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

788 funds
Rank		Fund	Group	FE fundinfo Risk Score	Bid	Offer	Yield	1y	3y	5y
301	[+]	FP Russell Investments Multi Asset Growth III C Acc	FP Russell Investments ICVC	53	206.34		2.49	19.3	31.7	29.5
302	[+]	Quilter Investors Creation Moderate Portfolio U2 Acc GBP	Quilter Investors Limited	56	181.50		1.71	19.8	29.3	29.5
303	[+]	SVS Cornelian Managed Income D Acc	Brooks Macdonald Asset Managem	53	174.08		3.50	19.0	32.1	29.4
304	[+]	Vanguard Target Retirement 2025 A Acc GBP	Vanguard Investments UK Limite	52	207.65 (GBP)		2.11	17.7	31.0	29.4
305	[+]	VT North Capital Active Equity A Acc	Valu-Trac Investment Managemen	86	163.63		n/a	28.9	38.8	29.4
306	[+]	MGTS IBOSS 4 R Acc GBP	Margetts Fund Management	57	187.49		0.69	23.4	34.3	29.3
307	[+]	Gryphon Veracruz	Tutman Fund Solutions Limited	77	198.53		1.17	22.8	29.7	29.3
308	[+]	CT Global Multi Asset Income ZNI GBP	Threadneedle Investment Servic	55	140.28		2.80	16.5	26.4	29.2
309	[+]	EF WM Global Trend B Acc	WAY Fund Managers	69	156.43		0.72	22.3	29.4	29.2
310	[+]	VT Chelsea Managed Cautious Growth A Acc GBP	Valu-Trac Investment Managemen	49	155.08		2.75	15.8	29.3	29.2
311	[+]	CT Multi-Manager Universal Growth B Inc	Columbia Threadneedle Investme	64	251.90		2.30	24.3	30.9	29.1
312	[+]	WS Doherty Balanced Managed B Acc GBP	Waystone Fund Services (UK) Li	59	207.72		0.75	21.2	24.7	29.1
313	[+]	EF 8AM Balanced A	8AM Global LTD	92	163.12		1.37	31.5	40.4	29.0
314	[+]	WS Aegon Multi-Asset Income 3 A Inc	Aegon Investments Limited	58	120.96		3.08	20.5	30.4	29.0
315	[+]	WS Sequel Balanced Target Return Strategy Retail	Waystone Management (UK) Limit	60	195.45		0.45	22.4	30.8	29.0
316	[+]	MI Brewin Dolphin Voyager Max 70% Equity A Acc	Brewin Dolphin Limited	51	144.80		n/a	18.8	31.0	28.9
317	[+]	Invesco Summit Growth 3 (UK) Z Acc	Invesco Fund Managers Ltd	56	291.10		1.34	17.1	28.0	28.9
318	[+]	SVS Cornelian Managed Growth RMP G Acc	Brooks Macdonald Asset Managem	55	163.67		2.60	19.5	29.8	28.9
319	[+]	Schroder Monthly Income Z Acc	Schroder UT Managers	47	112.20		5.50	18.4	29.8	28.8
320	[+]	SVS Brooks Macdonald Blueprint Balanced A Acc	Brooks Macdonald Asset Managem	55	349.00		1.47	21.0	30.4	28.7
321	[+]	HL Income A Acc	Hargreaves Lansdown Fund Mgmt	59	227.57		2.94	17.7	27.4	28.6
322	[+]	MI Verbatim Portfolio 5 Growth B Acc	Apex Fundrock Ltd	52	255.42		1.31	20.8	30.3	28.6
323	[+]	CT Managed Equity Focused Z Acc GBP	Threadneedle Investment Servic	74	218.06		1.31	23.8	32.5	28.5
324	[+]	Ilex Balanced Acc	Tutman Fund Solutions Limited	63	230.50	249.00	2.36	16.4	28.0	28.5
325	[+]	Invesco Summit Responsible 3 (UK) Z Acc	Invesco Fund Managers Ltd	55	260.89		n/a	17.3	30.1	28.5
326	[+]	7IM Adventurous C Acc	7IM Investment Funds	79	401.01		0.50	27.5	27.2	28.5
327	[+]	Discovery Growth B GBP	Valu-Trac Investment Managemen	64	250.80		0.10	23.8	31.9	28.4
328	[+]	WS AVI Worldwide Opportunities B GBP	Waystone Management (UK) Limit	57	683.46		2.40	18.1	30.8	28.4
329	[+]	Barclays Multi-Asset Balanced B Acc	Barclays Asset Management Ltd	53	141.50		n/a	17.2	22.3	28.3
