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Adviser Fund Index: AFI Cautious

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. The AFI Cautious portfolio outperforms the IA Mixed Investment 20-60% Shares Sector average.

AFI Performance Chart
Index 3m % 6m % 1y % 2019 % since Nov 04 %
AFI Cautious 6.0 -3.9 -0.5 11.6 122.8
FTSE UK Private Investor Income 4.8 0.0 3.8 12.0 178.5
IA Mixed Investment 20-60% Shares 6.1 -3.6 0.2 11.8 101.4
Constituent 6m 1y Sector  FE fundinfo Crown Rating  
AHFM Defined Returns B-6.1-1.0 IA Specialistunrated sectoradd to basket
Allianz Gilt Yield Y Acc6.57.2 IA UK Gilts5add to basket
Allianz Strategic Bond C29.030.1 IA Sterling Strategic Bond5add to basket
Architas Diversified Real Assets A Acc-3.3-0.1 IA Specialist5add to basket
Artemis Global Emerging Markets I Acc GBP-7.8-5.9 IA Global Emerging Markets2add to basket
Artemis Global Income I Inc-12.9-10.2 IA Global Equity Income1add to basket
Artemis Strategic Bond I Quarterly Acc1.74.2 IA Sterling Strategic Bond1add to basket
Artemis UK Smaller Companies I Acc-29.3-15.1 IA UK Smaller Companies1add to basket
Artemis US Extended Alpha I Acc GBP0.26.9 IA North America4add to basket
Artemis US Select I Acc GBP0.57.3 IA North America5add to basket
ASI Emerging Markets Income Equity Ret Platform 1 Acc-6.41.1 IA Global Emerging Markets3add to basket
ASI Sterling Money Market I Acc0.30.6 IA Standard Money Market3add to basket
AXA Global Short Duration Bonds Z Acc0.31.4 IA Global Bonds2add to basket
Baillie Gifford American B Acc44.460.6 IA North America5add to basket
Baillie Gifford Emerging Markets Leading Companies B Acc5.715.0 IA Global Emerging Markets4add to basket
Baillie Gifford Japanese B Acc1.33.8 IA Japan3add to basket
Baillie Gifford Japanese Income Growth B Inc-4.1-1.3 IA Japan3add to basket
Baillie Gifford Managed B Acc12.419.2 IA Mixed Investment 40-85% Shares5add to basket
Baillie Gifford Pacific B Acc21.737.1 IA Asia Pacific Excluding Japan5add to basket
Baillie Gifford Strategic Bond B Inc0.54.1 IA Sterling Strategic Bond2add to basket
BlackRock Asia D Acc1.710.8 IA Asia Pacific Excluding Japan3add to basket
BlackRock Corporate Bond D Acc2.34.4 IA Sterling Corporate Bond3add to basket
BlackRock UK D Acc-4.30.8 IA UK All Companies5add to basket
BMO Responsible Global Equity 2 Acc6.413.7 IA Global4add to basket
BMO UK Property Feeder 1 Acc0.11.5 IA UK Direct Propertyunrated sectoradd to basket
BMO Universal MAP Cautious C Acc-0.13.7 IA Volatility Managedunrated sectoradd to basket
BNY Mellon Global Income Inst W Acc GBP-9.6-6.4 IA Global Equity Income2add to basket
BNY Mellon Inflation Linked Corporate Bond Institutional W Acc-0.41.9 IA Sterling Strategic Bond1add to basket
BNY Mellon Real Return Inst W Acc0.33.9 IA Targeted Absolute Return4add to basket
Brooks Macdonald Defensive Capital A Acc-3.5-2.0 IA Targeted Absolute Return2add to basket
Brown Advisory Global Leaders B Acc USD-2.613.8 IA Global5add to basket
CFP SDL UK Buffettology General Inc-8.23.3 IA UK All Companies5add to basket
Dodge & Cox US Stock Acc GBP-11.5-6.4 IA North America1add to basket
Fidelity Asian Dividend W Inc-8.4-9.7 IA Asia Pacific Excluding Japan3add to basket
Fidelity Global Special Situations W Acc1.19.3 IA Global3add to basket
Fidelity Index Europe ex UK P Acc-2.91.6 IA Europe Excluding UKunrated sectoradd to basket
Fidelity Index US P0.48.6 IA North Americaunrated sectoradd to basket
Fidelity Moneybuilder Dividend W Inc GBP-15.3-5.9 IA UK Equity Income3add to basket
First State Global Listed Infrastructure B Acc GBP-11.7-9.7 IA Global3add to basket
Fundsmith Equity T Acc3.77.0 IA Global5add to basket
Guinness Global Equity Income Y Dis GBP-4.32.5 IA Global Equity Income3add to basket
HSBC American Index C Acc-0.37.7 IA North Americaunrated sectoradd to basket
HSBC FTSE 250 Index C Acc-15.8-4.0 IA UK All Companiesunrated sectoradd to basket
