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

820 funds
Rank		Fund	Group	FE fundinfo Risk Score	Bid	Offer	Yield	1y	3y	5y
151	[+]	Lorimer Trust	Yealand Fund Services Limited	96	1,969.13	2,126.66	1.77	6.7	16.8	43.3
152	[+]	NFU Mutual Mixed Portfolio 40 - 85% shares C	NFU Mutual Unit Managers Ltd	78	164.76		2.18	7.6	24.1	43.3
153	[+]	Margetts Opes Growth R Acc	Margetts Fund Management	96	653.67	653.77	0.37	10.7	29.3	43.1
154	[+]	WS Canlife Portfolio VI C Acc	LF Canada Life Asset Managemen	74	207.91		1.73	8.4	21.0	43.0
155	[+]	TM UBS (UK) Growth C Acc	Thesis Unit Trust Mgmt Ltd	73	226.20		1.30	9.8	24.7	43.0
156	[+]	Fidelity Multi Asset Open Growth W Acc	Fidelity International (FIL In	65	202.70		n/a	9.8	22.0	42.9
157	[+]	SVS Cornelian Progressive D Acc	Brooks Macdonald Asset Managem	82	316.30		1.51	7.1	22.7	42.9
158	[+]	Barclays Multi-Asset Growth B Acc	Barclays Asset Management Ltd	79	142.00		n/a	8.1	15.4	42.9
159	[+]	IFSL Ascot Lloyd 7 A Acc	IFSL	80	148.40		1.50	10.0	26.2	42.8
160	[+]	WS Verbatim Portfolio 7 B Acc	Waystone Management (UK) Limit	74	280.82		n/a	11.0	21.3	42.8
161	[+]	The MI Hawksmoor Distribution C Acc	Hawksmoor Investment Mgmt Ltd	69	203.25		4.19	10.8	22.5	42.8
162	[+]	Scottish Widows Horizon Multi-Asset 5 Z Acc	Scottish Wid UT Mgr Limited	94	115.70		0.20	9.4	25.7	42.7
163	[+]	Liontrust MA Dynamic Passive Progressive S Acc	Liontrust	68	229.52		1.95	11.1	25.4	42.6
164	[+]	Virgin Global Share	Virgin Money Unit Tst Mgr Ltd	104	180.00	180.00	1.40	11.8	26.7	42.6
165	[+]	Margetts Opes Income R Acc	Margetts Fund Management	74	428.80	428.80	3.01	8.4	23.6	42.5
166	[+]	VT Chelsea Managed Monthly Income A Acc GBP	Valu-Trac Investment Managemen	59	163.35		4.92	7.5	17.6	42.4
167	[+]	Margetts Select Strategy R Acc	Margetts Fund Management	73	670.80	671.34	1.53	9.6	24.6	42.3
168	[+]	WS Prudential Risk Managed Active 5 P Acc	WS Prudential	65	197.52		2.26	10.9	23.2	42.3
169	[+]	WS Prudential Risk Managed Passive 5 P Acc	WS Prudential	64	201.00		2.31	10.4	25.6	42.2
170	[+]	abrdn MyFolio Multi Manager IV Inst Acc GBP	abrdn Fund Managers Limited	70	126.20		1.15	9.1	21.7	41.8
171	[+]	L&G Multi Manager Balanced Trust I Acc	Legal & General UT Mgr Ltd	63	121.20		1.90	9.8	24.1	41.6
172	[+]	Guinness Multi-Asset Balanced Y Acc GBP	Guinness Asset Management Ltd	79	15.50 (GBP)		n/a	8.0	18.5	41.4
173	[+]	HL Multi Manager Balanced Managed A Acc	Hargreaves Lansdown Fund Mgmt	80	324.96		1.26	9.2	26.7	41.4
174	[+]	VT Momentum Diversified Growth B Acc	Momentum Global Investment Mgt	71	240.81		3.21	5.9	18.2	41.3
