News & Research

The top performing adviser-backed funds so far this year

After a difficult 2016, the AFI portfolios have performed better in 2017 with strong performances from a number of fund managers.

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Multi-manager & Mixed Asset Prices & Performance

Not sure where to begin? Try our managed funds guides. Multi-manager funds guide

783 funds
Rank		Fund	Group	FE fundinfo Risk Score	Bid	Offer	Yield	1y	3y	5y
1	[+]	Halifax International Growth C	HBOS Investment Fd Mgrs Ltd	110	194.70	0.00	0.60	12.1	49.3	81.0
2	[+]	BlackRock Global Equity D	BlackRock	98	557.38	557.38	1.86	16.9	48.2	76.7
3	[+]	BlackRock Overseas Equity I	BlackRock	116	746.22	783.53	1.04	10.5	52.4	75.5
4	[+]	BlackRock Consensus 100 D	BlackRock	106	466.18	466.18	1.31	12.7	48.8	72.6
5	[+]	Quilter Investors Cirilium Adventurous Passive Portfolio R Acc GBP	Quilter Investors Limited	85	257.77		1.18	15.9	52.4	71.9
6	[+]	True Potential SEI Aggressive Inc	True Potential Investments	99	208.34		1.62	15.8	44.1	70.6
7	[+]	True Potential Schroders Balanced Acc	True Potential Investments	66	219.68		1.65	25.5	45.4	70.6
8	[+]	Vanguard LifeStrategy 100% Equity A Shares Acc	Vanguard Investments UK Limite	103	452.39 (GBP)		1.68	14.4	48.6	70.5
9	[+]	Milne	Tutman Fund Solutions Limited	97	316.60		1.10	12.4	45.1	68.6
10	[+]	M&G Managed Growth I Acc GBP	M&G UK	80	3,275.90		1.94	16.4	40.9	65.6
11	[+]	Man Stockmarket Managed Fund C Professional	Man Group	78	317.90		1.84	17.2	42.9	65.3
12	[+]	WS Aegon Multi-Asset 5 A Acc	Aegon Investments Limited	99	188.36		1.49	13.8	45.1	63.5
13	[+]	CG AJ Bell Adventurous I Acc	Carne Global Fund Managers (UK	85	219.48		1.81	18.6	42.6	63.5
14	[+]	Jupiter Merlin Growth Portfolio I Acc	Jupiter Unit Trust Mgrs Ltd	95	858.61		0.92	18.3	41.2	63.4
15	[+]	abrdn MyFolio Index V Inst B Acc GBP	abrdn Fund Managers Limited	94	99.04		1.85	16.7	45.4	63.0
16	[+]	Thesis Destiny A Inc	Thesis Unit Trust Mgmt Ltd	99	261.30		2.20	13.1	42.6	62.9
17	[+]	Thesis Destiny B Inc	Thesis Unit Trust Mgmt Ltd	99	253.30		1.40	13.1	42.5	62.7
18	[+]	Royal London GMAP Dynamic Equity M Acc	Royal London Unit Tst Mgrs Ltd	101	264.70		1.15	12.3	44.1	62.7
19	[+]	HSBC Global Strategy Adventurous Portfolio C Acc	HSBC Asset Management (Fund Se	101	221.10		1.39	11.4	43.9	62.3
20	[+]	Fidelity Allocator World W Acc	Fidelity International (FIL In	105	396.40		n/a	11.3	43.1	61.6
21	[+]	Jupiter Merlin Worldwide Portfolio I Acc	Jupiter Unit Trust Mgrs Ltd	101	626.17		0.40	19.3	45.6	60.6
22	[+]	Taber Investment	Tutman Fund Solutions Limited	101	3,359.00		1.55	12.0	45.2	59.5
23	[+]	Liontrust MA Dynamic Passive Adventurous S Acc	Liontrust	87	299.92		1.33	17.3	46.3	59.5
