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You are here: AFI Cautious Portfolio
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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 -2.4 -2.8 0.7 11.6 117.8
FTSE UK Private Investor Income 1.6 1.6 5.7 12.0 175.2
IA Mixed Investment 20-60% Shares -2.0 -3.1 0.8 11.8 96.0
Constituent 6m 1y Sector  FE fundinfo Crown Rating  
AHFM Defined Returns B-3.7-0.3 IA Flexible Investmentunrated sectoradd to basket
Allianz Strategic Bond C23.530.2 IA Sterling Strategic Bond4add to basket
ARC TIME Commercial Long Income PAIF A Gr Acc-0.41.9 IA UK Direct Propertyunrated sectoradd to basket
Architas Diversified Real Assets D Acc-4.8-1.7 IA Specialist1add to basket
Artemis Global Emerging Markets I Acc GBP-8.0-7.0 IA Global Emerging Markets4add to basket
Artemis Global Income I Inc-11.4-5.8 IA Global Equity Income1add to basket
Artemis Strategic Bond I Quarterly Acc0.83.8 IA Sterling Strategic Bond4add to basket
Artemis UK Smaller Companies I Acc-22.0-17.1 IA UK Smaller Companies4add to basket
Artemis US Absolute Return I Hedged Acc GBP-1.5-1.5 IA Targeted Absolute Return4add to basket
Artemis US Extended Alpha I Acc GBP5.214.7 IA North America4add to basket
Artemis US Select I Acc GBP7.616.6 IA North America4add to basket
ASI Emerging Markets Income Equity Ret Platform 1 Acc-4.9-0.7 IA Global Emerging Markets4add to basket
ASI Europe ex UK Income Equity Ret Platform 1 Acc0.28.4 IA Europe Excluding UK2add to basket
ASI Global Inflation Linked Bond Ret Platform 1 Acc3.84.6 IA Global Bonds4add to basket
ASI Sterling Money Market I Acc0.30.7 IA Standard Money Market3add to basket
ASI UK Income Unconstrained Equity Ret Platform 1 Acc-19.3-18.1 IA UK Equity Income1add to basket
Aviva Inv Multi Strategy Target Return 2-1.62.0 IA Targeted Absolute Return2add to basket
AXA Global Short Duration Bonds Z Acc-0.90.8 IA Global Bondsunrated sectoradd to basket
Baillie Gifford American B Acc46.153.5 IA North America3add to basket
Baillie Gifford Investment Grade Long Bond B Inc4.712.0 IA Sterling Corporate Bond3add to basket
Baillie Gifford Japanese B Acc0.910.1 IA Japan3add to basket
Baillie Gifford Japanese Income Growth B Inc-2.76.6 IA Japan4add to basket
Baillie Gifford Managed B Acc11.718.4 IA Mixed Investment 40-85% Shares5add to basket
Baillie Gifford Pacific B Acc16.226.6 IA Asia Pacific Excluding Japan5add to basket
Baillie Gifford Strategic Bond B Inc-1.33.8 IA Sterling Strategic Bond5add to basket
Baillie Gifford UK Equity Alpha B Acc-1.42.5 IA UK All Companies5add to basket
BlackRock Asia D Acc0.56.2 IA Asia Pacific Excluding Japan3add to basket
BlackRock Cash D Acc0.20.4 IA Short Term Money Market1add to basket
BlackRock Continental European Income D Acc1.18.1 IA Europe Excluding UK3add to basket
BlackRock Corporate Bond D Acc1.34.7 IA Sterling Corporate Bond4add to basket
BlackRock European Dynamic D Acc4.715.8 IA Europe Excluding UK4add to basket
BlackRock Natural Resources Growth & Income D Acc-7.8-6.8 IA Specialist2add to basket
BlackRock Sterling Strategic Bond D Acc-0.32.6 IA Sterling Strategic Bond4add to basket
BlackRock UK Absolute Alpha D Acc-0.31.3 IA Targeted Absolute Return3add to basket
BMO Property Growth & Income I Acc-12.8-6.9 IA Property Other3add to basket
BMO Responsible Global Equity 2 Acc5.416.9 IA Global4add to basket
