Inflation Linked Corporate Bond Institutional W Acc	1.3	7.9	IA Sterling Strategic Bond
BNY Mellon Real Return Inst W Acc	6.0	13.9	IA Targeted Absolute Return
Brown Advisory US Smaller Companies B Acc USD	12.6	50.5	IA North American Smaller Companies
Brown Advisory US Sustainable Growth B Inc GBP	4.6	24.6	IA North America
Carmignac Portfolio Emergents W GBP Acc	1.5	54.7	IA Global Emerging Markets
CFP SDL UK Buffettology General Inc	10.0	23.7	IA UK All Companies
Cloud Computing UCITS ETF A USD	10.3	49.9	IA Specialist	unrated sector
ES R&M Global Recovery B Inc	17.6	39.7	IA Global
Federated Hermes Asia ex Japan Equity F Acc GBP	12.9	36.5	IA Asia Pacific Excluding Japan
Federated Hermes Global Emerging Markets F Acc GBP	-0.4	30.6	IA Global Emerging Markets
Fidelity Asia W Acc	2.2	30.4	IA Asia Pacific Excluding Japan
Fidelity Asia Pacific Opportunities W Acc	10.8	42.0	IA Asia Pacific Excluding Japan
Fidelity Emerging Markets W Acc	5.2	38.8	IA Global Emerging Markets
Fidelity Global Dividend W Inc	4.0	12.5	IA Global Equity Income
Fidelity Index Europe ex UK P Acc	11.5	25.6	IA Europe Excluding UK	unrated sector
Fidelity Index US P	9.1	22.8	IA North America	unrated sector
Fidelity Strategic Bond W Inc	0.3	5.4	IA Sterling Strategic Bond
First Sentier Global Listed Infrastructure B Acc GBP	5.5	5.1	IA Global
FP Foresight Global Real Infrastructure A Acc GBP	-2.5	16.6	IA Global	unrated sector
FP Foresight UK Infrastructure Income A Acc	3.1	6.2	IA Specialist
Franklin UK Equity Income W Acc	13.1	21.1	IA UK Equity Income
Franklin UK Managers Focus W Acc	13.4	29.8	IA UK All Companies
Fundsmith Equity T Acc	8.1	19.9	IA Global
GVQ UK Focus I Inc	19.8	27.4	IA UK All Companies
HSBC American Index C Acc	8.3	22.9	IA North America	unrated sector
HSBC FTSE 250 Index C Acc	17.7	35.1	IA UK All Companies	unrated sector
iShares Corporate Bond Index (UK) D Acc	-2.6	2.0	IA Sterling Corporate Bond	unrated sector
iShares Emerging Markets Equity Index (UK) D Acc	3.8	25.2	IA Global Emerging Markets	unrated sector
iShares North American Equity Index (UK) D Acc	8.9	24.4	IA North America	unrated sector
iShares Overseas Government Bond Index (UK) D Acc	-9.8	-9.8	IA Global Government Bond	unrated sector
iShares US Equity Index (UK) D Acc	8.6	24.1	IA North America	unrated sector
Janus Henderson European Selected Opportunities I Acc	12.4	27.3	IA Europe Excluding UK
Janus Henderson European Smaller Companies I Acc	18.1	59.3	IA European Smaller Companies
Janus Henderson Global Sustainable Equity I Acc	4.5	25.8	IA Global
Janus Henderson Strategic Bond I Inc	-0.2	5.2	IA Sterling Strategic Bond
Janus Henderson UK Property PAIF I Acc	3.2	3.6	IA UK Direct Property	unrated sector
JGF-Jupiter Gold And Silver I Acc GBP	12.1	31.6	IA Specialist
JGF-Jupiter UK Specialist Equity I Acc GBP	-1.3	5.4	IA Targeted Absolute Return
JOHCM UK Dynamic A Acc	20.7	34.1	IA UK All Companies
JOHCM UK Opportunities A Acc	12.2	20.0	IA UK All Companies
JPM Asia Growth C Acc	3.0	33.5	IA Asia Pacific Excluding Japan
JPM Emerging Markets B Acc	0.0	31.2	IA Global Emerging Markets
JPM Global Macro Opportunities C Acc	4.5	11.5	IA Targeted Absolute Return
Jupiter European I Acc	7.1	15.8	IA Europe Excluding UK
Jupiter Global Value Equity I Acc	18.8	33.9	IA Global	unrated sector
Jupiter Japan Income I Acc	-0.2	12.8	IA Japan
Jupiter Strategic Bond I Acc	0.1	4.5	IA Sterling Strategic Bond
Jupiter UK Dynamic Equity I Inc GBP	15.5	39.5	IA UK All Companies
Jupiter UK Mid Cap I Acc GBP	17.4	41.1	IA UK All Companies
Jupiter UK Smaller Companies I Acc GBP	19.1	42.7	IA UK Smaller Companies
