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Fund Performance

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Trustnet Tools Adviser Fund Index

AFI Cautious Portfolio

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

Performance Chart

Selected Performances

Index	3m %	6m %	1y %	2019 %	since Nov 04 %
AFI Cautious	3.2	4.0	8.7	11.6	131.7
FTSE UK Private Investor Income	3.2	4.2	9.7	12.0	178.0
IA Mixed Investment 20-60% Shares	3.2	4.2	8.7	11.8	108.6

AFI Cautious(157)


Constituent	6m	1y	Sector	FE fundinfo Crown Rating
AHFM Defined Returns B	6.3	9.4	IA Flexible Investment	unrated sector
Allianz Strategic Bond C	0.3	8.5	IA Sterling Strategic Bond
Architas Diversified Real Assets D Acc	3.8	8.2	IA Specialist
Artemis Global Emerging Markets I Acc GBP	1.7	3.8	IA Global Emerging Markets
Artemis Global Income I Inc	4.6	7.4	IA Global Equity Income
Artemis Pan-European Absolute Return I Hedged Acc GBP	2.6	-2.9	IA Targeted Absolute Return
Artemis Strategic Bond I Quarterly Acc	2.4	8.0	IA Sterling Strategic Bond
Artemis UK Smaller Companies I Acc	19.7	24.5	IA UK Smaller Companies
Artemis US Absolute Return I Hedged Acc GBP	-0.3	1.2	IA Targeted Absolute Return
Artemis US Equity I Acc GBP	7.9	24.7	IA North America
Artemis US Extended Alpha I Acc GBP	7.5	23.2	IA North America
Artemis US Select I Acc GBP	7.6	26.6	IA North America
ASI Emerging Markets Income Equity Ret Platform 1 Acc	10.2	14.1	IA Global Emerging Markets
ASI Europe ex UK Income Equity Ret Platform 1 Acc	5.7	15.0	IA Europe Excluding UK
ASI Global Inflation Linked Bond Ret Platform 1 Acc	-0.6	8.7	IA Global Bonds
ASI Sterling Money Market I Acc	0.3	0.8	IA Standard Money Market
ASI UK Income Unconstrained Equity Ret Platform 1 Acc	11.4	2.6	IA UK Equity Income
Aviva Inv Multi Strategy Target Return 2	4.6	8.9	IA Targeted Absolute Return
AXA Global Short Duration Bonds Z Acc	1.5	4.1	IA Global Bonds	unrated sector
Baillie Gifford American B Acc	12.1	30.4	IA North America
Baillie Gifford Investment Grade Long Bond B Inc	4.2	15.6	IA Sterling Corporate Bond
Baillie Gifford Japanese B Acc	1.5	10.2	IA Japan
Baillie Gifford Japanese Income Growth B Inc	0.8	9.5	IA Japan
Baillie Gifford Managed B Acc	6.5	17.7	IA Mixed Investment 40-85% Shares
Baillie Gifford Pacific B Acc	12.6	21.8	IA Asia Pacific Excluding Japan
Baillie Gifford Strategic Bond B Inc	2.7	10.2	IA Sterling Strategic Bond
Baillie Gifford UK Equity Alpha B Acc	10.5	19.9	IA UK All Companies
BlackRock Asia D Acc	10.1	13.9	IA Asia Pacific Excluding Japan
BlackRock Cash D Acc	0.3	0.5	IA Short Term Money Market
BlackRock Continental European Income D Acc	6.7	20.3	IA Europe Excluding UK
BlackRock Corporate Bond D Acc	2.0	8.5	IA Sterling Corporate Bond
BlackRock European Dynamic D Acc	9.3	25.1	IA Europe Excluding UK
BlackRock Natural Resources Growth & Income D Acc	-3.9	-2.0	IA Specialist