BMO UK Property 2 Inc1.7-4.3 IA UK Direct Propertyunrated sectoradd to basket
BMO UK Property Feeder 1 Acc1.4-4.8 IA UK Direct Propertyunrated sectoradd to basket
BMO Universal MAP Cautious C Acc1.26.6 IA Volatility Managedunrated sectoradd to basket
BNY Mellon Global Income Inst W Acc GBP-4.40.5 IA Global Equity Income3add to basket
BNY Mellon Inflation Linked Corporate Bond Institutional W Acc-1.80.7 IA Sterling Strategic Bond1add to basket
BNY Mellon Real Return Inst W Acc-0.62.3 IA Targeted Absolute Return4add to basket
Brooks Macdonald Defensive Capital A Acc-4.9-2.3 IA Targeted Absolute Return5add to basket
CFP SDL UK Buffettology General Inc-6.2-1.8 IA UK All Companies5add to basket
Fidelity Global Special Situations W Acc3.211.5 IA Global3add to basket
Fidelity Index Europe ex UK P Acc-2.44.4 IA Europe Excluding UKunrated sectoradd to basket
Fidelity Index UK P-11.5-7.5 IA UK All Companiesunrated sectoradd to basket
Fidelity Index US P3.315.1 IA North Americaunrated sectoradd to basket
Fidelity Index World P0.910.4 IA Globalunrated sectoradd to basket
Fidelity Moneybuilder Dividend W Inc GBP-10.9-3.9 IA UK Equity Income2add to basket
Fidelity Strategic Bond W Inc2.35.3 IA Sterling Strategic Bond5add to basket
First State Global Listed Infrastructure B Acc GBP0.42.3 IA Global5add to basket
FP Foresight UK Infrastructure Income A Acc-3.42.9 IA Specialistunrated sectoradd to basket
Fundsmith Equity T Acc8.513.5 IA Global5add to basket
GAM Star Credit Opportunities GBP Inst-5.40.1 IA Sterling Strategic Bond5add to basket
Guinness Global Equity Income Y Dis GBP-0.57.0 IA Global Equity Income3add to basket
H2O MultiReturns N Gr Acc-19.7-8.6 IA Targeted Absolute Return3add to basket
Hermes Asia ex Japan Equity F Acc GBP-5.6-2.7 IA Asia Pacific Excluding Japan3add to basket
HSBC American Index C Acc3.114.4 IA North Americaunrated sectoradd to basket
Invesco Global Targeted Income (UK) Z Acc-1.9-1.4 IA Targeted Absolute Return2add to basket
Janus Henderson Core 4 Income I Inc-4.4-1.1 IA Volatility Managed4add to basket
Janus Henderson European Selected Opportunities I Acc1.09.4 IA Europe Excluding UK3add to basket
Janus Henderson Global Equity Income I Inc-4.40.1 IA Global Equity Income1add to basket
Janus Henderson Strategic Bond I Inc3.37.3 IA Sterling Strategic Bond5add to basket
Janus Henderson UK Absolute Return I Acc2.64.5 IA Targeted Absolute Return3add to basket
Janus Henderson UK Property PAIF I Acc-2.6-1.6 IA UK Direct Propertyunrated sectoradd to basket
JOHCM UK Dynamic A Acc-22.4-18.5 IA UK All Companies3add to basket
JOHCM UK Opportunities A Acc-6.1-3.0 IA UK All Companiesunrated sectoradd to basket
JPM Emerging Markets B Acc0.26.4 IA Global Emerging Markets5add to basket
JPM Global Equity Income C Acc-1.16.4 IA Global Equity Income3add to basket
JPM Global Macro Opportunities C Acc5.96.3 IA Targeted Absolute Return4add to basket
JPM Natural Resources C Acc-6.1-6.4 IA Specialist4add to basket
JPM UK Equity Core E Acc-11.7-7.2 IA UK All Companies3add to basket
Jupiter Absolute Return I Acc-13.5-16.7 IA Targeted Absolute Return1add to basket
Jupiter Japan Income I Acc-2.912.2 IA Japan4add to basket
Jupiter Strategic Bond I Acc1.64.3 IA Sterling Strategic Bond4add to basket
Jupiter UK Growth I Acc-21.2-20.2 IA UK All Companies1add to basket
Jupiter UK Special Situations I Acc-18.5-10.8 IA UK All Companies2add to basket
