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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
301	[+]	Sussex Growth Fund Inc GBP	Evelyn Partners Fund Solutions	131	447.40		0.64	5.2	21.7	32.2
302	[+]	WS Prudential Risk Managed Passive 4 P Acc	WS Prudential	57	181.30		2.40	8.9	22.3	32.1
303	[+]	Mellifera Managed A Inc	Thesis Unit Trust Mgmt Ltd	63	180.10		1.61	6.7	14.1	32.1
304	[+]	Santander Atlas Portfolio 5 IA	Santander Asset Mgmt UK Ltd	59	271.20		1.91	8.0	21.3	32.0
305	[+]	Margetts Venture Strategy R Acc	Margetts Fund Management	97	773.97	774.12	0.98	13.0	17.5	32.0
306	[+]	L&G Future World ESG Screened and Selected Multi-Index 5 I Acc	Legal & General UT Mgr Ltd	65	70.83		2.10	8.4	20.3	31.9
307	[+]	Janus Henderson Multi-Manager Managed I Acc	Janus Henderson Global Investo	67	199.30		2.40	5.3	16.5	31.9
308	[+]	Xtrackers Portfolio UCITS ETF 1C GBP	Xtrackers (IE) PLC	62	269.42 (GBP)		n/a	10.7	21.8	31.9
309	[+]	MI Diversified Strategy C Inc	Lowes Investment Management	61	1.59 (GBP)		0.61	11.1	23.2	31.9
310	[+]	Volare Strategic Income A Inc	Volare	54	105.90		4.24	8.8	20.6	31.8
311	[+]	Vanguard Target Retirement 2025 A Acc GBP	Vanguard Investments UK Limite	59	193.47 (GBP)		2.26	8.3	21.5	31.8
312	[+]	TrinityBridge Balanced Managed X Acc	TrinityBridge	67	348.30		1.68	10.4	23.6	31.8
313	[+]	Jupiter Merlin Income Portfolio I Acc	Jupiter Unit Trust Mgrs Ltd	65	442.92		3.29	10.7	21.0	31.7
314	[+]	SVS Brown Shipley Growth I Acc	Brown Shipley	83	282.60		1.24	9.7	22.2	31.7
315	[+]	Schroder Blended Portfolio 5 Z Acc	Schroder UT Managers	50	77.40		1.63	8.5	20.0	31.6
316	[+]	Scottish Widows Horizon Multi-Asset 4 Z Acc	Scottish Wid UT Mgr Limited	77	97.11		0.50	8.3	22.4	31.4
317	[+]	FP Mattioli Woods Growth B	FundRock Partners Ltd	79	136.33		1.09	9.9	18.5	31.3
318	[+]	JPM Multi Manager Growth C Acc	JP Morgan Asset Management UK	114	307.20		1.73	11.6	18.7	31.3
319	[+]	VT Chelsea Managed Cautious Growth A Acc GBP	Valu-Trac Investment Managemen	55	144.85		2.98	8.6	16.5	31.3
320	[+]	The Cranmer Investment	TUTMAN LLP	52	2,478.00		1.01	7.7	10.3	31.3
321	[+]	SVS Cornelian Managed Income D Acc	Brooks Macdonald Asset Managem	56	159.00		3.64	7.6	18.8	31.2
322	[+]	MGTS Sentinel Enterprise B Acc	Margetts Fund Management	112	294.02		0.41	6.2	14.1	31.2
323	[+]	GAM Star Global Aggressive Inst Acc GBP	GAM Fund Management Ltd	94	23.53 (GBP)		0.40	10.9	23.1	31.1
324	[+]	Gryphon Veracruz	Evelyn Partners Fund Solutions	83	183.05		1.09	5.0	14.3	31.0
325	[+]	HL High Income A Acc	Hargreaves Lansdown Fund Mgmt	51	147.14		4.00	6.7	16.2	31.0
326	[+]	Plain Andrews	Evelyn Partners Fund Solutions	88	223.20	223.20	1.15	7.2	21.7	31.0
327	[+]	IFSL YOU Multi-Asset Blend Balanced A Acc	IFSL	53	135.20		0.96	9.0	19.0	30.9
328	[+]	The Davids	Waystone Management (UK) Limit	77	3,035.40		0.65	-1.1	8.6	30.8
329	[+]	CT Multi-Manager Universal Balanced B Inc	Columbia Threadneedle Investme	62	210.90		2.10	6.5	17.5	30.8
