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Fund Performance

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FE Trustnet Tools FE Adviser Fund Index

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

Performance Chart

Selected Performances

Index	3m %	6m %	1y %	2018 %	since Nov 04 %
AFI Cautious	4.5	3.5	3.9	-4.4	118.2
FTSE UK Private Investor Income	4.3	4.8	6.5	-2.8	159.2
IA Mixed Investment 20-60% Shares	4.5	3.7	3.1	-5.1	96.4

AFI Cautious(128)


Constituent	6m	1y	Sector	FE Crown Rating
Aberdeen Sterling Money Market I Acc	0.4	0.7	IA Money Market
Architas Diversified Real Assets D Acc	1.2	3.4	IA Specialist
Artemis Global Emerging Markets I Acc GBP	11.3	4.2	IA Global Emerging Markets
Artemis Global Income I Inc	-0.5	2.8	IA Global Equity Income
Artemis Pan-European Absolute Return I Hedged Acc GBP	-5.9	-4.4	IA Targeted Absolute Return
Artemis Strategic Bond I Quarterly Acc	1.9	1.2	IA Sterling Strategic Bond
Artemis US Equity I Acc GBP	5.1	17.0	IA North America
Artemis US Select I Acc GBP	7.4	18.5	IA North America
Aviva Inv Multi Strategy Target Return 2	-0.3	-2.6	IA Targeted Absolute Return
Baillie Gifford American B Acc	4.7	22.7	IA North America
Baillie Gifford Japanese B Acc	0.2	1.3	IA Japan
Baillie Gifford Japanese Income Growth B Inc	-1.3	3.3	IA Japan	unrated sector
Baillie Gifford Japanese Smaller Companies B Acc	-3.6	0.2	IA Japanese Smaller Companies
Baillie Gifford Pacific B Acc	15.4	3.6	IA Asia Pacific Excluding Japan
Baillie Gifford Strategic Bond B Inc	3.9	3.7	IA Sterling Strategic Bond
Baillie Gifford UK Equity Alpha B Acc	15.5	15.8	IA UK All Companies
BlackRock Asia D Acc	21.0	5.8	IA Asia Pacific Excluding Japan
BlackRock Cash D Acc	0.3	0.5	IA Short Term Money Market
BlackRock Corporate Bond D Acc	3.7	4.1	IA Sterling Corporate Bond
BlackRock European Dynamic D Acc	7.4	3.3	IA Europe Excluding UK
BlackRock Natural Resources Growth & Income D Acc	1.3	4.5	IA Specialist
BlackRock Sterling Strategic Bond D Acc	3.5	3.1	IA Sterling Strategic Bond	unrated sector
BlackRock UK Absolute Alpha D Acc	5.7	2.9	IA Targeted Absolute Return
BMO MM Navigator Cautious C Acc	3.0	1.5	IA Mixed Investment 20-60% Shares
BMO Property Growth & Income I Acc	3.0	4.2	IA Property Other
BMO Universal MAP Cautious C Acc	5.4	8.0	IA Volatility Managed	unrated sector
BNY Mellon Long Term Global Equity Inst W Acc GBP	11.1	21.5	IA Global
Brown Advisory Global Leaders C Acc GBP	12.8	19.5	IA Global
Commercial Long Income PAIF A Gr Acc	2.2	4.7	IA UK Direct Property	unrated sector
Fidelity Global Special Situations W Acc	4.1	7.9	IA Global
Fidelity Index UK P	8.6	5.8	IA UK All Companies	unrated sector
Fidelity Index World P	6.0	13.5	IA Global	unrated sector
Fidelity Moneybuilder Dividend Y Inc	5.4	4.6	IA UK Equity Income
Fidelity Strategic Bond Y Inc	4.5	2.9	IA Sterling Strategic Bond
First State Global Listed Infrastructure B Acc GBP	10.1	18.8	IA Global
FP CRUX European I Acc GBP	7.1	0.9	IA Europe Excluding UK
FP CRUX European Special Situations I Acc GBP	7.2	-0.3	IA Europe Excluding UK
Freehold Income Authorised A Gr Acc	3.8	8.5	IA UK Direct Property	unrated sector
Fundsmith Equity T Acc	12.2	21.4	IA Global
