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

781 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	196.10	0.00	0.60	13.6	51.5	86.7
2	[+]	BlackRock Global Equity D	BlackRock	98	562.68	562.68	1.84	18.5	50.1	81.9
3	[+]	BlackRock Overseas Equity I	BlackRock	116	754.14	791.84	1.02	11.9	54.6	80.8
4	[+]	BlackRock Consensus 100 D	BlackRock	106	470.60	470.60	1.29	14.2	50.9	77.5
5	[+]	Quilter Investors Cirilium Adventurous Passive Portfolio R Acc GBP	Quilter Investors Limited	85	259.42		1.18	17.0	54.0	76.1
6	[+]	True Potential SEI Aggressive Inc	True Potential Investments	99	210.66		1.59	16.5	45.7	74.6
7	[+]	Vanguard LifeStrategy 100% Equity A Shares Acc	Vanguard Investments UK Limite	103	456.62 (GBP)		1.66	15.4	50.0	74.4
8	[+]	True Potential Schroders Balanced Acc	True Potential Investments	66	220.11		1.95	26.0	45.7	73.6
9	[+]	M&G Managed Growth I Acc GBP	M&G UK	80	3,294.20		1.94	17.2	42.1	69.1
10	[+]	Man Stockmarket Managed Fund C Professional	Man Group	78	320.00		1.83	18.2	43.9	68.5
11	[+]	Jupiter Merlin Growth Portfolio I Acc	Jupiter Unit Trust Mgrs Ltd	95	873.11		0.92	20.4	43.6	68.4
12	[+]	WS Aegon Multi-Asset 5 A Acc	Aegon Investments Limited	99	189.97		1.48	15.3	46.9	68.2
13	[+]	CG AJ Bell Adventurous I Acc	Carne Global Fund Managers (UK	85	220.84		1.81	19.7	44.3	68.0
14	[+]	Milne	Tutman Fund Solutions Limited	97	315.20		1.10	11.2	44.5	67.9
15	[+]	Thesis Destiny A Inc	Thesis Unit Trust Mgmt Ltd	99	263.10		2.20	14.7	44.6	67.6
16	[+]	abrdn MyFolio Index V Inst B Acc GBP	abrdn Fund Managers Limited	94	99.80		1.85	18.0	47.1	67.5
17	[+]	Royal London GMAP Dynamic Equity M Acc	Royal London Unit Tst Mgrs Ltd	101	266.70		1.03	13.9	46.0	67.5
18	[+]	Thesis Destiny B Inc	Thesis Unit Trust Mgmt Ltd	99	255.10		1.40	14.6	44.4	67.5
19	[+]	Fidelity Allocator World W Acc	Fidelity International (FIL In	105	399.00		n/a	12.5	44.8	66.4
20	[+]	HSBC Global Strategy Adventurous Portfolio C Acc	HSBC Asset Management (Fund Se	101	222.20		1.38	12.6	45.5	66.0
21	[+]	Jupiter Merlin Worldwide Portfolio I Acc	Jupiter Unit Trust Mgrs Ltd	101	636.39		0.40	21.2	48.0	65.6
22	[+]	CG AJ Bell Global Growth I Acc	Carne Global Fund Managers (UK	91	199.93		1.88	22.7	42.9	64.2
23	[+]	Thesis KES Diversified Inc	Thesis Unit Trust Mgmt Ltd	100	535.90	569.60	2.70	5.1	43.7	63.8
24	[+]	Liontrust MA Dynamic Passive Adventurous S Acc	Liontrust	87	303.81		1.32	18.0	47.7	63.1
25	[+]	Santander Atlas Portfolio 7 IA	Santander Asset Mgmt UK Ltd	85	403.70		1.66	16.3	44.8	61.5
26	[+]	Quilter Investors Cirilium Dynamic Passive Portfolio R Acc GBP	Quilter Investors Limited	76	317.15		1.46	15.5	42.7	61.2
