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You are here: FE AFI Cautious Portfolio
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FE 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 FE AFI Cautious portfolio outperforms the IA Mixed Investment 20-60% Shares Sector average.

FE AFI Performance Chart
Index 3m % 6m % 1y % 2018 % since Nov 04 %
AFI Cautious 1.9 4.2 0.6 -4.4 117.5
FTSE UK Private Investor Income 2.1 5.2 3.3 -2.8 158.9
IA Mixed Investment 20-60% Shares 1.6 4.1 0.4 -5.1 95.3
Constituent 6m 1y Sector  FE Crown Rating  
Aberdeen Sterling Money Market I Acc0.40.7 IA Standard Money Market4add to basket
Architas Diversified Real Assets D Acc2.83.2 IA Specialist2add to basket
Artemis Global Emerging Markets I Acc GBP4.6-4.2 IA Global Emerging Markets5add to basket
Artemis Global Income I Inc0.1-10.1 IA Global Equity Income1add to basket
Artemis Pan-European Absolute Return I Hedged Acc GBP-4.5-10.1 IA Targeted Absolute Return2add to basket
Artemis Strategic Bond I Quarterly Acc3.72.1 IA Sterling Strategic Bond4add to basket
Artemis US Equity I Acc GBP10.911.5 IA North America3add to basket
Artemis US Select I Acc GBP13.211.8 IA North America3add to basket
Aviva Inv Multi Strategy Target Return 2-0.1-2.6 IA Targeted Absolute Return1add to basket
Baillie Gifford American B Acc15.79.9 IA North America3add to basket
Baillie Gifford Japanese B Acc2.8-7.2 IA Japan4add to basket
Baillie Gifford Japanese Income Growth B Inc2.5-4.5 IA Japanunrated sectoradd to basket
Baillie Gifford Japanese Smaller Companies B Acc-0.9-7.3 IA Japanese Smaller Companies3add to basket
Baillie Gifford Pacific B Acc8.1-6.3 IA Asia Pacific Excluding Japan4add to basket
Baillie Gifford Strategic Bond B Inc5.54.9 IA Sterling Strategic Bond5add to basket
Baillie Gifford UK Equity Alpha B Acc16.56.1 IA UK All Companies4add to basket
BlackRock Asia D Acc6.6-6.1 IA Asia Pacific Excluding Japan4add to basket
BlackRock Cash D Acc0.30.5 IA Short Term Money Market1add to basket
BlackRock Corporate Bond D Acc4.95.1 IA Sterling Corporate Bond5add to basket
BlackRock European Dynamic D Acc12.7-0.8 IA Europe Excluding UK3add to basket
BlackRock Natural Resources Growth & Income D Acc0.4-10.5 IA Specialist2add to basket
BlackRock Sterling Strategic Bond D Acc4.43.5 IA Sterling Strategic Bondunrated sectoradd to basket
BlackRock UK Absolute Alpha D Acc6.93.1 IA Targeted Absolute Return2add to basket
BMO MM Navigator Cautious C Acc2.8-2.6 IA Mixed Investment 20-60% Shares2add to basket
BMO Property Growth & Income I Acc4.72.1 IA Property Other5add to basket
BMO Universal MAP Cautious C Acc4.54.1 IA Volatility Managedunrated sectoradd to basket
BNY Mellon Long Term Global Equity Inst W Acc GBP10.412.3 IA Global5add to basket
Brown Advisory Global Leaders C Acc GBP13.310.3 IA Global5add to basket
Commercial Long Income PAIF A Gr Acc2.04.6 IA UK Direct Propertyunrated sectoradd to basket
Fidelity Global Special Situations W Acc6.72.7 IA Global3add to basket
Fidelity Index UK P6.7-3.1 IA UK All Companiesunrated sectoradd to basket
Fidelity Index World P8.56.8 IA Globalunrated sectoradd to basket
Fidelity Moneybuilder Dividend Y Inc2.2-3.9 IA UK Equity Income1add to basket
Fidelity Strategic Bond Y Inc6.24.5 IA Sterling Strategic Bond1add to basket
First State Global Listed Infrastructure B Acc GBP12.918.0 IA Global5add to basket
FP CRUX European I Acc GBP7.5-2.6 IA Europe Excluding UK2add to basket
FP CRUX European Special Situations I Acc GBP7.6-3.6 IA Europe Excluding UK3add to basket
Freehold Income Authorised A Gr Acc3.67.9 IA UK Direct Propertyunrated sectoradd to basket
Fundsmith Equity T Acc15.917.4 IA Global5add to basket
GAM Star Credit Opportunities GBP Inst5.31.7 IA Sterling Strategic Bond5add to basket
Hermes Asia ex Japan Equity F Acc GBP-0.5-11.3 IA Asia Pacific Excluding Japan5add to basket