330	[+]	TrinityBridge Managed Income X Acc	TrinityBridge	45	307.40		4.02	17.0	28.6	28.2
331	[+]	Family Balanced International A	Family Investment Management	74	609.70	609.70	1.48	23.7	31.8	28.2
332	[+]	Waverton Multi-Asset Income P GBP	Waverton Investment Management	55	13.63 (GBP)		n/a	14.8	24.8	28.2
333	[+]	VT Avastra Global Equity GBP Acc A£	Valu-Trac Investment Managemen	77	314.24		0.00	27.0	33.2	28.1
334	[+]	BlackRock MyMap 4 D Acc	BlackRock	53	151.16		1.88	19.3	31.7	28.1
335	[+]	Headway	Tutman Fund Solutions Limited	62	251.40		0.37	20.8	32.5	28.1
336	[+]	Janus Henderson Multi-Manager Active I Acc	Janus Henderson Global Investo	74	278.20		2.10	20.2	27.3	27.9
337	[+]	Liontrust MA Blended Intermediate S Acc	Liontrust	55	201.95		1.96	22.1	34.6	27.9
338	[+]	Mellifera Managed A Inc	Thesis Unit Trust Mgmt Ltd	61	204.90		n/a	24.1	34.3	27.9
339	[+]	SPW Balanced Solution G Acc	Scottish Widows Schroder Perso	57	195.60		1.30	20.9	28.6	27.8
340	[+]	FP Mattioli Woods Adventurous B	FundRock Partners Ltd	78	182.52		0.51	29.9	38.7	27.8
341	[+]	Liontrust MA Explorer 70 S Acc	Liontrust	57	219.87		2.14	19.7	31.6	27.8
342	[+]	Schroder Managed Wealth Portfolio Z Acc	Schroder UT Managers	55	104.40		n/a	18.4	28.0	27.8
343	[+]	Xtrackers Portfolio UCITS ETF 1C GBP	Xtrackers (IE) PLC	59	293.74 (GBP)		n/a	21.7	32.5	27.8
344	[+]	FP Brunel Diversifying Returns	FundRock Partners Ltd	38	131.21		0.02	11.6	24.2	27.8
345	[+]	L&G Mixed Investment Income 20-60% I Acc	Legal & General UT Mgr Ltd	50	87.18		4.10	17.0	30.9	27.8
346	[+]	Scottish Widows Horizon Multi-Asset 4 Z Acc	Scottish Wid UT Mgr Limited	67	107.60		1.80	24.8	34.4	27.7
347	[+]	Smithfield Alternative Investment	Tutman Fund Solutions Limited	69	115.30		4.43	13.4	24.3	27.6
348	[+]	VT Johnston Growth Portfolio A Acc	Valu-Trac Investment Managemen	61	137.22		n/a	17.1	25.1	27.6
349	[+]	L&G DIVERSIFIED I Acc	Legal & General UT Mgr Ltd	53	66.82		3.10	17.9	29.5	27.5
350	[+]	WS Sequel Growth Target Return Strategy Retail	Waystone Management (UK) Limit	90	203.96		0.25	29.4	32.6	27.5
351	[+]	SVS Brown Shipley Growth I Acc	Tutman Fund Solutions Limited	74	309.85		1.25	26.3	38.3	27.4
352	[+]	Thesis Lion Growth Acc	Thesis Unit Trust Mgmt Ltd	84	486.90	503.20	0.45	38.2	58.0	27.4
353	[+]	Royal London GMAP Balanced M Acc	Royal London Unit Tst Mgrs Ltd	40	161.50		2.50	14.2	24.4	27.4
354	[+]	WS Keyridge Diversified Risk Managed IV C Acc	Keyridge Asset Management	48	144.34		2.10	16.2	25.8	27.3
355	[+]	MGTS Future Money Dynamic Growth R Acc	Margetts Fund Management	66	312.22		1.05	25.0	33.5	27.2
356	[+]	MI Verbatim Multi-Index Portfolio 4 A Acc	Apex Fundrock Ltd	44	229.03		1.35	18.2	29.6	27.1
357	[+]	Fidelity Multi Asset Open Strategic W Acc	Fidelity International (FIL In	49	194.10		1.01	17.8	26.9	27.1
358	[+]	Quilter Investors Cirilium Adventurous Portfolio R Acc GBP	Quilter Investors Limited	77	159.90		0.84	26.2	34.3	27.0
359	[+]	MGTS Clarion Navigator Portfolio X Acc	Margetts Fund Management	55	141.25		n/a	22.3	34.0	26.9
360	[+]	VT PortfolioMetrix Core Balanced Portfolio A Acc GBP	Valu-Trac Investment Managemen	50	130.65		n/a	20.6	33.0	26.7
