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You are here: FE AFI Cautious Portfolio

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 3.0 6.1 3.9 3.8 92.4
FTSE WMA Stock Market Income 7.5 12.2 9.5 2.2 120.6
IA Mixed Investment 20%-60% Shares 5.5 9.8 5.1 1.2 74.9

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.


Aggressive FE Adviser Fund Index - FE Balanced FE Adviser Fund Index - FE Cautious FE Adviser Fund Index - FE
Index Value Week
AFI Cautious 192.4 0.7%
WMA Stock Market Income 3,245.5 0.3%
IA Mixed Investment 20%-60% Shares 445.2 0.4%
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.

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