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

When do you expect the Bank of England to raise interest rates?

Q4 2015
Q1 2016
Q2 2016
After Q2 2016

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 % 2014 % since Nov 04 %
AFI Cautious Index -0.9 1.2 6.4 5.3 85.0
FTSE WMA Stock Market Income -1.6 -0.1 7.6 7.7 102.2
IA Mixed Investment 20%-60% Shares -1.8 0.3 5.0 4.9 66.4
Constituent 6m 1y Sector  FE Crown Rating  
Aberdeen Absolute Return Bond A Acc0.3-2.8 IA Targeted Absolute Return1add to basket
Aberdeen Asia Pacific & Japan Equity A Acc-4.40.8 IA Asia Pacific Including Japan1add to basket
Absolute Insight Fp0.61.5 IA Targeted Absolute Return4add to basket
Alliance Trust Monthly Income Bond A Acc-1.52.0 IA Sterling Corporate Bond2add to basket
Allianz Gilt Yield C-5.06.4 IA UK Gilts2add to basket
Ardevora UK Equity A10.215.2 IA UK All Companies3add to basket
Artemis Global Income R Acc0.811.1 IA Global Equity Income4add to basket
Artemis High Income R Inc1.73.1 IA Sterling Strategic Bond5add to basket
Artemis Income R Inc3.18.5 IA UK Equity Income3add to basket
Artemis Strategic Assets R Acc1.81.4 IA Flexible Investment1add to basket
Artemis Strategic Bond MR Inc1.03.1 IA Sterling Strategic Bond5add to basket
Aviva Inv Strategic Bond 1 Inc0.03.2 IA Sterling Strategic Bond5add to basket
Aviva Inv UK Equity Income A2.19.4 IA UK Equity Income3add to basket
Aviva Inv US Equity Income 1 Acc-3.511.3 IA North America1add to basket
AXA Framlington UK Select Opportunities R Acc6.18.6 IA UK All Companies3add to basket
AXA Sterling Credit Short Duration Bond R Acc-0.41.5 IA Sterling Corporate Bond1add to basket
AXA US Short Duration High Yield Bond Z Acc1.81.5 IA Global Bonds1add to basket
Baillie Gifford American A Acc4.421.9 IA North America1add to basket
Baillie Gifford Corporate Bond A Inc-2.04.0 IA Sterling Strategic Bond4add to basket
Baillie Gifford Japanese A Acc8.416.4 IA Japan3add to basket
BlackRock Cash A Acc0.00.1 IA Short Term Money Market1add to basket
BlackRock Corporate Bond A Acc-2.25.1 IA Sterling Corporate Bond3add to basket
BlackRock European Dynamic A Acc8.317.1 IA Europe Excluding UK3add to basket
BNY Mellon Long Term Global Equity Exempt 2 Acc2.111.9 IA Global2add to basket
CF Lindsell Train UK Equity Acc2.319.8 IA UK All Companies5add to basket
CF Miton UK Multi Cap Income A Ret Acc11.115.0 IA UK Equity Income5add to basket
CF Odey Absolute Return Ret GBP4.813.3 IA Targeted Absolute Return3add to basket
CF Ruffer Total Return C Inc1.79.9 IA Mixed Investment 20%-60% Shares3add to basket
CF Woodford Equity Income A Acc8.321.6 IA UK Equity Incomeunrated sectoradd to basket
Dimensional Emerging Markets Core Equity Acc-9.5-6.6 IA Global Emerging Markets3add to basket
Dimensional Global Short Dated Bond Acc-0.52.3 IA Global Bonds3add to basket
Fidelity Cash A Acc GBP0.10.1 IA Short Term Money Market3add to basket
Fidelity Global Dividend A Acc GBP0.112.7 IA Global Equity Income2add to basket
Fidelity Moneybuilder Dividend Inc1.78.4 IA UK Equity Income3add to basket
Fidelity Moneybuilder Income Inc-4.25.7 IA Sterling Corporate Bond3add to basket
Fidelity Strategic Bond Inc-2.63.4 IA Sterling Strategic Bond2add to basket