361	[+]	The Serissa Acc	TUTMAN LLP	66	231.60		0.51	20.8	27.5	26.6
362	[+]	Janus Henderson Multi-Manager Managed I Acc	Janus Henderson Global Investo	68	215.00		2.20	18.4	25.5	26.6
363	[+]	Scottish Widows Balanced Growth Portfolio A Acc	Scottish Wid UT Mgr Limited	51	286.10		2.20	19.5	29.2	26.5
364	[+]	Gryphon Brooklyn	Tutman Fund Solutions Limited	69	194.14		1.14	18.8	26.6	26.5
365	[+]	MGTS Future Money Income R Acc	Margetts Fund Management	56	272.21		3.20	17.7	26.2	26.4
366	[+]	abrdn MyFolio Enhanced ESG III Institutional B Fixed Acc GBP	abrdn Fund Managers Limited	59	65.40		1.69	23.4	31.7	26.4
367	[+]	CG AJ Bell Moderately Cautious I Acc	Carne Global Fund Managers (UK	47	152.64		2.74	18.1	26.3	26.4
368	[+]	VT Redlands Multi-Asset Portfolio A GBP	Valu-Trac Investment Managemen	43	147.84		2.71	14.5	27.7	26.4
369	[+]	The Penare Acc	Thesis Unit Trust Mgmt Ltd	74	169.00		n/a	28.5	47.2	26.3
370	[+]	VT Tatton Blended Cautious A Acc	Valu-Trac Investment Managemen	42	150.06		1.09	17.4	28.0	26.2
371	[+]	TrinityBridge Conservative Tactical Passive X Acc	TrinityBridge	50	357.40		2.23	18.5	30.3	26.2
372	[+]	WS Sequel Real Assets Diversified Retail	Waystone Management (UK) Limit	64	111.97		0.82	22.3	27.6	26.1
373	[+]	TM UBS (UK) Balanced C Acc	Thesis Unit Trust Mgmt Ltd	53	130.90		1.40	17.1	27.6	26.1
374	[+]	The Diversification ICVC B 2002	Thesis Unit Trust Mgmt Ltd	66	3,012.10		0.59	10.6	16.5	26.0
375	[+]	7IM Moderately Adventurous C Acc	7IM Investment Funds	68	385.39		0.60	23.4	26.1	25.9
376	[+]	WS Resilient MM Balanced Managed X	Waystone Management (UK) Limit	75	242.63		1.48	30.3	30.7	25.9
377	[+]	CT Dynamic Real Return ZNA GBP	Threadneedle Investment Servic	65	183.36		2.19	20.2	29.0	25.8
378	[+]	True Potential UBS Cautious Acc	True Potential Investments	51	153.31		2.53	19.1	29.7	25.8
379	[+]	Gryphon Pebble	Tutman Fund Solutions Limited	77	264.89		1.22	22.8	27.0	25.7
380	[+]	MGTS Attivo Investments Diversified 70-80 R Acc	Margetts Fund Management	71	130.01		n/a	23.5	24.5	25.7
381	[+]	EF Brompton Global Income B	WAY Fund Managers	46	143.76		3.21	19.0	26.8	25.6
382	[+]	Premier Miton Multi-Asset Monthly Income C Inc GBP	Premier Miton Investors	54	146.50		5.00	14.4	24.9	25.5
383	[+]	Schroder Blended Portfolio 4 Z Acc	Schroder UT Managers	37	77.62		1.72	15.4	26.6	25.3
384	[+]	Premier Miton Multi-Asset Distribution C Inc GBP	Premier Miton Investors	54	284.60		4.74	14.7	27.1	25.2
385	[+]	WS Aegon Multi-Asset 3 A Acc	Aegon Investments Limited	57	139.16		2.05	17.5	27.3	25.1
386	[+]	CT MM Navigator Distribution C Inc	Columbia Threadneedle Investme	48	50.54		4.70	14.5	22.8	25.1
387	[+]	IFSL Equilibrium Global Equity Portfolio A	IFSL	74	152.90		0.62	25.2	38.9	25.0
388	[+]	MGTS Future Money Real Growth R Acc	Margetts Fund Management	55	262.14		1.75	18.3	26.4	24.9
389	[+]	Discovery Balanced B Inc GBP	Valu-Trac Investment Managemen	55	142.61		3.80	22.1	30.5	24.9
390	[+]	HSBC Global Responsible Multi-Asset Balanced Portfolio C Acc	HSBC Asset Management (Fund Se	56	157.50		1.46	18.3	26.1	24.7
