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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	1.6	4.6	4.2	-4.4	125.0
FTSE UK Private Investor Income	2.0	5.6	6.6	-2.8	169.4
IA Mixed Investment 20-60% Shares	1.7	4.5	4.5	-5.1	102.2

AFI Cautious(139)


Constituent	6m	1y	Sector	FE Crown Rating
Allianz Strategic Bond C	7.3	16.9	IA Sterling Strategic Bond
Architas Diversified Real Assets D Acc	4.5	4.4	IA Specialist
Artemis Global Emerging Markets I Acc GBP	3.0	6.8	IA Global Emerging Markets
Artemis Global Income I Inc	5.2	-5.0	IA Global Equity Income
Artemis Pan-European Absolute Return I Hedged Acc GBP	-3.4	-8.8	IA Targeted Absolute Return
Artemis Strategic Bond I Quarterly Acc	4.1	4.7	IA Sterling Strategic Bond
Artemis US Absolute Return I Hedged Acc GBP	0.9	1.9	IA Targeted Absolute Return
Artemis US Equity I Acc GBP	14.9	13.5	IA North America
Artemis US Select I Acc GBP	17.0	15.3	IA North America
ASI Emerging Markets Income Equity Ret Platform 1 Acc	5.7	13.0	IA Global Emerging Markets
ASI Europe ex UK Income Equity Ret Platform 1 Acc	8.1	3.3	IA Europe Excluding UK
ASI Global Inflation Linked Bond Ret Platform 1 Acc	6.4	9.6	IA Global Bonds
ASI Sterling Money Market I Acc	0.4	0.8	IA Standard Money Market
ASI UK Income Unconstrained Equity Ret Platform 1 Acc	-5.2	-9.7	IA UK Equity Income
Aviva Inv Multi Strategy Target Return 2	3.8	1.3	IA Targeted Absolute Return
Baillie Gifford American B Acc	6.3	2.6	IA North America
Baillie Gifford Japanese B Acc	12.5	2.9	IA Japan
Baillie Gifford Japanese Income Growth B Inc	11.8	2.8	IA Japan	unrated sector
Baillie Gifford Japanese Smaller Companies B Acc	6.9	-3.9	IA Japanese Smaller Companies
Baillie Gifford Managed B Acc	7.6	5.5	IA Mixed Investment 40-85% Shares
Baillie Gifford Pacific B Acc	7.1	8.0	IA Asia Pacific Excluding Japan
Baillie Gifford Strategic Bond B Inc	6.3	9.4	IA Sterling Strategic Bond
Baillie Gifford UK Equity Alpha B Acc	8.4	4.7	IA UK All Companies
BlackRock Asia D Acc	3.9	9.7	IA Asia Pacific Excluding Japan
BlackRock Cash D Acc	0.3	0.5	IA Short Term Money Market
BlackRock Corporate Bond D Acc	4.9	8.4	IA Sterling Corporate Bond
BlackRock European Dynamic D Acc	10.5	4.2	IA Europe Excluding UK
BlackRock Natural Resources Growth & Income D Acc	2.7	-3.3	IA Specialist
BlackRock Sterling Strategic Bond D Acc	3.0	5.4	IA Sterling Strategic Bond
BlackRock UK Absolute Alpha D Acc	2.4	5.0	IA Targeted Absolute Return
BMO Property Growth & Income I Acc	3.1	3.3	IA Property Other
BMO UK Property Feeder 1 Acc	-6.1	-5.4	IA UK Direct Property	unrated sector
BMO Universal MAP Cautious C Acc	5.8	8.1	IA Volatility Managed	unrated sector
BNY Mellon Global Income Inst W Acc GBP	12.8	14.8	IA Global Equity Income
BNY Mellon Inflation Linked Corporate Bond Institutional W Acc	4.2	5.3	IA Sterling Strategic Bond
BNY Mellon Long Term Global Equity Inst W Acc GBP	11.2	13.5	IA Global
BNY Mellon Real Return Inst W Acc	7.0	9.3	IA Targeted Absolute Return
Brown Advisory Global Leaders B Acc USD	9.5	9.0	IA Global
Commercial Long Income PAIF A Gr Acc	2.1	4.5	IA UK Direct Property	unrated sector
Dimensional Global Short Dated Bond Acc	1.6	3.3	IA Global Bonds
Fidelity Global Special Situations W Acc	10.0	6.3	IA Global
Fidelity Index Europe ex UK P Acc	9.9	6.8	IA Europe Excluding UK	unrated sector
Fidelity Index UK P	3.5	4.1	IA UK All Companies	unrated sector
