To continue using this website, please tell us a
little about yourself:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies on the website and how to delete cookies, see our Privacy and Cookie Policy.

I accept the FE Trustnet cookie policy

For more information Click here

Login

Login

Register

It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
 
 
Poll

How much of your portfolio is in passive funds?

0%
0% to 25%
25% to 50%
50% or more
100%

Vote

 
You are here: FE AFI Cautious Portfolio
Search

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 % 2015 % since Nov 04 %
AFI Cautious Index -4.2 -5.0 -3.5 3.8 76.2
FTSE WMA Stock Market Income -2.9 -4.7 -3.8 2.2 92.8
IA Mixed Investment 20%-60% Shares -4.5 -6.1 -5.5 1.2 55.5
Constituent 6m 1y Sector  FE Crown Rating  
Aberdeen Property Trust A Acc-2.92.2 IA Propertyunrated sectoradd to basket
Absolute Insight Fp-1.6-0.8 IA Targeted Absolute Return4add to basket
Allianz Gilt Yield C5.33.6 IA UK Gilts1add to basket
Artemis Global Equity Income I Acc GBP-11.4n/a IA Global Equity Incomeunrated sectoradd to basket
Artemis Global Income R Acc-11.8-10.2 IA Global Equity Income4add to basket
Artemis High Income R Inc-7.3-5.9 IA Sterling Strategic Bond5add to basket
Artemis Strategic Bond R Monthly Inc-4.1-3.2 IA Sterling Strategic Bond4add to basket
Artemis US Equity I Acc-6.9-3.8 IA North Americaunrated sectoradd to basket
Aviva Inv Multi Strategy Target Income 60.81.9 IA Targeted Absolute Returnunrated sectoradd to basket
Aviva Inv Strategic Bond 1 Inc-3.5-3.3 IA Sterling Strategic Bond4add to basket
Aviva Inv US Equity Income 1 Acc-1.3-5.2 IA North America1add to basket
AXA Framlington UK Select Opportunities R Acc-13.1-9.2 IA UK All Companies4add to basket
Baillie Gifford Corporate Bond A Inc-3.2-4.8 IA Sterling Strategic Bond3add to basket
BlackRock Cash A Acc0.00.0 IA Short Term Money Market3add to basket
BlackRock Continental European Income A Acc-6.3-1.9 IA Europe Excluding UK4add to basket
BlackRock Corporate Bond A Acc-0.2-1.2 IA Sterling Corporate Bond3add to basket
BlackRock European Absolute Alpha P Acc3.99.4 IA Targeted Absolute Return3add to basket
BlackRock European Dynamic A Acc-9.8-0.3 IA Europe Excluding UK4add to basket
BlackRock UK Gilts All Stocks Tracker L5.84.7 IA UK Giltsunrated sectoradd to basket
BNY Mellon Long Term Global Equity Exempt 2 Acc-4.2-1.3 IA Global2add to basket
CF Miton UK Multi Cap Income A Ret Acc-1.49.4 IA UK Equity Income5add to basket
CF Miton UK Value Opportunities A Ret Acc-7.111.0 IA UK All Companiesunrated sectoradd to basket
CF Morant Wright Japan A Acc-8.93.2 IA Japan2add to basket
CF Odey Absolute Return Ret GBP2.96.7 IA Targeted Absolute Return3add to basket
CF Ruffer Total Return C Inc-8.2-5.7 IA Mixed Investment 20%-60% Shares1add to basket
CF Woodford Equity Income A Acc-9.0-0.4 IA UK Equity Incomeunrated sectoradd to basket
Dimensional Global Short Dated Bond Acc2.02.2 IA Global Bonds3add to basket
Fidelity Cash A Acc GBP0.10.1 IA Short Term Money Market3add to basket
Fidelity Global Dividend A Acc GBP-0.90.4 IA Global Equity Income4add to basket
Fidelity Moneybuilder Dividend Inc-9.2-6.8 IA UK Equity Income4add to basket
Fidelity Strategic Bond Inc-1.9-3.6 IA Sterling Strategic Bond2add to basket
FP Argonaut Absolute Return A Acc GBP-6.11.0 IA Targeted Absolute Return5add to basket
FP Argonaut European Enhanced Income A Hedged Acc GBP-19.2-8.0 IA Europe Excluding UK5add to basket