27	[+]	CG AJ Bell Income & Growth I Acc	Carne Global Fund Managers (UK	80	164.73		1.95	19.0	39.0	61.1
28	[+]	HL UK Income A Acc	Hargreaves Lansdown Fund Mgmt	101	291.43		3.30	16.5	37.2	61.0
29	[+]	Invesco Summit Responsible 5 (UK) Z Acc	Invesco Fund Managers Ltd	88	319.73		n/a	12.2	42.1	60.2
30	[+]	Liontrust MA Dynamic Passive Growth S Acc	Liontrust	79	297.08		1.53	16.7	44.0	60.1
31	[+]	Jupiter Merlin Balanced Portfolio I Acc	Jupiter Unit Trust Mgrs Ltd	85	358.95		2.51	21.5	38.3	59.8
32	[+]	Taber Investment	Tutman Fund Solutions Limited	101	3,362.00		1.55	11.9	45.4	59.7
33	[+]	M&G Charity Multi Asset Acc GBP	M&G UK	76	14,924.39		3.84	19.0	34.2	59.5
34	[+]	HSBC World Selection Adventurous Portfolio C Acc	HSBC Asset Management (Fund Se	93	284.30		1.19	12.8	41.3	59.2
35	[+]	Santander Max 100% Shares Portfolio RA	Santander Asset Mgmt UK Ltd	104	853.60		0.41	9.3	44.1	59.0
36	[+]	Fidelity Open World W Acc	Fidelity International (FIL In	94	322.00		n/a	11.7	35.6	59.0
37	[+]	VT Aggressive Portfolio Overlay C	Valu-Trac Investment Managemen	77	258.76		0.91	13.9	37.8	59.0
38	[+]	VT Tatton Blended Aggressive Retail Acc	Valu-Trac Investment Managemen	76	169.27		n/a	13.6	38.6	58.7
39	[+]	Man Balanced Managed Fund C Professional	Man Group	71	274.90		2.10	16.3	37.9	57.4
40	[+]	Invesco Summit Growth 5 (UK) Z Acc	Invesco Fund Managers Ltd	92	356.20		0.79	11.8	39.7	57.3
41	[+]	Thesis ORD Acc	Thesis Unit Trust Mgmt Ltd	104	598.30		0.21	8.5	45.7	57.1
42	[+]	Charles Stanley UK & International Growth A Acc	Charles Stanley & Co Ltd	84	444.43		0.94	9.5	32.8	56.6
43	[+]	L&G Multi-Index 7 I Acc	Legal & General UT Mgr Ltd	93	147.70		1.70	18.3	45.7	56.5
44	[+]	CT Managed Equity Income Z Inc GBP	Threadneedle Investment Servic	79	142.30		3.20	19.0	39.2	56.5
45	[+]	Barclays Global Markets Adventurous R Acc GBP	Barclays	91	325.00		0.42	11.5	43.1	56.2
46	[+]	HSBC World Selection Dynamic Portfolio C Acc	HSBC Asset Management (Fund Se	86	467.70		1.28	13.3	41.0	55.9
47	[+]	Scottish Widows Managed Growth 6 L Acc	Scottish Wid UT Mgr Limited	82	233.30		1.60	15.5	41.6	55.7
48	[+]	True Potential Schroders Cautious Income Acc	True Potential Investments	61	184.33		3.52	19.0	34.9	55.7
49	[+]	True Potential Schroders Cautious Acc	True Potential Investments	54	186.78		1.67	20.1	36.6	55.5
50	[+]	HSBC Global Strategy Dynamic Portfolio C Acc	HSBC Asset Management (Fund Se	88	393.80		1.53	11.9	41.0	55.3
51	[+]	Scottish Widows Progressive Growth D Acc	Scottish Wid UT Mgr Limited	78	292.90		1.40	14.8	36.2	54.8