175	[+]	Quilter Investors Cirilium Moderate Passive Portfolio R Acc GBP	Quilter Investors Limited	62	241.02		2.05	10.1	24.8	41.2
176	[+]	Vanguard Target Retirement 2035 A Acc GBP	Vanguard Investments UK Limite	73	213.98 (GBP)		2.04	9.9	25.7	41.1
177	[+]	Broadway ICVC Balanced	The 140 Investment Managers	54	207.18		3.88	8.5	18.3	41.0
178	[+]	TM Stonehage Fleming Global Equities B Inc	Thesis Unit Trust Mgmt Ltd	98	4.58 (GBP)	4.58 (GBP)	1.49	10.3	21.3	40.4
179	[+]	WS IM Global Strategy A	Waystone Management (UK) Limit	78	330.86		1.26	10.0	18.8	40.2
180	[+]	7IM AAP Adventurous C Acc	7IM Investment Funds	90	257.79		1.70	8.7	17.7	40.2
181	[+]	FP Russell Investments Real Assets C Acc	FP Russell Investments ICVC	78	176.64		2.84	7.4	8.2	40.2
182	[+]	WS Sequel Growth Target Return Strategy Retail	Waystone Management (UK) Limit	100	184.15		n/a	7.2	18.3	40.1
183	[+]	JPM Multi-Asset Moderate C Acc	JP Morgan Asset Management UK	78	134.00		1.83	8.7	25.8	40.0
184	[+]	WS Sequel Balanced Target Return Strategy Retail	Waystone Management (UK) Limit	66	178.83		n/a	9.5	19.3	39.7
185	[+]	SVS Cornelian Growth RMP G Acc	Brooks Macdonald Asset Managem	73	164.50		2.45	7.7	20.7	39.6
186	[+]	Quilter Investors Cirilium Adventurous Portfolio R Acc GBP	Quilter Investors Limited	87	145.19		1.53	8.8	19.3	39.6
187	[+]	L&G Worldwide Trust I Acc	Legal & General UT Mgr Ltd	74	466.20		1.60	9.5	26.2	39.5
188	[+]	SUTL Cazenove Charity Multi-Asset S Acc	Schroder UT Managers	89	96.66		3.60	11.1	20.2	39.3
189	[+]	VT North Capital Active Equity A Acc	Valu-Trac Investment Managemen	103	148.50		n/a	9.1	22.7	39.3
190	[+]	CT MM Navigator Growth C Acc	Columbia Threadneedle Investme	76	129.20		1.00	10.1	22.9	39.2
191	[+]	L&G Mixed Investment 40-85% I Acc	Legal & General UT Mgr Ltd	72	98.50		2.30	9.3	24.5	39.2
192	[+]	TM Brunsdon Adventurous Growth C	Thesis Unit Trust Mgmt Ltd	87	203.30		0.72	9.6	24.5	39.2
193	[+]	Margetts Providence Strategy R Acc	Margetts Fund Management	63	507.96	507.97	3.07	8.3	22.7	39.1
194	[+]	VT Balanced Portfolio Overlay C	Valu-Trac Investment Managemen	60	184.48		0.92	9.4	21.6	38.8
195	[+]	IFSL atomos Growth A Inc	IFSL	82	141.90		n/a	12.1	32.5	38.6
196	[+]	VT Tatton Blended Balanced A Acc	Valu-Trac Investment Managemen	58	150.08		n/a	9.3	22.8	38.5
197	[+]	Santander Multi Index 4 RA	Santander Asset Mgmt UK Ltd	71	219.30		2.19	9.1	24.2	38.5
198	[+]	CT MM Navigator Balanced C Acc	Columbia Threadneedle Investme	69	120.20		1.70	9.2	23.1	38.5
199	[+]	BlackRock MyMap 5 D Acc	BlackRock	81	157.15		1.50	10.5	25.7	38.3
