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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 % 2022 % since Nov 04 %
AFI Cautious 6.2 0.1 -2.6 -9.7 140.8
FTSE UK Private Investor Income 3.2 0.0 -1.3 -6.4 204.0
IA Mixed Investment 20-60% Shares 5.9 0.6 -3.4 -9.5 113.7
Constituent 6m 1y Sector  FE fundinfo Crown Rating  
abrdn Sterling Money Market I Acc1.31.7 IA Standard Money Market5add to basket
abrdn UK Real Estate Share I Acc-15.7-21.3 IA Property Other2add to basket
Aegon Global Equity Income C Inc GBP4.67.1 IA Global Equity Income4add to basket
Aegon Strategic Bond B Acc-2.0-10.3 IA Sterling Strategic Bond4add to basket
Allianz Strategic Bond C-8.0-14.6 IA Sterling Strategic Bond3add to basket
Artemis Corporate Bond I Acc GBP-2.0-10.1 IA Sterling Corporate Bond3add to basket
Artemis Income I Inc6.25.3 IA UK Equity Income3add to basket
Artemis Strategic Bond I Quarterly Acc-0.2-6.0 IA Sterling Strategic Bond4add to basket
Artemis Target Return Bond I Acc1.4-1.8 IA Targeted Absolute Return3add to basket
Artemis UK Smaller Companies I Acc4.00.2 IA UK Smaller Companies3add to basket
Artemis US Extended Alpha I Acc GBP-1.00.6 IA North America3add to basket
Artemis US Select I Acc GBP-4.4-2.6 IA North America1add to basket
AXA Global Short Duration Bonds Z Acc1.6-1.1 IA Sterling Strategic Bond5add to basket
Baillie Gifford Japanese B Acc2.4-1.5 IA Japan2add to basket
Baillie Gifford Managed B Acc3.9-6.1 IA Mixed Investment 40-85% Shares3add to basket
Baillie Gifford Pacific B Acc4.0-5.7 IA Asia Pacific Excluding Japan5add to basket
Baillie Gifford Strategic Bond B Inc-1.6-10.8 IA Sterling Strategic Bond3add to basket
BlackRock Emerging Markets D Acc7.2-10.0 IA Global Emerging Markets2add to basket
BlackRock Gold & General D Acc23.17.8 IA Specialist3add to basket
BlackRock UK D Acc0.6-6.8 IA UK All Companies1add to basket
BNY Mellon Global Income Inst W Acc GBP5.612.4 IA Global Equity Income3add to basket
BNY Mellon Inflation Linked Corporate Bond Institutional W Acc0.3-2.9 IA Sterling Strategic Bond5add to basket
BNY Mellon Real Return Inst W Acc0.6-1.9 IA Targeted Absolute Return3add to basket
Brown Advisory Global Leaders B Acc USD2.3-9.5 IA Global3add to basket
CT High Yield Bond ZNI GBP2.0-7.1 IA Sterling High Yield1add to basket
CT Property Growth & Income I Acc-12.1-16.7 IA Property Other5add to basket
CT Sterling Short Dated Corporate Bond Ini GBP-0.5-4.3 IA Sterling Corporate Bond3add to basket
CT UK Equity Income ZNI GBP2.12.6 IA UK Equity Income3add to basket
CT UK Mid 250 ZNA GBP-3.4-14.9 IA UK All Companies3add to basket
CT Universal MAP Cautious C Acc-1.3-5.1 IA Volatility Managed4add to basket
Dodge & Cox US Stock Acc GBP3.95.5 IA North America4add to basket
EdenTree Responsible and Sustainable Short Dated Bond B-1.1-3.1 IA Sterling Corporate Bond3add to basket
ES R&M Global Recovery B Inc11.17.1 IA Global1add to basket
Fidelity Asia Pacific Opportunities W Acc5.72.7 IA Asia Pacific Excluding Japan5add to basket
Fidelity Cash W Acc GBP1.31.6 IA Short Term Money Market2add to basket
Fidelity Global Dividend W Inc3.14.4 IA Global Equity Income2add to basket
Fidelity Global Special Situations W Acc-0.40.2 IA Global3add to basket
Fidelity Index Europe ex UK P Acc10.26.1 IA Europe Excluding UKunrated sectoradd to basket
Fidelity Index US P-3.02.1 IA North Americaunrated sectoradd to basket
Fidelity Strategic Bond W Inc-1.3-10.7 IA Sterling Strategic Bond3add to basket
First Sentier Global Listed Infrastructure B Acc GBP-1.813.8 IA Infrastructure4add to basket
FP Foresight Global Real Infrastructure A Acc GBP-8.61.9 IA Infrastructure4add to basket
FP Foresight Sustainable Real Estate Securities A Acc GBP-12.5-15.4 IA Unclassifiedunrated sectoradd to basket
FP Foresight UK Infrastructure Income A Acc-6.7-0.4 IA Infrastructure1add to basket
Fundsmith Equity T Acc-0.9-1.0 IA Global3add to basket
GAM Star Japan Leaders Inst Acc GBP0.4-5.6 IA Japan1add to basket
