Your Basket
Your Basket
There are no funds in your basket. To add funds to your basket use the Green Plus Icon wherever you see it next to a fund.
Fund name
Aberdeen American Growth  
Fidelity American  
Schroder UK Mid 250  
M&G Recovery  
Jupiter Merlin UK Growth  
*
Close Basket Open basket

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

If there is a yes vote in the upcoming Scottish referendum, will you look to move cash out of investments with exposure to Scotland?

Yes
No

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 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 1.3 3.2 6.3 9.8 76.1
FTSE WMA Stock Market Income Index 2.8 5.2 7.2 10.0 92.0
IMA Mixed Investment 20%-60% Shrs 1.3 3.0 5.8 8.8 60.2
Constituent 6m 1y Sector  FE Crown Rating  
Aberdeen Asia Pacific & Japan Equity A Acc14.24.2 IMA Asia Pacific Including Japan3add to basket
Absolute Insight Fp0.83.5 IMA Targeted Absolute Return5add to basket
Alliance Trust Monthly Income Bond A Acc2.06.4 IMA Sterling Corporate Bond2add to basket
Allianz Gilt Yield C2.14.3 IMA UK Gilts3add to basket
Ardevora UK Equity A-5.97.3 IMA UK All Companies4add to basket
Artemis Global Income R Acc8.618.0 IMA Global Equity Income5add to basket
Artemis High Income R3.29.4 IMA Sterling Strategic Bond5add to basket
Artemis Income R Inc5.26.0 IMA UK Equity Income4add to basket
Artemis Strategic Assets R Acc3.62.1 IMA Flexible Investment2add to basket
Artemis Strategic Bond MR Dis1.47.2 IMA Sterling Strategic Bond3add to basket
Aviva Inv Strategic Bond 1 Inc2.58.5 IMA Sterling Strategic Bond4add to basket
Aviva Inv UK Equity Income A-0.32.7 IMA UK Equity Income4add to basket
Aviva Inv US Equity Income 1 Acc9.912.2 IMA North Americaunrated sectoradd to basket
AXA Framlington UK Select Opportunities R Acc0.04.0 IMA UK All Companies3add to basket
AXA Sterling Credit Short Duration Bond R Acc0.61.7 IMA Sterling Corporate Bond2add to basket
AXA US Short Duration High Yield Bond Z Acc0.22.7 IMA Global Bonds3add to basket
Baillie Gifford American A Acc4.18.6 IMA North America1add to basket
Baillie Gifford Corporate Bond A Inc3.910.0 IMA Sterling Strategic Bond5add to basket
Baillie Gifford Japanese A Acc9.21.5 IMA Japan5add to basket
BlackRock Cash A Acc0.00.0 IMA Short Term Money Market5add to basket
BlackRock Corporate Bond A Acc2.57.7 IMA Sterling Corporate Bond3add to basket
BlackRock European Dynamic A Acc-2.96.8 IMA Europe Excluding UK4add to basket
BlackRock Natural Resources Growth & Income D Acc8.75.7 IMA Specialist4add to basket
BNY Mellon Long Term Global Equity Exempt 2 Acc9.26.7 IMA Global3add to basket
CF Lindsell Train UK Equity Acc3.77.9 IMA UK All Companies5add to basket
CF Miton UK Multi Cap Income A Ret Acc-2.711.5 IMA UK Equity Incomeunrated sectoradd to basket
CF Odey Absolute Return Ret GBP-4.25.8 IMA Targeted Absolute Return4add to basket
CF Ruffer Total Return C Inc3.53.3 IMA Mixed Investment 20%-60% Shrs1add to basket
CF Woodford Equity Income A Accn/an/a IMA UK Equity Incomeunrated sectoradd to basket
Dimensional Emerging Markets Core Equity Acc16.67.2 IMA Global Emerging Markets3add to basket
Dimensional Global Short Dated Bond Acc0.52.8 IMA Global Bonds4add to basket
Fidelity Cash A Acc GBP0.00.1 IMA Short Term Money Market5add to basket
Fidelity Global Dividend A Acc GBP8.010.1 IMA Global Equity Incomeunrated sectoradd to basket
Fidelity Moneybuilder Dividend Inc4.27.9 IMA UK Equity Income5add to basket
Fidelity Moneybuilder Income Inc3.37.5 IMA Sterling Corporate Bond3add to basket
Fidelity Strategic Bond Inc3.38.1 IMA Sterling Strategic Bond4add to basket
