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

818 funds
Rank		Fund	Group	FE fundinfo Risk Score	Bid	Offer	Yield	1y	3y	5y
301	[+]	L&G Multi-Index 5 I Acc	Legal & General UT Mgr Ltd	65	102.20		2.20	7.0	22.6	31.7
302	[+]	MGTS Clarion Explorer Portfolio X Acc	Margetts Fund Management	90	276.01		n/a	6.0	24.3	31.7
303	[+]	IFSL Ascot Lloyd 5 A Acc	IFSL	60	136.70		1.61	6.0	23.9	31.6
304	[+]	7IM Income Portfolio A Inc	7IM Investment Funds	58	137.01		n/a	4.7	11.0	31.5
305	[+]	VT Redlands Multi-Asset Portfolio A GBP	Valu-Trac Investment Managemen	48	133.34		4.29	7.8	13.4	31.4
306	[+]	FP Mattioli Woods Growth B	FundRock Partners Ltd	80	132.85		1.25	6.2	21.2	31.4
307	[+]	abrdn MyFolio Market III Inst Acc GBP	abrdn Fund Managers Limited	60	120.30		2.61	7.4	22.4	31.4
308	[+]	Scottish Widows Managed Growth 4 L Acc	Scottish Wid UT Mgr Limited	61	172.90		2.40	7.1	24.4	31.4
309	[+]	Volare Strategic Income A Inc	Volare	55	104.24		4.19	9.1	22.6	31.1
310	[+]	WS Verbatim Multi-Index Portfolio 5 A Acc	Waystone Management (UK) Limit	59	229.12		0.45	6.7	24.6	31.1
311	[+]	CT MM Navigator Distribution C Inc	Columbia Threadneedle Investme	54	49.26		5.20	6.8	18.6	31.0
312	[+]	Ilex Balanced Acc	Evelyn Partners Fund Solutions	79	211.50	228.40	2.55	5.0	23.0	31.0
313	[+]	WS Prudential Risk Managed Active 4 P Acc	WS Prudential	57	179.17		2.39	8.4	19.6	31.0
314	[+]	MGTS IBOSS 6 R Acc GBP	IBOSS Asset Management Ltd	75	171.58		0.65	8.3	23.7	30.9
315	[+]	Gryphon Veracruz	Evelyn Partners Fund Solutions	83	180.05		1.29	3.2	18.1	30.9
316	[+]	Headway	Evelyn Partners Fund Solutions	70	224.70		0.83	5.1	23.8	30.9
317	[+]	Santander Atlas Portfolio 5 IA	Santander Asset Mgmt UK Ltd	60	264.20		1.96	5.9	23.0	30.8
318	[+]	Janus Henderson Multi-Manager Managed I Acc	Janus Henderson Global Investo	68	195.30		2.50	3.2	18.4	30.7
319	[+]	IFSL Titan Mazarin Balanced A Acc GBP	IFSL	72	131.60		1.36	5.9	23.1	30.7
320	[+]	Vanguard LifeStrategy 60% Equity A Shares Acc	Vanguard Investments UK Limite	70	260.82 (GBP)		2.01	6.7	23.6	30.7
321	[+]	Schroder Blended Portfolio 5 Z Acc	Schroder UT Managers	51	75.49		1.67	6.9	21.7	30.7
322	[+]	HSBC World Selection - Dividend Distribution Portfolio C Acc	HSBC Asset Management (Fund Se	63	253.80		3.72	6.9	23.5	30.5
323	[+]	Allianz RiskMaster Moderate Multi Asset C	Allianz Global Invtrs GmbH(UK)	62	202.70		1.81	6.6	22.6	30.5
324	[+]	CT MM Lifestyle 5 B Inc	Columbia Threadneedle Investme	63	206.90		2.10	5.8	19.6	30.4
325	[+]	GAM Star Global Aggressive Inst Acc GBP	GAM Fund Management Ltd	96	22.68 (GBP)		0.20	5.6	24.3	30.3
326	[+]	JPM Multi Manager Growth C Acc	JP Morgan Asset Management UK	115	295.20		1.80	6.6	21.8	30.2
327	[+]	SVS Cornelian Managed Income D Acc	Brooks Macdonald Asset Managem	56	155.75		3.51	7.2	20.8	30.2
328	[+]	Scottish Widows Horizon Multi-Asset 4 Z Acc	Scottish Wid UT Mgr Limited	79	94.52		0.50	3.9	25.1	30.2
329	[+]	L&G Future World ESG Screened and Selected Multi-Index 5 I Acc	Legal & General UT Mgr Ltd	66	69.03		2.20	6.9	22.3	30.2