Jupiter UK Special Situations I Acc	21.3	33.2	IA UK All Companies
L&G All Stocks Index Linked Gilt Index Trust I Acc	-2.6	-1.1	IA UK Index Linked Gilts	unrated sector
L&G Cash Trust I Acc	-0.1	-0.1	IA Short Term Money Market
L&G European Index Trust I Acc	11.3	25.0	IA Europe Excluding UK	unrated sector
L&G Global 100 Index Trust I Acc	8.7	21.5	IA Global	unrated sector
L&G Global Inflation Linked Bond Index I Acc	1.9	6.8	IA Global Inflation Linked Bond	unrated sector
L&G Global Technology Index Trust I Acc	9.8	31.9	IA Technology & Telecommunications	unrated sector
L&G Japan Index Trust I Acc	-1.4	10.7	IA Japan	unrated sector
L&G Multi-Index 5 I Acc	5.0	15.3	IA Volatility Managed
L&G Short Dated Sterling Corporate Bond Index I Acc	0.1	3.5	IA Sterling Corporate Bond	unrated sector
L&G Sterling Corporate Bond Index I Acc	-3.5	0.0	IA Sterling Corporate Bond	unrated sector
L&G UK Index Trust I Acc	12.4	22.4	IA UK All Companies	unrated sector
L&G US Index Trust I Acc	8.7	24.7	IA North America	unrated sector
Lazard UK Omega C Acc	13.6	29.4	IA UK All Companies
Legg Mason IF ClearBridge Global Infrastructure Income X Acc GBP	1.4	12.3	IA Global Equity Income
Legg Mason IF Japan Equity X	-12.1	13.1	IA Japan
LF Gresham House UK Micro Cap C Acc	27.6	46.6	IA UK Smaller Companies
LF Lindsell Train UK Equity Acc	8.1	13.4	IA UK All Companies
Liontrust Special Situations I Inc	13.4	24.8	IA UK All Companies
Liontrust Strategic Bond B Acc	0.3	5.2	IA Sterling Strategic Bond	unrated sector
Liontrust Sustainable Future Managed 2 Inc	5.9	19.3	IA Mixed Investment 40-85% Shares
Liontrust UK Smaller Companies I Inc	20.8	44.1	IA UK Smaller Companies
M&G Emerging Markets Bond I Acc GBP	-6.0	-0.9	IA Global EM Bonds - Blended
M&G Global Emerging Markets I Acc GBP	10.3	34.1	IA Global Emerging Markets
M&G Global Listed Infrastructure I Acc	7.4	13.7	IA Global
M&G Global Macro Bond I Acc GBP	-7.9	-7.9	IA Global Mixed Bond
M&G North American Dividend I Acc GBP	9.4	22.2	IA North America
Man GLG Continental European Growth C Professional	4.4	19.6	IA Europe Excluding UK
Man GLG Income C Professional Acc	14.9	24.6	IA UK Equity Income
Marlborough Global Bond P Inc	-5.5	-1.5	IA Global Mixed Bond
Marlborough Multi Cap Income P Acc	17.3	27.6	IA UK Equity Income
Matthews Asia ex Japan Dividend I Acc GBP	7.1	39.0	IA Asia Pacific Excluding Japan
MI Chelverton UK Equity Growth B Acc	29.6	61.6	IA UK All Companies
Morgan Stanley Global Brands Inst Acc	3.9	10.4	IA Global
Ninety One Emerging Markets Equity I Acc	6.3	31.4	IA Global Emerging Markets
Ninety One Global Gold I Acc GBP	-1.5	-3.4	IA Specialist
Ninety One Global Total Return Credit I Acc GBP	2.7	10.2	IA Sterling Strategic Bond	unrated sector
Ninety One UK Alpha I Inc GBP	11.2	16.3	IA UK All Companies
Ninety One UK Sustainable Equity R Acc GBP	11.1	23.1	IA UK All Companies	unrated sector
Nomura Global Dynamic Bond I USD	1.8	9.0	IA Sterling Strategic Bond
Nomura Japan High Conviction I JPY	-2.8	27.2	IA Japan
Polar Capital Global Convertible I Acc GBP	-6.0	10.5	IA Specialist Bond
Premier Miton European Opportunities B Acc GBP	10.4	37.0	IA Europe Excluding UK
Premier Miton US Opportunities B Acc GBP	10.2	29.0	IA North America
Rathbone Ethical Bond Fund I Acc GBP	0.5	7.9	IA Sterling Corporate Bond
Rathbone Global Opportunities Fund I Acc GBP	5.6	22.5	IA Global
Royal London Corporate Bond M Acc	0.1	6.9	IA Sterling Corporate Bond
Royal London International Government Bond M Inc	-2.2	-0.6	IA Global Government Bond
Royal London Short Duration Gilts M Inc	-0.6	-0.4	IA UK Gilts