Invesco Global Targeted Income (UK) Z Acc-2.5-0.3 IA Targeted Absolute Return2add to basket
Invesco Tactical Bond (UK) Z Acc6.710.0 IA Sterling Strategic Bond1add to basket
Janus Henderson Core 4 Income I Inc-3.9-0.1 IA Volatility Managed3add to basket
Janus Henderson European Selected Opportunities I Acc0.13.9 IA Europe Excluding UK3add to basket
Janus Henderson Global Equity Income I Inc-7.6-3.7 IA Global Equity Income1add to basket
Janus Henderson Strategic Bond I Inc6.16.9 IA Sterling Strategic Bond4add to basket
Janus Henderson UK Absolute Return I Acc0.94.4 IA Targeted Absolute Return5add to basket
Janus Henderson UK Property PAIF I Acc-3.3-2.1 IA UK Direct Propertyunrated sectoradd to basket
JOHCM UK Dynamic A Acc-26.1-19.3 IA UK All Companies1add to basket
JPM Asia Growth C Acc8.218.5 IA Asia Pacific Excluding Japan5add to basket
JPM Emerging Markets B Acc4.59.5 IA Global Emerging Markets4add to basket
JPM Global Equity Income C Acc-4.91.4 IA Global Equity Income3add to basket
JPM Global Macro Opportunities C Acc0.44.5 IA Targeted Absolute Return5add to basket
JPM UK Equity Core E Acc-15.3-9.2 IA UK All Companies3add to basket
Jupiter Japan Income I Acc-5.00.1 IA Japan4add to basket
Jupiter Monthly Alternative Income I Acc-6.6-2.1 IA Specialist5add to basket
Jupiter Strategic Bond I Acc2.24.2 IA Sterling Strategic Bond2add to basket
Jupiter UK Growth I Acc-28.8-22.8 IA UK All Companies1add to basket
Kames Global Equity Income C Inc GBP-2.91.4 IA Global Equity Income2add to basket
L&G All Stocks Index Linked Gilt Index Trust I Acc6.84.3 IA UK Index Linked Giltsunrated sectoradd to basket
L&G Cash Trust I Acc0.20.5 IA Short Term Money Market3add to basket
L&G Global 100 Index Trust I Acc0.711.0 IA Globalunrated sectoradd to basket
L&G Global Technology Index Trust I Acc12.134.5 IA Technology & Telecommunicationsunrated sectoradd to basket
L&G Multi-Index 3 I Acc0.22.5 IA Volatility Managed5add to basket
L&G Short Dated Sterling Corporate Bond Index I Acc1.02.4 IA Sterling Corporate Bondunrated sectoradd to basket
L&G UK Index Trust I Acc-15.3-10.2 IA UK All Companiesunrated sectoradd to basket
L&G US Index Trust I Acc0.48.5 IA North Americaunrated sectoradd to basket
Legg Mason IF Martin Currie European Unconstrained X Acc6.614.2 IA Europe Excluding UK5add to basket
LF Lindsell Train UK Equity Acc-6.6-7.9 IA UK All Companies5add to basket
LF Miton European Opportunities B Acc15.525.1 IA Europe Excluding UK5add to basket
Lindsell Train Japanese Equity B Sterling Quoted GBP1.21.7 IA Japan5add to basket
Liontrust Special Situations I Inc-5.61.4 IA UK All Companies5add to basket
Liontrust Sustainable Future Managed 2 Inc4.012.8 IA Mixed Investment 40-85% Shares5add to basket
M&G Absolute Return Bond I Acc GBP-1.60.8 IA Targeted Absolute Return3add to basket
M&G Emerging Markets Bond I Acc GBP-2.4-4.9 IA Global EM Bonds - Blended5add to basket
M&G Global Dividend I Acc GBP-7.2-1.0 IA Global1add to basket
M&G Global Floating Rate High Yield IH Acc GBP-6.3-4.1 IA Sterling High Yield1add to basket
M&G Global Listed Infrastructure I Acc-6.3-0.4 IA Globalunrated sectoradd to basket
M&G Global Macro Bond I Acc GBP9.13.0 IA Global Bonds4add to basket
M&G Optimal Income Inst Acc GBP-1.92.1 IA Sterling Strategic Bond1add to basket
Man GLG Continental European Growth C Professional8.517.5 IA Europe Excluding UK5add to basket
Man GLG Income C Professional Acc-21.3-11.9 IA UK Equity Income2add to basket
Marlborough Global Bond P Inc2.00.5 IA Global Bonds2add to basket
Matthews Pacific Tiger I Acc GBP6.69.4 IA Asia Pacific Excluding Japan3add to basket
Merian Gold And Silver R Acc GBP41.132.3 IA Specialist1add to basket
Merian UK Mid Cap R Acc GBP-15.33.3 IA UK All Companies3add to basket
Morgan Stanley Global Brands Inst Acc0.76.1 IA Global5add to basket
Ninety One UK Special Situations I Acc GBP-28.2-19.6 IA UK All Companies2add to basket
