Tools

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. Although less pronounced, the AFI Balanced is still pulling ahead of the IA Mixed Investment 40-85% Shares Sector average.

Performance Chart

Selected Performances

Index	3m %	6m %	1y %	2023 %	since Nov 04 %
AFI Balanced	3.8	8.2	5.6	7.0	211.3
FTSE UK Private Investor Balanced	4.3	8.0	8.7	9.4	282.1
IA Mixed Investment 40-85% Shares	3.8	8.9	6.7	8.1	205.2

AFI Balanced(121)


Constituent	6m	1y	Sector	FE fundinfo Crown Rating
Aegon High Yield Bond B Acc	10.0	13.5	IA Sterling High Yield
Aegon Strategic Bond B Acc	13.5	7.4	IA Sterling Strategic Bond
Aikya Global Emerging Markets I GBP	-2.1	-9.2	IA Global Emerging Markets
Artemis Corporate Bond I Acc GBP	8.5	7.3	IA Sterling Corporate Bond
Artemis Income I Inc	10.4	7.1	IA UK Equity Income
Artemis US Smaller Companies I Acc GBP	21.5	22.8	IA North American Smaller Companies
AXA Sterling Credit Short Duration Bond Z Gr Acc	4.4	5.8	IA Sterling Corporate Bond
Baillie Gifford Global Discovery B Acc	-6.1	-21.4	IA Global
Baillie Gifford Japanese B Acc	9.6	2.4	IA Japan
Baillie Gifford Managed B Acc	9.9	5.1	IA Mixed Investment 40-85% Shares
Baillie Gifford Pacific B Acc	14.4	8.7	IA Asia Pacific Excluding Japan
BlackRock Corporate Bond D Acc	7.2	3.9	IA Sterling Corporate Bond
BlackRock European Dynamic D Acc	20.0	11.2	IA Europe Excluding UK
BNY Mellon Global Income Inst W Acc GBP	3.8	2.3	IA Global Equity Income
BNY Mellon Inflation Linked Corporate Bond Institutional W Acc	7.9	8.8	IA Sterling Strategic Bond
BNY Mellon Real Return Inst W Acc	7.4	4.7	IA Targeted Absolute Return
CT American ZNA GBP	15.4	19.3	IA North America
CT European Select ZNA GBP	17.9	9.2	IA Europe Excluding UK
CT Property Growth & Income I Acc	7.0	5.0	IA Property Other
CT Universal MAP Balanced C Acc	7.6	8.0	IA Volatility Managed
Dodge & Cox US Stock Acc GBP	11.0	16.7	IA North America
EdenTree Responsible and Sustainable Short Dated Bond B	3.7	4.7	IA Sterling Corporate Bond
ES AllianceBernstein Sustainable US Equity I Acc	8.8	14.4	IA North America
Federated Hermes Asia ex-Japan Equity F Acc GBP	3.9	2.8	IA Asia Pacific Excluding Japan
Fidelity Asia W Acc	3.5	-0.8	IA Asia Pacific Excluding Japan
Fidelity Asia Pacific Opportunities W Acc	4.3	-0.6	IA Asia Pacific Excluding Japan
Fidelity Emerging Markets W Acc	7.3	5.2	IA Global Emerging Markets
Fidelity Global Dividend W Inc	7.4	7.3	IA Global Equity Income
Fidelity Index Europe ex UK P Acc	13.2	6.8	IA Europe Excluding UK	unrated sector
Fidelity Index US P	13.3	21.6	IA North America	unrated sector
Fidelity Special Situations W Acc	11.2	7.8	IA UK All Companies
First Sentier Global Listed Infrastructure B Acc GBP	4.7	-5.9	IA Infrastructure
FP Foresight Sustainable Real Estate Securities A Acc GBP	3.3	-4.6	IA Property Other
FP Foresight UK Infrastructure Income A Acc	1.9	-14.8	IA Infrastructure
FTF ClearBridge Global Infrastructure Income W Acc GBP	4.0	-7.7	IA Infrastructure
Fundsmith Equity T Acc	12.3	8.6	IA Global
HSBC FTSE 100 Index C Acc	5.1	3.5	IA UK All Companies	unrated sector
HSBC FTSE All World Index C Acc	11.6	16.2	IA Global	unrated sector
