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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 % 2021 % since Nov 04 %
AFI Cautious -3.9 -8.5 -2.4 8.4 136.4
FTSE UK Private Investor Income -2.9 -6.7 -0.1 8.5 196.0
IA Mixed Investment 20-60% Shares -3.7 -7.2 -2.6 7.2 112.4
Constituent 6m 1y Sector  FE fundinfo Crown Rating  
Aegon Global Equity Income C Inc GBP-5.08.0 IA Global Equity Income2add to basket
Aegon High Yield Bond B Acc-7.7-5.6 IA Sterling High Yield3add to basket
Allianz Strategic Bond C-8.7-13.1 IA Sterling Strategic Bond3add to basket
Artemis Corporate Bond I Acc GBP-9.3-6.7 IA Sterling Corporate Bondunrated sectoradd to basket
Artemis Income I Inc-0.52.6 IA UK Equity Income3add to basket
Artemis Strategic Bond I Quarterly Acc-6.9-5.9 IA Sterling Strategic Bond4add to basket
Artemis UK Smaller Companies I Acc-7.7-3.6 IA UK Smaller Companies1add to basket
Artemis US Extended Alpha I Acc GBP-10.75.8 IA North America2add to basket
Artemis US Select I Acc GBP-16.2-1.6 IA North America2add to basket
ASI Sterling Money Market I Acc0.20.1 IA Standard Money Market4add to basket
ASI UK Real Estate Share I Acc-15.2-3.7 IA Property Other4add to basket
AXA Global Short Duration Bonds Z Acc-2.5-2.1 IA Sterling Strategic Bond1add to basket
Baillie Gifford Emerging Markets Leading Companies B Acc-23.3-21.6 IA Global Emerging Markets4add to basket
Baillie Gifford Japanese B Acc-18.3-12.1 IA Japan4add to basket
Baillie Gifford Managed B Acc-29.0-20.5 IA Mixed Investment 40-85% Shares5add to basket
Baillie Gifford Pacific B Acc-21.8-12.7 IA Asia Pacific Excluding Japan5add to basket
Baillie Gifford Strategic Bond B Inc-10.0-9.2 IA Sterling Strategic Bond3add to basket
BlackRock Emerging Markets D Acc-21.3-20.9 IA Global Emerging Markets4add to basket
BlackRock UK D Acc-21.8-14.1 IA UK All Companies5add to basket
BMO Property Growth & Income I Acc-2.78.6 IA Property Other5add to basket
BMO Universal MAP Cautious C Acc-7.8-3.2 IA Volatility Managed5add to basket
BNY Mellon Global Income Inst W Acc GBP3.912.4 IA Global Equity Income1add to basket
BNY Mellon Inflation Linked Corporate Bond Institutional W Acc-3.52.5 IA Sterling Strategic Bond5add to basket
BNY Mellon Real Return Inst W Acc-6.8-2.6 IA Targeted Absolute Return4add to basket
Brown Advisory Global Leaders B Acc GBP-12.91.0 IA Global3add to basket
Brown Advisory US Smaller Companies B Acc USD-23.8-18.6 IA North American Smaller Companies3add to basket
Cloud Computing UCITS ETF A USD-42.9-30.2 IA Specialistunrated sectoradd to basket
Dodge & Cox US Stock Acc GBP1.110.8 IA North America1add to basket
ES R&M Global Recovery B Inc-8.8-5.2 IA Global1add to basket
Fidelity Asia Pacific Opportunities W Acc-11.2-6.2 IA Asia Pacific Excluding Japan5add to basket
Fidelity Global Dividend W Inc-0.64.2 IA Global Equity Income1add to basket
Fidelity Global Special Situations W Acc-10.20.3 IA Global3add to basket
Fidelity Index Europe ex UK P Acc-13.1-4.2 IA Europe Excluding UKunrated sectoradd to basket
Fidelity Index UK P-0.84.9 IA UK All Companiesunrated sectoradd to basket
Fidelity Index US P-10.19.4 IA North Americaunrated sectoradd to basket
Fidelity Japan W Acc-5.93.7 IA Japan5add to basket
Fidelity Strategic Bond W Inc-10.5-9.9 IA Sterling Strategic Bond4add to basket
First Sentier Global Listed Infrastructure B Acc GBP12.017.1 IA Infrastructure4add to basket