First State Asia Pacific Leaders A GBP Acc-3.610.1 IA Asia Pacific Excluding Japan4add to basket
FP Argonaut European Enhanced Income A Hedged Acc GBP12.921.7 IA Europe Excluding UK5add to basket
FP Argonaut European Income A Acc GBP3.29.6 IA Europe Excluding UK2add to basket
GAM Star Credit Opportunities GBP Acc2.36.8 IA Sterling Strategic Bond5add to basket
GLG Strategic Bond B Ret Inc-3.4-2.3 IA Sterling Strategic Bond4add to basket
H2O MultiReturns N Acc11.217.8 IA Targeted Absolute Returnunrated sectoradd to basket
Henderson Inst Cash Ret Acc0.10.2 IA Money Market3add to basket
Henderson Strategic Bond A Inc0.03.5 IA Sterling Strategic Bond4add to basket
Henderson UK Absolute Return A Acc2.98.3 IA Targeted Absolute Return5add to basket
Henderson UK Property OEIC A Acc4.311.1 IA Propertyunrated sectoradd to basket
IFSL Brooks Macdonald Defensive Capital B0.54.6 IA Mixed Investment 20%-60% Shares5add to basket
Invesco Perpetual Balanced Risk 8 Acc-1.9-0.9 IA Specialist1add to basket
Invesco Perpetual Corporate Bond Acc-1.22.4 IA Sterling Corporate Bond3add to basket
Invesco Perpetual Distribution Acc0.13.3 IA Mixed Investment 20%-60% Shares5add to basket
Invesco Perpetual Global Targeted Returns Acc-3.63.1 IA Targeted Absolute Returnunrated sectoradd to basket
Invesco Perpetual UK Strategic Income No Trail Inc3.313.3 IA UK All Companies5add to basket
Investec Cautious Managed A Acc GBP-2.70.0 IA Mixed Investment 20%-60% Shares1add to basket
Investec Short Dated Bond A Acc GBP-0.20.3 IA Specialistunrated sectoradd to basket
JOHCM UK Equity Income B Acc5.97.1 IA UK Equity Income5add to basket
JOHCM UK Opportunities B Acc2.58.3 IA UK All Companies2add to basket
JPM US Equity Income A Acc-1.715.0 IA North America1add to basket
Jupiter Absolute Return-0.32.2 IA Targeted Absolute Return1add to basket
Jupiter Strategic Bond Acc0.41.5 IA Sterling Strategic Bond3add to basket
Kames Ethical Cautious Managed A Acc3.412.4 IA Mixed Investment 20%-60% Shares5add to basket
Kames High Yield Bond A Acc1.11.0 IA Sterling High Yield1add to basket
Kames Property Income B Acc4.29.4 IA Propertyunrated sectoradd to basket
Kames Strategic Bond A Acc-0.50.4 IA Sterling Strategic Bond1add to basket
L&G All Stocks Gilt Index M Inc-4.58.0 IA UK Giltsunrated sectoradd to basket
Lazard Global Equity Income Ret Acc-6.3-5.8 IA Global Equity Income1add to basket
Legg Mason ClearBridge US Aggressive Growth A(A) Dis USD4.44.2 IA North America5add to basket
Legg Mason IF Brandywine Global Income Optimiser A Inc-1.2-2.3 IA Sterling Strategic Bond1add to basket
Legg Mason IF Western Asset Global Multi Strategy Bond A Inc-1.7-1.3 IA Global Bonds3add to basket
Liontrust Macro Equity Income R Acc4.39.5 IA UK Equity Income4add to basket
M&G Global Dividend A Acc GBP-0.2-0.1 IA Global1add to basket
M&G Global Macro Bond A Acc GBP-4.54.5 IA Global Bonds3add to basket
M&G Optimal Income A Acc GBP-1.50.6 IA Sterling Strategic Bond3add to basket
M&G Property Portfolio A Acc GBP4.111.1 IA Propertyunrated sectoradd to basket
M&G UK Inflation Linked Corporate Bond A Acc1.8-1.7 IA Sterling Strategic Bond1add to basket
Marlborough ETF Commodity A-10.9-24.2 IA Specialist1add to basket
Marlborough Multi Cap Income A Acc9.416.6 IA UK Equity Income5add to basket