330	[+]	WS Verbatim Portfolio 5 Growth B Acc	Waystone Management (UK) Limit	59	234.33		n/a	9.1	19.0	30.6
331	[+]	VT Johnston Growth Portfolio A Acc	Valu-Trac Investment Managemen	67	130.69		n/a	7.8	21.0	30.6
332	[+]	IFSL Ascot Lloyd 8 A Acc	IFSL	86	146.40		1.77	11.6	20.2	30.6
333	[+]	Sarasin Balanced Managed M Acc GBP	Sarasin Investment Funds Ltd	70	109.20		n/a	8.4	19.7	30.6
334	[+]	abrdn MyFolio Multi Manager III Inst Acc GBP	abrdn Fund Managers Limited	58	107.50		1.35	7.7	17.2	30.5
335	[+]	Langham	Evelyn Partners Fund Solutions	91	1,786.00	1,883.00	n/a	5.9	18.2	30.5
336	[+]	L&G Mixed Investment Income 20-60% I Acc	Legal & General UT Mgr Ltd	54	81.10		3.70	8.8	22.7	30.4
337	[+]	VT Redlands Multi-Asset Portfolio A GBP	Valu-Trac Investment Managemen	49	134.17		4.26	8.1	11.2	30.3
338	[+]	The Diversification ICVC B 2002	Thesis Unit Trust Mgmt Ltd	81	2,949.90		0.59	4.6	11.3	30.2
339	[+]	Family Balanced International A	Family Investment Management	72	544.60	544.60	1.59	7.7	18.0	30.1
340	[+]	JPM JPM Diversified Growth C Acc	JP Morgan Asset Management UK	66	374.20		1.78	5.1	19.7	30.1
341	[+]	CT MM Navigator Distribution C Inc	Columbia Threadneedle Investme	56	49.18		5.20	4.4	14.3	30.1
342	[+]	GFS Investments Inc	Evelyn Partners Fund Solutions	76	119.50		1.15	8.0	16.2	30.0
343	[+]	IFSL atomos Balanced A Acc	IFSL	64	142.60		n/a	9.7	25.6	30.0
344	[+]	Liontrust MA Dynamic Passive Intermediate S Acc	Liontrust	60	201.73		2.08	9.6	21.2	30.0
345	[+]	7IM Moderately Adventurous C Acc	7IM Investment Funds	79	349.83		1.40	5.7	15.9	29.9
346	[+]	Jupiter Fund of Investment Trusts I Acc	Jupiter Unit Trust Mgrs Ltd	96	388.85		0.92	8.3	15.0	29.9
347	[+]	SVS Cornelian Managed Growth RMP G Acc	Brooks Macdonald Asset Managem	60	149.70		2.70	6.1	16.9	29.7
348	[+]	MI Charles Stanley Multi Asset Growth B Acc	Charles Stanley & Co Ltd	73	200.95		2.24	8.5	21.1	29.7
349	[+]	SPW Balanced Solution G Acc	Scottish Widows Schroder Perso	63	180.80		1.30	8.2	17.9	29.7
350	[+]	The TM Lancewood Acc	Thesis Unit Trust Mgmt Ltd	94	310.80		0.88	6.0	17.0	29.7
351	[+]	IFSL Titan Mazarin Balanced A Acc GBP	IFSL	71	136.00		1.31	9.8	22.2	29.6
352	[+]	Trowbridge Inc GBP	Thesis Unit Trust Mgmt Ltd	78	163.10		n/a	10.3	20.4	29.6
353	[+]	MGTS Future Money Income R Acc	Margetts Fund Management	64	250.56		3.20	6.8	18.3	29.6
354	[+]	Gryphon Brooklyn	Evelyn Partners Fund Solutions	76	181.29		1.44	4.2	13.2	29.6
355	[+]	Epworth Multi Asset For Charities Retail Inc	Epworth Investment Management	85	114.68		n/a	3.2	11.0	29.5
356	[+]	Schroder Managed Wealth Portfolio Z Acc	Schroder UT Managers	58	96.25		1.60	5.8	15.6	29.4
357	[+]	WS Sequel Cautious Target Return Strategy Retail	Waystone Management (UK) Limit	43	158.39		n/a	5.8	13.6	29.4
358	[+]	WS Opie Street Growth R Acc GBP	Waystone Fund Services (UK) Li	77	536.96		0.97	8.1	18.3	29.3
359	[+]	True Potential UBS Balanced Acc	True Potential Investments	65	150.83		2.61	6.8	18.3	29.2
360	[+]	MI Canaccord Genuity Risk Profile 5 A Acc	Canaccord Genuity Limited	57	129.89		2.29	6.3	17.7	29.2