GAM UK Equity Income Z Semi Annual Acc5.61.8 IA UK Equity Income3add to basket
Guinness Global Equity Income Y Dis GBP-0.35.6 IA Global Equity Income5add to basket
HSBC American Index C Acc-1.03.0 IA North Americaunrated sectoradd to basket
HSBC FTSE 100 Index C Acc6.27.9 IA UK All Companiesunrated sectoradd to basket
HSBC Global Property C Acc-8.3-10.4 IA Property Other2add to basket
IFSL Church House Tenax Absolute Return Strategies A Acc-0.2-3.6 IA Targeted Absolute Return1add to basket
iShares 100 UK Equity Index (UK) D Acc6.88.0 IA UK All Companiesunrated sectoradd to basket
iShares Emerging Asia Local Government Bond UCITS ETF USD6.1-1.9 IA Specialist Bondunrated sectoradd to basket
Janus Henderson Absolute Return I Acc1.90.7 IA Targeted Absolute Return3add to basket
Janus Henderson Core 4 Income I Inc-0.2-4.2 IA Volatility Managed2add to basket
Janus Henderson European Selected Opportunities I Acc11.05.4 IA Europe Excluding UK4add to basket
Janus Henderson European Smaller Companies I Acc10.00.4 IA European Smaller Companies4add to basket
Janus Henderson Strategic Bond I Inc-5.1-13.0 IA Sterling Strategic Bond1add to basket
JOHCM UK Dynamic A Acc7.77.6 IA UK All Companies2add to basket
JOHCM UK Opportunities A Acc6.05.6 IA UK All Companies2add to basket
JPM Emerging Markets B Acc6.8-2.2 IA Global Emerging Markets2add to basket
JPM Global Bond Opportunities C Gr Acc3.5-2.4 IA Sterling Strategic Bond5add to basket
JPM Global Macro Opportunities C Acc3.5-1.9 IA Targeted Absolute Return3add to basket
JPM UK Equity Core E Acc5.45.3 IA UK All Companies3add to basket
Jupiter Global Value Equity I Acc14.819.7 IA Global4add to basket
Jupiter Japan Income I Acc5.42.6 IA Japan4add to basket
Jupiter Strategic Bond I Acc-1.9-10.5 IA Sterling Strategic Bond1add to basket
Jupiter UK Mid Cap I Acc GBP-10.4-26.9 IA UK All Companies1add to basket
Jupiter UK Special Situations I Acc9.211.2 IA UK All Companies3add to basket
L&G All Stocks Gilt Index Trust I Acc-10.3-19.0 IA UK Giltsunrated sectoradd to basket
L&G All Stocks Index Linked Gilt Index Trust I Acc-14.1-30.4 IA UK Index Linked Giltsunrated sectoradd to basket
L&G Cash Trust I Acc1.21.6 IA Short Term Money Market3add to basket
L&G Global 100 Index Trust I Acc-2.82.7 IA Globalunrated sectoradd to basket
L&G Global Inflation Linked Bond Index I Acc-5.7-8.1 IA Global Inflation Linked Bondunrated sectoradd to basket
L&G Global Technology Index Trust I Acc-6.8-8.6 IA Technology and Technology Innovationsunrated sectoradd to basket
L&G Multi-Index 3 I Acc-2.3-6.4 IA Volatility Managed3add to basket
L&G Short Dated Sterling Corporate Bond Index I Acc-0.9-4.5 IA Sterling Corporate Bondunrated sectoradd to basket
L&G UK Index Trust I Acc5.65.3 IA UK All Companiesunrated sectoradd to basket
L&G UK Property I Acc-16.4-12.2 IA UK Direct Propertyunrated sectoradd to basket
L&G US Index Trust I Acc-2.83.1 IA North Americaunrated sectoradd to basket
Lazard Global Listed Infrastructure Equity A Dist GBP-2.52.9 IA Infrastructure3add to basket
LF Gresham House UK Multi Cap Income C Acc4.21.2 IA UK Equity Income4add to basket
LF Ruffer Diversified Return I Acc5.03.6 IA Targeted Absolute Returnunrated sectoradd to basket
LF Ruffer Total Return C Acc6.63.4 IA Mixed Investment 20-60% Shares5add to basket
Liontrust MA Diversified Real Assets A Acc-8.4-6.1 IA Specialist1add to basket
Liontrust Special Situations I Inc1.6-2.2 IA UK All Companies2add to basket
Liontrust Strategic Bond B Acc-0.4-6.9 IA Sterling Strategic Bond4add to basket
Liontrust Sustainable Future Managed 2 Inc-1.2-5.9 IA Mixed Investment 40-85% Shares3add to basket
M&G Emerging Markets Bond I Acc GBP8.60.4 IA Global EM Bonds - Blended4add to basket
M&G Global Dividend I Acc GBP4.59.2 IA Global Equity Income4add to basket
M&G Global Emerging Markets I Acc GBP14.410.6 IA Global Emerging Markets4add to basket
M&G Global Floating Rate High Yield IH Acc GBP6.9-0.1 IA Sterling High Yield3add to basket
M&G Global Macro Bond I Acc GBP-0.1-1.3 IA Global Mixed Bond4add to basket