FP Argonaut European Income A Acc GBP-10.3-4.6 IA Europe Excluding UK3add to basket
Fundsmith Equity R Acc3.98.4 IA Global5add to basket
GAM Star Credit Opportunities GBP Acc-2.8-0.5 IA Sterling Strategic Bond5add to basket
GVQ UK Focus A Inc-14.0-9.8 IA UK All Companies5add to basket
Henderson European Selected Opportunities A Acc-12.1-6.8 IA Europe Excluding UK3add to basket
Henderson Inst Cash Ret Acc0.10.3 IA Money Market2add to basket
Henderson Strategic Bond A Inc-2.4-2.2 IA Sterling Strategic Bond4add to basket
Henderson UK Absolute Return I Acc0.54.2 IA Targeted Absolute Return5add to basket
Henderson UK Property OEIC A Acc2.26.6 IA Property2add to basket
Henderson UK Strategic Income Inc-10.9-7.1 IA UK Equity Income3add to basket
Invesco Perpetual Global Equity Income Acc-12.8-9.2 IA Global Equity Income3add to basket
Invesco Perpetual Global Targeted Returns Acc-0.7-2.4 IA Targeted Absolute Returnunrated sectoradd to basket
Invesco Perpetual UK Strategic Income No Trail Inc-9.6-5.5 IA UK All Companies5add to basket
Investec Cautious Managed A Acc GBP-6.0-6.9 IA Mixed Investment 20%-60% Shares1add to basket
Investec Short Dated Bond A Acc GBP0.30.2 IA Specialistunrated sectoradd to basket
Investec UK Special Situations A Acc GBP-16.4-15.1 IA UK All Companies2add to basket
JOHCM UK Dynamic B Acc-15.5-14.0 IA UK All Companies3add to basket
JOHCM UK Equity Income B Acc-19.2-15.2 IA UK Equity Income3add to basket
JOHCM UK Opportunities B Acc-7.8-5.3 IA UK All Companies5add to basket
JPM Sterling Corporate Bond A Acc0.2-2.3 IA Sterling Corporate Bond4add to basket
JPM US Equity Income A Acc-5.0-7.2 IA North America2add to basket
Jupiter Absolute Return7.78.9 IA Targeted Absolute Return1add to basket
Jupiter Japan Income Acc-11.11.8 IA Japan2add to basket
Jupiter Strategic Bond Acc-1.0-0.4 IA Sterling Strategic Bond3add to basket
Kames Ethical Cautious Managed A Acc-7.1-3.2 IA Mixed Investment 20%-60% Shares5add to basket
Kames Investment Grade Bond A Acc-0.8-1.9 IA Sterling Corporate Bond4add to basket
Kames Property Income B Acc2.06.7 IA Propertyunrated sectoradd to basket
Kames Strategic Bond A Acc-5.9-6.9 IA Sterling Strategic Bond1add to basket
Kames UK Equity Absolute Return A Acc0.11.6 IA Targeted Absolute Return4add to basket
L&G All Stocks Gilt Index M Inc5.24.3 IA UK Giltsunrated sectoradd to basket
L&G Short Dated Sterling Corporate Bond Index C Acc0.30.3 IA Sterling Corporate Bondunrated sectoradd to basket
L&G UK Property R Acc4.48.1 IA Propertyunrated sectoradd to basket
L&G US Index R Inc-5.6-6.6 IA North Americaunrated sectoradd to basket
Lazard Global Equity Income Ret Acc-15.5-21.1 IA Global Equity Income1add to basket
Liontrust Macro Equity Income R Acc-13.8-9.4 IA UK Equity Income4add to basket
M&G Global Dividend A Acc GBP-12.5-14.9 IA Global1add to basket
M&G Global Macro Bond A Acc GBP3.3-0.2 IA Global Bonds2add to basket
M&G Optimal Income A Acc GBP-4.2-5.6 IA Sterling Strategic Bond3add to basket
M&G Property Portfolio A Acc GBP4.28.5 IA Propertyunrated sectoradd to basket
Majedie UK Income B-18.6-14.6 IA UK Equity Income5add to basket
Man GLG Strategic Bond B Ret Inc-3.4-6.3 IA Sterling Strategic Bond1add to basket
Marlborough ETF Commodity A-11.3-23.5 IA Specialist1add to basket
Marlborough Multi Cap Income A Acc-10.6-1.4 IA UK Equity Income5add to basket