BlackRock Sterling Strategic Bond D Acc	2.4	7.1	IA Sterling Strategic Bond
BlackRock UK Absolute Alpha D Acc	3.9	7.0	IA Targeted Absolute Return
BMO Property Growth & Income I Acc	11.5	13.8	IA Property Other
BMO Responsible Global Equity 2 Acc	7.4	21.8	IA Global
BMO UK Property 2 Inc	6.4	-0.1	IA UK Direct Property	unrated sector
BMO UK Property Feeder 1 Acc	5.9	-0.7	IA UK Direct Property	unrated sector
BMO Universal MAP Cautious C Acc	4.0	10.0	IA Volatility Managed	unrated sector
BNY Mellon Global Income Inst W Acc GBP	3.4	16.7	IA Global Equity Income
BNY Mellon Inflation Linked Corporate Bond Institutional W Acc	2.0	7.3	IA Sterling Strategic Bond
BNY Mellon Real Return Inst W Acc	3.5	11.9	IA Targeted Absolute Return
Brooks Macdonald Defensive Capital A Acc	2.1	6.1	IA Targeted Absolute Return
CFP SDL UK Buffettology General Inc	13.4	22.1	IA UK All Companies
Commercial Long Income PAIF A Gr Acc	2.3	4.4	IA UK Direct Property	unrated sector
Fidelity Global Special Situations W Acc	9.4	18.2	IA Global
Fidelity Index Europe ex UK P Acc	5.7	16.7	IA Europe Excluding UK	unrated sector
Fidelity Index UK P	7.6	9.7	IA UK All Companies	unrated sector
Fidelity Index US P	8.9	22.4	IA North America	unrated sector
Fidelity Index World P	7.4	18.8	IA Global	unrated sector
Fidelity Moneybuilder Dividend W Inc GBP	12.1	11.9	IA UK Equity Income
Fidelity Strategic Bond W Inc	3.3	9.6	IA Sterling Strategic Bond
First State Global Listed Infrastructure B Acc GBP	2.6	18.7	IA Global
FP Foresight UK Infrastructure Income A Acc	5.7	13.9	IA Specialist	unrated sector
Fundsmith Equity T Acc	2.7	19.6	IA Global
GAM Star Credit Opportunities GBP Inst	8.8	13.6	IA Sterling Strategic Bond
Guinness Global Equity Income Y Dis GBP	7.3	18.1	IA Global Equity Income
H2O MultiReturns N Gr Acc	16.0	20.6	IA Targeted Absolute Return
Hermes Asia ex Japan Equity F Acc GBP	5.3	-1.1	IA Asia Pacific Excluding Japan
HSBC American Index C Acc	7.8	22.2	IA North America	unrated sector
Invesco Global Targeted Income (UK) Z Acc	2.3	4.7	IA Targeted Absolute Return
Investec Cautious Managed I Acc GBP	0.9	0.2	IA Mixed Investment 20-60% Shares
Investec Diversified Income I Acc GBP	3.4	4.6	IA Mixed Investment 0-35% Shares
Investec UK Special Situations I Acc GBP	15.0	13.0	IA UK All Companies
Janus Henderson Core 4 Income I Inc	4.4	8.7	IA Volatility Managed
Janus Henderson European Selected Opportunities I Acc	4.8	16.7	IA Europe Excluding UK
Janus Henderson Global Equity Income I Inc	5.0	11.5	IA Global Equity Income
Janus Henderson Strategic Bond I Inc	0.4	9.1	IA Sterling Strategic Bond
Janus Henderson UK Absolute Return I Acc	3.7	4.1	IA Targeted Absolute Return
Janus Henderson UK Property PAIF I Acc	1.2	2.7	IA UK Direct Property	unrated sector
JOHCM UK Dynamic A Acc	9.7	8.7	IA UK All Companies
JOHCM UK Opportunities A Acc	4.3	6.7	IA Specialist
JPM Emerging Markets B Acc	6.6	18.7	IA Global Emerging Markets