52	[+]	Scottish Widows Progressive Growth Portfolio 1 A Acc	Scottish Wid UT Mgr Limited	75	387.40		2.00	13.7	39.0	54.8
53	[+]	Scottish Widows Progressive Growth Portfolio 2 A Acc	Scottish Wid UT Mgr Limited	75	423.40		2.00	14.2	37.5	54.7
54	[+]	CG Morningstar Multi Asset 80 A	Carne Global Fund Managers (UK	73	1.60 (GBP)		n/a	15.4	34.2	54.3
55	[+]	Vanguard LifeStrategy 80% Equity UCITS ETF Dis	Vanguard Group (Ireland) Limit	88	36.33 (EUR)		n/a	12.0	41.7	54.3
56	[+]	Vanguard Target Retirement 2060 A Acc GBP	Vanguard Investments UK Limite	83	194.72 (GBP)		1.62	13.5	41.5	54.1
57	[+]	Vanguard Target Retirement 2065 A Acc GBP	Vanguard Investments UK Limite	83	194.61 (GBP)		1.65	13.5	41.5	54.1
58	[+]	Vanguard Target Retirement 2050 A Acc GBP	Vanguard Investments UK Limite	83	260.75 (GBP)		1.68	13.5	41.5	54.0
59	[+]	Vanguard Target Retirement 2055 A Acc GBP	Vanguard Investments UK Limite	83	261.33 (GBP)		1.66	13.5	41.5	54.0
60	[+]	True Potential SEI Growth Inc	True Potential Investments	79	169.34		2.09	14.0	36.8	53.5
61	[+]	Vanguard LifeStrategy 80% Equity A Shares Acc	Vanguard Investments UK Limite	83	366.08 (GBP)		1.63	13.6	41.3	53.5
62	[+]	JPM Multi-Asset Growth C Acc	JP Morgan Asset Management UK	89	161.50		1.29	16.0	43.5	53.3
63	[+]	RBS Coutts Managed Adventurous	Royal Bk of Scotland Coll Inv	106	175.36		1.25	9.0	38.6	53.0
64	[+]	CG AJ Bell Moderately Adventurous I Acc	Carne Global Fund Managers (UK	77	195.84		1.93	16.4	36.8	52.9
65	[+]	BlackRock MyMap 6 D Acc	BlackRock	99	189.58		1.11	12.4	45.4	52.8
66	[+]	abrdn MyFolio Index IV Inst B Acc GBP	abrdn Fund Managers Limited	75	87.99		2.32	15.6	39.4	52.2
67	[+]	WS Keyridge Portfolio VII C Acc	LF Canada Life Asset Managemen	89	241.88		1.30	15.8	35.7	52.1
68	[+]	Guinness Multi-Asset Growth Y Acc GBP	Guinness Asset Management Ltd	92	18.37 (GBP)		n/a	8.8	33.9	51.9
69	[+]	Schroder MM Diversity Z Acc	Schroder UT Managers	52	172.40		2.00	18.8	33.8	51.5
70	[+]	Vanguard Target Retirement 2045 A Acc GBP	Vanguard Investments UK Limite	79	255.98 (GBP)		1.73	13.0	39.7	51.3
71	[+]	TrinityBridge Growth Tactical Passive X Acc	TrinityBridge	84	517.50		1.91	15.3	41.9	51.3
72	[+]	NFU Mutual Mixed Portfolio Max 100% Shares C	NFU Mutual Unit Managers Ltd	91	207.62		1.36	13.8	35.9	51.3
73	[+]	Invesco Managed Growth (UK) Z Acc	Invesco Fund Managers Ltd	88	641.99		1.53	12.1	34.1	51.2
74	[+]	BlackRock Pension Growth X1	BlackRock	101	192.04	192.18	1.93	15.3	46.0	51.0
75	[+]	SVS Cornelian Progressive RMP G Acc	Brooks Macdonald Asset Managem	86	207.69		2.09	15.2	38.0	50.9
76	[+]	Allianz RiskMaster Growth Multi Asset Y Acc	Allianz Global Invtrs GmbH(UK)	78	9,094.25		2.25	17.9	44.4	50.7