FP Carmignac European Leaders A Acc-23.1-11.5 IA Europe Excluding UKunrated sectoradd to basket
FP Foresight Global Real Infrastructure A Acc GBP-5.25.6 IA Infrastructureunrated sectoradd to basket
FP Foresight UK Infrastructure Income A Acc4.89.6 IA Infrastructure5add to basket
FP Octopus UK Multi Cap Income S Acc GBP-14.0-8.3 IA UK Equity Income5add to basket
FTF ClearBridge Global Infrastructure Income X Acc GBP16.629.7 IA Infrastructure5add to basket
FTF Franklin UK Equity Income W Acc3.47.4 IA UK Equity Income3add to basket
FTF Martin Currie European Unconstrained X Acc-32.7-18.1 IA Europe Excluding UK5add to basket
Fundsmith Equity T Acc-17.7-4.7 IA Global4add to basket
GAM Star Japan Leaders Inst Acc GBP-26.5-13.8 IA Japan4add to basket
Guinness Global Equity Income Y Dis GBP0.913.6 IA Global Equity Income2add to basket
HSBC American Index C Acc-10.28.3 IA North America3add to basket
HSBC FTSE 250 Index C Acc-15.8-10.3 IA UK All Companies3add to basket
HSBC Global Property C Acc-6.64.5 IA Property Other1add to basket
Insight UK Index Linked Bond P Gr-18.6-4.8 IA UK Index Linked Gilts5add to basket
iShares 100 UK Equity Index (UK) D Acc2.88.4 IA UK All Companiesunrated sectoradd to basket
iShares Overseas Government Bond Index (UK) D Acc-3.9-0.6 IA Global Government Bondunrated sectoradd to basket
Janus Henderson Absolute Return I Acc-1.9-1.2 IA Targeted Absolute Return4add to basket
Janus Henderson Core 4 Income I Inc-4.5-0.6 IA Volatility Managed2add to basket
Janus Henderson European Selected Opportunities I Acc-11.9-4.5 IA Europe Excluding UK3add to basket
Janus Henderson European Smaller Companies I Acc-14.0-12.6 IA European Smaller Companies2add to basket
Janus Henderson Strategic Bond I Inc-10.9-8.8 IA Sterling Strategic Bond5add to basket
JOHCM UK Dynamic A Acc-2.63.8 IA UK All Companies1add to basket
JOHCM UK Opportunities A Acc-6.2-6.6 IA UK All Companies2add to basket
JPM Emerging Markets B Acc-24.7-22.2 IA Global Emerging Markets4add to basket
JPM Global Bond Opportunities C Gr Acc-6.6-6.2 IA Sterling Strategic Bond5add to basket
JPM Global Macro Opportunities C Acc-11.6-8.0 IA Targeted Absolute Return5add to basket
JPM UK Equity Core E Acc-0.85.0 IA UK All Companies3add to basket
Jupiter Global Value Equity I Acc4.40.9 IA Global1add to basket
Jupiter Japan Income I Acc-17.2-4.9 IA Japan4add to basket
Jupiter Monthly Income Bond I Acc GBP-5.5-3.5 IA Sterling Strategic Bond5add to basket
Jupiter Strategic Bond I Acc-9.3-7.2 IA Sterling Strategic Bond4add to basket
Jupiter UK Mid Cap I Acc GBP-30.3-31.0 IA UK All Companies3add to basket
L&G All Stocks Gilt Index Trust I Acc-10.4-6.9 IA UK Giltsunrated sectoradd to basket
L&G All Stocks Index Linked Gilt Index Trust I Acc-16.4-3.1 IA UK Index Linked Giltsunrated sectoradd to basket
L&G Cash Trust I Acc0.10.1 IA Short Term Money Market2add to basket
L&G Global 100 Index Trust I Acc-6.811.8 IA Globalunrated sectoradd to basket
L&G Global Inflation Linked Bond Index I Acc-5.20.0 IA Global Inflation Linked Bondunrated sectoradd to basket
L&G Global Technology Index Trust I Acc-23.44.3 IA Technology and Technology Innovationsunrated sectoradd to basket
L&G Multi-Index 3 I Acc-7.4-3.8 IA Volatility Managed5add to basket
L&G Short Dated Sterling Corporate Bond Index I Acc-4.5-4.7 IA Sterling Corporate Bondunrated sectoradd to basket