200	[+]	WS Verbatim Multi-Index Portfolio 6 A Acc	Waystone Management (UK) Limit	65	238.13		0.01	10.5	25.4	38.3
201	[+]	VT Momentum Diversified Income B Inc	Momentum Global Investment Mgt	60	109.44		5.47	9.8	19.9	38.2
202	[+]	TM UBS (UK) Global Growth C Acc	Thesis Unit Trust Mgmt Ltd	70	255.40		0.30	7.9	22.3	38.0
203	[+]	CT Multi-Manager Universal Growth B Inc	Columbia Threadneedle Investme	72	234.30		1.90	8.8	21.2	38.0
204	[+]	SVS Saltus Growth Assets Z Dis GBP	Evelyn Partners Fund Solutions	41	194.30		n/a	10.4	15.4	37.9
205	[+]	EF Brompton Global Adventurous B	WAY Fund Managers	71	251.42		0.68	11.0	25.0	37.9
206	[+]	HSBC Global Responsible Multi-Asset Dynamic Portfolio C Acc	HSBC Asset Management (Fund Se	77	1.58 (GBP)		n/a	6.9	18.2	37.8
207	[+]	abrdn MyFolio Index III Inst B Acc GBP	abrdn Fund Managers Limited	63	72.59		2.45	9.1	23.7	37.8
208	[+]	EF Brompton Global Growth B	WAY Fund Managers	66	203.66		0.78	10.2	24.0	37.7
209	[+]	BlackRock ACS Lifepath 2034-2036 X1	BlackRock	75	153.15	153.26	1.54	9.0	22.2	37.7
210	[+]	MGTS Sentinel Universal B Acc	Margetts Fund Management	76	277.49		2.51	10.2	23.3	37.7
211	[+]	BlackRock MyMap 5 Select ESG D Acc	BlackRock	84	141.65		1.51	9.4	24.9	37.5
212	[+]	Virgin Money Growth 2	Virgin Money Unit Tst Mgr Ltd	67	140.40	140.40	1.90	9.4	22.3	37.5
213	[+]	Prima Adventurous A Acc GBP	Margetts Fund Management	90	103.16		n/a	7.8	21.1	37.5
214	[+]	SVS Brooks Macdonald Blueprint Strategic Growth A Acc	Brooks Macdonald Asset Managem	78	212.10		1.09	8.4	22.2	37.5
215	[+]	TrinityBridge Balanced Tactical Passive X Acc	TrinityBridge	70	401.20		2.09	9.5	24.1	37.4
216	[+]	SVS Cornelian Growth D Acc	Brooks Macdonald Asset Managem	69	377.00		1.86	7.9	22.4	37.3
217	[+]	Aviva Inv Multimanager 40-85% Shares 2	Aviva Investors UK Fd Serv Ltd	66	207.40		1.49	10.8	21.6	37.3
218	[+]	VT AJ Bell Balanced I Acc	Valu-Trac Investment Managemen	61	161.13		1.87	8.1	18.6	37.2
219	[+]	SVS Brown Shipley Dynamic I Acc	Brown Shipley	97	289.21		0.95	9.1	22.9	37.2
220	[+]	Gryphon Blackwall	Evelyn Partners Fund Solutions	81	175.80		1.42	6.6	15.8	37.2
221	[+]	Quilter Investors Cirilium Moderate Blend Portfolio U1 Acc GBP	Quilter Investors Limited	60	138.45		1.86	7.5	21.4	37.1
222	[+]	Liontrust MA Blended Progressive S Acc	Liontrust	69	205.66		1.65	9.8	23.8	37.1
223	[+]	True Potential SEI Balanced Inc	True Potential Investments	65	134.65		2.90	8.4	20.1	36.9
224	[+]	Omnis Managed Adventurous B Acc	Omnis Investments Ltd	86	472.73		0.92	9.1	26.4	36.9
225	[+]	IFSL Ascot Lloyd 6 A Acc	IFSL	69	143.30		1.57	9.1	23.6	36.9