77	[+]	7IM Absolute Return Portfolio A Acc	7IM Investment Funds	57	187.96		n/a	7.8	18.6	50.4
78	[+]	HSBC Balanced C Acc	HSBC Asset Management (Fund Se	72	371.40		1.56	13.9	36.1	50.4
79	[+]	VT Active Portfolio Overlay C	Valu-Trac Investment Managemen	69	227.51		0.88	13.3	34.2	50.3
80	[+]	EF Brompton Global Equity B	WAY Fund Managers	93	318.58		0.32	15.7	44.8	50.2
81	[+]	Fidelity Multi Asset Allocator Adventurous W Acc	Fidelity International (FIL In	85	301.60		n/a	11.3	38.3	50.2
82	[+]	VT Tatton Blended Active A Acc	Valu-Trac Investment Managemen	68	176.29		n/a	12.7	35.3	50.2
83	[+]	Liontrust MA UK Equity S Acc	Liontrust	86	207.67		2.49	15.2	29.8	50.0
84	[+]	Quilter Investors Creation Adventurous Portfolio U2 Acc GBP	Quilter Investors Limited	84	185.30		99.00	13.8	36.1	49.8
85	[+]	WS Aegon Multi-Asset 4 A Acc	Aegon Investments Limited	80	167.11		1.66	13.5	37.8	49.7
86	[+]	Liontrust MA Blended Growth S Acc	Liontrust	79	261.34		1.53	14.4	38.0	49.7
87	[+]	Schroder Blended Portfolio 8 Z Acc	Schroder UT Managers	79	108.50		1.29	15.1	37.1	49.6
88	[+]	Quilter Investors Cirilium Adventurous Blend Portfolio U1 Acc GBP	Quilter Investors Limited	84	167.71		0.92	14.0	35.4	49.6
89	[+]	VT Sinfonia Adventurous Growth Portfolio A Acc	Valu-Trac Investment Managemen	76	306.92		0.01	12.4	33.1	49.4
90	[+]	Fidelity Multi Asset Open Adventurous W Acc	Fidelity International (FIL In	73	243.00		n/a	15.3	34.6	48.5
91	[+]	L&G Multi-Index Income 6 I Acc	Legal & General UT Mgr Ltd	68	106.60		3.60	17.6	38.8	48.2
92	[+]	The MI Hawksmoor Global Opportunities C Acc GBP	Hawksmoor Investment Mgmt Ltd	76	181.44		0.95	22.6	33.5	48.0
93	[+]	BLENHEIM UK Equity R Acc	Margetts Fund Management	89	149.96		n/a	19.4	37.5	47.9
94	[+]	Invesco Managed Income (UK) Z Acc	Invesco Fund Managers Ltd	78	523.44		2.75	12.5	32.7	47.7
95	[+]	SPW Progressive Solution G Acc	Scottish Widows Schroder Perso	78	258.10		1.10	9.6	30.5	47.4
96	[+]	True Potential UBS Aggressive Acc	True Potential Investments	93	202.86		2.27	14.2	44.7	47.2
97	[+]	Santander Atlas Portfolio 6 IA	Santander Asset Mgmt UK Ltd	71	345.00		1.81	14.8	38.4	47.2
98	[+]	VT Tatton Oak Capital Growth B	Valu-Trac Investment Managemen	67	401.86		1.31	11.8	35.1	47.0
99	[+]	Evelyn MM Endurance Balanced B Inc	Tutman Fund Solutions Limited	62	206.30		1.95	12.7	33.2	46.9
100	[+]	Invesco Summit Responsible 4 (UK) Z Acc	Invesco Fund Managers Ltd	74	292.50		n/a	10.9	36.3	46.8
101	[+]	Vanguard Target Retirement 2040 A Acc GBP	Vanguard Investments UK Limite	74	245.29 (GBP)		1.79	12.5	37.7	46.8