L&G UK Index Trust I Acc-0.84.8 IA UK All Companiesunrated sectoradd to basket
L&G UK Property I Acc10.819.3 IA UK Direct Propertyunrated sectoradd to basket
L&G US Index Trust I Acc-12.17.6 IA North Americaunrated sectoradd to basket
LF Gresham House UK Multi Cap Income C Acc-5.12.3 IA UK Equity Income5add to basket
LF Ruffer Total Return C Acc1.43.4 IA Mixed Investment 20-60% Shares5add to basket
Liontrust MA Diversified Real Assets A Acc1.37.9 IA Specialist1add to basket
Liontrust Special Situations I Inc-12.2-4.4 IA UK All Companies5add to basket
Liontrust Strategic Bond B Acc-8.8-8.7 IA Sterling Strategic Bond2add to basket
Liontrust Sustainable Future Global Growth 2 Acc-25.9-10.0 IA Global5add to basket
Liontrust Sustainable Future Managed 2 Inc-21.7-10.5 IA Mixed Investment 40-85% Shares5add to basket
M&G Emerging Markets Bond I Acc GBP-9.3-5.5 IA Global EM Bonds - Blended2add to basket
M&G Global Dividend I Acc GBP2.211.0 IA Global1add to basket
M&G Global Emerging Markets I Acc GBP-3.2-2.1 IA Global Emerging Markets2add to basket
M&G Global Floating Rate High Yield IH Acc GBP-3.9-0.9 IA Sterling High Yield1add to basket
M&G Global Macro Bond I Acc GBP-3.7-0.4 IA Global Mixed Bond1add to basket
M&G Optimal Income Inst Acc GBP-8.8-8.1 IA Sterling Strategic Bond3add to basket
M&G Positive Impact R Acc-16.8-4.0 IA Global4add to basket
M&G Short Dated Corporate Bond I GBP-2.4-1.9 IA Sterling Corporate Bond2add to basket
Man GLG Absolute Value Professional CX Acc-4.8-3.0 IA Targeted Absolute Return3add to basket
Man GLG Continental European Growth C Professional-29.6-15.4 IA Europe Excluding UK5add to basket
Man GLG Income C Professional Acc2.73.6 IA UK Equity Income1add to basket
Man GLG Japan Core Alpha C Professional Acc4.79.8 IA Japan1add to basket
Man GLG Sterling Corporate Bond Professional C Acc-9.0n/a IA Sterling Corporate Bondunrated sectoradd to basket
MI MI Chelverton UK Equity Growth B Acc-16.1-11.0 IA UK All Companies5add to basket
NB Corporate Hybrid Bond P Inc CHF-8.6-8.1 IA Sterling Corporate Bond5add to basket
Ninety One Diversified Income I Acc GBP-3.9-5.2 IA Mixed Investment 0-35% Shares1add to basket
Ninety One Global Environment I-21.4-5.4 IA Globalunrated sectoradd to basket
Ninety One Global Total Return Credit I Acc GBP-8.8-8.3 IA Sterling Strategic Bond3add to basket
Ninety One UK Equity Income I Acc-7.2-2.7 IA UK All Companies4add to basket
Nomura Global Dynamic Bond I GBP-4.02.5 IA Sterling Strategic Bond5add to basket
PGIM Jennison Emerging Markets Equity I Acc USD-42.7-38.7 IA Global Emerging Markets4add to basket
Premier Miton European Opportunities B Acc GBP-27.0-12.7 IA Europe Excluding UK5add to basket
R&M ES River and Mercantile European B Inc-9.10.1 IA Europe Excluding UKunrated sectoradd to basket
Rathbone Ethical Bond Fund I Acc GBP-10.0-8.3 IA Sterling Corporate Bond5add to basket
Rathbone Global Opportunities Fund I Acc GBP-26.6-9.9 IA Global5add to basket
Royal London Corporate Bond M Acc-8.3-5.7 IA Sterling Corporate Bond4add to basket
Royal London International Government Bond M Inc-6.2-4.3 IA Global Government Bond5add to basket
Royal London Short Duration Credit M Inc-3.8-2.9 IA Sterling Strategic Bond2add to basket
Royal London Short Duration Global Index Linked M Inc-1.62.2 IA Global Inflation Linked Bond1add to basket