Morgan Stanley Global Brands A Acc4.617.3 IA Global2add to basket
Newton Asian Income B Acc GBP-8.1-3.6 IA Asia Pacific Excluding Japan1add to basket
Newton Global Income B Acc0.110.9 IA Global Equity Income1add to basket
Newton Real Return B Acc-1.32.7 IA Targeted Absolute Return1add to basket
Old Mutual Global Strategic Bond A Inc-2.6-0.8 IA Global Bonds1add to basket
Premier Income A Inc4.69.2 IA UK Equity Income4add to basket
Premier Pan European Property A Inc3.221.8 IA Property5add to basket
R&M UK Equity Income A4.27.6 IA UK Equity Income4add to basket
Rathbone Global Opportunities Acc11.123.2 IA Global3add to basket
Rathbone Income Inc3.711.4 IA UK Equity Income5add to basket
Royal London Sterling Credit Z Inc-3.46.5 IA Sterling Corporate Bond4add to basket
Royal London UK Equity Income A Inc0.38.2 IA UK Equity Income4add to basket
RWC Enhanced Income A GBP-0.32.7 IA Specialist2add to basket
Saracen Global Income & Growth Acc-1.75.8 IA Global Equity Income2add to basket
Schroder Asian Income A Acc-4.70.8 IA Asia Pacific Excluding Japan3add to basket
Schroder Income Maximiser A Acc-1.35.3 IA UK Equity Income4add to basket
Schroder MM Diversity A Acc-0.33.2 IA Mixed Investment 20%-60% Shares2add to basket
Schroder Tokyo A Acc8.118.1 IA Japan2add to basket
Schroder UK Alpha Income A Inc2.79.9 IA UK Equity Income4add to basket
Schroder US Mid Cap A Acc5.924.5 IA North America3add to basket
Standard Life Investments European Equity Income Ret Inc0.26.9 IA Europe Excluding UK1add to basket
Standard Life Investments Global Absolute Return Strategies Ret Acc1.65.7 IA Targeted Absolute Return3add to basket
Standard Life Investments Global Index Linked Bond Ret Acc-2.43.3 IA Global Bonds3add to basket
Standard Life Investments Ignis UK Property A Acc3.78.1 IA Propertyunrated sectoradd to basket
Standard Life Investments UK Equity Unconstrained Ret Acc9.912.6 IA UK All Companies5add to basket
Standard Life Investments UK Smaller Companies Ret16.519.9 IA UK Smaller Companies2add to basket
Threadneedle American Ret Acc GBP3.018.5 IA North America2add to basket
Threadneedle Dollar Bond Ret GBP-4.89.0 IA Global Bonds3add to basket
Threadneedle Global Equity Income Ret Acc GBP-0.84.9 IA Global Equity Income1add to basket
Threadneedle UK Equity Alpha Income Ret Inc GBP0.68.6 IA UK Equity Income4add to basket
Threadneedle UK Property Ret Acc4.111.5 IA Propertyunrated sectoradd to basket
Threadneedle UK Short Dated Corporate Bond Inst Gross Inc0.12.6 IA Sterling Corporate Bond3add to basket
Trojan O Inc-2.04.8 IA Flexible Investment1add to basket
Trojan Income O Acc3.213.5 IA UK Equity Income3add to basket
TwentyFour Dynamic Bond A Gr Acc GBP2.74.9 IA Sterling Strategic Bond5add to basket
Vanguard FTSE Developed World ex UK Equity Index Acc2.414.1 IA Globalunrated sectoradd to basket
Vanguard US Equity Index Acc2.419.8 IA North Americaunrated sectoradd to basket
Veritas Global Equity Income A GBP-1.6-5.1 IA Global Equity Income1add 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 185.0 -0.1%
WMA Stock Market Income 2,974.0 0.3%
IA Mixed Investment 20%-60% Shares 423.6 -0.3%
 
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.