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FE Adviser Fund Index: AFI Cautious

The FE AFI Cautious portfolio outperforms the APCIMS Income Growth index and the IA Cautious Managed Sector average. All of the AFI portfolios currently provide consistent outperformance across the spectrum of risk, against typical alternative benchmarks.

FE AFI Performance Chart
Index 3m % 6m % 1y % 2018 % since Nov 04 %
AFI Cautious -1.6 -3.6 -3.6 -4.4 108.1
FTSE UK Private Investor Income -0.3 -2.2 -1.8 -2.8 147.1
IA Mixed Investment 20-60% Shares -1.0 -3.4 -4.2 -5.1 87.5
Constituent 6m 1y Sector  FE Crown Rating  
Absolute Insight W-2.6-4.2 IA Targeted Absolute Return2add to basket
Allianz Gilt Yield C Inc0.11.2 IA UK Gilts3add to basket
Architas Diversified Real Assets D Acc-1.2-1.6 IA Specialist2add to basket
Artemis Global Equity Income I Inc GBP-12.1-12.1 IA Global Equity Income1add to basket
Artemis Global Income I Inc-11.9-11.9 IA Global Equity Income2add to basket
Artemis Pan-European Absolute Return I Hedged Acc GBP-4.3-9.8 IA Targeted Absolute Return3add to basket
Artemis Strategic Bond I Quarterly Acc-1.4-2.6 IA Sterling Strategic Bond4add to basket
Artemis US Equity I Acc GBP-4.33.5 IA North America4add to basket
Aviva Inv Multi Strategy Target Return 2-4.7-6.1 IA Targeted Absolute Return1add to basket
Baillie Gifford American B Acc-7.019.4 IA North America4add to basket
Baillie Gifford Japanese B Acc-9.2-13.3 IA Japan5add to basket
Baillie Gifford Japanese Smaller Companies B Acc-8.2-0.6 IA Japanese Smaller Companies4add to basket
Baillie Gifford Pacific B Acc-10.4-13.9 IA Asia Pacific Excluding Japan4add to basket
Baillie Gifford Strategic Bond B Inc-0.3-1.3 IA Sterling Strategic Bond5add to basket
BlackRock Cash D Acc0.20.4 IA Short Term Money Market2add to basket
BlackRock Corporate Bond D Acc-0.1-0.7 IA Sterling Corporate Bond5add to basket
BlackRock European Dynamic D Acc-13.8-13.0 IA Europe Excluding UK5add to basket
BlackRock Natural Resources Growth & Income D Acc-9.1-11.6 IA Specialist2add to basket
BlackRock Sterling Strategic Bond D Acc-0.6-1.7 IA Sterling Strategic Bondunrated sectoradd to basket
BlackRock UK Absolute Alpha D Acc-2.2-3.2 IA Targeted Absolute Return3add to basket
BMO MM Navigator Cautious C Acc-4.9-5.3 IA Mixed Investment 20-60% Shares3add to basket
BMO Property Growth & Income I Acc-4.3-1.7 IA Property Other4add to basket
BMO UK Property 2 Inc1.53.5 IA UK Direct Propertyunrated sectoradd to basket
BNY Mellon Long Term Global Equity Inst W Acc GBP-1.93.5 IA Global4add to basket
Fidelity Global Dividend W Acc0.62.7 IA Global Equity Income2add to basket
Fidelity Global Special Situations W Acc-5.5-4.9 IA Global4add to basket
Fidelity Index UK P-8.7-8.3 IA UK All Companiesunrated sectoradd to basket
Fidelity Index World P-4.6-1.9 IA Globalunrated sectoradd to basket
Fidelity Moneybuilder Dividend Y Inc-7.2-7.8 IA UK Equity Income1add to basket
Fidelity Special Situations W Acc-10.5-9.2 IA UK All Companies4add to basket
Fidelity Strategic Bond Y Inc-0.4-2.7 IA Sterling Strategic Bond1add to basket
First State Global Listed Infrastructure B Acc GBP2.13.2 IA Global5add to basket
FP CRUX European I Acc GBP-12.3-13.9 IA Europe Excluding UKunrated sectoradd to basket