330	[+]	WS Opie Street Growth R Acc GBP	Waystone Fund Services (UK) Li	79	527.78		1.07	7.0	24.2	30.1
331	[+]	Vanguard Target Retirement 2025 A Acc GBP	Vanguard Investments UK Limite	61	188.74 (GBP)		2.32	6.6	22.6	30.0
332	[+]	Charles Stanley Multi Asset Growth B Acc	Charles Stanley & Co Ltd	74	195.01		2.30	6.3	25.5	30.0
333	[+]	MI Diversified Strategy C Inc	Lowes Investment Management	65	1.55 (GBP)		0.61	7.2	22.5	30.0
334	[+]	IFSL Ascot Lloyd 8 A Acc	IFSL	88	140.60		1.84	6.2	20.9	29.9
335	[+]	The TM Lancewood Acc	Thesis Unit Trust Mgmt Ltd	95	302.10		0.88	1.5	25.1	29.9
336	[+]	Gryphon Brooklyn	Evelyn Partners Fund Solutions	76	179.01		1.57	2.7	17.4	29.9
337	[+]	WS Prudential Risk Managed Passive 4 P Acc	WS Prudential	58	176.15		2.47	7.5	23.5	29.8
338	[+]	Margetts Venture Strategy R Acc	Margetts Fund Management	98	734.73	734.89	0.98	5.6	17.2	29.8
339	[+]	Trowbridge Inc GBP	Thesis Unit Trust Mgmt Ltd	76	158.60		n/a	6.6	23.7	29.7
340	[+]	7IM AAP Moderately Adventurous C Acc	7IM Investment Funds	79	235.42		1.60	5.5	18.6	29.5
341	[+]	Thesis Lion Growth Acc	Thesis Unit Trust Mgmt Ltd	105	405.60	418.30	0.45	7.6	33.9	29.5
342	[+]	Xtrackers Portfolio UCITS ETF 1C GBP	Xtrackers (IE) PLC	61	261.50 (GBP)		n/a	7.5	22.7	29.5
343	[+]	IFSL YOU Multi-Asset Blend Balanced A Acc	IFSL	54	131.50		0.99	6.4	20.8	29.4
344	[+]	7IM Moderately Adventurous C Acc	7IM Investment Funds	81	339.61		1.40	4.5	18.0	29.3
345	[+]	HL High Income A Acc	Hargreaves Lansdown Fund Mgmt	52	144.40		4.01	7.2	17.9	29.3
346	[+]	abrdn MyFolio Multi Manager III Inst Acc GBP	abrdn Fund Managers Limited	59	105.20		1.68	6.5	19.1	29.1
347	[+]	IFSL Equilibrium Adventurous Portfolio A Acc	IFSL	55	135.40		1.78	6.6	20.5	29.1
348	[+]	VT Sinfonia Income & Growth Portfolio A Acc	Valu-Trac Investment Managemen	60	240.02		0.01	6.6	21.5	29.0
349	[+]	MI Canaccord Genuity Risk Profile 5 A Acc	Canaccord Genuity Limited	58	127.14		2.29	5.5	20.7	29.0
350	[+]	Quilter Investors Cirilium Moderate Portfolio R Acc GBP	Quilter Investors Limited	62	296.87		2.45	5.8	18.6	28.8
351	[+]	WS Verbatim Portfolio 5 Growth B Acc	Waystone Management (UK) Limit	60	227.48		n/a	6.9	20.2	28.7
352	[+]	GFS Investments Inc	Evelyn Partners Fund Solutions	75	115.50		1.22	3.3	19.8	28.6
353	[+]	SVS Cornelian Managed Growth RMP G Acc	Brooks Macdonald Asset Managem	60	146.34		2.64	5.2	18.7	28.6
354	[+]	Schroder Managed Wealth Portfolio Z Acc	Schroder UT Managers	60	93.97		1.64	4.2	18.3	28.5
355	[+]	Epworth Multi Asset For Charities Retail Inc	Epworth Investment Management	87	113.31		n/a	1.0	12.5	28.5
356	[+]	EF Brompton Global Income B	WAY Fund Managers	50	133.03		3.46	5.1	17.7	28.5
357	[+]	WS T. Bailey Multi-Asset Dynamic A Inc	Waystone Fund Services (UK) Li	48	72.41		2.50	8.0	13.5	28.5
358	[+]	Jupiter Merlin Income Portfolio I Acc	Jupiter Unit Trust Mgrs Ltd	65	427.71		3.29	8.0	21.0	28.2
359	[+]	The Cranmer Investment	TUTMAN LLP	52	2,415.00		1.01	5.6	7.5	28.2
360	[+]	SJP Diversified Assets (FAIF) UT L Acc	St. Jamess Place UT Group Ltd	25	116.30	122.10	4.30	1.2	11.1	28.2
