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You are here: FE AFI Cautious Portfolio

FE Adviser Fund Index: AFI Cautious Portfolio

The FE AFI Cautious portfolio outperforms the APCIMS Income Growth index and the IMA Cautious Managed Sector average. All of the AFI portfolios currently provide consistent outperformance across the spectrum of risk, against typical alternative benchmarks.

FE AFI Performance Chart
Index 3m % 6m % 1y % 2013 % since Nov 04 %
AFI Cautious Index 0.9 2.5 7.3 9.8 76.3
FTSE WMA Stock Market Income Index 2.3 4.2 8.9 10.0 92.8
IMA Mixed Investment 20%-60% Shrs 1.2 2.7 7.0 8.8 60.7
Constituent 6m 1y Sector  FE Crown Rating  
Aberdeen Asia Pacific & Japan Equity A Acc11.66.4 Asia Pacific Including Japan3add to basket
Absolute Insight Fp0.62.9 Targeted Absolute Return5add to basket
Absolute Insight Emerging Market Debt B1p USD3.44.4 Absolute Return4add to basket
Absolute Insight Equity Market Neutral AP GBP-1.50.2 Absolute Return3add to basket
Alliance Trust Monthly Income Bond A Acc2.45.9 Sterling Corporate Bond2add to basket
Allianz Gilt Yield C3.75.2 UK Gilts3add to basket
Ardevora UK Equity A-8.710.8 Equity - UK4add to basket
Artemis Global Income R Acc7.320.5 Global Equity Income5add to basket
Artemis High Income R3.910.9 Sterling Strategic Bond5add to basket
Artemis Income R Inc2.28.8 UK Equity Income4add to basket
Artemis Strategic Assets R Acc2.40.7 Flexible Investment2add to basket
Artemis Strategic Bond MR Dis2.38.0 Sterling Strategic Bond3add to basket
Aviva Inv Strategic Bond 1 Inc3.39.3 Sterling Strategic Bond4add to basket
Aviva Inv UK Equity Income A-2.16.2 UK Equity Income4add to basket
Aviva Inv US Equity Income 1 Acc8.212.1 North Americaunrated sectoradd to basket
Aviva Investors Global Convertibles A USD-2.26.7 Convertible4add to basket
AXA Framlington UK Select Opportunities R Acc-0.910.6 UK All Companies3add to basket
AXA Sterling Credit Short Duration Bond R Acc0.71.7 Sterling Corporate Bond2add to basket
AXA US Short Duration High Yield Bond Z Acc0.83.6 Global Bonds3add to basket
Baillie Gifford American A Acc3.78.5 North America1add to basket
Baillie Gifford Corporate Bond A Inc4.510.2 Sterling Strategic Bond5add to basket
Baillie Gifford Japanese A Acc3.35.6 Japan5add to basket
BlackRock Cash A Acc0.00.0 Short Term Money Market5add to basket
BlackRock Continental European Income D Acc-0.411.3 Europe Excluding UK5add to basket
BlackRock Corporate Bond A Acc3.68.3 Sterling Corporate Bond3add to basket
BlackRock European Dynamic A Acc-6.47.4 Europe Excluding UK4add to basket
BlackRock Natural Resources Growth & Income D Acc9.08.3 Specialist4add to basket
BNY Mellon Long Term Global Equity Exempt 2 Acc6.68.1 Global3add to basket
CF Lindsell Train UK Equity Acc0.89.8 UK All Companies5add to basket
CF Miton UK Multi Cap Income A Ret Acc-2.316.1 UK Equity Incomeunrated sectoradd to basket
CF Odey Absolute Return Ret GBP-8.26.5 Targeted Absolute Return4add to basket
CF Ruffer Total Return C Inc2.22.5 Mixed Investment 20%-60% Shares1add to basket
CF Woodford Equity Income A Accn/an/a UK Equity Incomeunrated sectoradd to basket
Charlemagne Magna Emerging Markets Dividend N Acc EUR18.717.4 Equity - Emerging Markets5add to basket
Dimensional Emerging Markets Core Equity Acc16.113.1 Global Emerging Markets3add to basket
Dimensional Global Short Dated Bond Acc0.93.1 Global Bonds4add to basket
Fidelity Cash A Acc GBP0.00.1 Short Term Money Market5add to basket
Fidelity Global Dividend A Acc GBP5.59.9 Global Equity Incomeunrated sectoradd to basket
Fidelity Moneybuilder Dividend Inc2.59.9 UK Equity Income5add to basket
