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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 1.5 1.7 1.8 -9.7 139.2
FTSE UK Private Investor Income 1.6 2.2 2.0 -6.4 209.1
IA Mixed Investment 20-60% Shares 1.0 1.8 1.6 -9.5 113.0
Constituent 6m 1y Sector  FE fundinfo Crown Rating  
abrdn UK Real Estate Share I Acc3.63.8 IA Property Other2add to basket
Aegon Global Equity Income C Inc GBP2.64.2 IA Global Equity Income5add to basket
Aegon High Yield Bond B Acc6.110.2 IA Sterling High Yield3add to basket
Aegon Strategic Bond B Acc3.02.3 IA Sterling Strategic Bond4add to basket
ARC TIME UK Infrastructure Income II C Acc-2.7-9.2 IA Infrastructure1add to basket
Artemis Corporate Bond I Acc GBP6.13.2 IA Sterling Corporate Bond3add to basket
Artemis Income I Inc2.02.9 IA UK Equity Income3add to basket
Artemis Strategic Bond I Quarterly Acc3.93.3 IA Sterling Strategic Bond4add to basket
Artemis Target Return Bond I Acc5.26.8 IA Targeted Absolute Return2add to basket
Artemis UK Smaller Companies I Acc1.70.5 IA UK Smaller Companies5add to basket
Artemis US Select I Acc GBP10.311.9 IA North America1add to basket
AXA Global Short Duration Bonds Z Acc4.06.0 IA Sterling Strategic Bond5add to basket
Baillie Gifford Japanese B Acc-5.0-3.3 IA Japan1add to basket
Baillie Gifford Pacific B Acc-1.5-5.2 IA Asia Pacific Excluding Japan3add to basket
Barings Global High Yield Bond I Acc GBP5.17.9 IA Global High Yield Bond2add to basket
BlackRock Emerging Markets D Acc-1.5-0.2 IA Global Emerging Markets2add to basket
BlackRock Gold & General D Acc-0.56.0 IA Specialist3add to basket
BNY Mellon Global Income Inst W Acc GBP-0.60.0 IA Global Equity Income3add to basket
BNY Mellon Inflation Linked Corporate Bond Institutional W Acc7.07.4 IA Sterling Strategic Bond5add to basket
BNY Mellon Real Return Inst W Acc1.3-0.5 IA Targeted Absolute Return2add to basket
Brown Advisory Global Leaders SI Acc EUR3.6n/a IA Global3add to basket
CT American ZNA GBP4.72.3 IA North America3add to basket
CT European Select ZNA GBP0.912.1 IA Europe Excluding UK2add to basket
CT Property Growth & Income I Acc8.014.7 IA Property Other5add to basket
CT UK Equity Income ZNI GBP0.04.6 IA UK Equity Income3add to basket
CT UK Mid 250 ZNA GBP-9.4-8.8 IA UK All Companies2add to basket
Dodge & Cox US Stock Acc GBP8.31.2 IA North America5add to basket
EdenTree Responsible and Sustainable Short Dated Bond B3.73.6 IA Sterling Corporate Bond3add to basket
ES R&M Global Recovery B Inc2.05.3 IA Global2add to basket
Federated Hermes Global Emerging Markets Equity F Acc GBP-0.1-7.6 IA Global Emerging Markets2add to basket
Fidelity Cash W Acc GBP2.64.4 IA Short Term Money Market3add to basket
Fidelity Global Dividend W Inc2.95.6 IA Global Equity Income2add to basket
Fidelity Index Emerging Markets P Acc0.4-1.3 IA Global Emerging Marketsunrated sectoradd to basket
Fidelity Index Europe ex UK P Acc0.99.7 IA Europe Excluding UKunrated sectoradd to basket
Fidelity Index US P6.610.8 IA North America4add to basket
First Sentier Global Listed Infrastructure B Acc GBP-1.1-7.4 IA Infrastructure3add to basket
FP Foresight UK Infrastructure Income A Acc-6.6-13.6 IA Infrastructure1add to basket
FTF ClearBridge Global Infrastructure Income W Acc GBP-2.2-8.0 IA Infrastructure4add to basket
Fundsmith Equity T Acc2.57.7 IA Global2add to basket