361	[+]	MGTS Future Money Income R Acc	Margetts Fund Management	65	246.37		3.20	7.6	19.2	28.1
362	[+]	Family Balanced International A	Family Investment Management	74	529.20	529.20	1.42	5.4	18.1	28.1
363	[+]	Fenix Balanced	Yealand Fund Services Limited	110	193.92		1.85	1.7	17.4	27.8
364	[+]	TrinityBridge Managed Income X Acc	TrinityBridge	52	278.90		4.02	8.3	17.2	27.8
365	[+]	L&G Mixed Investment Income 20-60% I Acc	Legal & General UT Mgr Ltd	55	79.45		3.80	8.8	24.1	27.8
366	[+]	BlackRock ACS Lifepath 2028-2030 X1	BlackRock	65	138.26	138.36	1.50	6.0	19.6	27.8
367	[+]	FP Mattioli Woods Balanced B Inc	FundRock Partners Ltd	66	125.56		1.85	6.5	20.1	27.7
368	[+]	GAM Star Global Flexible Inst GBP	GAM Fund Management Ltd	72	20.42 (GBP)		0.40	7.2	24.0	27.7
369	[+]	Handelsbanken Income Plus Multi Asset I Inc NAV	Handelsbanken ACD Limited	56	111.98		4.99	5.3	14.6	27.6
370	[+]	7IM Select Moderately Adventurous C Acc	7IM Investment Funds	78	126.33		1.20	4.7	17.6	27.5
371	[+]	SPW Balanced Solution G Acc	Scottish Widows Schroder Perso	64	176.10		1.30	5.5	18.6	27.4
372	[+]	IFSL atomos Balanced A Acc	IFSL	66	138.80		n/a	8.7	25.4	27.3
373	[+]	L&G Multi Manager Income Trust I Acc	Legal & General UT Mgr Ltd	52	109.40		3.00	8.2	20.0	27.3
374	[+]	Fidelity Multi Asset Open Strategic W Acc	Fidelity International (FIL In	50	174.80		1.01	8.3	17.9	27.3
375	[+]	Discovery Growth B GBP	Valu-Trac Investment Managemen	71	219.11		0.10	3.5	21.1	27.3
376	[+]	Royal London GMAP Balanced M Acc	Royal London Unit Tst Mgrs Ltd	45	147.50		2.39	2.7	13.6	27.2
377	[+]	MGTS Clarion Meridian Portfolio X Acc	Margetts Fund Management	78	251.57		n/a	5.5	22.1	27.1
378	[+]	TrinityBridge Conservative Managed X Acc	TrinityBridge	53	284.10		2.45	7.9	21.6	27.1
379	[+]	VT AJ Bell Income I Acc	Valu-Trac Investment Managemen	60	130.83		3.02	4.6	15.7	27.1
380	[+]	FP Russell Investments Multi Asset Income C Inc	FP Russell Investments ICVC	55	94.94		4.35	8.1	16.5	27.0
381	[+]	Gryphon Pebble	Evelyn Partners Fund Solutions	78	238.46		1.44	3.0	17.2	26.9
382	[+]	VT Alligator	Valu-Trac Investment Managemen	132	432.09		-8.91	1.2	24.5	26.8
383	[+]	True Potential UBS Balanced Acc	True Potential Investments	66	146.57		2.75	4.6	17.9	26.8
384	[+]	WS Calibre Equity B Acc GBP	Waystone Fund Services (UK) Li	92	175.94		n/a	2.8	25.7	26.8
385	[+]	The Penare Acc	Thesis Unit Trust Mgmt Ltd	100	146.80		n/a	3.1	30.1	26.7
386	[+]	Pharaoh Income Fund Inc GBP	Evelyn Partners Fund Solutions	107	274.01		1.59	0.1	13.1	26.6
387	[+]	HSBC Global Responsible Multi-Asset Balanced Portfolio C Acc	HSBC Asset Management (Fund Se	61	143.30		1.68	4.5	18.4	26.6
388	[+]	MGTS IBOSS 4 R Acc GBP	IBOSS Asset Management Ltd	66	163.20		0.69	7.5	20.7	26.4
389	[+]	Liontrust MA Dynamic Passive Intermediate S Acc	Liontrust	61	195.81		2.08	6.8	21.3	26.3
390	[+]	TM Total Return A 2011	Thesis Unit Trust Mgmt Ltd	68	18.41 (GBP)		n/a	9.8	21.1	26.3
391	[+]	WS Canlife Diversified Risk Managed IV C Acc	LF Canada Life Asset Managemen	49	131.35		2.02	5.5	16.9	26.2