Fidelity Moneybuilder Income Inc4.68.4 Sterling Corporate Bond3add to basket
Fidelity Strategic Bond Inc4.79.1 Sterling Strategic Bond4add to basket
First State Asia Pacific Leaders A GBP Acc19.016.1 Asia Pacific Excluding Japan5add to basket
FP Argonaut European Enhanced Income A Hedged Acc GBP3.615.9 Europe Excluding UK5add to basket
FP Argonaut European Income A Acc GBP0.37.5 Europe Excluding UK3add to basket
GAM Star Credit Opportunities GBP Acc6.716.1 Fixed Int - GBPunrated sectoradd to basket
GLG Strategic Bond B Ret Inc3.010.3 Sterling Strategic Bondunrated sectoradd to basket
H2O MultiReturns N Acc8.2n/a Targeted Absolute Returnunrated sectoradd to basket
Henderson Inst Cash Ret Acc0.10.2 Money Market1add to basket
Henderson Strategic Bond A Inc3.19.4 Sterling Strategic Bond2add to basket
Henderson UK Absolute Return A Acc0.55.9 Targeted Absolute Return5add to basket
Henderson UK Property OEIC A Acc5.410.8 Property4add to basket
Hermes Asia ex Japan Equity R Acc USD11.9n/a Equity - Asia Pacific ex Japan5add to basket
IFSL Brooks Macdonald Defensive Capital B2.04.6 Mixed Investment 20%-60% Shares3add to basket
Ignis UK Property A Acc6.311.5 Property1add to basket
Invesco Perpetual Balanced Risk 8 Acc5.49.1 Specialistunrated sectoradd to basket
Invesco Perpetual Corporate Bond Acc2.76.7 Sterling Corporate Bond4add to basket
Invesco Perpetual Distribution Acc1.57.2 Mixed Investment 20%-60% Shares5add to basket
Invesco Perpetual Global Targeted Returns Acc2.3n/a Targeted Absolute Returnunrated sectoradd to basket
Invesco Perpetual UK Strategic Income No Trail Inc3.314.6 UK All Companies5add to basket
Investec Cautious Managed A Acc GBP0.11.5 Mixed Investment 20%-60% Shares1add to basket
Investec Short Dated Bond A Acc GBP0.10.6 Specialistunrated sectoradd to basket
Investec UK Special Situations A Inc GBP-0.37.0 UK All Companies4add to basket
JOHCM UK Equity Income B Acc0.512.0 UK Equity Income4add to basket
JOHCM UK Opportunities B Acc3.210.2 UK All Companies5add to basket
JPM US Equity Income A Acc8.713.3 North America3add to basket
Jupiter Absolute Return0.92.8 Targeted Absolute Return2add to basket
Jupiter Strategic Bond Acc2.87.7 Sterling Strategic Bond5add to basket
Kames Ethical Cautious Managed A Acc0.19.4 Mixed Investment 20%-60% Shares5add to basket
Kames High Yield Bond A Acc2.59.2 Sterling High Yield3add to basket
Kames Property Income B Accn/an/a Propertyunrated sectoradd to basket
Kames Strategic Bond A Acc3.17.1 Sterling Strategic Bond2add to basket
L&G All Stocks Gilt Index M Inc4.66.2 UK Gilts2add to basket
L&G Dynamic Bond R Acc3.07.5 Sterling Strategic Bond2add to basket
L&G UK Property R Acc6.111.6 Property2add to basket
Lazard Global Equity Income Ret Acc9.213.4 Global Equity Income3add to basket
Legg Mason ClearBridge US Aggressive Growth A(A) Dis USD8.330.9 Equity - USA5add to basket
Legg Mason Global Multi Strategy Bond A Inc3.87.6 Global Bonds2add to basket
Legg Mason Income Optimiser A Inc3.97.8 Sterling Strategic Bondunrated sectoradd to basket
Liontrust Macro Equity Income (R) Acc-0.413.1 UK Equity Income4add to basket
M&G Global Dividend A Acc GBP6.39.8 Global3add to basket
M&G Global Macro Bond A Acc GBP1.6-1.5 Global Bonds2add to basket
M&G Optimal Income A Acc GBP2.98.0 Sterling Strategic Bond5add to basket
M&G Property Portfolio A Acc GBP6.712.4 Property2add to basket
M&G UK Inflation Linked Corporate Bond A Acc1.23.2 Sterling Strategic Bond1add to basket
Majedie UK Income A1.416.8 UK Equity Incomeunrated sectoradd to basket
Marlborough ETF Commodity A-5.9-13.3 Specialist1add to basket
Marlborough Multi Cap Income A Acc-3.515.0 UK Equity Incomeunrated sectoradd to basket