GAM Star Credit Opportunities GBP Inst	4.3	0.9	IA Sterling Strategic Bond
Hermes Asia ex Japan Equity F Acc GBP	9.5	6.3	IA Asia Pacific Excluding Japan
Invesco Global Equity Income (UK) Z Acc	6.2	5.6	IA Global Equity Income
Invesco Global Targeted Income (UK) Z Acc	1.9	-1.0	IA Targeted Absolute Return	unrated sector
Invesco Income (UK) Z Acc	3.1	1.3	IA UK All Companies
Invesco Tactical Bond (UK) Z Acc	1.2	0.5	IA Sterling Strategic Bond
Investec Cautious Managed I Acc GBP	1.3	0.0	IA Mixed Investment 20-60% Shares
Investec Diversified Income I Acc GBP	3.2	3.9	IA Mixed Investment 0-35% Shares
Investec UK Special Situations I Acc GBP	10.9	8.4	IA UK All Companies
Janus Henderson European Selected Opportunities I Acc	5.9	2.7	IA Europe Excluding UK
Janus Henderson Global Equity Income I Inc	6.0	7.7	IA Global Equity Income
Janus Henderson Strategic Bond I Inc	4.4	3.3	IA Sterling Strategic Bond
Janus Henderson UK Absolute Return I Acc	1.1	-0.5	IA Targeted Absolute Return
Janus Henderson UK Property PAIF I Acc	1.1	-1.2	IA UK Direct Property	unrated sector
JOHCM UK Dynamic A Acc	6.3	1.8	IA UK All Companies
JOHCM UK Opportunities A Acc	5.9	7.8	IA Specialist
JPM Global Macro Opportunities C Acc	1.8	-3.6	IA Targeted Absolute Return
JPM Natural Resources C Acc	4.6	4.5	IA Specialist
JPM Sterling Corporate Bond C Gr Acc	3.3	2.6	IA Sterling Corporate Bond
Jupiter Absolute Return I Acc	-4.1	-4.2	IA Targeted Absolute Return
Jupiter India I Acc	19.6	-3.6	IA Specialist
Jupiter Strategic Bond I Acc	3.9	3.4	IA Sterling Strategic Bond
Jupiter UK Growth I Acc	6.0	-1.8	IA UK All Companies
L&G All Stocks Index Linked Gilt Index Trust I Acc	4.5	7.1	IA UK Index Linked Gilts	unrated sector
L&G Cash Trust I Acc	0.3	0.6	IA Short Term Money Market
L&G Short Dated Sterling Corporate Bond Index I Acc	1.8	2.3	IA Sterling Corporate Bond	unrated sector
L&G UK Property I Acc	1.3	4.8	IA UK Direct Property	unrated sector
L&G UK Property Feeder I Acc	1.3	4.8	IA UK Direct Property	unrated sector
L&G US Index Trust I Acc	5.3	19.3	IA North America	unrated sector
Lazard Global Listed Infrastructure Equity BP Acc USD	3.1	n/a	IA Global	unrated sector
Lazard UK Omega C Acc	6.3	-1.2	IA UK All Companies
LF Miton UK Multi Cap Income B Inst Acc	0.2	-1.9	IA UK Equity Income
LF Miton US Opportunities B Acc	2.7	12.9	IA North America
LF Morant Wright Japan B Acc	-2.6	-3.5	IA Japan
LF Odey Absolute Return Inst Acc GBP	-4.8	-0.1	IA Targeted Absolute Return
Liontrust Special Situations I Inc	8.1	8.6	IA UK All Companies
M&G Emerging Markets Bond I Acc GBP	8.6	11.1	IA Global Emerging Markets Bond
M&G Global Convertibles IH Acc GBP	1.8	-2.1	IA Specialist
M&G Global Dividend I Acc GBP	5.4	11.4	IA Global
M&G Global Macro Bond I Acc GBP	4.9	9.2	IA Global Bonds
M&G Optimal Income Inst Acc GBP	3.7	1.7	IA Sterling Strategic Bond
M&G Property Portfolio I Acc GBP	-0.5	1.9	IA UK Direct Property	unrated sector
M&G Short Dated Corporate Bond I GBP	1.3	1.2	IA Sterling Corporate Bond
M&G UK Inflation Linked Corporate Bond I Acc	1.5	1.6	IA Sterling Strategic Bond
Man GLG Continental European Growth C Professional	6.4	-1.1	IA Europe Excluding UK
Man GLG UK Income C Professional Acc	10.4	6.4	IA UK Equity Income