Optimal Multi Asset Balanced A GBP-4.10.7 IA Mixed Investment 20-60% Shares1add to basket
Pictet Clean Energy I dy GBP9.223.8 IA Global3add to basket
Premier Multi-Asset Absolute Return C Acc-1.9-0.4 IA Targeted Absolute Return3add to basket
Premier Pan European Property Share C Acc-16.2-1.0 IA Property Other3add to basket
Rathbone Income Fund I Inc GBP-16.9-11.8 IA UK Equity Income2add to basket
Rathbone Strategic Bond Fund I Acc GBP1.34.6 IA Sterling Strategic Bond1add to basket
Royal London Corporate Bond M Acc0.44.2 IA Sterling Corporate Bond3add to basket
Royal London Global Bond Opportunities Z Inc-3.9-0.4 IA Sterling Strategic Bond1add to basket
Royal London Short Duration Credit M Inc0.12.5 IA Sterling Strategic Bond2add to basket
Royal London Short Duration Global High Yield Bond M Inc-1.9-0.6 IA Sterling High Yield3add to basket
Royal London Short Duration Global Index Linked M Inc2.72.8 IA Global Bonds1add to basket
Royal London Short Term Money Market Y Acc0.20.5 IA Short Term Money Market5add to basket
Royal London Sterling Extra Yield Bond A Inc-7.2-3.4 IA Sterling Strategic Bond1add to basket
Royal London Sustainable Diversified Trust C Inc3.110.7 IA Mixed Investment 20-60% Shares5add to basket
Royal London Sustainable Leaders Trust C Acc-5.05.7 IA UK All Companies5add to basket
Royal London UK Equity Income M Inc-19.5-12.3 IA UK Equity Income2add to basket
RWC Enhanced Income R GBP-15.1-15.3 IA Specialist2add to basket
Sarasin Food & Agriculture Opportunities P Acc-3.4-7.3 IA Specialist5add to basket
Schroder Asian Income Z Acc-0.5-0.6 IA Asia Pacific Excluding Japan2add to basket
Schroder Income Maximiser Z Acc-19.8-15.6 IA UK Equity Income1add to basket
Schroder Sterling Corporate Bond Z Acc2.39.5 IA Sterling Corporate Bond4add to basket
Slater Recovery P Acc-8.56.4 IA UK All Companies5add to basket
Smith & Williamson Artificial Intelligence B Acc15.931.6 IA Specialist3add to basket
Stewart Investors Asia Pacific Leaders B Acc GBP2.91.4 IA Specialist4add to basket
Stewart Investors Worldwide Sustainability B Acc GBP3.65.5 IA Global3add to basket
SVS Church House Tenax Absolute Return Strategies A Acc-0.31.2 IA Targeted Absolute Return3add to basket
TB Amati UK Smaller Companies B Acc-5.99.2 IA UK Smaller Companies4add to basket
TB Evenlode Global Income B Acc GBP-4.7-2.7 IA Global Equity Incomeunrated sectoradd to basket
TB Evenlode Income B Inc-10.4-6.5 IA UK All Companies5add to basket
Threadneedle American Extended Alpha INA GBP1.613.3 IA North America4add to basket
Threadneedle European Select ZNA GBP4.09.6 IA Europe Excluding UK5add to basket
Threadneedle High Yield Bond ZNI GBP-1.61.7 IA Sterling High Yield4add to basket
Threadneedle Sterling Short Dated Corporate Bond Ini GBP0.51.9 IA Sterling Corporate Bond1add to basket
Threadneedle UK Equity Income ZNI GBP-14.3-6.7 IA UK Equity Income3add to basket
TM CRUX European Special Situations I Acc GBP-6.1-1.5 IA Europe Excluding UK1add to basket
Trojan Income O Acc-12.2-6.3 IA UK Equity Income5add to basket
TwentyFour Absolute Return Credit N0.01.6 IA Targeted Absolute Return4add to basket
Unicorn UK Income B Inc-20.7-8.0 IA UK Equity Income1add to basket
Vanguard Global Credit Bond Inv Hedged Acc GBP6.910.3 IA Global Bondsunrated sectoradd to basket
Vanguard LifeStrategy 20% Equity A Gross Acc GBP2.34.7 IA Mixed Investment 0-35% Shares5add to basket
Veritas Asian C GBP14.525.3 IA Asia Pacific Excluding Japan5add to basket
Veritas Global Focus B GBP-2.04.1 IA Global3add 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

AFI Data

Aggressive Adviser Fund Index - FE Balanced Adviser Fund Index - FE Cautious Adviser Fund Index - FE
Index Value Week
AFI Cautious 222.8 1.4%
UK Private Investor Income 4,097.2 0.4%
IA Mixed Investment 20-60% Shares 512.0 0.6%
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo 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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