Morgan Stanley Global Brands A Acc6.99.4 Global3add to basket
Newton Asian Income B Acc GBP12.88.0 Asia Pacific Excluding Japan5add to basket
Newton Global Higher Income B Acc6.38.7 Global Equity Income3add to basket
Newton Real Return B Acc1.23.5 Targeted Absolute Return2add to basket
Old Mutual Global Strategic Bond A Inc-1.6-4.4 Global Bonds1add to basket
PFS TwentyFour Dynamic Bond A Ret Gr Acc GBP4.212.9 Sterling Strategic Bond5add to basket
PFS TwentyFour Monument Bond A Ret Net Acc GBP2.26.7 Specialist5add to basket
Premier Income A Inc0.812.6 UK Equity Income4add to basket
Premier Pan European Property A Inc7.927.3 Property5add to basket
R&M UK Equity Income A-0.69.1 UK Equity Income4add to basket
Rathbone Global Opportunities Acc-1.010.1 Global2add to basket
Rathbone Income Inc2.89.1 UK Equity Income5add to basket
Royal London Short Duration Global High Yield Bond Z Inc1.85.2 Fixed Int - Globalunrated sectoradd to basket
Royal London Sterling Credit Z Inc5.210.7 Sterling Corporate Bond5add to basket
Royal London UK Equity Income A Inc1.015.0 UK Equity Income5add to basket
RWC Enhanced Income A GBP0.04.4 Equity - UK2add to basket
Saracen Global Income & Growth Acc3.47.4 Global Equity Income4add to basket
Schroder Asian Income A Acc14.211.2 Asia Pacific Excluding Japan5add to basket
Schroder Income Maximiser A Acc-1.28.2 UK Equity Income4add to basket
Schroder MM Diversity A Acc-0.91.8 Mixed Investment 20%-60% Shares4add to basket
Schroder Tokyo A Acc6.96.1 Japan3add to basket
Schroder UK Alpha Income A Inc-2.57.0 UK Equity Income5add to basket
Schroder US Mid Cap A Acc5.913.1 North America1add to basket
Standard Life Investments European Equity Income Ret Inc-0.96.2 Europe Excluding UK5add to basket
Standard Life Investments Global Absolute Return Strategies Ret Acc2.16.9 Targeted Absolute Return4add to basket
Standard Life Investments Global Index Linked Bond Ret Acc5.66.7 Global Bonds4add to basket
Standard Life Investments UK Equity Unconstrained Ret Acc-2.412.5 UK All Companies3add to basket
Standard Life Investments UK Smaller Companies Ret-11.14.5 UK Smaller Companies1add to basket
SWIP Absolute Return Bond A Acc-1.7-1.3 Targeted Absolute Return3add to basket
SWIP Defensive Gilt A Inc0.2-0.1 UK Gilts2add to basket
SWIP Property Trust Acc6.116.1 Property2add to basket
Threadneedle American Ret Acc GBP7.918.1 North America2add to basket
Threadneedle Dollar Bond Ret GBP3.80.1 Global Bonds3add to basket
Threadneedle Global Equity Income Ret Acc GBP4.57.8 Global Equity Income2add to basket
Threadneedle UK Equity Alpha Income Ret Inc GBP0.311.6 UK Equity Income5add to basket
Threadneedle UK Equity Income Ret Acc GBP1.111.9 UK Equity Income5add to basket
Threadneedle UK Property Ret Acc7.011.4 Property1add to basket
Threadneedle UK Short Dated Corporate Bond Inst Gross Inc1.63.9 Sterling Corporate Bond5add to basket
Trojan O Inc4.93.8 Flexible Investment1add to basket
Trojan Income O Acc4.212.1 UK Equity Income5add to basket
Vanguard Emerging Markets Stock Index Inv USD14.618.7 Equity - Emerging Markets2add to basket
Vanguard FTSE Developed World ex UK Equity Index Acc7.013.0 Global3add to basket
Vanguard FTSE UK Equity Index Acc1.58.8 UK All Companies2add to basket
Vanguard US Equity Index Acc8.316.2 North America3add to basket
Veritas Global Equity Income A GBP7.112.8 Equity - International4add to basket


Aggressive FE Adviser Fund Index - FE Balanced FE Adviser Fund Index - FE Cautious FE Adviser Fund Index - FE
Index Value Week
AFI Cautious 176.3 0.2%
WMA Stock Market Income 2,836.7 0.2%
IMA Mixed Investment 20%-60% Shrs 408.9 0.4%
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