M&G Optimal Income Inst Acc GBP1.1-5.5 IA Sterling Strategic Bond4add to basket
M&G Positive Impact R Acc0.97.6 IA Global3add to basket
M&G Short Dated Corporate Bond I GBP1.2-0.3 IA Sterling Corporate Bond5add to basket
Man GLG Absolute Value Professional CX Acc3.24.6 IA Targeted Absolute Return3add to basket
Man GLG Continental European Growth C Professional6.82.7 IA Europe Excluding UK2add to basket
Man GLG Income C Professional Acc9.810.5 IA UK Equity Income2add to basket
Man GLG Japan Core Alpha C Professional Acc10.515.6 IA Japan5add to basket
Matthews Asia ex Japan Dividend I Acc GBP-3.2-5.1 IA Asia Pacific Excluding Japan4add to basket
NB Corporate Hybrid Bond P Inc CHF-0.5-10.3 IA Sterling Corporate Bond3add to basket
Ninety One Diversified Income I Acc GBP2.1-1.2 IA Mixed Investment 0-35% Shares5add to basket
Ninety One Global Total Return Credit I Acc GBP1.7-7.7 IA Sterling Strategic Bond4add to basket
Ninety One UK Equity Income I Acc2.42.5 IA UK All Companies3add to basket
Nomura Global Dynamic Bond I GBP-1.0-2.4 IA Sterling Strategic Bond3add to basket
PGIM Jennison Emerging Markets Equity I Acc USD-2.4-23.5 IA Global Emerging Markets3add to basket
R&M ES River and Mercantile European B Inc11.612.2 IA Europe Excluding UKunrated sectoradd to basket
Rathbone Ethical Bond Fund I Acc GBP-2.7-12.0 IA Sterling Corporate Bond1add to basket
Rathbone Global Opportunities Fund I Acc GBP0.2-2.9 IA Global3add to basket
Royal London Corporate Bond M Acc-3.0-11.3 IA Sterling Corporate Bond3add to basket
Royal London Global Bond Opportunities Z Inc2.6-3.2 IA Global Mixed Bond4add to basket
Royal London Global Equity Select M Acc6.614.4 IA Global5add to basket
Royal London International Government Bond M Inc-3.5-7.7 IA Global Government Bond5add to basket
Royal London Short Duration Global Index Linked M Inc-3.9-3.5 IA Global Inflation Linked Bond4add to basket
Royal London Sustainable Diversified Trust C Inc-1.1-4.5 IA Mixed Investment 20-60% Shares2add to basket
Royal London Sustainable Leaders Trust C Acc1.22.2 IA UK All Companies5add to basket
Royal London UK Equity Income M Inc6.36.9 IA UK Equity Income2add to basket
Schroder Asian Income Z Acc7.97.7 IA Asia Pacific Excluding Japan5add to basket
Schroder Income Z Acc9.84.3 IA UK Equity Income3add to basket
Schroder ISF Asian Total Return C Acc NAV USD9.4-8.2 IA Specialist2add to basket
Schroder Sterling Corporate Bond Z Acc-4.6-14.8 IA Sterling Corporate Bond1add to basket
Schroder UK Smaller Companies Z Acc-2.3-18.1 IA UK Smaller Companies1add to basket
SVS Brooks Macdonald Defensive Capital A Acc-0.2-1.6 IA Targeted Absolute Return3add to basket
T. Rowe Price Global Focused Growth Equity C Acc0.0-4.5 IA Global3add to basket
TB Evenlode Income B Inc0.13.5 IA UK All Companies3add to basket
TB Saracen Global Income & Growth B Acc13.112.7 IA Global Equity Income3add to basket
TM CRUX European Special Situations I Acc GBP7.03.1 IA Europe Excluding UK1add to basket
Trojan O Acc-1.20.6 IA Flexible Investment5add to basket
Trojan Income O Acc-3.8-4.2 IA UK All Companies1add to basket
TwentyFour Absolute Return Credit N0.4-3.0 IA Targeted Absolute Return1add to basket
TwentyFour Dynamic Bond I Net Acc GBP0.7-8.5 IA Sterling Strategic Bond3add to basket
Veritas Global Real Return B GBP-1.62.2 IA Targeted Absolute Return3add to basket
VT Gravis UK Infrastructure Income C Acc GBP-5.5-0.4 IA Infrastructure1add to basket
VT RM Alternative Income Retail Acc GBP-4.9-0.4 IA Infrastructure3add to basket
Wellington Global Impact Bond N Hedged Acc GBP-3.2-10.2 IA Global Mixed Bond4add 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 240.8 1.0%
UK Private Investor Income 4,472.4 0.5%
IA Mixed Investment 20-60% Shares 543.9 0.6%
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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Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

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