102	[+]	Forest Acc	Tutman Fund Solutions Limited	124	781.40		1.11	4.4	36.0	46.7
103	[+]	Janus Henderson Multi-Manager Global Select I Acc	Janus Henderson Global Investo	96	307.10		1.20	5.5	30.0	46.6
104	[+]	The MI Hawksmoor Distribution C Acc	Hawksmoor Investment Mgmt Ltd	67	225.23		3.86	21.7	34.0	46.5
105	[+]	VT PortfolioMetrix Core Assertive Portfolio A Acc GBP	Valu-Trac Investment Managemen	93	151.17		n/a	13.7	38.0	46.4
106	[+]	Barclays Global Markets Growth R Acc GBP	Barclays	77	286.00		0.40	10.2	37.8	46.3
107	[+]	Liontrust MA Dynamic Passive Progressive S Acc	Liontrust	69	257.28		1.74	15.7	38.1	46.1
108	[+]	VT Sinfonia Balanced Managed Portfolio A Acc	Valu-Trac Investment Managemen	69	295.22		0.01	12.2	31.8	45.8
109	[+]	FP Russell Investments Real Assets C Acc	FP Russell Investments ICVC	78	196.09		3.49	13.6	26.1	45.8
110	[+]	Quilter Investors Cirilium Dynamic Blend Portfolio U1 Acc GBP	Quilter Investors Limited	75	163.18		1.36	13.4	32.7	45.7
111	[+]	TM UBS (UK) Global Equity C Acc	Thesis Unit Trust Mgmt Ltd	90	309.60		0.50	11.1	33.0	45.6
112	[+]	IFSL Marlborough 8 Portfolio P Acc	Marlborough Investment Managem	94	470.08		0.96	11.6	44.5	45.6
113	[+]	SVS Levitas A B Acc	Brooks Macdonald Asset Managem	85	293.80		0.83	14.5	38.1	45.5
114	[+]	TM UBS (UK) Income Focus C Acc	Thesis Unit Trust Mgmt Ltd	64	157.30		3.00	14.7	33.5	45.4
115	[+]	abrdn MyFolio Multi Manager V Inst Acc GBP	abrdn Fund Managers Limited	87	156.70		1.22	12.3	31.6	45.4
116	[+]	Aviva Inv Multi-Manager Flexible 2	Aviva Investors UK Fd Serv Ltd	79	265.67		1.40	13.0	34.6	45.3
117	[+]	Invesco Summit Growth 4 (UK) Z Acc	Invesco Fund Managers Ltd	75	326.10		0.98	10.9	33.7	45.2
118	[+]	Margetts International Strategy R Acc	Margetts Fund Management	100	721.88	722.14	0.94	16.2	37.5	45.2
119	[+]	Fidelity Multi Asset Open Growth W Acc	Fidelity International (FIL In	66	226.70		n/a	14.8	33.1	45.1
120	[+]	Premier Miton Liberation VII C Acc GBP	Premier Miton Investors	74	268.10		2.33	17.7	34.2	45.1
121	[+]	abrdn MyFolio Enhanced ESG V Institutional B Fixed Acc GBP	abrdn Fund Managers Limited	92	76.35		1.49	16.2	35.5	45.0
122	[+]	L&G Multi Asset Core 75 I Acc GBP	Legal & General UT Mgr Ltd	74	76.76		2.20	14.8	36.1	45.0
123	[+]	MGTS AFH Tactical Core R Acc	Margetts Fund Management	69	260.36		1.23	10.8	29.8	44.8
124	[+]	HSBC Global Responsible Multi-Asset Adventurous Portfolio C Acc	HSBC Asset Management (Fund Se	89	1.84 (GBP)		n/a	9.2	29.1	44.8
125	[+]	The Arbor	Waystone Management (UK) Limit	85	2,862.21		0.23	8.8	35.3	44.6
126	[+]	VT Chelsea Managed Monthly Income A Acc GBP	Valu-Trac Investment Managemen	59	176.82		5.07	14.7	28.4	44.5