24	[+]	CG AJ Bell Global Growth I Acc	Carne Global Fund Managers (UK	91	198.57		1.88	21.6	41.1	59.2
25	[+]	Thesis KES Diversified Inc	Thesis Unit Trust Mgmt Ltd	100	531.70	565.30	2.70	3.5	41.6	58.9
26	[+]	CG AJ Bell Income & Growth I Acc	Carne Global Fund Managers (UK	80	163.96		1.95	18.6	38.1	58.4
27	[+]	Quilter Investors Cirilium Dynamic Passive Portfolio R Acc GBP	Quilter Investors Limited	76	315.38		1.46	14.6	41.4	57.8
28	[+]	M&G Charity Multi Asset Acc GBP	M&G UK	76	14,926.51		3.84	18.1	33.5	56.9
29	[+]	Santander Atlas Portfolio 7 IA	Santander Asset Mgmt UK Ltd	85	400.40		1.68	15.0	42.8	56.8
30	[+]	HL UK Income A Acc	Hargreaves Lansdown Fund Mgmt	101	289.95		3.30	13.5	34.9	56.7
31	[+]	Invesco Summit Responsible 5 (UK) Z Acc	Invesco Fund Managers Ltd	88	318.42		n/a	11.1	40.7	56.7
32	[+]	Liontrust MA Dynamic Passive Growth S Acc	Liontrust	79	293.62		1.55	16.1	42.7	56.5
33	[+]	Jupiter Merlin Balanced Portfolio I Acc	Jupiter Unit Trust Mgrs Ltd	85	354.46		2.51	20.0	36.6	56.5
34	[+]	VT Aggressive Portfolio Overlay C	Valu-Trac Investment Managemen	77	256.14		0.91	13.0	36.5	55.5
35	[+]	VT Tatton Blended Aggressive Retail Acc	Valu-Trac Investment Managemen	76	167.67		n/a	12.5	37.3	55.2
36	[+]	HSBC World Selection Adventurous Portfolio C Acc	HSBC Asset Management (Fund Se	93	282.50		1.21	11.4	39.5	55.0
37	[+]	Man Balanced Managed Fund C Professional	Man Group	71	273.30		2.11	15.3	37.0	54.6
38	[+]	Santander Max 100% Shares Portfolio RA	Santander Asset Mgmt UK Ltd	104	846.90		0.41	8.1	42.2	54.6
39	[+]	Fidelity Open World W Acc	Fidelity International (FIL In	94	318.00		n/a	10.6	33.8	54.2
40	[+]	True Potential Schroders Cautious Acc	True Potential Investments	54	186.64		1.39	19.7	36.5	53.9
41	[+]	True Potential Schroders Cautious Income Acc	True Potential Investments	61	183.72		3.54	18.0	34.5	53.7
42	[+]	CT Managed Equity Income Z Inc GBP	Threadneedle Investment Servic	79	141.61		3.20	17.6	38.2	53.4
43	[+]	Invesco Summit Growth 5 (UK) Z Acc	Invesco Fund Managers Ltd	92	354.90		0.79	10.6	38.2	53.3
44	[+]	Thesis ORD Acc	Thesis Unit Trust Mgmt Ltd	104	593.30		0.21	7.0	43.6	52.9
45	[+]	Charles Stanley UK & International Growth A Acc	Charles Stanley & Co Ltd	84	440.43		0.95	8.3	31.5	52.7
46	[+]	L&G Multi-Index 7 I Acc	Legal & General UT Mgr Ltd	93	145.80		1.70	16.7	43.8	52.5
47	[+]	HSBC Global Strategy Dynamic Portfolio C Acc	HSBC Asset Management (Fund Se	88	392.00		1.55	10.8	39.6	52.3
48	[+]	Barclays Global Markets Adventurous R Acc GBP	Barclays	91	322.80		0.42	10.5	41.5	52.0
49	[+]	HSBC World Selection Dynamic Portfolio C Acc	HSBC Asset Management (Fund Se	86	464.30		1.29	12.0	39.2	52.0