361	[+]	7IM Select Moderately Adventurous C Acc	7IM Investment Funds	77	130.07		1.20	6.1	15.9	29.1
362	[+]	EF Brompton Global Income B	WAY Fund Managers	49	134.01		3.10	6.3	16.0	28.9
363	[+]	IFSL Equilibrium Adventurous Portfolio A Acc	IFSL	54	139.00		1.74	8.1	18.0	28.8
364	[+]	IFSL Titan Mazarin Adventurous A Acc GBP	IFSL	81	132.60		0.98	10.6	23.1	28.7
365	[+]	GAM Star Global Flexible Inst GBP	GAM Fund Management Ltd	71	21.09 (GBP)		0.70	11.6	22.9	28.5
366	[+]	MGTS Clarion Meridian Portfolio X Acc	Margetts Fund Management	77	260.99		n/a	9.0	21.0	28.5
367	[+]	TrinityBridge Managed Income X Acc	TrinityBridge	51	284.10		4.02	8.1	16.1	28.4
368	[+]	FP Mattioli Woods Balanced B Inc	FundRock Partners Ltd	65	128.41		1.44	9.2	18.1	28.4
369	[+]	Thesis Eldon Inc	Thesis Unit Trust Mgmt Ltd	159	271.10 (USX)	290.30 (USX)	n/a	8.3	36.7	28.4
370	[+]	L&G DIVERSIFIED I Acc	Legal & General UT Mgr Ltd	58	61.72		3.10	7.9	16.7	28.3
371	[+]	Thesis Lion Growth Acc	Thesis Unit Trust Mgmt Ltd	104	428.00	442.10	0.45	15.5	29.8	28.3
372	[+]	Headway	Evelyn Partners Fund Solutions	70	229.00		1.20	8.3	20.7	28.3
373	[+]	WS Canlife Diversified Risk Managed IV C Acc	LF Canada Life Asset Managemen	48	134.02		1.78	7.0	15.7	28.2
374	[+]	FP Russell Investments Multi Asset Income C Inc	FP Russell Investments ICVC	55	96.57		4.42	6.2	15.3	28.1
375	[+]	Fidelity Multi Asset Open Strategic W Acc	Fidelity International (FIL In	49	177.80		1.01	8.2	17.3	28.1
376	[+]	NFU Mutual Mixed Portfolio 20 - 60% Shares C	NFU Mutual Unit Managers Ltd	64	142.57		2.47	5.6	18.9	28.0
377	[+]	L&G Multi Manager Income Trust I Acc	Legal & General UT Mgr Ltd	51	111.30		3.00	7.7	17.7	27.8
378	[+]	Scottish Widows Balanced Growth Portfolio A Acc	Scottish Wid UT Mgr Limited	55	263.80		2.20	7.7	16.7	27.7
379	[+]	MGTS IBOSS 4 R Acc GBP	IBOSS Asset Management Ltd	65	168.30		0.69	9.2	20.6	27.7
380	[+]	TM UBS (UK) Balanced C Acc	Thesis Unit Trust Mgmt Ltd	57	122.30		1.40	7.8	19.7	27.7
381	[+]	Barclays Multi-Asset Balanced Income R	Barclays Bank Plc	61	121.70		3.09	7.4	18.2	27.7
382	[+]	TrinityBridge Conservative Managed X Acc	TrinityBridge	52	290.10		2.45	8.6	20.0	27.5
383	[+]	Discovery Growth B GBP	Valu-Trac Investment Managemen	70	225.06		0.10	5.6	18.4	27.4
384	[+]	WS Verbatim Multi-Index Portfolio 4 A Acc	Waystone Management (UK) Limit	51	212.44		0.02	8.4	20.4	27.4
385	[+]	Handelsbanken Income Plus Multi Asset I Inc NAV	Handelsbanken ACD Limited	54	114.16		4.78	5.6	12.7	27.3
386	[+]	MGTS Future Money Real Growth R Acc	Margetts Fund Management	64	242.25		1.75	6.0	17.1	27.3
387	[+]	BlackRock ACS Lifepath 2028-2030 X1	BlackRock	63	141.50	141.60	1.50	7.3	17.9	27.2
388	[+]	Quilter Investors Cirilium Moderate Portfolio R Acc GBP	Quilter Investors Limited	61	303.40		2.36	6.3	15.4	27.2
389	[+]	Liontrust MA Blended Intermediate S Acc	Liontrust	61	183.94		1.83	8.8	20.0	27.1
390	[+]	MGTS Future Money Dynamic Growth R Acc	Margetts Fund Management	75	279.14		1.05	8.3	18.8	27.1