392	[+]	Barclays Multi-Asset Balanced Income R	Barclays Bank Plc	62	119.80		3.09	6.5	20.9	26.2
393	[+]	MGTS Future Money Dynamic Growth R Acc	Margetts Fund Management	76	270.79		1.05	6.0	19.5	26.1
394	[+]	NFU Mutual Mixed Portfolio 20 - 60% Shares C	NFU Mutual Unit Managers Ltd	66	141.56		2.38	4.6	19.3	26.1
395	[+]	WS Verbatim Multi-Index Portfolio 4 A Acc	Waystone Management (UK) Limit	52	206.76		0.35	6.6	21.3	26.1
396	[+]	Janus Henderson Core 5 Income I Inc	Janus Henderson Global Investo	58	108.10		4.70	7.0	16.7	26.0
397	[+]	VT AI-FUNDS Tactical High Yield Bond I	Valu-Trac Investment Managemen	22	148.84		n/a	6.6	15.1	26.0
398	[+]	TM UBS (UK) Balanced C Acc	Thesis Unit Trust Mgmt Ltd	58	119.50		1.40	7.0	21.4	26.0
399	[+]	Handelsbanken Balanced Multi Asset I Acc NAV	Handelsbanken ACD Limited	68	196.13		1.85	4.3	16.8	25.8
400	[+]	MGTS Future Money Real Growth R Acc	Margetts Fund Management	65	236.90		1.75	5.7	17.6	25.7
401	[+]	WS Doherty Cautious Managed B Acc GBP	Waystone Fund Services (UK) Li	45	162.09		1.02	6.0	16.5	25.7
402	[+]	The Diversification ICVC B 2002	Thesis Unit Trust Mgmt Ltd	80	2,886.40		0.59	0.7	15.7	25.6
403	[+]	Premier Miton Liberation IV C Acc GBP	Premier Miton Investors	46	195.20		3.38	4.6	16.2	25.6
404	[+]	VT Tatton Blended Cautious A Acc	Valu-Trac Investment Managemen	49	136.09		1.09	6.6	19.3	25.4
405	[+]	L&G DIVERSIFIED I Acc	Legal & General UT Mgr Ltd	58	60.08		3.10	6.9	18.6	25.3
406	[+]	Scottish Widows Balanced Growth Portfolio A Acc	Scottish Wid UT Mgr Limited	56	257.70		2.20	6.2	17.5	25.2
407	[+]	SVS Cornelian Managed Growth D Acc	Brooks Macdonald Asset Managem	56	236.82		2.48	4.6	19.3	25.2
408	[+]	WS Sequel Real Assets Diversified Retail	Waystone Management (UK) Limit	75	93.36		n/a	-0.1	5.7	25.2
409	[+]	Schroder Blended Portfolio 4 Z Acc	Schroder UT Managers	43	71.09		1.80	6.7	19.1	25.0
410	[+]	WAY MA Cautious Portfolio E Acc	WAY Fund Managers	54	175.07		n/a	4.3	16.6	24.7
411	[+]	WS T. Bailey Global Thematic Equity A Acc	Waystone Fund Services (UK) Li	86	223.46		0.66	6.6	17.6	24.7
412	[+]	Liontrust MA Blended Intermediate S Acc	Liontrust	62	178.77		1.89	6.3	20.3	24.7
413	[+]	Vanguard Target Retirement 2020 A Acc GBP	Vanguard Investments UK Limite	48	177.16 (GBP)		2.59	6.1	19.2	24.6
414	[+]	VT Global Total Return F	Valu-Trac Investment Managemen	51	151.12		0.00	2.4	14.7	24.6
415	[+]	VT Momentum Diversified Balanced A Acc	Momentum Global Investment Mgt	51	164.88		4.09	6.4	15.5	24.4
416	[+]	BlackRock MyMap 4 D Acc	BlackRock	62	136.97		1.92	6.8	22.5	24.3
417	[+]	CT Dynamic Real Return ZNA GBP	Threadneedle Investment Servic	67	165.61		2.50	5.6	20.5	24.1
418	[+]	VT Greystone Balanced Managed R Acc	Greystone Wealth Management	63	267.27		n/a	4.5	23.3	24.1
419	[+]	IFSL Titan Mazarin Cautious A Acc GBP	IFSL	54	125.00		1.34	5.5	17.4	23.9
420	[+]	EF Brompton Global Balanced B	WAY Fund Managers	50	172.79		1.68	5.0	17.6	23.8
421	[+]	WS Opie Street Balanced R Acc GBP	Waystone Fund Services (UK) Li	70	477.86		2.91	5.7	17.7	23.7