50	[+]	Scottish Widows Managed Growth 6 L Acc	Scottish Wid UT Mgr Limited	82	231.40		1.60	14.1	39.9	51.9
51	[+]	Scottish Widows Progressive Growth Portfolio 1 A Acc	Scottish Wid UT Mgr Limited	75	384.30		2.00	12.5	37.5	51.5
52	[+]	CG Morningstar Multi Asset 80 A	Carne Global Fund Managers (UK	73	1.59 (GBP)		n/a	14.7	33.1	51.4
53	[+]	Scottish Widows Progressive Growth Portfolio 2 A Acc	Scottish Wid UT Mgr Limited	75	419.90		2.00	13.0	36.0	51.2
54	[+]	Vanguard LifeStrategy 80% Equity UCITS ETF Dis	Vanguard Group (Ireland) Limit	88	36.08 (EUR)		n/a	11.4	40.8	51.1
55	[+]	Vanguard Target Retirement 2060 A Acc GBP	Vanguard Investments UK Limite	83	193.23 (GBP)		1.63	12.6	40.4	51.1
56	[+]	Vanguard Target Retirement 2065 A Acc GBP	Vanguard Investments UK Limite	83	193.13 (GBP)		1.66	12.7	40.4	51.1
57	[+]	Vanguard Target Retirement 2050 A Acc GBP	Vanguard Investments UK Limite	83	258.77 (GBP)		1.69	12.6	40.4	51.0
58	[+]	Vanguard Target Retirement 2055 A Acc GBP	Vanguard Investments UK Limite	83	259.33 (GBP)		1.67	12.6	40.4	51.0
59	[+]	Scottish Widows Progressive Growth D Acc	Scottish Wid UT Mgr Limited	78	290.60		1.40	13.5	34.5	50.9
60	[+]	Vanguard LifeStrategy 80% Equity A Shares Acc	Vanguard Investments UK Limite	83	363.24 (GBP)		1.64	12.6	40.2	50.5
61	[+]	True Potential SEI Growth Inc	True Potential Investments	79	167.87		2.12	13.3	35.7	50.5
62	[+]	JPM Multi-Asset Growth C Acc	JP Morgan Asset Management UK	89	160.80		1.30	15.2	42.3	50.4
63	[+]	BlackRock MyMap 6 D Acc	BlackRock	99	188.87		1.11	11.6	44.3	50.1
64	[+]	7IM Absolute Return Portfolio A Acc	7IM Investment Funds	57	187.96		n/a	7.8	18.6	50.1
65	[+]	Schroder MM Diversity Z Acc	Schroder UT Managers	52	171.80		2.00	18.3	33.7	50.0
66	[+]	RBS Coutts Managed Adventurous	Royal Bk of Scotland Coll Inv	106	173.94		1.25	8.0	37.1	49.7
67	[+]	CG AJ Bell Moderately Adventurous I Acc	Carne Global Fund Managers (UK	77	194.75		1.93	15.5	35.4	49.3
68	[+]	abrdn MyFolio Index IV Inst B Acc GBP	abrdn Fund Managers Limited	75	87.48		2.32	14.6	38.1	48.9
69	[+]	Guinness Multi-Asset Growth Y Acc GBP	Guinness Asset Management Ltd	92	18.23 (GBP)		n/a	7.5	32.2	48.7
70	[+]	Vanguard Target Retirement 2045 A Acc GBP	Vanguard Investments UK Limite	79	254.15 (GBP)		1.74	12.1	38.7	48.5
71	[+]	Allianz RiskMaster Growth Multi Asset Y Acc	Allianz Global Invtrs GmbH(UK)	78	9,070.10		2.27	16.9	43.2	48.0
72	[+]	SVS Cornelian Progressive RMP G Acc	Brooks Macdonald Asset Managem	86	206.67		2.09	14.1	36.9	48.0
73	[+]	BlackRock Pension Growth X1	BlackRock	101	190.83	190.98	1.93	14.3	44.5	47.9
74	[+]	TrinityBridge Growth Tactical Passive X Acc	TrinityBridge	84	513.60		1.91	14.3	40.6	47.9