JPM Global Equity Income C Acc	7.4	20.4	IA Global Equity Income
JPM Global Macro Opportunities C Acc	5.1	8.9	IA Targeted Absolute Return
JPM Natural Resources C Acc	-4.2	-1.7	IA Specialist
JPM UK Equity Core E Acc	8.7	11.6	IA UK All Companies
Jupiter Absolute Return I Acc	-11.0	-15.0	IA Targeted Absolute Return
Jupiter Japan Income I Acc	4.7	16.6	IA Japan
Jupiter Strategic Bond I Acc	1.2	9.0	IA Sterling Strategic Bond
Jupiter UK Growth I Acc	12.7	8.7	IA UK All Companies
Jupiter UK Special Situations I Acc	6.2	6.2	IA UK All Companies
Kames Global Equity Income C Inc GBP	4.7	17.3	IA Global Equity Income
L&G Cash Trust I Acc	0.3	0.7	IA Short Term Money Market
L&G European Index Trust I Acc	5.4	16.2	IA Europe Excluding UK	unrated sector
L&G Global Infrastructure Index I Acc	4.4	18.3	IA Global	unrated sector
L&G Multi-Index 5 I Acc	4.6	11.0	IA Volatility Managed
L&G Short Dated Sterling Corporate Bond Index I Acc	1.3	4.5	IA Sterling Corporate Bond	unrated sector
L&G UK Index Trust I Acc	7.5	8.9	IA UK All Companies	unrated sector
L&G UK Property I Acc	2.0	3.0	IA UK Direct Property	unrated sector
L&G US Index Trust I Acc	9.6	23.1	IA North America	unrated sector
Lazard Global Listed Infrastructure Equity A Dist GBP	15.2	18.9	IA Global
LF Miton European Opportunities B Acc	9.4	27.8	IA Europe Excluding UK
LF Miton UK Multi Cap Income B Inst Acc	7.6	7.5	IA UK Equity Income
LF Morant Wright Japan B Acc	5.7	5.3	IA Japan
Liontrust Special Situations I Inc	8.7	14.1	IA UK All Companies
M&G Absolute Return Bond I Acc GBP	2.6	7.4	IA Targeted Absolute Return
M&G Emerging Markets Bond I Acc GBP	-1.4	10.7	IA Global EM Bonds - Blended
M&G Global Dividend I Acc GBP	7.0	10.7	IA Global
M&G Global Floating Rate High Yield IH Acc GBP	2.4	5.1	IA Sterling High Yield
M&G Global Macro Bond I Acc GBP	-5.8	3.8	IA Global Bonds
M&G Index-Linked Bond I Acc GBP	-2.8	7.9	IA UK Index Linked Gilts
M&G Optimal Income Inst Acc GBP	3.5	6.7	IA Sterling Strategic Bond
Man GLG Continental European Growth C Professional	10.5	21.3	IA Europe Excluding UK
Man GLG UK Income C Professional Acc	14.6	11.8	IA UK Equity Income
Marlborough Global Bond P Inc	-1.9	8.1	IA Global Bonds
Merian Global Equity Absolute Return R Hedged Acc GBP	-5.2	-11.3	IA Targeted Absolute Return
Merian Gold And Silver R Acc GBP	-4.9	21.4	IA Specialist
Merian UK Mid Cap R Acc GBP	24.5	25.0	IA UK All Companies
Merian UK Smaller Companies R Acc GBP	23.4	25.2	IA UK Smaller Companies
MI Somerset Emerging Markets Dividend Growth A Acc GBP	0.3	6.5	IA Global Emerging Markets
Optimal Multi Asset Balanced A GBP	5.4	4.7	IA Mixed Investment 20-60% Shares
Polar Capital UK Absolute Equity I GBP	-0.3	13.7	IA Targeted Absolute Return
Premier Multi-Asset Absolute Return C Acc	2.5	4.5	IA Targeted Absolute Return
Premier Pan European Property Share C Acc	21.6	22.6	IA Property Other
Rathbone Income Fund I Inc GBP	7.2	9.3	IA UK Equity Income