391	[+]	abrdn MyFolio Multi Manager III Inst Acc GBP	abrdn Fund Managers Limited	53	115.70		2.29	18.0	27.0	24.6
392	[+]	Quilter Investors Cirilium Balanced Passive Portfolio R Acc GBP	Quilter Investors Limited	45	212.75		2.95	16.9	27.5	24.6
393	[+]	WS Prudential Risk Managed Passive 3 P Acc	WS Prudential	47	191.04		2.33	18.2	29.2	24.6
394	[+]	Omnis Multi-Manager Balanced B Acc	Omnis Investments Ltd	65	298.52		1.80	23.7	29.9	24.5
395	[+]	MI Activus Opportunity A Acc	Activus Wealth Ltd	93	140.38		n/a	32.9	44.0	24.4
396	[+]	Barclays Multi-Asset Balanced Income R	Barclays Bank Plc	50	128.60		3.09	18.5	27.5	24.3
397	[+]	JPM Multi Manager Growth C Acc	JP Morgan Asset Management UK	107	353.40		1.63	36.4	43.3	24.3
398	[+]	MI Brewin Dolphin Voyager Max 60% Equity A Acc	Brewin Dolphin Limited	46	136.44		n/a	16.6	28.4	24.2
399	[+]	Thesis Thameside Managed Acc	Thesis Unit Trust Mgmt Ltd	61	3,770.90	3,895.50	n/a	17.1	35.9	24.2
400	[+]	MI Charles Stanley Multi Asset Moderate A Acc	Charles Stanley & Co Ltd	51	149.72		2.60	20.0	30.2	24.1
401	[+]	Premier Miton Liberation IV C Acc GBP	Premier Miton Investors	45	214.40		3.03	15.8	24.4	24.1
402	[+]	The Explorer Growth	Yealand Fund Services Limited	84	280.31		0.71	23.6	14.6	24.1
403	[+]	abrdn MyFolio Index II Inst B Acc GBP	abrdn Fund Managers Limited	47	70.66		2.74	16.8	27.3	24.1
404	[+]	IFSL Titan Mazarin Cautious A Acc GBP	IFSL	49	140.70		1.01	20.1	28.0	23.9
405	[+]	MI Canaccord Genuity Risk Profile 5 A Acc	Canaccord Genuity Limited	48	138.84		2.29	17.4	25.7	23.8
406	[+]	FP Mattioli Woods Cautious B	FundRock Partners Ltd	47	119.21		1.30	19.1	25.4	23.8
407	[+]	Schroder Sustainable Future Multi-Asset Z Acc	Schroder UT Managers	54	109.10		2.20	20.2	28.7	23.7
408	[+]	Vanguard Target Retirement 2020 A Acc GBP	Vanguard Investments UK Limite	41	190.94 (GBP)		2.40	13.6	25.6	23.7
409	[+]	CT Multi-Manager Universal Balanced B Inc	Columbia Threadneedle Investme	56	223.50		2.40	19.5	25.6	23.7
410	[+]	VT Momentum Diversified Income B Inc	Momentum Global Investment Mgt	52	112.39		5.03	15.4	29.3	23.7
411	[+]	SVS Cornelian Managed Growth D Acc	Brooks Macdonald Asset Managem	52	261.07		2.35	16.9	27.7	23.7
412	[+]	L&G Mixed Investment 20-60% I Acc	Legal & General UT Mgr Ltd	53	88.16		2.70	18.0	28.4	23.6
413	[+]	BlackRock Consensus 60 D	BlackRock	50	206.14	206.14	2.24	16.2	25.6	23.6
414	[+]	GFS Investments Inc	Tutman Fund Solutions Limited	69	127.80		0.96	20.0	27.7	23.6
415	[+]	VT Tatton Oak Cautious Growth B	Valu-Trac Investment Managemen	41	280.28		1.21	16.2	26.3	23.5
416	[+]	SVS Saltus Real Return X Inc	Tutman Fund Solutions Limited	34	116.90		0.58	8.9	19.3	23.3
417	[+]	EF Brompton Global Balanced B	WAY Fund Managers	45	193.29		1.26	18.5	27.8	23.3
418	[+]	L&G Multi Asset Core 45 I Acc GBP	Legal & General UT Mgr Ltd	47	64.75		2.50	15.9	24.3	23.3
419	[+]	The Galacum Acc	Tutman Fund Solutions Limited	68	152.10		1.29	25.6	30.8	23.2
420	[+]	MGTS IBOSS 2 R Acc GBP	Margetts Fund Management	44	162.64		0.27	17.8	27.3	23.0
421	[+]	WS Bentley US Dollar Balanced	Waystone Management (UK) Limit	55	1.76 (USD)		0.44	18.5	24.0	22.9