IFSL Church House Tenax Absolute Return Strategies A Acc	5.8	3.1	IA Targeted Absolute Return
IFSL Evenlode Global Income B Acc GBP	5.0	0.5	IA Global Equity Income
IFSL Evenlode Income B Acc	4.0	-0.8	IA UK All Companies
Invesco Global Emerging Markets (UK) Z Acc	5.8	6.7	IA Global Emerging Markets
iShares 100 UK Equity Index (UK) D Acc	5.0	3.4	IA UK All Companies	unrated sector
iShares Developed Markets Property Yield UCITS ETF GBP	4.1	-2.4	IA Property Other	unrated sector
iShares UK Gilts All Stocks Index (UK) D Acc	4.8	-0.5	IA UK Gilts	unrated sector
iShares UK Property UCITS ETF GBP	10.8	-1.4	IA Property Other	unrated sector
Janus Henderson European Selected Opportunities I Acc	15.6	12.8	IA Europe Excluding UK
Janus Henderson European Smaller Companies I Acc	15.8	0.4	IA European Smaller Companies
Janus Henderson Global Sustainable Equity I Acc	14.6	15.4	IA Global
Janus Henderson Multi-Asset Absolute Return I Acc	6.5	3.6	IA Targeted Absolute Return
JOHCM UK Dynamic A Acc	8.4	8.3	IA UK All Companies
JPM Emerging Markets B Acc	5.4	1.1	IA Global Emerging Markets
JPM Emerging Markets Income C Acc	8.0	7.0	IA Global Emerging Markets
JPM Global Bond Opportunities C Gr Acc	5.6	2.6	IA Sterling Strategic Bond
JPM Global Macro Opportunities C Acc	0.5	-4.7	IA Targeted Absolute Return
JPM US Equity Income C Acc	6.7	6.5	IA North America
JPM US Select C Acc	13.1	23.2	IA North America
Jupiter European I Acc	15.1	6.8	IA Europe Excluding UK
Jupiter Japan Income I Acc	7.6	8.6	IA Japan
Jupiter Merian Global Equity Absolute Return I Hedged Acc GBP	5.0	12.5	IA Targeted Absolute Return
Jupiter UK Mid Cap I Acc GBP	16.4	5.9	IA UK All Companies
L&G All Stocks Index Linked Gilt Index Trust I Acc	6.1	-3.4	IA UK Index Linked Gilts	unrated sector
L&G Cash Trust I Acc GBP	2.6	5.2	IA Short Term Money Market
L&G Global 100 Index Trust I Acc GBP	14.3	22.3	IA Global	unrated sector
L&G Global Health & Pharmaceuticals Index Trust I Acc	3.7	2.3	IA Healthcare	unrated sector
L&G Global Inflation Linked Bond Index I Acc	3.7	-0.1	IA Global Inflation Linked Bond	unrated sector
L&G Global Infrastructure Index I Acc	6.1	-2.8	IA Infrastructure	unrated sector
L&G Global Robotics and Automation Index I Acc	7.1	-0.1	IA Global	unrated sector
L&G Global Technology Index Trust I Acc	20.9	42.0	IA Technology & Technology Innovation	unrated sector
L&G International Index Trust I Acc	12.8	17.7	IA Global	unrated sector
L&G Multi-Index 5 I Acc	7.3	6.2	IA Volatility Managed
L&G Short Dated Sterling Corporate Bond Index I Acc	5.1	6.4	IA Sterling Corporate Bond	unrated sector
L&G UK Mid Cap Index I Acc	13.9	4.1	IA UK All Companies	unrated sector
L&G UK Property I Acc	-1.2	-0.2	IA UK Direct Property	unrated sector
L&G US Index Trust I Acc GBP	13.6	22.4	IA North America	unrated sector
Lazard UK Omega C Acc	5.9	2.8	IA UK All Companies
Liontrust Special Situations I Inc	8.3	1.3	IA UK All Companies
Liontrust Sustainable Future Managed 2 Inc	12.6	8.9	IA Mixed Investment 40-85% Shares
Liontrust UK Smaller Companies I Inc	17.1	5.3	IA UK Smaller Companies