127	[+]	WS Keyridge Portfolio VI C Acc	LF Canada Life Asset Managemen	75	231.71		1.40	13.9	31.7	44.4
128	[+]	CT Managed Growth 1 Acc	Columbia Threadneedle Investme	84	604.40		0.70	12.1	35.9	44.3
129	[+]	L&G Multi-Index 6 I Acc	Legal & General UT Mgr Ltd	76	129.90		2.00	15.3	36.7	44.2
130	[+]	HL Multi Manager UK Growth A Acc	Hargreaves Lansdown Fund Mgmt	101	190.35		1.95	14.0	32.9	43.7
131	[+]	IFSL atomos Growth A Inc	IFSL	81	154.10		n/a	12.6	44.4	43.6
132	[+]	Waverton Strategic Equity A GBP	Waverton Investment Management	107	34.58 (GBP)		n/a	8.0	36.1	43.6
133	[+]	WS EkinsGuinness Dynamic Growth B Acc	Waystone Fund Services (UK) Li	82	181.65		0.67	10.6	39.1	43.5
134	[+]	abrdn MyFolio Core V Institutional Fixed Acc GBP	abrdn Fund Managers Limited	93	162.00		0.89	16.9	35.5	43.5
135	[+]	VT Redlands Equity Portfolio A GBP	Valu-Trac Investment Managemen	87	195.96		1.42	14.2	38.1	43.5
136	[+]	Quilter Investors Creation Dynamic Portfolio U1 Acc GBP	Quilter Investors Limited	74	206.00		1.35	12.9	32.6	43.5
137	[+]	Quilter Investors Cirilium Moderate Passive Portfolio R Acc GBP	Quilter Investors Limited	61	263.83		1.95	13.2	34.9	43.3
138	[+]	IFSL YOU Multi-Asset Blend Growth A Acc	IFSL	78	166.40		0.56	16.6	36.7	43.3
139	[+]	WS Prudential Risk Managed Passive 5 P Acc	WS Prudential	65	226.18		2.19	17.6	36.0	43.3
140	[+]	HL Multi Manager Special Situations A Acc	Hargreaves Lansdown Fund Mgmt	103	616.45		0.36	9.8	38.3	42.9
141	[+]	Unicorn Mastertrust B	Unicorn Asset Mgt	87	740.39		0.98	21.8	40.5	42.9
142	[+]	SVS Saltus Global Equity X Inc	Tutman Fund Solutions Limited	90	133.80		0.77	13.9	40.3	42.9
143	[+]	Guinness Multi-Asset Balanced Y Acc GBP	Guinness Asset Management Ltd	79	16.87 (GBP)		n/a	7.9	28.6	42.7
144	[+]	TM UBS (UK) Growth C Acc	Thesis Unit Trust Mgmt Ltd	72	245.80		1.30	11.8	32.6	42.6
145	[+]	Coutts Managed Ambitious I Acc	Royal Bk of Scotland Coll Inv	90	162.45		1.03	8.4	35.1	42.5
146	[+]	The Hall 1 Inc	Thesis Unit Trust Mgmt Ltd	83	96.19		2.41	12.2	30.4	42.3
147	[+]	Eagle Acc	Tutman Fund Solutions Limited	82	599.20	599.20	1.71	10.9	43.2	42.2
148	[+]	Vanguard Target Retirement 2035 A Acc GBP	Vanguard Investments UK Limite	70	232.62 (GBP)		1.88	12.0	35.5	42.2
149	[+]	Fidelity Multi Asset Income & Growth W Acc	Fidelity International (FIL In	95	157.60		3.45	26.7	42.6	42.1
150	[+]	VT Chelsea Managed Balanced Growth A Acc GBP	Valu-Trac Investment Managemen	64	185.31		2.04	15.2	38.8	42.0

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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