391	[+]	Royal London GMAP Balanced M Acc	Royal London Unit Tst Mgrs Ltd	44	149.50		2.57	3.8	12.7	27.0
392	[+]	Janus Henderson Core 5 Income I Inc	Janus Henderson Global Investo	58	109.90		4.50	7.5	15.1	26.9
393	[+]	VT Tatton Blended Cautious A Acc	Valu-Trac Investment Managemen	48	139.33		1.09	7.7	18.4	26.8
394	[+]	Premier Miton Liberation IV C Acc GBP	Premier Miton Investors	46	198.40		3.28	5.2	15.5	26.7
395	[+]	HSBC Global Responsible Multi-Asset Balanced Portfolio C Acc	HSBC Asset Management (Fund Se	60	146.80		1.64	5.8	15.1	26.6
396	[+]	WS Calibre Equity B Acc GBP	Waystone Fund Services (UK) Li	90	180.02		n/a	5.0	16.7	26.5
397	[+]	Pharaoh Income Fund Inc GBP	Evelyn Partners Fund Solutions	108	282.69		1.59	3.9	11.6	26.4
398	[+]	Fenix Balanced	Yealand Fund Services Limited	108	198.11		1.87	4.8	13.7	26.2
399	[+]	Handelsbanken Balanced Multi Asset I Acc NAV	Handelsbanken ACD Limited	67	202.46		1.79	6.8	14.8	26.2
400	[+]	Gryphon Pebble	Evelyn Partners Fund Solutions	78	241.78		1.31	3.8	13.1	26.1
401	[+]	FP Apollo Multi Asset Adventurous D GBP	Apollo Asset Management	72	141.33		0.01	7.0	12.1	26.1
402	[+]	WS Doherty Cautious Managed B Acc GBP	Waystone Fund Services (UK) Li	44	164.12		1.01	5.7	13.2	26.0
403	[+]	Schroder Blended Portfolio 4 Z Acc	Schroder UT Managers	42	72.58		1.76	7.4	17.6	25.9
404	[+]	Vanguard Target Retirement 2020 A Acc GBP	Vanguard Investments UK Limite	47	180.68 (GBP)		2.53	6.8	18.2	25.8
405	[+]	WS Opie Street Balanced R Acc GBP	Waystone Fund Services (UK) Li	68	487.28		2.66	6.9	14.8	25.7
406	[+]	SVS Cornelian Managed Growth D Acc	Brooks Macdonald Asset Managem	56	241.50		2.40	5.7	16.8	25.7
407	[+]	VT Global Total Return F	Valu-Trac Investment Managemen	50	153.98		0.00	3.1	11.7	25.6
408	[+]	TM Total Return A 2011	Thesis Unit Trust Mgmt Ltd	68	18.84 (GBP)		n/a	8.8	20.0	25.5
409	[+]	The Penare Acc	Thesis Unit Trust Mgmt Ltd	97	151.30		n/a	8.0	23.5	25.4
410	[+]	Omnis Multi-Manager Balanced B Acc	Omnis Investments Ltd	70	267.36		2.13	8.0	15.8	25.3
411	[+]	abrdn MyFolio Core III Institutional Fixed Acc GBP	abrdn Fund Managers Limited	61	108.50		1.98	8.0	14.7	25.3
412	[+]	Thesis Thameside Managed Acc	Thesis Unit Trust Mgmt Ltd	65	3,552.90	3,669.90	n/a	16.5	29.0	25.2
413	[+]	CT Dynamic Real Return ZNA GBP	Threadneedle Investment Servic	66	168.98		2.36	6.8	18.1	25.1
414	[+]	BlackRock MyMap 4 D Acc	BlackRock	61	140.51		1.87	8.4	20.3	25.1
415	[+]	WS Resilient MM Balanced Managed X	Waystone Management (UK) Limit	75	213.23		1.88	8.9	11.0	25.1
416	[+]	WS Aegon Multi-Asset Income 3 A Inc	Aegon Investments Limited	61	112.35		2.72	6.1	17.2	25.1
417	[+]	WS T. Bailey Multi-Asset Dynamic A Inc	Waystone Fund Services (UK) Li	47	73.66		2.54	7.9	12.2	25.0
418	[+]	L&G Mixed Investment 20-60% I Acc	Legal & General UT Mgr Ltd	57	81.59		2.60	7.4	19.0	25.0
419	[+]	WS Prudential Risk Managed Active 3 P Acc	WS Prudential	48	169.31		2.33	8.1	17.2	25.0
420	[+]	MGTS Clarion Navigator Portfolio X Acc	Margetts Fund Management	62	126.79		n/a	7.6	18.6	24.9
