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You are here: FE AFI Cautious Portfolio
 
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FE Adviser Fund Index: AFI Cautious Portfolio

The FE AFI Cautious portfolio outperforms the APCIMS Income Growth index and the IA 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 % 2014 % since Nov 04 %
AFI Cautious Index 4.9 7.3 9.7 5.3 87.8
FTSE WMA Stock Market Income 5.4 8.7 12.8 7.7 106.1
IA Mixed Investment 20%-60% Shrs 4.5 6.5 8.8 4.9 69.6
Constituent 6m 1y Sector  FE Crown Rating  
Aberdeen Absolute Return Bond A Acc-3.5-4.6 IA Targeted Absolute Return1add to basket
Aberdeen Asia Pacific & Japan Equity A Acc9.820.5 IA Asia Pacific Including Japan2add to basket
Aberdeen Defensive Gilt A Inc1.01.1 IA Unclassified1add to basket
Absolute Insight Fp0.61.7 IA Targeted Absolute Return4add to basket
Alliance Trust Monthly Income Bond A Acc3.65.7 IA Sterling Corporate Bond3add to basket
Allianz Gilt Yield C7.911.4 IA UK Gilts2add to basket
Ardevora UK Equity A9.91.8 IA UK All Companies3add to basket
Artemis Global Income R Acc13.017.5 IA Global Equity Income4add to basket
Artemis High Income R2.95.4 IA Sterling Strategic Bond5add to basket
Artemis Income R Inc6.310.0 IA UK Equity Income4add to basket
Artemis Strategic Assets R Acc0.11.7 IA Flexible Investment1add to basket
Artemis Strategic Bond MR Dis3.54.6 IA Sterling Strategic Bond4add to basket
Aviva Inv Strategic Bond 1 Inc3.66.1 IA Sterling Strategic Bond5add to basket
Aviva Inv UK Equity Income A11.38.8 IA UK Equity Income4add to basket
Aviva Inv US Equity Income 1 Acc14.821.4 IA North America1add to basket
AXA Framlington UK Select Opportunities R Acc7.55.0 IA UK All Companies3add to basket
AXA Sterling Credit Short Duration Bond R Acc1.42.1 IA Sterling Corporate Bond2add to basket
AXA US Short Duration High Yield Bond Z Acc1.51.1 IA Global Bonds1add to basket
Baillie Gifford American A Acc16.216.8 IA North America1add to basket
Baillie Gifford Corporate Bond A Inc5.29.7 IA Sterling Strategic Bond5add to basket
Baillie Gifford Japanese A Acc19.728.4 IA Japan4add to basket
BlackRock Cash A Acc0.00.0 IA Short Term Money Market3add to basket
BlackRock Corporate Bond A Acc6.310.0 IA Sterling Corporate Bond2add to basket
BlackRock European Dynamic A Acc13.75.4 IA Europe Excluding UK4add to basket
BNY Mellon Long Term Global Equity Exempt 2 Acc10.416.8 IA Global2add to basket
CF Lindsell Train UK Equity Acc17.215.0 IA UK All Companies5add to basket
CF Miton UK Multi Cap Income A Ret Acc7.64.3 IA UK Equity Income5add to basket
CF Odey Absolute Return Ret GBP4.00.0 IA Targeted Absolute Return5add to basket
CF Ruffer Total Return C Inc10.713.9 IA Mixed Investment 20%-60% Shrs1add to basket
CF Woodford Equity Income A Acc13.3n/a IA UK Equity Incomeunrated sectoradd to basket
Dimensional Emerging Markets Core Equity Acc3.713.1 IA Global Emerging Markets3add to basket
Dimensional Global Short Dated Bond Acc2.13.4 IA Global Bonds3add to basket
Fidelity Cash A Acc GBP0.00.1 IA Short Term Money Market4add to basket
Fidelity Global Dividend A Acc GBP12.717.6 IA Global Equity Incomeunrated sectoradd to basket
Fidelity Moneybuilder Dividend Inc8.811.4 IA UK Equity Income4add to basket