Fundsmith Equity T Acc-5.13.4 IA Global5add to basket
GAM Star Credit Opportunities GBP Inst-1.8-5.7 IA Sterling Strategic Bond5add to basket
Hermes Asia ex Japan Equity F Acc GBP-5.4-10.2 IA Asia Pacific Excluding Japan4add to basket
Invesco Global Equity Income (UK) Z Acc-6.5-7.7 IA Global Equity Income2add to basket
Invesco Global Targeted Income (UK) Z Acc-2.7-4.2 IA Targeted Absolute Returnunrated sectoradd to basket
Invesco Income (UK) Z Acc-7.7-8.0 IA UK All Companies1add to basket
Investec UK Special Situations I Acc GBP-7.6-5.8 IA UK All Companies1add to basket
Janus Henderson European Selected Opportunities I Acc-8.5-9.7 IA Europe Excluding UK2add to basket
Janus Henderson Strategic Bond I Inc0.6-0.8 IA Sterling Strategic Bond2add to basket
Janus Henderson UK Absolute Return I Acc-2.6-1.9 IA Targeted Absolute Return5add to basket
Janus Henderson UK Property PAIF I Acc1.5-0.1 IA UK Direct Propertyunrated sectoradd to basket
JOHCM UK Dynamic A Acc-10.2-8.2 IA UK All Companies4add to basket
JOHCM UK Opportunities A Acc-2.5-1.3 IA Specialist3add to basket
JPM Global Macro Opportunities C Acc0.0-6.1 IA Targeted Absolute Return3add to basket
JPM Sterling Corporate Bond C Gr Acc-0.7-2.4 IA Sterling Corporate Bond3add to basket
Jupiter Absolute Return I Acc-0.2-1.6 IA Targeted Absolute Return3add to basket
Jupiter India I Acc-5.8-20.8 IA Specialist3add to basket
Jupiter Strategic Bond I Acc0.6-0.3 IA Sterling Strategic Bond2add to basket
Kames Investment Grade Bond B Acc-2.0-3.3 IA Sterling Corporate Bond4add to basket
Kames Strategic Bond B Acc-0.8-2.0 IA Sterling Strategic Bond1add to basket
L&G All Stocks Index Linked Gilt Index Trust I Acc-0.70.0 IA UK Index Linked Giltsunrated sectoradd to basket
L&G Global Inflation Linked Bond Index I Acc-1.9-1.6 IA Global Bondsunrated sectoradd to basket
L&G Japan Index Trust I Acc-4.7-8.9 IA Japanunrated sectoradd to basket
L&G Short Dated Sterling Corporate Bond Index I Acc0.00.0 IA Sterling Corporate Bondunrated sectoradd to basket
L&G UK Property I Acc1.55.1 IA UK Direct Propertyunrated sectoradd to basket
L&G US Index Trust I Acc-4.22.0 IA North Americaunrated sectoradd to basket
Lazard UK Omega C Acc-11.6-14.1 IA UK All Companies2add to basket
LF Miton UK Multi Cap Income B Inst Acc-8.5-6.3 IA UK Equity Income5add to basket
LF Miton US Opportunities B Acc-4.00.2 IA North America4add to basket
LF Odey Absolute Return Inst Acc GBP-3.08.3 IA Targeted Absolute Return1add to basket
LF Woodford Equity Income C Acc GBP-8.0-13.2 IA UK All Companies1add to basket
Liontrust Macro Equity Income I Acc-6.4-9.4 IA UK Equity Income1add to basket
Liontrust Special Situations I Inc-7.3-1.3 IA UK All Companies5add to basket
M&G Global Convertibles IH Acc GBP-5.8-8.3 IA Specialist1add to basket
M&G Global Dividend I Acc GBP-3.4-2.7 IA Global2add to basket
M&G Global Macro Bond I Acc GBP4.05.6 IA Global Bonds3add to basket
M&G Optimal Income Inst Acc GBP-1.5-2.7 IA Sterling Strategic Bond2add to basket
M&G Property Portfolio I Acc GBP1.34.1 IA UK Direct Propertyunrated sectoradd to basket
Man GLG Continental European Growth C Professional-16.0-9.0 IA Europe Excluding UK5add to basket
Man GLG UK Income C Professional Acc-5.6-5.2 IA UK Equity Income5add to basket