226	[+]	HSBC Global Strategy Balanced Portfolio C Acc	HSBC Asset Management (Fund Se	69	278.90		1.86	8.4	21.4	36.8
227	[+]	Nedgroup Growth Multi C GBP	Nedgroup Investments (IOM) Ltd	77	21.80 (GBP)		n/a	6.7	16.3	36.7
228	[+]	VT Greystone Global Growth R Acc	Greystone Wealth Management	94	514.57		n/a	11.0	28.8	36.7
229	[+]	Marks & Spencer Worldwide Mgd Acc	Marks & Spencer UT Managers	71	1,143.00		1.80	8.1	19.1	36.7
230	[+]	The Nectar Inc	Evelyn Partners Fund Solutions	86	167.10		1.33	11.5	24.0	36.6
231	[+]	WS Canlife Portfolio V C Acc	LF Canada Life Asset Managemen	63	195.66		1.90	6.9	18.9	36.6
232	[+]	VT Brompton Adventurous A Retail Acc	Valu-Trac Investment Managemen	73	167.15		1.94	10.0	22.7	36.6
233	[+]	WS Verbatim Portfolio 6 B Acc	Waystone Management (UK) Limit	66	243.22		n/a	10.1	20.2	36.6
234	[+]	VT Avastra Global Equity Acc GBP	Valu-Trac Investment Managemen	99	289.80		n/a	11.5	21.6	36.5
235	[+]	MI Charles Stanley Multi Asset Adventurous A Acc	Charles Stanley & Co Ltd	82	164.80		1.93	9.5	24.3	36.5
236	[+]	Vanguard Target Retirement 2030 A Acc GBP	Vanguard Investments UK Limite	69	204.07 (GBP)		2.13	9.2	23.9	36.4
237	[+]	Scottish Widows Balanced Growth D Acc	Scottish Wid UT Mgr Limited	61	215.80		2.20	9.0	19.6	36.2
238	[+]	Quilter Investors Monthly Income and Growth Portfolio U1 Acc GBP	Quilter Investors Limited	61	135.50		3.78	7.8	20.0	36.0
239	[+]	TrinityBridge Growth Managed X Acc	TrinityBridge	82	395.60		1.21	11.9	26.2	35.6
240	[+]	HSBC World Selection Balanced Portfolio C Acc	HSBC Asset Management (Fund Se	65	315.40		2.25	8.1	19.9	35.6
241	[+]	Handelsbanken Growth Multi Asset I Acc NAV	Handelsbanken ACD Limited	81	246.89		1.43	7.8	18.4	35.6
242	[+]	SVS Saltus Wealth X Acc	Evelyn Partners Fund Solutions	60	208.70		0.68	8.9	20.2	35.5
243	[+]	FP Mattioli Woods Adventurous B	FundRock Partners Ltd	94	163.47		0.76	11.2	19.9	35.2
244	[+]	VT Momentum Diversified Moderate A Acc	Momentum Global Investment Mgt	60	191.59		3.23	8.7	21.6	35.2
245	[+]	L&G Multi-Index Income 5 I Acc	Legal & General UT Mgr Ltd	59	85.92		3.60	10.7	22.9	35.2
246	[+]	Smithfield Alternative Investment	Evelyn Partners Fund Solutions	77	110.50		4.89	6.7	3.9	35.2
247	[+]	The Serissa Acc	TUTMAN LLP	75	217.00		0.51	7.6	18.4	35.1
248	[+]	Schroder Monthly Income Z Acc	Schroder UT Managers	49	103.70		5.30	9.0	22.5	35.1
249	[+]	VT Esprit Tactical Alpha Plus Acc	Valu-Trac Investment Managemen	78	139.66		2.13	8.8	24.9	34.9
250	[+]	IFSL Marlborough 6 Portfolio P Acc	Marlborough Investment Managem	65	296.46		1.49	8.7	21.2	34.9