Kames Global Equity Income C Inc GBP-4.03.1 IA Global Equity Income3add to basket
L&G Cash Trust I Acc0.30.6 IA Short Term Money Market3add to basket
L&G European Index Trust I Acc-2.24.1 IA Europe Excluding UKunrated sectoradd to basket
L&G Global Infrastructure Index I Acc2.94.2 IA Globalunrated sectoradd to basket
L&G Multi-Index 5 I Acc-1.53.4 IA Volatility Managed4add to basket
L&G Short Dated Sterling Corporate Bond Index I Acc0.22.1 IA Sterling Corporate Bondunrated sectoradd to basket
L&G UK Index Trust I Acc-11.4-6.7 IA UK All Companiesunrated sectoradd to basket
L&G UK Property I Acc-2.0-0.6 IA UK Direct Propertyunrated sectoradd to basket
L&G US Index Trust I Acc5.816.3 IA North Americaunrated sectoradd to basket
Lazard Global Listed Infrastructure Equity A Dist GBP-2.81.9 IA Global5add to basket
LF Miton European Opportunities B Acc13.423.9 IA Europe Excluding UK5add to basket
LF Miton UK Multi Cap Income B Inst Acc-1.50.0 IA UK Equity Income3add to basket
LF Morant Wright Japan B Acc-7.21.6 IA Japan1add to basket
Liontrust Special Situations I Inc-5.4-2.5 IA UK All Companies5add to basket
M&G Absolute Return Bond I Acc GBP-2.60.6 IA Targeted Absolute Return5add to basket
M&G Emerging Markets Bond I Acc GBP-0.22.2 IA Global EM Bonds - Blended4add to basket
M&G Global Dividend I Acc GBP-4.11.8 IA Global1add to basket
M&G Global Floating Rate High Yield IH Acc GBP-9.9-7.3 IA Sterling High Yield1add to basket
M&G Global Macro Bond I Acc GBP10.310.4 IA Global Bonds1add to basket
M&G Index-Linked Bond I Acc GBP10.17.5 IA UK Index Linked Gilts2add to basket
M&G Optimal Income Inst Acc GBP-3.60.5 IA Sterling Strategic Bond4add to basket
Man GLG Continental European Growth C Professional10.619.2 IA Europe Excluding UK3add to basket
Man GLG Income C Professional Acc-17.4-12.2 IA UK Equity Income5add to basket
Marlborough Global Bond P Inc1.53.8 IA Global Bonds4add to basket
Merian Global Equity Absolute Return R Hedged Acc GBP-7.3-13.1 IA Targeted Absolute Return1add to basket
Merian Gold And Silver R Acc GBP21.152.6 IA Specialist3add to basket
Merian UK Mid Cap R Acc GBP-6.00.8 IA UK All Companies2add to basket
Merian UK Smaller Companies R Acc GBP-6.3-3.1 IA UK Smaller Companies3add to basket
MI Somerset Emerging Markets Dividend Growth A Acc GBP-12.3-11.1 IA Global Emerging Markets2add to basket
Ninety One Cautious Managed I Acc GBP-10.2-6.1 IA Mixed Investment 20-60% Shares1add to basket
Ninety One Diversified Income I Acc GBP-0.80.3 IA Mixed Investment 0-35% Shares2add to basket
Ninety One UK Special Situations I Acc GBP-22.9-13.6 IA UK All Companies1add to basket
Optimal Multi Asset Balanced A GBP-3.4-0.2 IA Mixed Investment 20-60% Shares2add to basket
Premier Multi-Asset Absolute Return C Acc-3.4-1.2 IA Targeted Absolute Return3add to basket
Premier Pan European Property Share C Acc-12.7-4.9 IA Property Other3add to basket
Rathbone Income Fund I Inc GBP-12.8-9.9 IA UK Equity Income3add to basket
Rathbone Strategic Bond Fund I Acc GBP0.42.4 IA Sterling Strategic Bond2add to basket
Royal London Cash Plus M Inc0.40.8 IA Unclassifiedunrated sectoradd to basket
Royal London Corporate Bond M Acc0.24.6 IA Sterling Corporate Bond4add to basket
Royal London Short Duration Credit M Inc-0.71.9 IA Sterling Strategic Bond3add to basket