Fundsmith Sustainable Equity T Acc0.94.4 IA Global1add to basket
GAM UK Equity Income A Semi Annual Acc-1.4-1.5 IA UK Equity Income4add to basket
HSBC American Index C Acc8.49.2 IA North Americaunrated sectoradd to basket
HSBC FTSE 100 Index C Acc2.33.4 IA UK All Companiesunrated sectoradd to basket
HSBC FTSE All World Index C Acc4.88.2 IA Globalunrated sectoradd to basket
IFSL Church House Tenax Absolute Return Strategies A Acc2.02.5 IA Targeted Absolute Return1add to basket
Janus Henderson Absolute Return I Acc3.36.6 IA Targeted Absolute Return3add to basket
Janus Henderson European Selected Opportunities I Acc6.115.0 IA Europe Excluding UK3add to basket
Janus Henderson European Smaller Companies I Acc-4.70.8 IA European Smaller Companies3add to basket
Janus Henderson Multi-Asset Absolute Return I Acc1.33.0 IA Targeted Absolute Return4add to basket
Janus Henderson Strategic Bond I Inc-0.2-2.2 IA Sterling Strategic Bond1add to basket
JOHCM UK Dynamic A Acc4.87.2 IA UK All Companies4add to basket
JPM Emerging Markets B Acc-1.9-2.5 IA Global Emerging Markets2add to basket
JPM Global Bond Opportunities C Gr Acc2.03.1 IA Sterling Strategic Bond5add to basket
JPM UK Equity Core E Net Acc0.52.0 IA UK All Companies3add to basket
Jupiter Strategic Bond I Acc0.51.2 IA Sterling Strategic Bond1add to basket
Jupiter UK Mid Cap I Acc GBP-1.3-2.3 IA UK All Companies1add to basket
L&G All Stocks Index Linked Gilt Index Trust I Acc2.9-9.9 IA UK Index Linked Giltsunrated sectoradd to basket
L&G Cash Trust I Acc2.64.5 IA Short Term Money Market2add to basket
L&G Global 100 Index Trust I Acc5.914.2 IA Globalunrated sectoradd to basket
L&G Global Inflation Linked Bond Index I Acc-0.80.2 IA Global Inflation Linked Bondunrated sectoradd to basket
L&G Global Robotics and Automation Index I Acc-6.75.2 IA Globalunrated sectoradd to basket
L&G Global Technology Index Trust I Acc9.940.5 IA Technology & Technology Innovationunrated sectoradd to basket
L&G Multi-Index 3 I Acc2.00.6 IA Volatility Managed1add to basket
L&G Short Dated Sterling Corporate Bond Index I Acc4.95.2 IA Sterling Corporate Bondunrated sectoradd to basket
L&G UK Index Trust I Acc0.12.0 IA UK All Companiesunrated sectoradd to basket
L&G UK Mid Cap Index I Acc-1.9-1.2 IA UK All Companiesunrated sectoradd to basket
L&G UK Property I Acc-1.1-1.1 IA UK Direct Propertyunrated sectoradd to basket
L&G US Index Trust I Acc7.511.6 IA North Americaunrated sectoradd to basket
Liontrust Special Situations I Inc-2.7-3.6 IA UK All Companies1add to basket
Liontrust Strategic Bond B Acc3.02.7 IA Sterling Strategic Bond2add to basket
M&G Emerging Markets Bond I Acc GBP3.04.9 IA Global EM Bonds - Blended4add to basket
M&G Global Emerging Markets I Acc GBP2.65.2 IA Global Emerging Markets5add to basket
M&G Global Macro Bond I Acc GBP-2.4-4.9 IA Global Mixed Bond2add to basket
M&G Positive Impact R Acc-7.5-6.7 IA Global1add to basket
Man GLG High Yield Opportunities Professional C4.87.2 IA Sterling High Yield4add to basket
Man GLG Japan Core Alpha C Professional Acc7.815.3 IA Japan5add to basket
Man GLG Sterling Corporate Bond Professional C Acc10.916.7 IA Sterling Corporate Bondunrated sectoradd to basket
Man GLG Undervalued Assets Professional C Acc4.310.8 IA UK All Companies3add to basket
Matthews Asia ex Japan Total Return Equity I Acc GBP-7.4-12.1 IA Asia Pacific Excluding Japan2add to basket