75	[+]	WS Keyridge Portfolio VII C Acc	LF Canada Life Asset Managemen	89	239.17		1.30	14.7	34.3	47.9
76	[+]	NFU Mutual Mixed Portfolio Max 100% Shares C	NFU Mutual Unit Managers Ltd	91	205.89		1.37	12.0	33.9	47.5
77	[+]	Invesco Managed Growth (UK) Z Acc	Invesco Fund Managers Ltd	88	639.23		1.54	10.8	32.8	47.3
78	[+]	VT Tatton Blended Active A Acc	Valu-Trac Investment Managemen	68	174.81		n/a	11.7	34.1	47.3
79	[+]	VT Active Portfolio Overlay C	Valu-Trac Investment Managemen	69	225.42		0.88	12.4	33.0	47.3
80	[+]	HSBC Balanced C Acc	HSBC Asset Management (Fund Se	72	368.90		1.57	12.7	34.7	47.0
81	[+]	VT Sinfonia Adventurous Growth Portfolio A Acc	Valu-Trac Investment Managemen	76	303.86		0.01	11.4	31.9	46.7
82	[+]	Fidelity Multi Asset Allocator Adventurous W Acc	Fidelity International (FIL In	85	299.90		n/a	10.3	37.0	46.6
83	[+]	EF Brompton Global Equity B	WAY Fund Managers	93	316.08		0.32	14.7	43.3	46.6
84	[+]	Liontrust MA Blended Growth S Acc	Liontrust	79	258.46		1.55	13.8	36.8	46.6
85	[+]	Schroder Blended Portfolio 8 Z Acc	Schroder UT Managers	79	107.40		1.30	14.4	35.9	46.6
86	[+]	Liontrust MA UK Equity S Acc	Liontrust	86	206.30		2.50	14.2	28.7	46.4
87	[+]	WS Aegon Multi-Asset 4 A Acc	Aegon Investments Limited	80	165.92		1.67	12.3	36.4	46.3
88	[+]	Quilter Investors Cirilium Adventurous Blend Portfolio U1 Acc GBP	Quilter Investors Limited	84	166.62		0.92	12.9	34.0	45.9
89	[+]	Quilter Investors Creation Adventurous Portfolio U2 Acc GBP	Quilter Investors Limited	84	184.00		99.00	12.5	34.7	45.8
90	[+]	L&G Multi-Index Income 6 I Acc	Legal & General UT Mgr Ltd	68	105.70		3.60	16.0	37.6	45.5
91	[+]	SPW Progressive Solution G Acc	Scottish Widows Schroder Perso	78	256.10		1.10	8.6	29.4	45.1
92	[+]	The MI Hawksmoor Distribution C Acc	Hawksmoor Investment Mgmt Ltd	67	225.08		3.86	20.9	33.3	44.9
93	[+]	The MI Hawksmoor Global Opportunities C Acc GBP	Hawksmoor Investment Mgmt Ltd	76	180.54		0.95	21.1	32.4	44.7
94	[+]	Fidelity Multi Asset Open Adventurous W Acc	Fidelity International (FIL In	73	240.40		n/a	14.4	33.2	44.7
95	[+]	The Arbor	Waystone Management (UK) Limit	85	2,862.21		0.23	8.8	35.3	44.6
96	[+]	BLENHEIM UK Equity R Acc	Margetts Fund Management	89	148.63		n/a	17.9	36.0	44.6
97	[+]	Evelyn MM Endurance Balanced B Inc	Tutman Fund Solutions Limited	62	204.90		1.95	12.2	32.3	44.5
98	[+]	VT Tatton Oak Capital Growth B	Valu-Trac Investment Managemen	67	398.92		1.31	10.8	33.9	44.3
99	[+]	Invesco Managed Income (UK) Z Acc	Invesco Fund Managers Ltd	78	521.36		2.78	11.3	31.4	44.3
100	[+]	Vanguard Target Retirement 2040 A Acc GBP	Vanguard Investments UK Limite	74	243.66 (GBP)		1.80	11.7	36.7	44.1