Royal London Short Duration Global High Yield Bond M Inc-2.9-1.0 IA Sterling High Yield2add to basket
Royal London Short Duration Global Index Linked M Inc1.42.5 IA Global Bonds3add to basket
Royal London Sterling Extra Yield Bond A Inc-8.6-5.6 IA Sterling Strategic Bond5add to basket
Royal London UK Equity Income M Inc-14.5-8.4 IA UK Equity Income4add to basket
RWC Enhanced Income R GBP-16.9-16.5 IA Specialist2add to basket
Sarasin Food & Agriculture Opportunities P Acc-7.6-5.5 IA Specialist5add to basket
Schroder Asian Alpha Plus Z Acc5.08.0 IA Asia Pacific Excluding Japan4add to basket
Schroder Asian Income Z Acc-5.0-4.5 IA Asia Pacific Excluding Japan3add to basket
Schroder Income Z Acc-21.4-19.8 IA UK Equity Income2add to basket
Schroder Income Maximiser Z Acc-20.4-18.5 IA UK Equity Income2add to basket
Schroder Sterling Corporate Bond Z Acc1.48.4 IA Sterling Corporate Bond5add to basket
Smith & Williamson Defensive Growth B Inc-4.7-2.9 IA Targeted Absolute Return5add to basket
Standard Life Investments UK Real Estate Income Feeder Platform 1 Inc-4.7-5.6 IA UK Direct Propertyunrated sectoradd to basket
Stewart Investors Asia Pacific Leaders B Acc GBP-1.5-2.3 IA Specialist2add to basket
Stewart Investors Worldwide Sustainability B Acc GBP5.39.1 IA Global3add to basket
SVS Church House Tenax Absolute Return Strategies A Acc-0.70.5 IA Targeted Absolute Return3add to basket
TB Evenlode Global Income B Acc GBP-0.46.9 IA Global Equity Incomeunrated sectoradd to basket
TB Evenlode Income B Inc-5.4-0.8 IA UK All Companies5add to basket
Threadneedle European Select ZNA GBP4.011.5 IA Europe Excluding UK4add to basket
Threadneedle High Yield Bond ZNI GBP-2.82.0 IA Sterling High Yield2add to basket
Threadneedle Sterling Short Dated Corporate Bond Ini GBP-0.51.3 IA Sterling Corporate Bond3add to basket
Threadneedle UK Equity Income ZNI GBP-11.1-2.3 IA UK Equity Income3add to basket
TM CRUX European I Acc GBP-2.33.6 IA Europe Excluding UK1add to basket
TM CRUX European Special Situations I Acc GBP-4.71.9 IA Europe Excluding UK2add to basket
Trojan Income O Acc-8.2-2.1 IA UK Equity Income3add to basket
TwentyFour Absolute Return Credit N-0.61.3 IA Targeted Absolute Return5add to basket
TwentyFour Corporate Bond I Acc GBP1.15.8 IA Sterling Corporate Bond4add to basket
TwentyFour Dynamic Bond I Net Acc GBP-2.31.9 IA Sterling Strategic Bond5add to basket
TwentyFour Monument Bond I Net Acc GBP-2.5-1.6 IA Specialistunrated sectoradd to basket
Unicorn UK Income B Inc-19.4-14.1 IA UK Equity Income4add to basket
Vanguard Global Emerging Markets Acc-7.8-4.9 IA Global Emerging Markets5add to basket
Vanguard LifeStrategy 20% Equity A Gross Acc GBP2.96.7 IA Mixed Investment 0-35% Shares4add to basket
Vanguard US Equity Index4.414.7 IA North Americaunrated sectoradd to basket
Veritas Asian C GBP8.616.8 IA Asia Pacific Excluding Japan5add to basket
Veritas Global Focus B GBP3.110.7 IA Global4add to basket
VT Gravis Clean Energy Income C Acc GBP3.717.3 IA Globalunrated 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.

AFI Data

Aggressive Adviser Fund Index - FE Balanced Adviser Fund Index - FE Cautious Adviser Fund Index - FE
Index Value Week
AFI Cautious 217.8 1.4%
UK Private Investor Income 4,015.0 0.2%
IA Mixed Investment 20-60% Shares 498.8 1.2%
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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