First State Asia Pacific Leaders A GBP Acc17.413.1 IMA Asia Pacific Excluding Japan5add to basket
FP Argonaut European Enhanced Income A Hedged Acc GBP7.113.4 IMA Europe Excluding UK5add to basket
FP Argonaut European Income A Acc GBP2.86.6 IMA Europe Excluding UK3add to basket
GAM Star Credit Opportunities GBP Acc6.015.5 IMA Sterling Strategic Bondunrated sectoradd to basket
GLG Strategic Bond B Ret Inc2.29.2 IMA Sterling Strategic Bondunrated sectoradd to basket
H2O MultiReturns N Acc11.1n/a IMA Targeted Absolute Returnunrated sectoradd to basket
Henderson Inst Cash Ret Acc0.10.2 IMA Money Market1add to basket
Henderson Strategic Bond A Inc2.08.5 IMA Sterling Strategic Bond2add to basket
Henderson UK Absolute Return A Acc1.24.3 IMA Targeted Absolute Return5add to basket
Henderson UK Property OEIC A Acc5.410.6 IMA Property4add to basket
IFSL Brooks Macdonald Defensive Capital B3.14.3 IMA Mixed Investment 20%-60% Shrs3add to basket
Ignis UK Property A Acc6.311.5 IMA Property1add to basket
Invesco Perpetual Balanced Risk 8 Acc3.75.7 IMA Specialistunrated sectoradd to basket
Invesco Perpetual Corporate Bond Acc2.16.4 IMA Sterling Corporate Bond4add to basket
Invesco Perpetual Distribution Acc1.56.3 IMA Mixed Investment 20%-60% Shrs5add to basket
Invesco Perpetual Global Targeted Returns Acc2.47.2 IMA Targeted Absolute Returnunrated sectoradd to basket
Invesco Perpetual UK Strategic Income No Trail Inc2.610.3 IMA UK All Companies5add to basket
Investec Cautious Managed A Acc GBP0.00.6 IMA Mixed Investment 20%-60% Shrs1add to basket
Investec Short Dated Bond A Acc GBP0.00.5 IMA Specialistunrated sectoradd to basket
Investec UK Special Situations A Inc GBP1.44.3 IMA UK All Companies4add to basket
JOHCM UK Equity Income B Acc1.96.0 IMA UK Equity Income4add to basket
JOHCM UK Opportunities B Acc4.37.6 IMA UK All Companies5add to basket
JPM US Equity Income A Acc9.314.0 IMA North America3add to basket
Jupiter Absolute Return0.92.0 IMA Targeted Absolute Return2add to basket
Jupiter Strategic Bond Acc2.27.2 IMA Sterling Strategic Bond5add to basket
Kames Ethical Cautious Managed A Acc-0.16.5 IMA Mixed Investment 20%-60% Shrs5add to basket
Kames High Yield Bond A Acc1.67.9 IMA Sterling High Yield3add to basket
Kames Property Income B Accn/an/a IMA Propertyunrated sectoradd to basket
Kames Strategic Bond A Acc1.86.6 IMA Sterling Strategic Bond2add to basket
L&G All Stocks Gilt Index M Inc3.05.3 IMA UK Gilts2add to basket
L&G UK Property R Acc6.311.3 IMA Property2add to basket
Lazard Global Equity Income Ret Acc9.59.6 IMA Global Equity Income3add to basket
Legg Mason ClearBridge US Aggressive Growth A(A) Dis USD8.421.7 IMA North America5add to basket
Legg Mason Global Multi Strategy Bond A Inc3.35.9 IMA Global Bonds2add to basket
Legg Mason Income Optimiser A Inc3.27.3 IMA Sterling Strategic Bondunrated sectoradd to basket
Liontrust Macro Equity Income (R) Acc1.18.5 IMA UK Equity Income4add to basket
M&G Global Dividend A Acc GBP7.38.3 IMA Global3add to basket
M&G Global Macro Bond A Acc GBP2.12.3 IMA Global Bonds2add to basket
M&G Optimal Income A Acc GBP1.97.3 IMA Sterling Strategic Bond5add to basket
M&G Property Portfolio A Acc GBP6.712.5 IMA Property2add to basket
M&G UK Inflation Linked Corporate Bond A Acc1.22.8 IMA Sterling Strategic Bond1add to basket
Majedie UK Income A3.411.6 IMA UK Equity Incomeunrated sectoradd to basket
Marlborough ETF Commodity A-7.5-11.3 IMA Specialist1add to basket
Marlborough Multi Cap Income A Acc-2.59.5 IMA UK Equity Incomeunrated sectoradd to basket
Morgan Stanley Global Brands A Acc9.99.9 IMA Global3add to basket
Newton Asian Income B Acc GBP10.53.6 IMA Asia Pacific Excluding Japan5add to basket