251	[+]	abrdn MyFolio Core IV Institutional Fixed Acc GBP	abrdn Fund Managers Limited	76	123.10		1.71	9.3	18.1	34.8
252	[+]	Tully Acc	Evelyn Partners Fund Solutions	72	2,092.00		1.25	12.2	25.6	34.8
253	[+]	True Potential UBS Growth Acc	True Potential Investments	82	162.42		2.54	6.7	21.4	34.8
254	[+]	CT Managed Equity Focused Z Acc GBP	Threadneedle Investment Servic	83	201.34		1.45	7.5	22.0	34.7
255	[+]	Janus Henderson Core 6 Income & Growth I Inc	Janus Henderson Global Investo	67	117.30		4.10	8.6	18.2	34.7
256	[+]	7IM Income Portfolio A Inc	7IM Investment Funds	74	138.94		n/a	5.3	11.1	34.6
257	[+]	HL Income A Acc	Hargreaves Lansdown Fund Mgmt	58	211.53		3.15	7.1	19.5	34.6
258	[+]	Quilter Investors Cirilium Dynamic Portfolio R Acc GBP	Quilter Investors Limited	75	321.98		1.89	7.9	18.6	34.6
259	[+]	Sardasca	Evelyn Partners Fund Solutions	91	222.60		0.84	4.2	19.8	34.5
260	[+]	Scottish Widows Managed Growth 4 L Acc	Scottish Wid UT Mgr Limited	60	177.30		2.40	8.2	22.8	34.5
261	[+]	FP Russell Investments Multi Asset Growth III C Acc	FP Russell Investments ICVC	61	191.63		2.01	8.9	21.2	34.5
262	[+]	WS Doherty Balanced Managed B Acc GBP	Waystone Fund Services (UK) Li	67	190.69		0.83	8.8	16.5	34.4
263	[+]	The Princedale Inc	Evelyn Partners Fund Solutions	76	177.00		1.18	10.5	25.2	34.4
264	[+]	IFSL Equilibrium Global Equity Portfolio A	IFSL	85	140.10		0.52	9.9	22.6	34.3
265	[+]	L&G Multi-Index 5 I Acc	Legal & General UT Mgr Ltd	64	105.30		2.20	8.9	20.7	34.3
266	[+]	Fidelity Multi Asset Allocator Growth W Acc	Fidelity International (FIL In	65	229.20		n/a	8.8	20.5	34.1
267	[+]	TM Opus A	TUTMAN LLP	81	198.40		1.30	4.9	19.5	34.1
268	[+]	Premier Miton Liberation V C Acc GBP	Premier Miton Investors	53	246.50		2.72	7.0	18.8	34.0
269	[+]	WAY Flexible Global Growth Portfolio E Acc	WAY Fund Managers	77	239.02		n/a	9.3	21.5	33.9
270	[+]	Liontrust MA Explorer 70 S Acc	Liontrust	67	204.25		1.86	7.7	22.8	33.8
271	[+]	Janus Henderson Multi-Manager Active I Acc	Janus Henderson Global Investo	74	256.60		2.20	5.4	16.2	33.8
272	[+]	WS Prudential Risk Managed Active 4 P Acc	WS Prudential	56	184.39		2.32	9.5	19.7	33.8
273	[+]	Quilter Investors Creation Moderate Portfolio U2 Acc GBP	Quilter Investors Limited	59	166.50		1.90	6.7	21.0	33.7
274	[+]	Premier Miton Multi-Asset Monthly Income C Inc GBP	Premier Miton Investors	57	140.90		5.16	7.8	15.2	33.7
275	[+]	7IM AAP Moderately Adventurous C Acc	7IM Investment Funds	77	244.19		1.80	7.6	17.2	33.7
276	[+]	Barclays Global Markets Balanced R Acc GBP	Barclays Bank Plc	65	226.10		1.56	9.3	24.2	33.5