Fidelity Moneybuilder Income Inc7.311.9 IA Sterling Corporate Bond3add to basket
Fidelity Strategic Bond Inc5.59.3 IA Sterling Strategic Bond2add to basket
First State Asia Pacific Leaders A GBP Acc13.730.0 IA Asia Pacific Excluding Japan5add to basket
FP Argonaut European Enhanced Income A Hedged Acc GBP14.017.4 IA Europe Excluding UK4add to basket
FP Argonaut European Income A Acc GBP11.38.1 IA Europe Excluding UK2add to basket
GAM Star Credit Opportunities GBP Acc5.711.7 IA Sterling Strategic Bond5add to basket
GLG Strategic Bond B Ret Inc1.53.4 IA Sterling Strategic Bond5add to basket
H2O MultiReturns N Acc5.317.6 IA Targeted Absolute Returnunrated sectoradd to basket
Henderson Inst Cash Ret Acc0.10.2 IA Money Market2add to basket
Henderson Strategic Bond A Inc4.66.6 IA Sterling Strategic Bond4add to basket
Henderson UK Absolute Return A Acc4.76.3 IA Targeted Absolute Return5add to basket
Henderson UK Property OEIC A Acc5.811.4 IA Propertyunrated sectoradd to basket
IFSL Brooks Macdonald Defensive Capital B5.27.7 IA Mixed Investment 20%-60% Shrs3add to basket
Ignis UK Property A Acc4.210.7 IA Propertyunrated sectoradd to basket
Invesco Perpetual Balanced Risk 8 Acc4.57.7 IA Specialistunrated sectoradd to basket
Invesco Perpetual Corporate Bond Acc3.55.7 IA Sterling Corporate Bond4add to basket
Invesco Perpetual Distribution Acc4.15.3 IA Mixed Investment 20%-60% Shrs5add to basket
Invesco Perpetual Global Targeted Returns Acc4.97.2 IA Targeted Absolute Returnunrated sectoradd to basket
Invesco Perpetual UK Strategic Income No Trail Inc9.611.8 IA UK All Companies5add to basket
Investec Cautious Managed A Acc GBP4.84.2 IA Mixed Investment 20%-60% Shrs1add to basket
Investec Short Dated Bond A Acc GBP0.60.7 IA Specialistunrated sectoradd to basket
JOHCM UK Equity Income B Acc6.87.5 IA UK Equity Income5add to basket
JOHCM UK Opportunities B Acc6.87.7 IA UK All Companies3add to basket
JPM US Equity Income A Acc15.121.7 IA North America1add to basket
Jupiter Absolute Return3.23.2 IA Targeted Absolute Return1add to basket
Jupiter Strategic Bond Acc2.94.5 IA Sterling Strategic Bond4add to basket
Kames Ethical Cautious Managed A Acc9.38.7 IA Mixed Investment 20%-60% Shrs5add to basket
Kames High Yield Bond A Acc2.12.8 IA Sterling High Yield3add to basket
Kames Property Income B Acc5.0n/a IA Propertyunrated sectoradd to basket
Kames Strategic Bond A Acc2.23.8 IA Sterling Strategic Bond2add to basket
L&G All Stocks Gilt Index M Inc8.312.9 IA UK Gilts2add to basket
Lazard Global Equity Income Ret Acc3.87.9 IA Global Equity Income1add to basket
Legg Mason ClearBridge US Aggressive Growth A(A) Dis USD3.113.2 IA North America5add to basket
Legg Mason Global Multi Strategy Bond A Inc0.93.7 IA Global Bonds4add to basket
Legg Mason Income Optimiser A Inc-0.21.8 IA Sterling Strategic Bond1add to basket
Liontrust Macro Equity Income R Acc9.68.6 IA UK Equity Income3add to basket
M&G Global Dividend A Acc GBP4.06.1 IA Global1add to basket
M&G Global Macro Bond A Acc GBP6.27.9 IA Global Bonds3add to basket
M&G Optimal Income A Acc GBP1.43.6 IA Sterling Strategic Bond3add to basket
M&G Property Portfolio A Acc GBP5.512.5 IA Propertyunrated sectoradd to basket