Royal London Short Duration Global Index Linked M Inc	1.7	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	5.3	14.4	IA Sterling Strategic Bond
Royal London Sustainable Diversified Trust C Inc	3.0	12.0	IA Mixed Investment 20-60% Shares
Royal London Sustainable Leaders Trust C Acc	10.6	17.9	IA UK All Companies
Royal London UK Equity Income M Inc	17.3	25.0	IA UK Equity Income
Sanlam Artificial Intelligence B Acc	3.0	32.9	IA Specialist
Schroder Asian Alpha Plus Z Acc	3.9	35.1	IA Asia Pacific Excluding Japan
Schroder Asian Income Z Acc	7.0	30.2	IA Asia Pacific Excluding Japan
Schroder ISF Asian Total Return C Acc NAV USD	11.3	48.0	IA Specialist
Schroder Recovery Z Acc	20.7	44.9	IA UK All Companies
Schroder Sterling Corporate Bond Z Acc	1.6	13.2	IA Sterling Corporate Bond
Slater Recovery P Acc	27.8	49.2	IA UK All Companies
Stewart Investors Asia Pacific Leaders Sustainability B Acc GBP	3.7	30.9	IA Specialist
Stewart Investors Global Emerging Markets Sustainability B GBP Acc	3.1	25.4	IA Specialist
Stewart Investors Indian Subcontinent Sustainability B Acc GBP	15.4	58.4	IA Specialist
Stewart Investors Worldwide Sustainab. B Acc GBP	5.9	20.4	IA Global
SVM UK Opportunities B	26.3	50.6	IA UK All Companies
SVS Church House Tenax Absolute Return Strategies A Acc	1.0	5.7	IA Targeted Absolute Return
T. Rowe Price Global Focused Growth Equity C Acc	4.3	35.6	IA Global
TB Amati UK Smaller Companies B Acc	27.4	48.6	IA UK Smaller Companies
TB Evenlode Income B Inc	8.3	11.6	IA UK All Companies
TB Saracen Global Income & Growth B Acc	16.0	26.3	IA Global Equity Income
Threadneedle European Select ZNA GBP	10.3	26.1	IA Europe Excluding UK
Threadneedle High Yield Bond ZNI GBP	2.8	10.2	IA Sterling High Yield
Threadneedle UK Equity Income ZNI GBP	13.4	25.7	IA UK Equity Income
Threadneedle UK Mid 250 ZNA GBP	18.9	40.5	IA UK All Companies
TM CRUX European Special Situations I Acc GBP	8.1	22.3	IA Europe Excluding UK
Trojan Income O Acc	5.4	8.4	IA UK Equity Income
TwentyFour Dynamic Bond I Net Acc GBP	2.9	11.0	IA Sterling Strategic Bond
Vanguard Emerging Markets Stock Index Acc GBP	3.1	26.0	IA Global Emerging Markets	unrated sector
Vanguard FTSE Developed Europe ex-UK Equity Index Acc GBP	11.5	27.6	IA Europe Excluding UK	unrated sector
Vanguard FTSE U.K. All Share Index Unit Trust A Acc GBP	12.9	24.6	IA UK All Companies	unrated sector
Vanguard Global Credit Bond Inv Hedged Acc GBP	-0.5	5.0	IA Global Corporate Bond
Vanguard Global Emerging Markets Acc	7.5	38.9	IA Global Emerging Markets
Vanguard Japan Stock Index Institutional Acc GBP	-1.7	9.9	IA Japan	unrated sector
Vanguard LifeStrategy 20% Equity A Gross Acc GBP	-0.7	3.9	IA Mixed Investment 0-35% Shares
Vanguard Pacific ex-Japan Stock Index Institutional Acc GBP	6.6	21.5	IA Asia Pacific Excluding Japan	unrated sector
Vanguard UK Government Bond Index Acc GBP	-6.7	-7.6	IA UK Gilts	unrated sector
Vanguard US Equity Index Acc GBP	8.8	31.4	IA North America	unrated sector
Vanguard US Government Bond Index Institutional Acc USD	-2.6	-3.1	IA USD Government Bond	unrated sector
Veritas Asian C GBP	3.6	41.0	IA Asia Pacific Excluding Japan
Veritas Global Focus B GBP	3.0	12.7	IA Global
Veritas Global Real Return B GBP	-4.0	-0.9	IA Targeted Absolute Return	unrated sector
VT Downing Unique Opportunities A Acc	22.4	46.4	IA UK All Companies	unrated sector
VT Gravis Clean Energy Income C Acc GBP	1.6	22.2	IA Global
VT Gravis UK Infrastructure Income C Acc GBP	5.6	8.1	IA Specialist
VT RM Alternative Income Retail Acc GBP	7.3	15.8	IA Specialist	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.