Newton Global Higher Income B Acc7.58.2 IMA Global Equity Income3add to basket
Newton Real Return B Acc2.24.2 IMA Targeted Absolute Return2add to basket
Old Mutual Global Strategic Bond A Inc0.2-2.7 IMA Global Bonds1add to basket
PFS TwentyFour Dynamic Bond A Ret Gr Acc GBP4.012.0 IMA Sterling Strategic Bond5add to basket
PFS TwentyFour Monument Bond A Ret Net Acc GBP2.47.2 IMA Specialist5add to basket
Premier Income A Inc1.47.6 IMA UK Equity Income4add to basket
Premier Pan European Property A Inc9.423.3 IMA Property5add to basket
R&M UK Equity Income A1.35.2 IMA UK Equity Income4add to basket
Rathbone Global Opportunities Acc0.56.7 IMA Global2add to basket
Rathbone Income Inc4.56.7 IMA UK Equity Income5add to basket
Royal London Sterling Credit Z Inc3.910.0 IMA Sterling Corporate Bond5add to basket
Royal London UK Equity Income A Inc1.59.1 IMA UK Equity Income5add to basket
RWC Enhanced Income A GBP1.03.1 IMA Specialist2add to basket
Saracen Global Income & Growth Acc5.86.4 IMA Global Equity Income4add to basket
Schroder Asian Income A Acc12.77.7 IMA Asia Pacific Excluding Japan5add to basket
Schroder Income Maximiser A Acc1.13.4 IMA UK Equity Income4add to basket
Schroder MM Diversity A Acc-0.11.7 IMA Mixed Investment 20%-60% Shrs4add to basket
Schroder Tokyo A Acc9.93.3 IMA Japan3add to basket
Schroder UK Alpha Income A Inc-0.52.4 IMA UK Equity Income5add to basket
Schroder US Mid Cap A Acc7.112.7 IMA North America1add to basket
Standard Life Investments European Equity Income Ret Inc1.56.7 IMA Europe Excluding UK5add to basket
Standard Life Investments Global Absolute Return Strategies Ret Acc4.07.0 IMA Targeted Absolute Return4add to basket
Standard Life Investments Global Index Linked Bond Ret Acc2.75.6 IMA Global Bonds4add to basket
Standard Life Investments UK Equity Unconstrained Ret Acc-2.14.1 IMA UK All Companies3add to basket
Standard Life Investments UK Smaller Companies Ret-11.21.7 IMA UK Smaller Companies1add to basket
SWIP Absolute Return Bond A Acc-1.4-1.3 IMA Targeted Absolute Return3add to basket
SWIP Defensive Gilt A Inc-0.10.1 IMA Unclassified2add to basket
SWIP Property Trust Acc6.215.9 IMA Property2add to basket
Threadneedle American Ret Acc GBP9.217.1 IMA North America2add to basket
Threadneedle Dollar Bond Ret GBP4.33.6 IMA Global Bonds3add to basket
Threadneedle Global Equity Income Ret Acc GBP4.44.8 IMA Global Equity Income2add to basket
Threadneedle UK Equity Alpha Income Ret Inc GBP2.56.9 IMA UK Equity Income5add to basket
Threadneedle UK Property Ret Acc6.911.4 IMA Property1add to basket
Threadneedle UK Short Dated Corporate Bond Inst Gross Inc1.43.8 IMA Sterling Corporate Bond5add to basket
Trojan O Inc3.24.8 IMA Flexible Investment1add to basket
Trojan Income O Acc4.69.6 IMA UK Equity Income5add to basket
Vanguard FTSE Developed World ex UK Equity Index Acc9.412.0 IMA Global3add to basket
Vanguard FTSE UK Equity Index Acc4.65.8 IMA UK All Companies2add to basket
Vanguard US Equity Index Acc9.815.7 IMA North America3add to basket
Veritas Global Equity Income A GBP7.29.4 IMA Global Equity Income4add 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 176.1 -0.7%
WMA Stock Market Income 2,824.5 -0.6%
IMA Mixed Investment 20%-60% Shrs 407.7 -0.7%
 
 
  • Stay connected with FE trustnet
  • Authorised and Regulated by the
    Financial Conduct Authority
  • © Trustnet Limited . All Rights Reserved.
  • Please read our Terms of Use / Disclaimer
    and Privacy and Cookie Policy.
  • Data supplied in conjunction with Thomson Financial Limited,
    London Stock Exchange Plc, StructuredRetailProducts.com
    and ManorPark.com