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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 -1.6 2.8 5.4 5.3 83.8
FTSE WMA Stock Market Income -2.4 2.0 6.5 7.7 100.9
IA Mixed Investment 20%-60% Shares -2.1 2.2 4.6 4.9 65.9
Constituent 6m 1y Sector  FE Crown Rating  
Aberdeen Absolute Return Bond A Acc0.6-2.1 IA Targeted Absolute Return1add to basket
Aberdeen Asia Pacific & Japan Equity A Acc2.26.9 IA Asia Pacific Including Japan2add to basket
Absolute Insight Fp1.11.6 IA Targeted Absolute Return4add to basket
Alliance Trust Monthly Income Bond A Acc-0.61.9 IA Sterling Corporate Bond3add to basket
Allianz Gilt Yield C-2.16.6 IA UK Gilts2add to basket
Ardevora UK Equity A11.07.6 IA UK All Companies3add to basket
Artemis Global Income R Acc4.610.1 IA Global Equity Income4add to basket
Artemis High Income R Inc3.12.2 IA Sterling Strategic Bond5add to basket
Artemis Income R Inc4.54.8 IA UK Equity Income4add to basket
Artemis Strategic Assets R Acc5.83.9 IA Flexible Investment1add to basket
Artemis Strategic Bond MR Inc2.12.1 IA Sterling Strategic Bond4add to basket
Aviva Inv Strategic Bond 1 Inc1.52.6 IA Sterling Strategic Bond5add to basket
Aviva Inv UK Equity Income A4.85.4 IA UK Equity Income4add to basket
Aviva Inv US Equity Income 1 Acc-4.311.1 IA North America1add to basket
AXA Framlington UK Select Opportunities R Acc7.27.2 IA UK All Companies3add to basket
AXA Sterling Credit Short Duration Bond R Acc0.11.4 IA Sterling Corporate Bond2add to basket
AXA US Short Duration High Yield Bond Z Acc2.41.2 IA Global Bonds1add to basket
Baillie Gifford American A Acc1.713.9 IA North America1add to basket
Baillie Gifford Corporate Bond A Inc-0.34.2 IA Sterling Strategic Bond5add to basket
Baillie Gifford Japanese A Acc13.217.1 IA Japan4add to basket
BlackRock Cash A Acc0.00.1 IA Short Term Money Market3add to basket
BlackRock Corporate Bond A Acc-0.24.7 IA Sterling Corporate Bond2add to basket
BlackRock European Dynamic A Acc10.17.9 IA Europe Excluding UK4add to basket
BNY Mellon Long Term Global Equity Exempt 2 Acc1.410.5 IA Global2add to basket
CF Lindsell Train UK Equity Acc8.513.8 IA UK All Companies5add to basket
CF Miton UK Multi Cap Income A Ret Acc11.511.4 IA UK Equity Income5add to basket
CF Odey Absolute Return Ret GBP1.111.0 IA Targeted Absolute Return5add to basket
CF Ruffer Total Return C Inc4.311.1 IA Mixed Investment 20%-60% Shares1add to basket
CF Woodford Equity Income A Acc10.216.9 IA UK Equity Incomeunrated sectoradd to basket
Dimensional Emerging Markets Core Equity Acc0.02.3 IA Global Emerging Markets3add to basket
Dimensional Global Short Dated Bond Acc0.72.3 IA Global Bonds3add to basket
Fidelity Cash A Acc GBP0.10.1 IA Short Term Money Market4add to basket
Fidelity Global Dividend A Acc GBP-0.58.0 IA Global Equity Incomeunrated sectoradd to basket
Fidelity Moneybuilder Dividend Inc4.03.5 IA UK Equity Income4add to basket
Fidelity Moneybuilder Income Inc-1.35.8 IA Sterling Corporate Bond3add to basket
Fidelity Strategic Bond Inc0.03.4 IA Sterling Strategic Bond2add to basket
First State Asia Pacific Leaders A GBP Acc2.514.9 IA Asia Pacific Excluding Japan5add to basket