Fidelity Index World P	11.5	9.3	IA Global	unrated sector
Fidelity Strategic Bond Y Inc	4.8	7.8	IA Sterling Strategic Bond
First State Global Listed Infrastructure B Acc GBP	15.0	25.7	IA Global
FP CRUX European I Acc GBP	7.7	0.5	IA Europe Excluding UK
FP CRUX European Special Situations I Acc GBP	7.9	0.7	IA Europe Excluding UK
Freehold Income Authorised A Gr Acc	3.3	6.8	IA Property Other	unrated sector
Fundsmith Equity T Acc	10.9	16.3	IA Global
GAM Star Credit Opportunities GBP Inst	4.2	5.4	IA Sterling Strategic Bond
Guinness Global Equity Income Y Dis GBP	10.7	12.6	IA Global Equity Income
H2O MultiReturns N Gr Acc	11.0	16.7	IA Targeted Absolute Return
Hermes Asia ex Japan Equity F Acc GBP	0.2	-1.4	IA Asia Pacific Excluding Japan
HSBC American Index C Acc	12.9	11.2	IA North America	unrated sector
Invesco Global Equity Income (UK) Z Acc	6.6	3.6	IA Global Equity Income
Invesco Global Targeted Income (UK) Z Acc	0.8	0.5	IA Targeted Absolute Return	unrated sector
Invesco Tactical Bond (UK) Z Acc	1.7	1.6	IA Sterling Strategic Bond
Investec Cautious Managed I Acc GBP	0.7	0.4	IA Mixed Investment 20-60% Shares
Investec Diversified Income I Acc GBP	0.8	3.4	IA Mixed Investment 0-35% Shares
Investec UK Special Situations I Acc GBP	0.7	4.8	IA UK All Companies
Janus Henderson Core 4 Income I Inc	4.8	5.9	IA Volatility Managed
Janus Henderson European Selected Opportunities I Acc	10.1	6.5	IA Europe Excluding UK
Janus Henderson Global Equity Income I Inc	7.4	5.7	IA Global Equity Income
Janus Henderson Strategic Bond I Inc	6.8	10.3	IA Sterling Strategic Bond
Janus Henderson UK Absolute Return I Acc	0.4	0.2	IA Targeted Absolute Return
Janus Henderson UK Property PAIF I Acc	1.3	2.5	IA UK Direct Property	unrated sector
JOHCM UK Dynamic A Acc	4.2	1.3	IA UK All Companies
JOHCM UK Opportunities A Acc	4.2	7.9	IA Specialist
JPM Emerging Markets B Acc	8.8	19.6	IA Global Emerging Markets
JPM Global Macro Opportunities C Acc	4.0	6.4	IA Targeted Absolute Return
JPM Natural Resources C Acc	3.4	1.5	IA Specialist
Jupiter Absolute Return I Acc	-1.8	-2.7	IA Targeted Absolute Return
Jupiter Japan Income I Acc	17.0	10.6	IA Japan
Jupiter Strategic Bond I Acc	5.9	9.3	IA Sterling Strategic Bond
Jupiter UK Growth I Acc	-5.2	-13.0	IA UK All Companies
Jupiter UK Special Situations I Acc	4.6	2.4	IA UK All Companies
L&G Cash Trust I Acc	0.3	0.7	IA Short Term Money Market
L&G Multi-Index 5 I Acc	6.6	7.8	IA Volatility Managed
L&G Short Dated Sterling Corporate Bond Index I Acc	2.5	4.0	IA Sterling Corporate Bond	unrated sector
L&G UK Property I Acc	1.3	2.5	IA UK Direct Property	unrated sector
L&G UK Property Feeder I Acc	1.2	2.5	IA UK Direct Property	unrated sector
L&G US Index Trust I Acc	13.6	11.5	IA North America	unrated sector
Lazard Global Listed Infrastructure Equity BP Acc USD	-1.3	1.5	IA Global	unrated sector
Lazard UK Omega C Acc	0.7	-2.5	IA UK All Companies
LF Miton European Opportunities B Acc	13.7	7.7	IA Europe Excluding UK
LF Miton UK Multi Cap Income B Inst Acc	1.6	-4.6	IA UK Equity Income
LF Miton US Opportunities B Acc	13.0	7.9	IA North America
LF Morant Wright Japan B Acc	7.2	-2.3	IA Japan
Liontrust Special Situations I Inc	5.0	4.0	IA UK All Companies
M&G Emerging Markets Bond I Acc GBP	11.2	20.7	IA Global Emerging Markets Bond
M&G Global Dividend I Acc GBP	5.1	3.8	IA Global