421	[+]	Liontrust MA Explorer Income 60 S Inc	Liontrust	59	137.51		2.07	7.1	19.7	24.8
422	[+]	WS Aegon Multi-Asset 3 A Acc	Aegon Investments Limited	60	129.54		1.96	6.3	17.4	24.8
423	[+]	TM UBS (UK) Global Balanced C Acc	Thesis Unit Trust Mgmt Ltd	55	207.00		0.50	6.5	18.2	24.5
424	[+]	WAY MA Cautious Portfolio E Acc	WAY Fund Managers	53	179.33		n/a	6.1	15.8	24.5
425	[+]	Santander Multi Index 3 RA	Santander Asset Mgmt UK Ltd	62	243.00		2.52	6.7	19.1	24.4
426	[+]	VT AJ Bell Moderately Cautious I Acc	Valu-Trac Investment Managemen	51	141.14		1.91	6.1	14.7	24.4
427	[+]	abrdn MyFolio Index II Inst B Acc GBP	abrdn Fund Managers Limited	49	65.71		2.56	7.2	18.5	24.3
428	[+]	True Potential UBS Cautious Acc	True Potential Investments	52	139.51		2.64	6.1	16.2	24.1
429	[+]	Quilter Investors Monthly Income Portfolio U1 Inc GBP	Quilter Investors Limited	49	96.85		4.27	6.0	15.7	24.0
430	[+]	L&G Multi Asset Core 45 I Acc GBP	Legal & General UT Mgr Ltd	53	60.17		2.50	5.9	14.2	24.0
431	[+]	Omnis Managed Balanced B Acc	Omnis Investments Ltd	70	378.54		1.54	7.0	19.2	24.0
432	[+]	True Potential SEI Cautious Acc	True Potential Investments	51	153.22		3.09	6.8	15.9	24.0
433	[+]	IFSL Equilibrium Balanced Portfolio A Acc	IFSL	43	131.50		1.75	7.4	15.0	23.9
434	[+]	EF Brompton Global Balanced B	WAY Fund Managers	50	177.36		1.39	6.7	16.4	23.8
435	[+]	Volare Growth A Acc	Volare	79	142.18		1.29	8.7	17.6	23.8
436	[+]	TrinityBridge Conservative Tactical Passive X Acc	TrinityBridge	52	327.90		2.23	7.8	18.7	23.7
437	[+]	VT Greystone Balanced Managed R Acc	Greystone Wealth Management	62	275.70		n/a	6.9	20.9	23.6
438	[+]	BlackRock Consensus 60 D	BlackRock	51	191.77	191.77	2.26	6.2	17.4	23.6
439	[+]	Santander Max 70% Shares Portfolio RA	Santander Asset Mgmt UK Ltd	66	398.70		2.15	6.2	16.5	23.5
440	[+]	VT Tatton Oak Cautious Growth B	Valu-Trac Investment Managemen	47	262.59		1.21	7.0	17.7	23.5
441	[+]	MI Activus Opportunity A Acc	Activus Wealth Ltd	102	122.38		n/a	1.0	15.8	23.4
442	[+]	WS Prudential Risk Managed Passive 3 P Acc	WS Prudential	50	175.42		2.48	7.5	19.6	23.4
443	[+]	WS T. Bailey Global Thematic Equity A Acc	Waystone Fund Services (UK) Li	85	231.94		0.64	10.2	15.3	23.2
444	[+]	Thesis Headway A Acc	Thesis Unit Trust Mgmt Ltd	50	252.10	260.70	1.61	6.3	14.4	23.0
445	[+]	IFSL Titan Mazarin Cautious A Acc GBP	IFSL	53	128.20		1.38	7.7	17.3	23.0
446	[+]	GAM Star Global Cautious Inst Acc GBP	GAM Fund Management Ltd	87	18.88 (GBP)		1.20	8.3	19.0	23.0
447	[+]	Quilter Investors Cirilium Balanced Passive Portfolio R Acc GBP	Quilter Investors Limited	48	197.53		2.16	7.4	17.6	23.0
448	[+]	WAY Global Balanced Portfolio E Acc	WAY Fund Managers	54	185.00		n/a	5.7	15.0	22.9
449	[+]	Aviva Inv Multimanager 20-60% Shares 2	Aviva Investors UK Fd Serv Ltd	47	179.07		1.72	8.0	16.7	22.9
450	[+]	The Explorer Growth	Yealand Fund Services Limited	108	259.42		1.05	1.3	8.7	22.9

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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