101	[+]	FP Russell Investments Real Assets C Acc	FP Russell Investments ICVC	78	195.85		3.50	13.5	25.9	44.1
102	[+]	Invesco Summit Responsible 4 (UK) Z Acc	Invesco Fund Managers Ltd	74	291.44		n/a	9.9	35.2	44.1
103	[+]	True Potential UBS Aggressive Acc	True Potential Investments	93	200.49		2.33	12.6	43.0	43.6
104	[+]	Santander Atlas Portfolio 6 IA	Santander Asset Mgmt UK Ltd	71	342.40		1.83	13.6	36.8	43.5
105	[+]	Liontrust MA Dynamic Passive Progressive S Acc	Liontrust	69	254.62		1.76	15.1	37.1	43.4
106	[+]	VT Sinfonia Balanced Managed Portfolio A Acc	Valu-Trac Investment Managemen	69	292.61		0.01	11.3	30.7	43.3
107	[+]	VT Chelsea Managed Monthly Income A Acc GBP	Valu-Trac Investment Managemen	59	176.56		5.08	14.1	28.2	43.2
108	[+]	Barclays Global Markets Growth R Acc GBP	Barclays	77	284.40		0.40	9.4	36.5	43.1
109	[+]	VT PortfolioMetrix Core Assertive Portfolio A Acc GBP	Valu-Trac Investment Managemen	93	149.90		n/a	12.5	36.2	43.0
110	[+]	TM UBS (UK) Income Focus C Acc	Thesis Unit Trust Mgmt Ltd	64	157.00		3.00	13.7	32.8	42.9
111	[+]	Forest Acc	Tutman Fund Solutions Limited	124	774.90		1.11	3.0	34.4	42.6
112	[+]	abrdn MyFolio Multi Manager V Inst Acc GBP	abrdn Fund Managers Limited	87	155.30		1.22	11.6	30.4	42.5
113	[+]	Janus Henderson Multi-Manager Global Select I Acc	Janus Henderson Global Investo	96	304.40		1.20	4.3	28.2	42.5
114	[+]	Quilter Investors Cirilium Dynamic Blend Portfolio U1 Acc GBP	Quilter Investors Limited	75	162.12		1.36	12.3	31.4	42.3
115	[+]	Invesco Summit Growth 4 (UK) Z Acc	Invesco Fund Managers Ltd	75	325.03		0.98	9.9	32.5	42.2
116	[+]	TM UBS (UK) Global Equity C Acc	Thesis Unit Trust Mgmt Ltd	90	307.40		0.50	9.7	31.5	42.1
117	[+]	SVS Levitas A B Acc	Brooks Macdonald Asset Managem	85	290.60		0.83	13.6	36.8	42.1
118	[+]	Premier Miton Liberation VII C Acc GBP	Premier Miton Investors	74	266.50		2.34	16.5	33.1	42.0
119	[+]	Aviva Inv Multi-Manager Flexible 2	Aviva Investors UK Fd Serv Ltd	79	263.26		1.40	12.2	33.3	42.0
120	[+]	MGTS AFH Tactical Core R Acc	Margetts Fund Management	69	259.37		1.23	10.0	29.0	42.0
121	[+]	Margetts International Strategy R Acc	Margetts Fund Management	100	712.80	713.06	0.94	15.5	36.1	41.9
122	[+]	Fidelity Multi Asset Open Growth W Acc	Fidelity International (FIL In	66	224.60		n/a	14.0	31.8	41.7
123	[+]	IFSL Marlborough 8 Portfolio P Acc	Marlborough Investment Managem	94	466.75		0.97	10.7	43.1	41.7
124	[+]	L&G Multi Asset Core 75 I Acc GBP	Legal & General UT Mgr Ltd	74	75.96		2.20	13.4	34.7	41.6
125	[+]	WS Prudential Risk Managed Passive 5 P Acc	WS Prudential	65	223.92		2.20	16.9	35.1	41.2
126	[+]	WS EkinsGuinness Dynamic Growth B Acc	Waystone Fund Services (UK) Li	82	179.95		0.68	9.8	37.8	41.2