422	[+]	Thesis Thameside Managed Acc	Thesis Unit Trust Mgmt Ltd	66	3,450.30	3,558.10	n/a	11.7	34.5	23.7
423	[+]	IFSL Equilibrium Balanced Portfolio A Acc	IFSL	44	128.30		1.79	6.0	15.9	23.6
424	[+]	Thesis Headway A Acc	Thesis Unit Trust Mgmt Ltd	51	248.30	256.20	1.61	5.8	17.9	23.6
425	[+]	TM UBS (UK) Global Balanced C Acc	Thesis Unit Trust Mgmt Ltd	57	202.10		0.50	5.6	20.5	23.5
426	[+]	Omnis Managed Balanced B Acc	Omnis Investments Ltd	71	368.49		1.58	5.2	20.7	23.5
427	[+]	Volare Growth A Acc	Volare	80	137.91		1.32	5.5	20.6	23.4
428	[+]	WS Prudential Risk Managed Active 3 P Acc	WS Prudential	49	165.26		2.38	7.6	16.3	23.4
429	[+]	abrdn MyFolio Core III Institutional Fixed Acc GBP	abrdn Fund Managers Limited	63	105.50		2.07	5.6	16.2	23.3
430	[+]	L&G Mixed Investment 20-60% I Acc	Legal & General UT Mgr Ltd	59	79.87		2.50	7.3	20.8	23.3
431	[+]	SVS Brown Shipley Balanced I Acc	Brown Shipley	71	165.85		1.53	5.1	23.0	23.2
432	[+]	Quilter Investors Monthly Income Portfolio U1 Inc GBP	Quilter Investors Limited	50	95.38		4.40	6.8	16.7	23.1
433	[+]	Omnis Multi-Manager Balanced B Acc	Omnis Investments Ltd	70	259.65		2.19	4.6	16.7	23.1
434	[+]	Liontrust MA Explorer Income 60 S Inc	Liontrust	61	134.07		2.43	5.6	20.5	23.0
435	[+]	MGTS Clarion Navigator Portfolio X Acc	Margetts Fund Management	63	123.17		n/a	5.6	20.0	23.0
436	[+]	WAY Global Balanced Portfolio E Acc	WAY Fund Managers	55	180.29		n/a	3.8	15.3	22.8
437	[+]	GAM Star Global Cautious Inst Acc GBP	GAM Fund Management Ltd	86	18.45 (GBP)		0.80	5.5	20.5	22.7
438	[+]	SVS Brooks Macdonald Blueprint Cautious Growth A Inc	Brooks Macdonald Asset Managem	45	152.30		2.33	4.7	14.9	22.3
439	[+]	True Potential UBS Cautious Acc	True Potential Investments	53	136.24		2.75	4.3	15.8	22.2
440	[+]	MI Canaccord Genuity Risk Profile 4 A Acc	Canaccord Genuity Limited	47	129.34		2.30	5.4	16.8	22.2
441	[+]	WS Resilient MM Balanced Managed X	Waystone Management (UK) Limit	76	204.55		1.96	4.6	12.2	22.1
442	[+]	CT MM Navigator Cautious C Acc	Columbia Threadneedle Investme	54	94.41		2.50	6.2	15.3	22.1
443	[+]	BlackRock ACS Lifepath 2025-2027 X1	BlackRock	59	132.93	133.03	1.44	5.7	16.8	22.1
444	[+]	Charles Stanley Multi Asset Moderate A Acc	Charles Stanley & Co Ltd	57	134.61		2.68	5.7	21.5	22.0
445	[+]	Quilter Investors Cirilium Balanced Blend Portfolio U1 Acc GBP	Quilter Investors Limited	47	123.21		2.12	4.6	16.7	22.0
446	[+]	True Potential SEI Cautious Acc	True Potential Investments	52	150.37		3.17	7.2	16.8	22.0
447	[+]	abrdn MyFolio Index II Inst B Acc GBP	abrdn Fund Managers Limited	51	64.26		2.59	6.0	18.9	21.9
448	[+]	FP Apollo Multi Asset Adventurous D GBP	Apollo Asset Management	72	135.25		0.01	2.0	12.7	21.9
449	[+]	WS Aegon Multi-Asset 3 A Acc	Aegon Investments Limited	61	127.02		2.00	5.2	17.9	21.9
450	[+]	VT Tatton Oak Cautious Growth B	Valu-Trac Investment Managemen	48	256.70		1.21	5.9	18.7	21.9

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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