Invesco Global Equity Income (UK) Z Acc4.2-2.1 IA Global Equity Income1add to basket
Invesco Global Targeted Income (UK) Z Acc4.30.7 IA Targeted Absolute Returnunrated sectoradd to basket
Invesco Income (UK) Z Acc1.9-6.2 IA UK All Companies1add to basket
Invesco Tactical Bond (UK) Z Acc1.30.4 IA Sterling Strategic Bond1add to basket
Investec Cautious Managed I Acc GBP-1.2-6.1 IA Mixed Investment 20-60% Shares2add to basket
Investec Diversified Income I Acc GBP2.73.0 IA Mixed Investment 0-35% Shares3add to basket
Investec UK Special Situations I Acc GBP4.8-4.0 IA UK All Companies2add to basket
Janus Henderson European Selected Opportunities I Acc7.9-0.3 IA Europe Excluding UK3add to basket
Janus Henderson Global Equity Income I Inc5.01.5 IA Global Equity Income2add to basket
Janus Henderson Strategic Bond I Inc6.05.4 IA Sterling Strategic Bond2add to basket
Janus Henderson UK Absolute Return I Acc0.8-2.2 IA Targeted Absolute Return3add to basket
Janus Henderson UK Property PAIF I Acc1.1-1.4 IA UK Direct Propertyunrated sectoradd to basket
JOHCM UK Dynamic A Acc4.9-6.4 IA UK All Companies4add to basket
JOHCM UK Opportunities A Acc4.02.4 IA Specialist3add to basket
JPM Global Macro Opportunities C Acc1.5-2.5 IA Targeted Absolute Return4add to basket
JPM Natural Resources C Acc5.0-8.0 IA Specialist3add to basket
JPM Sterling Corporate Bond C Gr Acc5.24.6 IA Sterling Corporate Bond3add to basket
Jupiter Absolute Return I Acc-2.4-5.1 IA Targeted Absolute Return3add to basket
Jupiter India I Acc8.4-0.9 IA Specialist1add to basket
Jupiter Strategic Bond I Acc6.15.7 IA Sterling Strategic Bond2add to basket
Jupiter UK Growth I Acc-0.2-16.1 IA UK All Companies1add to basket
L&G All Stocks Index Linked Gilt Index Trust I Acc8.511.2 IA UK Index Linked Giltsunrated sectoradd to basket
L&G Cash Trust I Acc0.30.6 IA Short Term Money Market3add to basket
L&G Short Dated Sterling Corporate Bond Index I Acc2.42.4 IA Sterling Corporate Bondunrated sectoradd to basket
L&G UK Property I Acc1.04.0 IA UK Direct Propertyunrated sectoradd to basket
L&G UK Property Feeder I Acc1.04.0 IA UK Direct Propertyunrated sectoradd to basket
L&G US Index Trust I Acc9.811.7 IA North Americaunrated sectoradd to basket
Lazard Global Listed Infrastructure Equity BP Acc USD6.7-0.5 IA Globalunrated sectoradd to basket
Lazard UK Omega C Acc4.8-8.1 IA UK All Companies2add to basket
LF Miton UK Multi Cap Income B Inst Acc3.4-6.4 IA UK Equity Income2add to basket
LF Miton US Opportunities B Acc6.98.7 IA North America3add to basket
LF Morant Wright Japan B Acc-4.3-11.0 IA Japan3add to basket
LF Odey Absolute Return Inst Acc GBP-5.3-4.8 IA Targeted Absolute Return1add to basket
Liontrust Special Situations I Inc10.64.9 IA UK All Companies5add to basket
M&G Emerging Markets Bond I Acc GBP9.910.7 IA Global Emerging Markets Bond5add to basket
M&G Global Convertibles IH Acc GBP1.2-4.4 IA Specialist1add to basket
M&G Global Dividend I Acc GBP5.22.8 IA Global4add to basket
M&G Global Macro Bond I Acc GBP5.78.1 IA Global Bonds3add to basket
M&G Optimal Income Inst Acc GBP3.20.9 IA Sterling Strategic Bond1add to basket
M&G Property Portfolio I Acc GBP-1.21.3 IA UK Direct Propertyunrated sectoradd to basket
M&G Short Dated Corporate Bond I GBP2.21.7 IA Sterling Corporate Bond1add to basket
M&G UK Inflation Linked Corporate Bond I Acc1.91.4 IA Sterling Strategic Bond1add to basket
Man GLG Continental European Growth C Professional12.8-2.5 IA Europe Excluding UK3add to basket
Man GLG UK Income C Professional Acc6.9-3.1 IA UK Equity Income4add to basket
Marlborough Global Bond P Inc5.16.2 IA Global Bonds3add to basket
Merian Global Equity R Acc GBP6.70.1 IA Global4add to basket
Merian Global Equity Absolute Return R Hedged Acc GBP-3.7-10.2 IA Targeted Absolute Return2add to basket