FP Argonaut European Enhanced Income A Hedged Acc GBP15.714.8 IA Europe Excluding UK4add to basket
FP Argonaut European Income A Acc GBP6.84.2 IA Europe Excluding UK2add to basket
GAM Star Credit Opportunities GBP Acc3.96.8 IA Sterling Strategic Bond5add to basket
GLG Strategic Bond B Ret Inc-2.1-3.1 IA Sterling Strategic Bond5add to basket
H2O MultiReturns N Acc6.012.0 IA Targeted Absolute Returnunrated sectoradd to basket
Henderson Inst Cash Ret Acc0.10.2 IA Money Market2add to basket
Henderson Strategic Bond A Inc1.42.5 IA Sterling Strategic Bond4add to basket
Henderson UK Absolute Return A Acc3.36.3 IA Targeted Absolute Return5add to basket
Henderson UK Property OEIC A Acc4.311.0 IA Propertyunrated sectoradd to basket
IFSL Brooks Macdonald Defensive Capital B2.54.3 IA Mixed Investment 20%-60% Shares3add to basket
Ignis UK Property A Acc3.39.4 IA Propertyunrated sectoradd to basket
Invesco Perpetual Balanced Risk 8 Acc0.5-0.4 IA Specialistunrated sectoradd to basket
Invesco Perpetual Corporate Bond Acc0.01.9 IA Sterling Corporate Bond4add to basket
Invesco Perpetual Distribution Acc1.21.4 IA Mixed Investment 20%-60% Shares5add to basket
Invesco Perpetual Global Targeted Returns Acc0.55.1 IA Targeted Absolute Returnunrated sectoradd to basket
Invesco Perpetual UK Strategic Income No Trail Inc5.99.6 IA UK All Companies5add to basket
Investec Cautious Managed A Acc GBP2.92.0 IA Mixed Investment 20%-60% Shares1add to basket
Investec Short Dated Bond A Acc GBP0.10.2 IA Specialistunrated sectoradd to basket
JOHCM UK Equity Income B Acc7.65.7 IA UK Equity Income5add to basket
JOHCM UK Opportunities B Acc5.64.2 IA UK All Companies3add to basket
JPM US Equity Income A Acc-2.413.9 IA North America1add to basket
Jupiter Absolute Return2.30.3 IA Targeted Absolute Return1add to basket
Jupiter Strategic Bond Acc0.80.5 IA Sterling Strategic Bond4add to basket
Kames Ethical Cautious Managed A Acc5.19.9 IA Mixed Investment 20%-60% Shares5add to basket
Kames High Yield Bond A Acc1.70.3 IA Sterling High Yield3add to basket
Kames Property Income B Acc4.48.7 IA Propertyunrated sectoradd to basket
Kames Strategic Bond A Acc0.1-0.3 IA Sterling Strategic Bond2add to basket
L&G All Stocks Gilt Index M Inc-1.88.1 IA UK Giltsunrated sectoradd to basket
Lazard Global Equity Income Ret Acc-1.8-2.9 IA Global Equity Income1add to basket
Legg Mason ClearBridge US Aggressive Growth A(A) Dis USD2.22.4 IA North America5add to basket
Legg Mason IF Brandywine Global Income Optimiser A Inc1.4-1.6 IA Sterling Strategic Bond1add to basket
Legg Mason IF Western Asset Global Multi Strategy Bond A Inc0.5-0.6 IA Global Bonds4add to basket
Liontrust Macro Equity Income R Acc7.16.2 IA UK Equity Income3add to basket
M&G Global Dividend A Acc GBP0.40.2 IA Global1add to basket
M&G Global Macro Bond A Acc GBP-3.35.0 IA Global Bonds3add to basket
M&G Optimal Income A Acc GBP-0.40.8 IA Sterling Strategic Bond3add to basket
M&G Property Portfolio A Acc GBP3.711.1 IA Propertyunrated sectoradd to basket
M&G UK Inflation Linked Corporate Bond A Acc1.2-1.4 IA Sterling Strategic Bond1add to basket