277	[+]	VT AJ Bell Income I Acc	Valu-Trac Investment Managemen	60	135.33		2.92	7.0	14.9	33.5
278	[+]	SVS Brooks Macdonald Blueprint Balanced A Acc	Brooks Macdonald Asset Managem	63	320.10		1.66	7.4	19.5	33.5
279	[+]	Allianz RiskMaster Moderate Multi Asset Y Acc	Allianz Global Invtrs GmbH(UK)	62	7,359.41		2.55	9.9	24.1	33.5
280	[+]	WAY Global Growth Portfolio E Acc	WAY Fund Managers	72	232.37		n/a	8.5	21.0	33.4
281	[+]	Invesco Summit Growth 3 (UK) Z Acc	Invesco Fund Managers Ltd	59	271.67		1.34	5.8	18.9	33.4
282	[+]	Ilex Balanced Acc	Evelyn Partners Fund Solutions	80	216.30	233.70	2.43	6.5	19.9	33.4
283	[+]	Barclays Multi-Asset Balanced B Acc	Barclays Asset Management Ltd	64	132.30		n/a	6.7	12.3	33.2
284	[+]	MGTS Clarion Explorer Portfolio X Acc	Margetts Fund Management	88	287.93		n/a	10.0	23.1	33.0
285	[+]	Vanguard LifeStrategy 60% Equity A Shares Acc	Vanguard Investments UK Limite	69	268.19 (GBP)		1.96	9.0	22.6	33.0
286	[+]	The MI Hawksmoor Vanbrugh C Acc	Hawksmoor Investment Mgmt Ltd	55	183.42		2.81	7.2	18.1	32.9
287	[+]	VT Esprit Tactical Growth Acc	Valu-Trac Investment Managemen	66	142.95		2.65	7.6	21.7	32.9
288	[+]	7IM Adventurous C Acc	7IM Investment Funds	93	358.68		1.00	6.4	14.8	32.8
289	[+]	WS Verbatim Multi-Index Portfolio 5 A Acc	Waystone Management (UK) Limit	58	236.62		0.01	9.4	23.3	32.7
290	[+]	Schroder Managed Balanced Z Acc	Schroder UT Managers	72	96.00		1.50	9.0	19.2	32.7
291	[+]	Gryphon East River	Evelyn Partners Fund Solutions	81	26,274.00		1.63	5.8	15.1	32.6
292	[+]	CT Global Multi Asset Income ZNI GBP	Threadneedle Investment Servic	63	133.71		3.06	6.0	16.8	32.6
293	[+]	BlackRock ACS Lifepath 2031-2033 X1	BlackRock	69	147.50	147.60	1.50	8.3	20.1	32.5
294	[+]	Premier Miton Multi-Asset Distribution C Inc GBP	Premier Miton Investors	57	275.00		4.79	7.4	17.3	32.5
295	[+]	HSBC World Selection - Dividend Distribution Portfolio C Acc	HSBC Asset Management (Fund Se	61	260.00		3.65	8.0	20.4	32.5
296	[+]	VT Sinfonia Income & Growth Portfolio A Acc	Valu-Trac Investment Managemen	59	247.41		0.01	8.9	20.0	32.5
297	[+]	IFSL Ascot Lloyd 5 A Acc	IFSL	59	139.90		1.58	7.2	21.3	32.5
298	[+]	Waverton Multi-Asset Income P GBP	Waverton Investment Management	56	12.89 (GBP)		n/a	4.6	15.7	32.5
299	[+]	MGTS IBOSS 6 R Acc GBP	IBOSS Asset Management Ltd	74	177.88		0.65	10.8	23.2	32.4
300	[+]	The Kingfisher A	Evelyn Partners Fund Solutions	51	198.20		1.21	7.7	14.5	32.3

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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