127	[+]	IFSL atomos Growth A Inc	IFSL	81	153.00		n/a	11.9	43.3	41.1
128	[+]	L&G Multi-Index 6 I Acc	Legal & General UT Mgr Ltd	76	128.50		2.00	13.9	35.2	41.1
129	[+]	The Hall 1 Inc	Thesis Unit Trust Mgmt Ltd	83	95.61		2.41	12.2	30.4	41.1
130	[+]	Quilter Investors Cirilium Moderate Passive Portfolio R Acc GBP	Quilter Investors Limited	61	262.71		1.95	12.4	33.9	41.0
131	[+]	CT Managed Growth 1 Acc	Columbia Threadneedle Investme	84	601.60		0.70	10.7	34.5	40.9
132	[+]	WS Keyridge Portfolio VI C Acc	LF Canada Life Asset Managemen	75	229.47		1.40	12.9	30.6	40.8
133	[+]	HSBC Global Responsible Multi-Asset Adventurous Portfolio C Acc	HSBC Asset Management (Fund Se	89	1.83 (GBP)		n/a	7.9	27.8	40.8
134	[+]	abrdn MyFolio Enhanced ESG V Institutional B Fixed Acc GBP	abrdn Fund Managers Limited	92	75.85		1.49	15.0	33.9	40.6
135	[+]	IFSL YOU Multi-Asset Blend Growth A Acc	IFSL	78	165.30		0.56	15.4	35.4	40.4
136	[+]	Eagle Acc	Tutman Fund Solutions Limited	82	594.70	594.70	1.71	10.4	42.3	40.3
137	[+]	SVS Saltus Global Equity X Inc	Tutman Fund Solutions Limited	90	132.60		0.77	13.0	39.3	40.3
138	[+]	VT Chelsea Managed Balanced Growth A Acc GBP	Valu-Trac Investment Managemen	64	184.12		2.41	14.4	37.9	40.2
139	[+]	Unicorn Mastertrust B	Unicorn Asset Mgt	87	737.17		0.98	20.9	39.4	40.0
140	[+]	abrdn MyFolio Core V Institutional Fixed Acc GBP	abrdn Fund Managers Limited	93	160.70		0.89	15.8	34.1	40.0
141	[+]	Quilter Investors Creation Dynamic Portfolio U1 Acc GBP	Quilter Investors Limited	74	204.70		1.35	11.8	31.4	39.9
142	[+]	Guinness Multi-Asset Balanced Y Acc GBP	Guinness Asset Management Ltd	79	16.74 (GBP)		n/a	6.7	27.1	39.9
143	[+]	Broadway ICVC Growth	The 140 Investment Managers	92	485.21		n/a	7.6	33.3	39.8
144	[+]	Vanguard Target Retirement 2035 A Acc GBP	Vanguard Investments UK Limite	70	231.18 (GBP)		1.89	11.2	34.7	39.7
145	[+]	BlackRock MyMap 5 D Acc	BlackRock	79	169.51		1.36	10.8	37.4	39.7
146	[+]	VT Redlands Equity Portfolio A GBP	Valu-Trac Investment Managemen	87	193.88		1.44	13.1	36.7	39.7
147	[+]	TM UBS (UK) Growth C Acc	Thesis Unit Trust Mgmt Ltd	72	244.60		1.30	10.6	31.5	39.6
148	[+]	HL Multi Manager UK Growth A Acc	Hargreaves Lansdown Fund Mgmt	101	189.13		1.95	11.0	30.5	39.6
149	[+]	Coutts Managed Ambitious I Acc	Royal Bk of Scotland Coll Inv	90	161.39		1.03	7.6	33.8	39.6
150	[+]	Jupiter Merlin Income Portfolio I Acc	Jupiter Unit Trust Mgrs Ltd	63	491.82		3.55	16.6	31.7	39.6

All prices in Pence Sterling (GBX) unless otherwise specified. 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. Performance figures are shown in Sterling unless otherwise specified.

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