422	[+]	True Potential SEI Cautious Acc	True Potential Investments	43	163.25		2.99	15.3	25.6	22.9
423	[+]	Omnis Managed Balanced B Inc	Omnis Investments Ltd	63	192.76		0.87	23.5	30.7	22.8
424	[+]	abrdn MyFolio Core III Institutional Fixed Acc GBP	abrdn Fund Managers Limited	57	119.10		1.78	21.9	29.3	22.8
425	[+]	MI Verbatim Portfolio 4 B Acc	Apex Fundrock Ltd	45	229.57		1.25	17.8	26.1	22.8
426	[+]	WS Calibre Equity B Acc GBP	Waystone Fund Services (UK) Li	74	199.59		0.29	23.2	23.9	22.7
427	[+]	NFU Mutual Mixed Portfolio 20 - 60% Shares C	NFU Mutual Unit Managers Ltd	61	151.44		2.28	16.7	26.4	22.7
428	[+]	Schroder SUTL Cazenove GBP Cautious S Acc	Schroder UT Managers	35	61.31		1.76	13.1	24.1	22.6
429	[+]	Quilter Investors Cirilium Dynamic Portfolio R Acc GBP	Quilter Investors Limited	69	351.26		1.21	22.8	31.6	22.5
430	[+]	Quilter Investors Cirilium Balanced Blend Portfolio U1 Acc GBP	Quilter Investors Limited	45	134.29		2.21	14.9	21.9	22.3
431	[+]	VT Greystone Balanced Managed R Acc	Greystone Wealth Management	55	302.00		1.42	22.5	32.0	22.3
432	[+]	VT Momentum Diversified Growth B Acc	Momentum Global Investment Mgt	63	253.53		2.29	16.3	25.3	22.3
433	[+]	WS Prudential Risk Managed Active 3 P Acc	WS Prudential	46	183.12		1.93	17.1	26.9	22.2
434	[+]	VT Sinfonia Cautious Managed Portfolio A Acc	Valu-Trac Investment Managemen	43	237.46		0.03	17.0	24.8	22.1
435	[+]	Liontrust MA Explorer Income 60 S Inc	Liontrust	51	144.10		2.23	17.5	29.2	22.0
436	[+]	Liontrust MA Dynamic Passive Moderate S Acc	Liontrust	47	197.25		2.13	19.2	31.5	22.0
437	[+]	Prima Balanced A Acc GBP	Margetts Fund Management	67	113.10		n/a	22.4	27.9	22.0
438	[+]	Quilter Investors Monthly Income Portfolio U1 Inc GBP	Quilter Investors Limited	46	101.50		4.30	15.8	24.2	22.0
439	[+]	Aviva Inv Multimanager 20-60% Shares 2	Aviva Investors UK Fd Serv Ltd	43	190.54		1.71	15.7	25.8	21.9
440	[+]	Allianz RiskMaster Conservative Multi Asset Y Acc	Allianz Global Invtrs GmbH(UK)	50	7,261.47		2.19	18.6	29.3	21.9
441	[+]	WAY MA Cautious Portfolio E Acc	WAY Fund Managers	49	194.57		n/a	17.8	26.1	21.9
442	[+]	JPM JPM Diversified Growth C Acc	JP Morgan Asset Management UK	57	395.90		1.70	16.0	28.5	21.9
443	[+]	TM UBS (UK) Global Balanced C Acc	Thesis Unit Trust Mgmt Ltd	51	221.30		0.50	18.0	27.1	21.9
444	[+]	7IM AAP Balanced C Acc	7IM Investment Funds	57	226.81		1.50	19.5	24.2	21.8
445	[+]	The Cranmer Investment	TUTMAN LLP	49	2,660.00		1.01	16.6	15.8	21.6
446	[+]	CG Morningstar Multi Asset 40 A	Carne Global Fund Managers (UK	43	1.24 (GBP)		n/a	15.6	23.6	21.6
447	[+]	WS Keyridge Portfolio IV C Acc	Keyridge Asset Management	50	181.00		2.30	16.8	23.3	21.5
448	[+]	Schroder Diversified Growth Inst Acc	Schroder UT Managers	59	131.80		2.30	21.8	30.6	21.5
449	[+]	IFSL Marlborough 4 Portfolio P Inc	Marlborough Investment Managem	48	106.34		1.77	17.6	25.7	21.5
450	[+]	Broadway ICVC Balanced	The 140 Investment Managers	62	211.44		3.91	8.7	15.2	21.4

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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