Merian UK Mid Cap R Acc GBP8.0-13.0 IA UK All Companies3add to basket
Merian UK Smaller Companies R Acc GBP9.7-5.0 IA UK Smaller Companies3add to basket
Newton Global Income Inst W Acc GBP9.913.7 IA Global Equity Income3add to basket
Polar Capital UK Absolute Equity I GBP7.4-6.4 IA Targeted Absolute Return3add to basket
Premier Defensive Growth C Inc-1.8-1.0 IA Targeted Absolute Return4add to basket
Premier Multi-Asset Absolute Return C Acc2.0-0.8 IA Targeted Absolute Return3add to basket
Premier Pan European Property Share C Acc7.22.9 IA Property Other2add to basket
Rathbone Income Inst Inc5.2-1.5 IA UK Equity Income1add to basket
Rathbone Strategic Bond Inst Acc2.82.2 IA Sterling Strategic Bond5add to basket
Royal London Short Duration Credit M Inc2.73.0 IA Sterling Strategic Bond4add to basket
Royal London Short Duration Gilts M Inc0.61.1 IA UK Gilts2add to basket
Royal London Short Duration Global High Yield Bond M Inc2.22.9 IA Sterling High Yield1add to basket
Royal London Short Duration Global Index Linked M Inc2.32.3 IA Global Bondsunrated sectoradd to basket
Royal London Sterling Extra Yield Bond A Inc3.64.7 IA Sterling Strategic Bond5add to basket
Royal London UK Equity Income M Inc4.8-3.1 IA UK Equity Income2add to basket
Sarasin Food & Agriculture Opportunities P Acc6.15.3 IA Specialist5add to basket
Schroder Asian Alpha Plus Z Acc6.6-5.6 IA Asia Pacific Excluding Japan5add to basket
Schroder Asian Income Z Acc7.50.8 IA Asia Pacific Excluding Japan4add to basket
Schroder European Alpha Income Z Acc4.1-10.6 IA Europe Excluding UK2add to basket
Schroder Income Z Acc-1.7-8.4 IA UK Equity Income5add to basket
Schroder Recovery Z Acc-1.4-8.9 IA UK All Companies5add to basket
Schroder US Mid Cap Z Acc5.46.1 IA North America3add to basket
Standard Life Investments European Equity Income Ret Platform 1 Acc6.2-5.7 IA Europe Excluding UK2add to basket
Standard Life Investments Global Index Linked Bond Ret Platform 1 Acc5.84.8 IA Global Bonds3add to basket
Standard Life Investments UK Equity Income Unconstrained Ret Platform 1 Acc0.1-10.9 IA UK Equity Income1add to basket
Standard Life Investments UK Real Estate Income Feeder Platform 1 Inc-0.12.6 IA UK Direct Propertyunrated sectoradd to basket
Stewart Investors Asia Pacific Leaders B Acc GBP5.45.8 IA Specialist4add to basket
Stewart Investors Worldwide Sustainability B Acc GBP8.07.6 IA Global5add to basket
SVS Church House Tenax Absolute Return Strategies A Acc1.20.8 IA Targeted Absolute Return5add to basket
TB Evenlode Income B Inc12.811.6 IA UK All Companies5add to basket
Threadneedle High Yield Bond ZNI GBP4.03.7 IA Sterling High Yield3add to basket
Threadneedle Sterling Short Dated Corporate Bond Ini GBP2.32.4 IA Sterling Corporate Bond3add to basket
Threadneedle UK Equity Income ZNI GBP1.6-5.7 IA UK Equity Income2add to basket
Threadneedle UK Property Authorised Investment INI GBP-5.7-4.1 IA UK Direct Propertyunrated sectoradd to basket
Trojan Income O Acc6.12.8 IA UK Equity Income2add to basket
Unicorn UK Income B13.41.1 IA UK Equity Income1add to basket
Vanguard Global Emerging Markets A Acc5.70.1 IA Global Emerging Marketsunrated sectoradd to basket
Vanguard US Equity Index A8.99.7 IA North Americaunrated sectoradd to basket
Veritas Asian C GBP11.0-3.7 IA Asia Pacific Excluding Japan4add to basket
Veritas Global Focus B GBP8.713.2 IA Global3add 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.

FE AFI Data

Aggressive FE Adviser Fund Index - FE Balanced FE Adviser Fund Index - FE Cautious FE Adviser Fund Index - FE
Index Value Week
AFI Cautious 217.5 -0.2%
UK Private Investor Income 3,808.7 -0.2%
IA Mixed Investment 20-60% Shares 497.1 -0.3%
Data provided by FE. Care has been taken to ensure that the information is correct, but FE 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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