MI MI Chelverton European Select B Inc-7.6-1.9 IA Europe Excluding UK5add to basket
NB Corporate Hybrid Bond I Acc EUR3.54.4 IA Sterling Corporate Bond3add to basket
Ninety One Global Total Return Credit I Acc GBP2.96.4 IA Sterling Strategic Bond4add to basket
PGIM Jennison Emerging Markets Equity I Acc USD11.43.8 IA Global Emerging Markets1add to basket
Premier Miton UK Value Opportunities B Acc GBP0.22.8 IA UK All Companies3add to basket
R&M ES River and Mercantile European B Inc-4.62.3 IA Europe Excluding UKunrated sectoradd to basket
Rathbone Ethical Bond Fund I Acc GBP5.15.3 IA Sterling Corporate Bond2add to basket
Robeco BP Global Premium Equities C EUR5.62.3 IA Global5add to basket
Royal London Corporate Bond M Acc5.65.3 IA Sterling Corporate Bond3add to basket
Royal London Global Bond Opportunities Z Inc3.97.3 IA Global Mixed Bond5add to basket
Royal London Index Linked M Acc3.1-9.7 IA UK Index Linked Gilts3add to basket
Royal London International Government Bond M Inc0.31.5 IA Global Government Bond4add to basket
Royal London Short Duration Gilts M Inc3.52.5 IA UK Gilts4add to basket
Royal London Short Duration Global Index Linked M Inc1.92.8 IA Global Inflation Linked Bond5add to basket
Royal London Sustainable Leaders Trust C Acc-2.44.2 IA UK All Companies1add to basket
Royal London UK Equity Income M Inc2.94.0 IA UK Equity Income4add to basket
Schroder Asian Income Z Acc-1.8-1.9 IA Asia Pacific Excluding Japan5add to basket
Schroder UK Smaller Companies Z Acc-3.3-5.0 IA UK Smaller Companies1add to basket
Stewart Investors Indian Subcontinent Sustainability B Acc GBP7.05.1 IA India/Indian Subcontinent4add to basket
SVS Brooks Macdonald Defensive Capital A Acc0.0-1.3 IA Targeted Absolute Return3add to basket
Trojan O Acc-0.20.2 IA Flexible Investment1add to basket
TwentyFour Absolute Return Credit N3.24.6 IA Targeted Absolute Return1add to basket
TwentyFour Dynamic Bond I Net Acc GBP4.76.4 IA Sterling Strategic Bond4add to basket
Vanguard US Government Bond Index Investor-1.30.1 IA USD Government Bondunrated sectoradd to basket
VT De Lisle America B GBP9.32.8 IA North America5add to basket
VT Gravis Clean Energy Income C Acc GBP-13.8-21.4 IA Infrastructure3add to basket
VT Gravis UK Infrastructure Income C Acc GBP-4.4-10.3 IA Infrastructure1add to basket
VT RM Alternative Income Retail Acc GBP-3.6-6.9 IA Infrastructure3add to basket
Wellington Global Impact Bond N Hedged Acc GBP0.51.3 IA Global Mixed Bond4add to basket
WS Ardtur Continental European Inst Acc10.417.4 IA Europe Excluding UK5add to basket
WS Canlife Sterling Liquidity I Acc2.74.6 IA Standard Money Market2add to basket
WS Evenlode Global Income B Acc GBP-1.73.5 IA Global Equity Income2add to basket
WS Evenlode Income B Acc-1.63.2 IA UK All Companies2add to basket
WS Gresham House UK Multi Cap Income C Acc3.25.9 IA UK Equity Income3add to basket
WS Ruffer Diversified Return I Acc-0.8-6.4 IA Targeted Absolute Returnunrated sectoradd to basket
WS Saracen Global Income and Growth B Acc3.06.4 IA Global Equity Income4add 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 239.2 0.2%
UK Private Investor Income 4,547.5 -0.2%
IA Mixed Investment 20-60% Shares 541.9 0.2%
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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