M&G Global Macro Bond I Acc GBP	8.3	13.0	IA Global Bonds
M&G Index-Linked Bond I Acc GBP	7.4	15.1	IA UK Index Linked Gilts
M&G Optimal Income Inst Acc GBP	2.6	3.9	IA Sterling Strategic Bond
M&G Property Portfolio I Acc GBP	-2.5	-2.2	IA UK Direct Property	unrated sector
M&G Short Dated Corporate Bond I GBP	1.7	2.9	IA Sterling Corporate Bond
Man GLG Continental European Growth C Professional	6.9	-1.0	IA Europe Excluding UK
Man GLG UK Income C Professional Acc	-0.2	1.3	IA UK Equity Income
Marlborough Global Bond P Inc	8.6	10.5	IA Global Bonds
Merian Global Equity R Acc GBP	6.9	2.7	IA Global
Merian Global Equity Absolute Return R Hedged Acc GBP	-7.5	-11.0	IA Targeted Absolute Return
Merian UK Mid Cap R Acc GBP	4.7	-7.7	IA UK All Companies
Merian UK Smaller Companies R Acc GBP	0.7	-7.9	IA UK Smaller Companies
MFM Junior Oils Trust P Acc	-8.8	-27.0	IA Specialist
Polar Capital UK Absolute Equity I GBP	3.5	-9.7	IA Targeted Absolute Return
Premier Defensive Growth C Inc	-2.5	-2.5	IA Targeted Absolute Return
Premier Multi-Asset Absolute Return C Acc	1.8	0.7	IA Targeted Absolute Return
Premier Pan European Property Share C Acc	2.3	4.0	IA Property Other
Rathbone Income Inst Inc	3.1	3.7	IA UK Equity Income
Rathbone Strategic Bond Inst Acc	2.7	4.2	IA Sterling Strategic Bond
Royal London Short Duration Credit M Inc	2.8	4.5	IA Sterling Strategic Bond
Royal London Short Duration Global High Yield Bond M Inc	1.6	3.2	IA Sterling High Yield
Royal London Short Duration Global Index Linked M Inc	3.5	4.8	IA Global Bonds
Royal London Sterling Extra Yield Bond A Inc	4.1	5.4	IA Sterling Strategic Bond
Royal London UK Equity Income M Inc	3.4	3.9	IA UK Equity Income
RWC Enhanced Income R GBP	0.3	0.3	IA Specialist
Sarasin Food & Agriculture Opportunities P Acc	6.9	7.5	IA Specialist
Schroder Asian Alpha Plus Z Acc	1.6	6.7	IA Asia Pacific Excluding Japan
Schroder Asian Income Z Acc	5.3	8.0	IA Asia Pacific Excluding Japan
Schroder Income Z Acc	-2.8	-3.4	IA UK Equity Income
Schroder Sterling Corporate Bond Z Acc	7.2	11.7	IA Sterling Corporate Bond
Standard Life Investments UK Real Estate Income Feeder Platform 1 Inc	-1.0	0.1	IA UK Direct Property	unrated sector
Stewart Investors Asia Pacific Leaders B Acc GBP	5.0	5.4	IA Specialist
Stewart Investors Worldwide Sustainability B Acc GBP	7.6	8.2	IA Global
SVS Church House Tenax Absolute Return Strategies A Acc	0.8	1.2	IA Targeted Absolute Return
TB Evenlode Income B Inc	11.2	15.8	IA UK All Companies
Threadneedle Dollar Bond ZNI GBP	12.3	15.9	IA Global Bonds
Threadneedle High Yield Bond ZNI GBP	4.5	6.4	IA Sterling High Yield
Threadneedle Sterling Short Dated Corporate Bond Ini GBP	2.4	3.6	IA Sterling Corporate Bond
Threadneedle UK Equity Income ZNI GBP	4.8	3.1	IA UK Equity Income
Threadneedle UK Property Authorised Investment INI GBP	0.7	-4.7	IA UK Direct Property	unrated sector
Trojan Income O Acc	6.4	8.9	IA UK Equity Income
TwentyFour Dynamic Bond I Net Acc GBP	4.3	4.9	IA Sterling Strategic Bond
Unicorn UK Income B	1.3	3.2	IA UK Equity Income
Vanguard Global Emerging Markets A Acc	3.0	11.2	IA Global Emerging Markets
Vanguard US Equity Index A	12.1	8.7	IA North America	unrated sector
Veritas Asian C GBP	11.0	13.5	IA Asia Pacific Excluding Japan
Veritas Global Focus B GBP	11.3	11.4	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.