M&G UK Inflation Linked Corporate Bond A Acc-1.6-1.3 IA Sterling Strategic Bond1add to basket
Marlborough ETF Commodity A-10.0-17.5 IA Specialist1add to basket
Marlborough Multi Cap Income A Acc9.76.7 IA UK Equity Income5add to basket
Morgan Stanley Global Brands A Acc11.616.7 IA Global2add to basket
Newton Asian Income B Acc GBP8.915.6 IA Asia Pacific Excluding Japan4add to basket
Newton Global Higher Income B Acc10.114.2 IA Global Equity Income1add to basket
Newton Real Return B Acc4.85.9 IA Targeted Absolute Return2add to basket
Old Mutual Global Strategic Bond A Inc5.14.2 IA Global Bonds1add to basket
Premier Income A Inc7.17.5 IA UK Equity Income3add to basket
Premier Pan European Property A Inc20.829.6 IA Property5add to basket
R&M UK Equity Income A8.56.3 IA UK Equity Income4add to basket
Rathbone Global Opportunities Acc16.115.5 IA Global2add to basket
Rathbone Income Inc9.412.2 IA UK Equity Income5add to basket
Royal London Sterling Credit Z Inc7.412.6 IA Sterling Corporate Bond3add to basket
Royal London UK Equity Income A Inc10.09.0 IA UK Equity Income5add to basket
RWC Enhanced Income A GBP3.74.0 IA Specialist2add to basket
Saracen Global Income & Growth Acc12.013.5 IA Global Equity Income2add to basket
Schroder Asian Income A Acc8.916.6 IA Asia Pacific Excluding Japan5add to basket
Schroder Income Maximiser A Acc8.39.0 IA UK Equity Income5add to basket
Schroder MM Diversity A Acc4.84.6 IA Mixed Investment 20%-60% Shrs2add to basket
Schroder Tokyo A Acc17.428.9 IA Japan2add to basket
Schroder UK Alpha Income A Inc11.79.5 IA UK Equity Income5add to basket
Schroder US Mid Cap A Acc19.623.2 IA North America1add to basket
Standard Life Investments European Equity Income Ret Inc12.210.3 IA Europe Excluding UK3add to basket
Standard Life Investments Global Absolute Return Strategies Ret Acc4.99.0 IA Targeted Absolute Return3add to basket
Standard Life Investments Global Index Linked Bond Ret Acc6.09.7 IA Global Bonds3add to basket
Standard Life Investments UK Equity Unconstrained Ret Acc14.69.1 IA UK All Companies4add to basket
Standard Life Investments UK Smaller Companies Ret10.1-3.0 IA UK Smaller Companies1add to basket
Threadneedle American Ret Acc GBP13.520.4 IA North America2add to basket
Threadneedle Dollar Bond Ret GBP11.915.6 IA Global Bonds3add to basket
Threadneedle Global Equity Income Ret Acc GBP10.210.7 IA Global Equity Income1add to basket
Threadneedle UK Equity Alpha Income Ret Inc GBP9.511.1 IA UK Equity Income5add to basket
Threadneedle UK Property Ret Acc5.213.7 IA Property1add to basket
Threadneedle UK Short Dated Corporate Bond Inst Gross Inc2.23.7 IA Sterling Corporate Bond3add to basket
Trojan O Inc5.78.0 IA Flexible Investment1add to basket
Trojan Income O Acc10.012.4 IA UK Equity Income4add to basket
TwentyFour Dynamic Bond A Gr Acc GBP4.67.7 IA Sterling Strategic Bond5add to basket
Vanguard FTSE Developed World ex UK Equity Index Acc13.321.2 IA Global3add to basket
Vanguard US Equity Index Acc15.025.0 IA North America3add to basket
Veritas Global Equity Income A GBP0.62.3 IA Global Equity Income1add to basket

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 187.8 0.8%
WMA Stock Market Income 3,046.6 0.0%
IA Mixed Investment 20%-60% Shrs 431.5 0.2%