Marlborough ETF Commodity A-7.4-20.1 IA Specialist1add to basket
Marlborough Multi Cap Income A Acc10.212.6 IA UK Equity Income5add to basket
Morgan Stanley Global Brands A Acc3.311.8 IA Global2add to basket
Newton Asian Income B Acc GBP-4.9-0.4 IA Asia Pacific Excluding Japan4add to basket
Newton Global Income B Acc0.35.9 IA Global Equity Income1add to basket
Newton Real Return B Acc1.21.5 IA Targeted Absolute Return2add to basket
Old Mutual Global Strategic Bond A Inc-1.60.4 IA Global Bonds1add to basket
Premier Income A Inc7.28.0 IA UK Equity Income3add to basket
Premier Pan European Property A Inc7.516.1 IA Property5add to basket
R&M UK Equity Income A6.15.0 IA UK Equity Income4add to basket
Rathbone Global Opportunities Acc6.316.3 IA Global2add to basket
Rathbone Income Inc5.87.7 IA UK Equity Income5add to basket
Royal London Sterling Credit Z Inc-0.56.5 IA Sterling Corporate Bond3add to basket
Royal London UK Equity Income A Inc3.15.6 IA UK Equity Income5add to basket
RWC Enhanced Income A GBP-0.1-0.2 IA Specialist2add to basket
Saracen Global Income & Growth Acc3.73.9 IA Global Equity Income2add to basket
Schroder Asian Income A Acc0.05.1 IA Asia Pacific Excluding Japan5add to basket
Schroder Income Maximiser A Acc2.04.6 IA UK Equity Income5add to basket
Schroder MM Diversity A Acc1.62.7 IA Mixed Investment 20%-60% Shares2add to basket
Schroder Tokyo A Acc14.820.2 IA Japan2add to basket
Schroder UK Alpha Income A Inc6.36.0 IA UK Equity Income5add to basket
Schroder US Mid Cap A Acc5.621.3 IA North America1add to basket
Standard Life Investments European Equity Income Ret Inc3.02.6 IA Europe Excluding UK3add to basket
Standard Life Investments Global Absolute Return Strategies Ret Acc3.26.7 IA Targeted Absolute Return3add to basket
Standard Life Investments Global Index Linked Bond Ret Acc-0.82.9 IA Global Bonds3add to basket
Standard Life Investments UK Equity Unconstrained Ret Acc12.511.6 IA UK All Companies4add to basket
Standard Life Investments UK Smaller Companies Ret13.814.6 IA UK Smaller Companies1add to basket
Threadneedle American Ret Acc GBP1.716.8 IA North America2add to basket
Threadneedle Dollar Bond Ret GBP-1.89.9 IA Global Bonds3add to basket
Threadneedle Global Equity Income Ret Acc GBP2.94.2 IA Global Equity Income1add to basket
Threadneedle UK Equity Alpha Income Ret Inc GBP3.54.1 IA UK Equity Income5add to basket
Threadneedle UK Property Ret Acc4.012.6 IA Property1add to basket
Threadneedle UK Short Dated Corporate Bond Inst Gross Inc0.72.7 IA Sterling Corporate Bond3add to basket
Trojan O Inc0.03.7 IA Flexible Investment1add to basket
Trojan Income O Acc5.98.8 IA UK Equity Income4add to basket
TwentyFour Dynamic Bond A Gr Acc GBP3.63.5 IA Sterling Strategic Bond5add to basket
Vanguard FTSE Developed World ex UK Equity Index Acc2.211.7 IA Globalunrated sectoradd to basket
Vanguard US Equity Index Acc1.016.5 IA North Americaunrated sectoradd to basket
Veritas Global Equity Income A GBP1.4-3.5 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 183.8 -1.0%
WMA Stock Market Income 2,955.5 -0.5%
IA Mixed Investment 20%-60% Shares 422.3 -0.8%