Newton Global Income B Acc2.53.4 IA Global Equity Income2add to basket
Newton Real Return B Acc0.90.4 IA Targeted Absolute Return2add to basket
Old Mutual Newton Global Higher Income A Inc GBP1.72.2 IA Global Equity Incomeunrated sectoradd to basket
Old Mutual UK Mid Cap A Acc-11.42.4 IA UK All Companies4add to basket
Premier Income A Inc-10.8-5.4 IA UK Equity Income5add to basket
Rathbone Income R Inc-10.7-6.3 IA UK Equity Income5add to basket
Royal London Sterling Credit Z Inc0.1-1.7 IA Sterling Corporate Bond4add to basket
Royal London UK Equity Income A Inc-12.0-10.5 IA UK Equity Income4add to basket
Schroder Asian Alpha Plus Acc-8.0-14.2 IA Asia Pacific Excluding Japan3add to basket
Schroder Asian Income A Acc-5.3-11.5 IA Asia Pacific Excluding Japan4add to basket
Schroder MM Diversity A Acc-4.5-4.8 IA Mixed Investment 20%-60% Shares2add to basket
Schroder QEP Global Emerging Markets Z Acc-10.1-19.6 IA Global Emerging Marketsunrated sectoradd to basket
Schroder Tokyo A Acc-12.8-3.9 IA Japan2add to basket
Schroder UK Alpha Income A Inc-14.7-12.5 IA UK Equity Income4add to basket
Schroder US Mid Cap A Acc-9.9-5.1 IA North America3add to basket
Standard Life Investments European Equity Income Ret Inc-8.0-5.1 IA Europe Excluding UK2add to basket
Standard Life Investments Global Absolute Return Strategies Ret Acc-5.9-4.8 IA Targeted Absolute Return3add to basket
Standard Life Investments Global Index Linked Bond Ret Acc0.2-0.2 IA Global Bonds2add to basket
Standard Life Investments Ignis UK Property A Acc3.87.7 IA Propertyunrated sectoradd to basket
Standard Life Investments UK Equity Income Unconstrained Ret Acc-11.3-4.7 IA UK Equity Income5add to basket
Standard Life Investments UK Equity Unconstrained Ret Acc-18.4-10.2 IA UK All Companies2add to basket
Standard Life Investments UK Smaller Companies Ret-3.212.5 IA UK Smaller Companies3add to basket
Stewart Investors Asia Pacific Leaders A GBP Acc-5.9-9.0 IA Asia Pacific Excluding Japan5add to basket
Threadneedle Dollar Bond Ret GBP5.32.9 IA Global Bonds2add to basket
Threadneedle European Select Ret GBP-7.7-4.7 IA Europe Excluding UK3add to basket
Threadneedle UK Equity Alpha Income Ret Inc GBP-10.5-10.3 IA UK Equity Income4add to basket
Threadneedle UK Equity Income Ret Inc GBP-9.2-8.3 IA UK Equity Income4add to basket
Threadneedle UK Property Ret Acc4.18.4 IA Propertyunrated sectoradd to basket
Threadneedle UK Short Dated Corporate Bond Inst Gross Inc0.30.6 IA Sterling Corporate Bond2add to basket
Trojan O Inc3.12.9 IA Flexible Investment1add to basket
Trojan Income O Acc-5.2-0.5 IA UK Equity Income5add to basket
TwentyFour Corporate Bond I Acc GBP-0.5-0.7 IA Sterling Corporate Bondunrated sectoradd to basket
TwentyFour Dynamic Bond A Gr Acc GBP-4.4-2.5 IA Sterling Strategic Bond5add to basket
Vanguard FTSE Developed World ex UK Equity Index Acc-6.9-6.2 IA Globalunrated sectoradd to basket
Vanguard FTSE U.K. All Share Index A Acc GBP-15.0-13.9 IA UK All Companiesunrated sectoradd to basket
Vanguard US Equity Index Acc-5.5-5.9 IA North Americaunrated sectoradd 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.

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 176.2 -2.2%
WMA Stock Market Income 2,852.1 -1.5%
IA Mixed Investment 20%-60% Shares 397.8 -1.9%
 
Data provided by FE. Care has been taken to ensure that the information is correct, but FE 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.