Rathbone Strategic Bond Fund I Acc GBP	3.3	6.5	IA Sterling Strategic Bond
Royal London Cash Plus M Inc	0.5	1.1	IA Unclassified	unrated sector
Royal London Corporate Bond M Acc	3.5	11.0	IA Sterling Corporate Bond
Royal London Short Duration Credit M Inc	2.4	5.8	IA Sterling Strategic Bond
Royal London Short Duration Global High Yield Bond M Inc	1.4	3.1	IA Sterling High Yield
Royal London Short Duration Global Index Linked M Inc	-0.2	4.4	IA Global Bonds
Royal London Sterling Extra Yield Bond A Inc	4.1	9.4	IA Sterling Strategic Bond
Royal London UK Equity Income M Inc	11.4	13.0	IA UK Equity Income
RWC Enhanced Income R GBP	0.3	-4.1	IA Specialist
Sarasin Food & Agriculture Opportunities P Acc	-2.9	3.0	IA Specialist
Schroder Asian Alpha Plus Z Acc	10.3	9.8	IA Asia Pacific Excluding Japan
Schroder Asian Income Z Acc	2.0	4.3	IA Asia Pacific Excluding Japan
Schroder Income Z Acc	6.2	-4.3	IA UK Equity Income
Schroder Income Maximiser Z Acc	6.5	-3.0	IA UK Equity Income
Schroder Sterling Corporate Bond Z Acc	6.5	15.2	IA Sterling Corporate Bond
Smith & Williamson Defensive Growth B Inc	3.6	6.1	IA Targeted Absolute Return
Standard Life Investments UK Real Estate Income Feeder Platform 1 Inc	-0.9	-1.4	IA UK Direct Property	unrated sector
Stewart Investors Asia Pacific Leaders B Acc GBP	-0.3	5.3	IA Specialist
Stewart Investors Worldwide Sustainability B Acc GBP	2.7	11.8	IA Global
SVS Church House Tenax Absolute Return Strategies A Acc	1.5	2.5	IA Targeted Absolute Return
TB Evenlode Global Income B Acc GBP	1.7	19.6	IA Global Equity Income	unrated sector
TB Evenlode Income B Inc	4.7	16.6	IA UK All Companies
Threadneedle European Select ZNA GBP	6.0	21.0	IA Europe Excluding UK
Threadneedle High Yield Bond ZNI GBP	3.7	9.0	IA Sterling High Yield
Threadneedle Sterling Short Dated Corporate Bond Ini GBP	1.3	4.4	IA Sterling Corporate Bond
Threadneedle UK Equity Income ZNI GBP	9.3	10.5	IA UK Equity Income
TM CRUX European I Acc GBP	3.8	15.0	IA Europe Excluding UK
TM CRUX European Special Situations I Acc GBP	6.5	16.3	IA Europe Excluding UK
Trojan Income O Acc	7.3	13.6	IA UK Equity Income
TwentyFour Absolute Return Credit N	1.6	4.2	IA Targeted Absolute Return
TwentyFour Corporate Bond I Acc GBP	2.8	9.4	IA Sterling Corporate Bond
TwentyFour Dynamic Bond I Net Acc GBP	4.4	9.7	IA Sterling Strategic Bond
TwentyFour Monument Bond I Net Acc GBP	1.6	3.5	IA Specialist	unrated sector
Unicorn UK Income B Inc	18.0	22.2	IA UK Equity Income
Vanguard Global Emerging Markets Acc	6.6	7.7	IA Global Emerging Markets
Vanguard LifeStrategy 20% Equity A Gross Acc GBP	1.9	9.6	IA Mixed Investment 0-35% Shares
Vanguard US Equity Index	10.8	21.3	IA North America	unrated sector
Veritas Asian C GBP	9.1	19.1	IA Asia Pacific Excluding Japan
Veritas Global Focus B GBP	5.5	19.3	IA Global
VT Gravis Clean Energy Income C Acc GBP	13.1	32.9	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.