Merian Asia Pacific R Acc-7.6-12.3 IA Asia Pacific Excluding Japan5add to basket
Merian Global Equity R Acc GBP-7.7-3.3 IA Global4add to basket
Merian Global Equity Absolute Return R Hedged Acc GBP-4.9-5.9 IA Targeted Absolute Return2add to basket
Merian UK Mid Cap R Acc GBP-19.3-16.1 IA UK All Companies4add to basket
Merian UK Smaller Companies R Acc GBP-16.6-13.2 IA UK Smaller Companies3add to basket
Newton Global Income Inst W Acc GBP-2.81.0 IA Global Equity Income4add to basket
Premier Income C Inc-9.8-13.5 IA UK Equity Income1add to basket
Rathbone Income Inst Inc-7.8-6.5 IA UK Equity Income2add to basket
Royal London Short Duration Gilts M Inc0.30.4 IA UK Gilts1add to basket
Royal London Short Duration Global High Yield Bond M Inc1.01.5 IA Sterling High Yield1add to basket
Royal London UK Equity Income M Inc-8.5-7.3 IA UK Equity Income3add to basket
Schroder Asian Alpha Plus Z Acc-5.0-8.9 IA Asia Pacific Excluding Japan5add to basket
Schroder Asian Income Z Acc-0.7-3.9 IA Asia Pacific Excluding Japan4add to basket
Schroder European Alpha Income Z Acc-13.4-17.2 IA Europe Excluding UK4add to basket
Schroder Income Z Acc-4.8-1.2 IA UK Equity Income4add to basket
Schroder MM Diversity Z Acc-0.1-1.2 IA Mixed Investment 20-60% Shares1add to basket
Schroder US Mid Cap Z Acc-4.6-1.5 IA North America1add to basket
Standard Life Investments European Equity Income Ret Platform 1 Acc-11.1-12.9 IA Europe Excluding UK3add to basket
Standard Life Investments Global Absolute Return Strategies Ret Platform 1 Acc-1.4-6.6 IA Targeted Absolute Return1add to basket
Standard Life Investments Global Index Linked Bond Ret Platform 1 Acc-1.7-1.5 IA Global Bonds2add to basket
Standard Life Investments UK Real Estate Income Feeder Platform 1 Inc1.84.6 IA UK Direct Propertyunrated sectoradd to basket
Stewart Investors Asia Pacific Leaders B Acc GBP0.03.8 IA Specialist3add to basket
Stewart Investors Worldwide Sustainability B Acc GBP-3.1-0.1 IA Global4add to basket
SVS Church House Tenax Absolute Return Strategies A Acc-0.7-1.4 IA Targeted Absolute Return5add to basket
TB Amati UK Smaller Companies B Acc-13.5-3.6 IA UK Smaller Companies5add to basket
TB Evenlode Income B Inc-5.00.6 IA UK All Companies5add to basket
Threadneedle European Select ZNA GBP-11.5-10.9 IA Europe Excluding UK5add to basket
Threadneedle Sterling Short Dated Corporate Bond Ini GBP-0.2-0.2 IA Sterling Corporate Bond4add to basket
Threadneedle UK Equity Alpha Income ZNI GBP-8.1-2.9 IA UK Equity Income2add to basket
Threadneedle UK Equity Income ZNI GBP-10.3-5.5 IA UK Equity Income3add to basket
Trojan O Inc-1.1-2.4 IA Flexible Investment2add to basket
TwentyFour Absolute Return Credit N-0.2-0.8 IA Targeted Absolute Returnunrated sectoradd to basket
TwentyFour Corporate Bond I Acc GBP-0.9-1.9 IA Sterling Corporate Bond5add to basket
TwentyFour Dynamic Bond I Net Acc GBP-0.7-2.3 IA Sterling Strategic Bond1add to basket
TwentyFour Monument Bond I Net Acc GBP-0.8-0.4 IA Specialistunrated sectoradd to basket
Vanguard US Equity Index A-4.81.8 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 Cautious 208.1 -0.2%
UK Private Investor Income 3,634.7 -0.1%
IA Mixed Investment 20-60% Shares 477.2 -0.1%
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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