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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 % 2015 % since Nov 04 %
AFI Cautious Index 5.2 6.6 8.2 3.8 95.3
FTSE WMA Stock Market Income 9.7 12.3 14.6 2.2 126.9
IA Mixed Investment 20%-60% Shares 7.2 10.1 10.0 1.2 78.4
Constituent 6m 1y Sector  FE Crown Rating  
Aberdeen Property Share I Acc5.2-1.4 IA Property5add to basket
Absolute Insight W0.4-1.0 IA Targeted Absolute Return2add to basket
Absolute Insight Equity Market Neutral B3p GBP-0.1-0.4 IA Targeted Absolute Return1add to basket
Allianz Gilt Yield C Inc12.316.5 IA UK Gilts3add to basket
Aviva Inv Multi Strategy Target Income 21.33.6 IA Targeted Absolute Returnunrated sectoradd to basket
Aviva Inv Strategic Bond 2 Inc8.76.6 IA Sterling Strategic Bond2add to basket
Baillie Gifford Corporate Bond B Inc12.310.5 IA Sterling Strategic Bond2add to basket
BNY Mellon Long Term Global Equity W Acc GBP17.628.2 IA Global3add to basket
CF Miton UK Multi Cap Income B Inst Acc2.25.6 IA UK Equity Income5add to basket
CF Miton US Opportunities B Acc20.929.6 IA North America4add to basket
CF Odey Absolute Return Inst GBP-5.2-0.1 IA Targeted Absolute Return2add to basket
CF Woodford Equity Income C Acc GBP9.18.5 IA UK Equity Incomeunrated sectoradd to basket
Dimensional Global Short Dated Bond Acc2.13.6 IA Global Bonds1add to basket
F&C Property Growth and Income I Acc6.99.5 IA Property4add to basket
Fidelity Cash A Acc GBP0.10.1 IA Short Term Money Market3add to basket
Fidelity Global Dividend W Acc14.929.6 IA Global Equity Income4add to basket
Fidelity Global Enhanced Income W Acc14.929.3 IA Global Equity Incomeunrated sectoradd to basket
Fidelity Moneybuilder Dividend Y Inc10.114.7 IA UK Equity Income5add to basket
Fidelity Strategic Bond Y Dis GBP9.08.0 IA Sterling Strategic Bond2add to basket
First State Global Listed Infrastructure B GBP Acc21.334.0 IA Global5add to basket
Fundsmith Equity T Acc18.739.8 IA Global5add to basket
GVQ UK Focus I Inc12.97.2 IA UK All Companies4add to basket
Henderson European Selected Opportunities I Acc13.913.4 IA Europe Excluding UK4add to basket
Henderson Fixed Interest Monthly Income I Inc GBP9.77.7 IA Sterling Strategic Bond2add to basket
Henderson Strategic Bond I Acc8.87.2 IA Sterling Strategic Bond2add to basket
Henderson UK Absolute Return I Acc0.94.7 IA Targeted Absolute Return5add to basket
Henderson UK Property PAIF I Acc-8.2-6.1 IA Propertyunrated sectoradd to basket
Hermes Asia ex Japan Equity F Acc GBP23.537.0 IA Asia Pacific Excluding Japan5add to basket
Invesco Perpetual Global Equity Income Z Acc14.017.0 IA Global Equity Income2add to basket
Invesco Perpetual Global Targeted Returns Z Acc2.44.2 IA Targeted Absolute Returnunrated sectoradd to basket
Invesco Perpetual Income Z Acc6.16.4 IA UK All Companies4add to basket
Invesco Perpetual UK Strategic Income Z Acc4.56.4 IA UK All Companies5add to basket
Investec Cautious Managed I Acc GBP9.910.5 IA Mixed Investment 20%-60% Shares1add to basket
Investec UK Special Situations I Acc GBP10.27.0 IA UK All Companies1add to basket
JOHCM UK Equity Income A Acc11.86.3 IA UK Equity Income2add to basket
JOHCM UK Opportunities A Acc12.817.7 IA UK All Companies5add to basket
JPM Global Macro Opportunities C Acc-3.4-2.8 IA Targeted Absolute Return5add to basket
JPM Sterling Corporate Bond C Acc14.214.9 IA Sterling Corporate Bond5add to basket
JPM US Equity Income C Acc17.029.5 IA North America2add to basket
Jupiter Absolute Return I Acc2.18.8 IA Targeted Absolute Return4add to basket
Jupiter Japan Income I Acc17.018.1 IA Japan3add to basket
Jupiter Strategic Bond I Acc7.06.6 IA Sterling Strategic Bond2add to basket
Kames Ethical Cautious Managed B Acc7.86.7 IA Mixed Investment 20%-60% Shares3add to basket