Royal London Short Term Fixed Income M Inc-0.2-0.2 IA Unclassifiedunrated sectoradd to basket
Royal London Sustainable Diversified Trust C Inc-15.7-4.4 IA Mixed Investment 20-60% Shares5add to basket
Royal London Sustainable Leaders Trust C Acc-12.30.7 IA UK All Companies5add to basket
Royal London Sustainable World Trust C Acc-19.7-3.4 IA Mixed Investment 40-85% Shares5add to basket
Schroder Asian Income Z Acc0.93.3 IA Asia Pacific Excluding Japan3add to basket
Schroder Global Cities Real Estate Z Acc-9.67.2 IA Property Other4add to basket
Schroder ISF Asian Total Return C Acc NAV USD-20.5-19.1 IA Specialist4add to basket
Schroder Sterling Corporate Bond Z Acc-10.0-7.7 IA Sterling Corporate Bond5add to basket
Schroder UK Smaller Companies Z Acc-19.3-21.6 IA UK Smaller Companies1add to basket
Slater Recovery P Acc-9.0-1.1 IA UK All Companies5add to basket
Stewart Investors Asia Pacific Leaders Sustainability B Acc GBP-14.9-0.8 IA Specialist5add to basket
Stewart Investors Worldwide Sustainability B Acc GBP-24.1-7.7 IA Global2add to basket
SVS Brooks Macdonald Defensive Capital A Acc-0.65.3 IA Targeted Absolute Return2add to basket
SVS Church House Tenax Absolute Return Strategies A Acc-4.2-3.0 IA Targeted Absolute Return3add to basket
T. Rowe Price Global Focused Growth Equity C Acc-24.4-12.1 IA Global5add to basket
TB Amati UK Smaller Companies B Acc-18.0-16.4 IA UK Smaller Companies3add to basket
TB Evenlode Income B Inc-6.61.5 IA UK All Companies4add to basket
TB Saracen Global Income & Growth B Acc0.97.8 IA Global Equity Income1add to basket
Threadneedle High Yield Bond ZNI GBP-9.7-8.5 IA Sterling High Yield1add to basket
Threadneedle Sterling Short Dated Corporate Bond Ini GBP-4.6-4.6 IA Sterling Corporate Bond1add to basket
Threadneedle UK Equity Income ZNI GBP-5.02.2 IA UK Equity Income3add to basket
TM CRUX European Special Situations I Acc GBP-15.5-8.1 IA Europe Excluding UK1add to basket
TM Redwheel Global Equity Income R Acc GBP1.08.1 IA Global Equity Incomeunrated sectoradd to basket
Trojan O Acc-4.04.5 IA Flexible Investment2add to basket
Trojan Income O Acc-10.3-2.3 IA UK Equity Income3add to basket
TwentyFour Absolute Return Credit N-3.1-3.1 IA Targeted Absolute Return3add to basket
TwentyFour Corporate Bond I Acc GBP-9.5-8.3 IA Sterling Corporate Bond3add to basket
TwentyFour Dynamic Bond I Net Acc GBP-8.5-7.9 IA Sterling Strategic Bond4add to basket
Veritas Asian C GBP-21.4-15.0 IA Asia Pacific Excluding Japan5add to basket
VT Downing Unique Opportunities A Acc-24.1-16.9 IA UK All Companiesunrated sectoradd to basket
VT Gravis Clean Energy Income C Acc GBP4.212.8 IA Infrastructure5add to basket
VT Gravis UK Infrastructure Income C Acc GBP5.611.5 IA Infrastructure5add to basket
VT RM Alternative Income Retail Acc GBP4.710.3 IA Infrastructure5add to basket
Wellington Global Impact Bond N Hedged Acc GBP-9.2-7.9 IA Global Mixed Bondunrated 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.

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AFI Data

Aggressive Adviser Fund Index - FE Balanced Adviser Fund Index - FE Cautious Adviser Fund Index - FE
Index Value Week
AFI Cautious 236.4 -0.1%
UK Private Investor Income 4,354.8 -0.6%
IA Mixed Investment 20-60% Shares 540.4 -0.1%
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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