Marlborough Global Bond P Inc	3.3	5.6	IA Global Bonds
Merian Global Equity R Acc GBP	4.5	7.8	IA Global
Merian Global Equity Absolute Return R Hedged Acc GBP	-5.9	-11.6	IA Targeted Absolute Return
Merian UK Mid Cap R Acc GBP	1.8	-5.0	IA UK All Companies
Merian UK Smaller Companies R Acc GBP	1.2	-2.6	IA UK Smaller Companies
Newton Global Income Inst W Acc GBP	8.0	17.7	IA Global Equity Income
Polar Capital UK Absolute Equity I GBP	-7.9	-6.3	IA Targeted Absolute Return
Premier Defensive Growth C Inc	-1.1	-1.0	IA Targeted Absolute Return
Premier Multi-Asset Absolute Return C Acc	0.6	0.0	IA Targeted Absolute Return
Premier Pan European Property Share C Acc	4.0	4.0	IA Property Other
Rathbone Income Inst Inc	4.4	4.6	IA UK Equity Income
Rathbone Strategic Bond Inst Acc	1.9	1.7	IA Sterling Strategic Bond
Royal London Short Duration Credit M Inc	0.4	1.0	IA Sterling Strategic Bond
Royal London Short Duration Gilts M Inc	0.5	0.9	IA UK Gilts
Royal London Short Duration Global High Yield Bond M Inc	1.9	2.9	IA Sterling High Yield
Royal London Short Duration Global Index Linked M Inc	2.0	1.7	IA Global Bonds	unrated sector
Royal London Sterling Extra Yield Bond A Inc	2.3	5.1	IA Sterling Strategic Bond
Royal London UK Equity Income M Inc	6.6	5.8	IA UK Equity Income
Sarasin Food & Agriculture Opportunities P Acc	8.5	13.4	IA Specialist
Schroder Asian Alpha Plus Z Acc	18.4	8.0	IA Asia Pacific Excluding Japan
Schroder Asian Income Z Acc	12.0	8.7	IA Asia Pacific Excluding Japan
Schroder European Alpha Income Z Acc	3.5	-4.2	IA Europe Excluding UK
Schroder Income Z Acc	3.6	2.3	IA UK Equity Income
Schroder Recovery Z Acc	3.3	0.4	IA UK All Companies
Schroder US Mid Cap Z Acc	4.6	13.7	IA North America
Standard Life Investments European Equity Income Ret Platform 1 Acc	5.8	-0.1	IA Europe Excluding UK
Standard Life Investments Global Index Linked Bond Ret Platform 1 Acc	3.2	1.8	IA Global Bonds
Standard Life Investments UK Equity Income Unconstrained Ret Platform 1 Acc	1.1	-1.1	IA UK Equity Income
Standard Life Investments UK Real Estate Income Feeder Platform 1 Inc	0.3	3.1	IA UK Direct Property	unrated sector
Stewart Investors Asia Pacific Leaders B Acc GBP	8.7	10.8	IA Specialist
Stewart Investors Worldwide Sustainability B Acc GBP	8.2	11.3	IA Global
SVS Church House Tenax Absolute Return Strategies A Acc	1.2	1.6	IA Targeted Absolute Return
TB Evenlode Income B Inc	12.8	15.2	IA UK All Companies
Threadneedle High Yield Bond ZNI GBP	3.5	4.0	IA Sterling High Yield
Threadneedle Sterling Short Dated Corporate Bond Ini GBP	1.6	2.1	IA Sterling Corporate Bond
Threadneedle UK Equity Income ZNI GBP	4.7	5.0	IA UK Equity Income
Threadneedle UK Property Authorised Investment INI GBP	-5.6	-3.7	IA UK Direct Property	unrated sector
Trojan Income O Acc	6.4	9.2	IA UK Equity Income
Unicorn UK Income B	11.2	5.7	IA UK Equity Income
Vanguard Global Emerging Markets A Acc	16.4	11.1	IA Global Emerging Markets	unrated sector
Vanguard US Equity Index A	6.1	18.8	IA North America	unrated sector
Veritas Asian C GBP	14.8	5.6	IA Asia Pacific Excluding Japan
Veritas Global Focus B GBP	3.4	15.9	IA Global

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.