M&G Emerging Markets Bond I Acc GBP	7.3	8.9	IA Global EM Bonds - Blended
M&G Global Macro Bond I Acc GBP	1.3	-4.2	IA Global Mixed Bond
M&G Japan I Acc GBP	12.7	19.0	IA Japan
Man GLG Continental European Growth C Professional	24.9	14.8	IA Europe Excluding UK
Man GLG Undervalued Assets Professional C Acc	12.6	13.9	IA UK All Companies
Matthews Asia ex Japan Total Return Equity I Acc GBP	1.8	-11.8	IA Asia Pacific Excluding Japan
MI Chelverton European Select B Inc	18.6	0.2	IA Europe Excluding UK
MI Chelverton UK Equity Growth B Acc	15.6	3.4	IA UK All Companies
NB Corporate Hybrid Bond I Acc EUR	7.9	9.0	IA Sterling Corporate Bond
Ninety One Global Total Return Credit I Acc GBP	7.9	7.0	IA Sterling Strategic Bond
Ninety One UK Sustainable Equity I Acc GBP	6.7	-2.8	IA UK All Companies
Robeco BP Global Premium Equities C EUR	12.7	14.8	IA Global
Royal London Index Linked M Acc	6.5	-3.2	IA UK Index Linked Gilts
Royal London Short Duration Global Index Linked M Inc	3.6	2.1	IA Global Inflation Linked Bond
Royal London Sterling Extra Yield Bond A Inc	8.7	10.5	IA Sterling Strategic Bond
Royal London Sustainable Diversified Trust C Inc	10.3	9.7	IA Mixed Investment 20-60% Shares
Royal London Sustainable Leaders Trust C Acc	8.6	5.2	IA UK All Companies
Royal London UK Equity Income M Inc	8.4	7.1	IA UK Equity Income
Schroder Asian Income Z Acc	6.4	2.4	IA Asia Pacific Excluding Japan
Schroder ISF Asian Total Return C Acc NAV USD	12.1	6.8	IA Specialist
Schroder Recovery Z Acc	5.9	0.5	IA UK All Companies
Schroder UK Smaller Companies Z Acc	13.0	9.4	IA UK Smaller Companies
Schroder US Mid Cap Z Acc	9.5	8.1	IA North America
Stewart Investors Asia Pacific Leaders Sustainability B Acc GBP	5.3	3.8	IA Specialist
Stewart Investors Global Emerging Markets Sustainability B GBP Acc	3.8	2.7	IA Specialist
Stewart Investors Indian Subcontinent Sustainability B Acc GBP	6.3	21.2	IA India/Indian Subcontinent
SVM UK Opportunities B	14.5	2.3	IA UK All Companies
TM Tellworth UK Smaller Companies I	17.6	10.2	IA UK Smaller Companies
TwentyFour Absolute Return Credit N	4.3	6.1	IA Targeted Absolute Return
TwentyFour Dynamic Bond I Net Acc GBP	10.5	10.4	IA Sterling Strategic Bond
Vanguard Global Credit Bond Inv Hedged Acc GBP	7.2	3.7	IA Global Corporate Bond
Vanguard US Government Bond Index Investor	4.0	-1.5	IA USD Government Bond	unrated sector
Veritas Global Real Return B GBP	3.7	7.3	IA Targeted Absolute Return
Vontobel mtx Sustainable Emerging Markets Leaders N USD	7.3	0.6	IA Global Emerging Markets
VT Gravis UK Infrastructure Income C Acc GBP	2.8	-12.8	IA Infrastructure
VT RM Alternative Income Retail Acc GBP	1.5	-9.6	IA Infrastructure
Wellington Global Impact Bond N Hedged Acc GBP	6.6	3.2	IA Global Mixed Bond
WS Ardtur Continental European Inst Acc	8.8	7.1	IA Europe Excluding UK
WS Canlife Sterling Liquidity I Acc	2.7	5.2	IA Standard Money Market
WS Gresham House UK Multi Cap Income C Acc	9.3	7.6	IA UK Equity Income
WS Lightman European R Acc	4.9	0.0	IA Europe Excluding UK
WS Morant Wright Nippon Yield B Acc	13.4	29.5	IA Japan

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.