Kames High Yield Bond B Acc9.65.1 IA Sterling High Yield2add to basket
Kames Investment Grade Bond B Acc11.911.5 IA Sterling Corporate Bond4add to basket
Kames Property Income B Gr Acc-7.3-4.1 IA Propertyunrated sectoradd to basket
Kames Strategic Bond B Acc9.04.6 IA Sterling Strategic Bond1add to basket
Kames UK Equity Absolute Return B Acc-3.1-3.4 IA Targeted Absolute Return1add to basket
Lazard Global Equity Income Ret C Acc21.019.7 IA Global Equity Income1add to basket
Liontrust Macro Equity Income I Acc7.43.9 IA UK Equity Income3add to basket
Liontrust Special Situations I Inc17.522.2 IA UK All Companies5add to basket
M&G Global Dividend I Acc GBP20.126.6 IA Global1add to basket
M&G Global Macro Bond I Acc GBP10.921.5 IA Global Bonds2add to basket
M&G Optimal Income Inst Acc GBP8.25.7 IA Sterling Strategic Bond1add to basket
M&G Property Portfolio I Acc GBP-13.4-9.9 IA Propertyunrated sectoradd to basket
Man GLG Strategic Bond C Professional Acc6.12.9 IA Sterling Strategic Bond1add to basket
Marlborough ETF Commodity P Acc15.612.9 IA Specialist1add to basket
MI Chelverton UK Equity Income B Acc4.64.3 IA UK Equity Income3add to basket
Newton Global Income W Acc GBP16.935.7 IA Global Equity Income4add to basket
Newton Real Return Inst W Acc5.79.7 IA Targeted Absolute Return4add to basket
Old Mutual Global Equity Absolute Return R Hedged Acc GBP-1.12.7 IA Targeted Absolute Return2add to basket
Old Mutual UK Mid Cap R Acc10.59.9 IA UK All Companies3add to basket
Rathbone Income Inst Inc9.311.9 IA UK All Companies5add to basket
Royal London Short Duration Global High Yield Bond M Inc2.84.2 IA Sterling High Yield3add to basket
Standard Life Investments European Equity Income Ret Platform 1 Acc15.317.7 IA Europe Excluding UK3add to basket
Standard Life Investments Global Absolute Return Strategies Ret Platform 1 Acc-0.9-3.2 IA Targeted Absolute Return2add to basket
Standard Life Investments Global Index Linked Bond Ret Platform 1 Acc10.111.2 IA Global Bonds2add to basket
Standard Life Investments UK Equity Income Unconstrained Ret Platform 1 Acc3.50.8 IA UK Equity Income3add to basket
Standard Life Investments UK Equity Unconstrained Ret Platform 1 Acc1.5-8.1 IA UK All Companies1add to basket
Standard Life Investments UK Smaller Companies Ret Platform 1 Acc6.511.0 IA UK Smaller Companies2add to basket
Stewart Investors Asia Pacific Leaders B GBP Acc19.426.8 IA Asia Pacific Excluding Japan5add to basket
Threadneedle European Select Z Acc GBP14.318.5 IA Europe Excluding UK4add to basket
Threadneedle UK Equity Alpha Income Z Inc GBP9.210.8 IA UK Equity Income4add to basket
Threadneedle UK Equity Income Z Inc GBP11.314.0 IA UK Equity Income5add to basket
Threadneedle UK Property AIF Inst Inc-7.5-3.9 IA Propertyunrated sectoradd to basket
Threadneedle UK Short Dated Corporate Bond Inst Inc4.04.2 IA Sterling Corporate Bond2add to basket
Trojan O Inc8.317.0 IA Flexible Investment3add to basket
Trojan Income O Acc10.618.3 IA UK Equity Income5add to basket
TwentyFour Corporate Bond Dis GBP10.511.5 IA Sterling Corporate Bondunrated sectoradd to basket
TwentyFour Dynamic Bond I Net Acc GBP8.83.1 IA Sterling Strategic Bond1add to basket
Vanguard FTSE Developed World ex UK Equity Index Acc19.924.9 IA Globalunrated sectoradd to basket
Vanguard FTSE U.K. All Share Index A Acc GBP14.012.6 IA UK All Companiesunrated sectoradd to basket
Vanguard US Equity Index Acc20.527.8 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 195.3 0.0%
WMA Stock Market Income 3,338.0 0.3%
IA Mixed Investment 20%-60% Shares 453.1 -0.2%
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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