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
1	[+]	BlackRock Overseas Equity I	BlackRock	115	681.82	715.91	1.14	13.7	38.9	80.1
2	[+]	BlackRock Global Equity D	BlackRock	98	495.22	495.22	2.04	13.7	37.5	79.2
3	[+]	Halifax International Growth C	HBOS Investment Fd Mgrs Ltd	113	174.20	0.00	0.60	13.2	34.5	78.9
4	[+]	True Potential SEI Aggressive Inc	True Potential Investments	100	191.23		1.76	15.3	36.1	76.9
5	[+]	BlackRock Consensus 100 D	BlackRock	105	423.03	423.03	1.42	13.5	38.6	76.6
6	[+]	Vanguard LifeStrategy 100% Equity A Shares Acc	Vanguard Investments UK Limite	109	408.29 (GBP)		1.87	14.2	38.5	74.4
7	[+]	Quilter Investors Cirilium Adventurous Passive Portfolio R Acc GBP	Quilter Investors Limited	88	230.88		1.23	14.2	38.7	73.9
8	[+]	M&G Managed Growth I Acc GBP	M&G UK	77	2,908.74		1.94	10.1	33.4	73.3
9	[+]	Thesis Destiny A Inc	Thesis Unit Trust Mgmt Ltd	98	238.00		2.20	12.7	35.4	69.5
10	[+]	Thesis Destiny B Inc	Thesis Unit Trust Mgmt Ltd	98	230.80		1.40	12.6	35.4	69.3
11	[+]	True Potential Schroders Balanced Acc	True Potential Investments	65	190.04		1.84	12.9	35.8	68.3
12	[+]	HL UK Income A Acc	Hargreaves Lansdown Fund Mgmt	101	266.18		3.48	11.9	33.0	68.1
13	[+]	Royal London GMAP Dynamic Equity M Acc	Royal London Unit Tst Mgrs Ltd	99	237.60		1.23	10.7	34.5	67.7
14	[+]	Fidelity Allocator World W Acc	Fidelity International (FIL In	104	358.90		n/a	12.3	30.0	67.4
15	[+]	WS Aegon Multi-Asset 5 A Acc	Aegon Investments Limited	98	169.77		1.61	12.3	33.6	66.9
16	[+]	abrdn MyFolio Index V Inst B Acc GBP	abrdn Fund Managers Limited	92	87.75		1.93	13.2	33.6	65.3
17	[+]	HSBC Global Strategy Adventurous Portfolio C Acc	HSBC Asset Management (Fund Se	100	199.90		1.49	11.4	30.7	64.5
18	[+]	Thesis KES Diversified Inc	Thesis Unit Trust Mgmt Ltd	98	503.00	534.70	2.70	6.0	37.1	63.7
19	[+]	VT AJ Bell Adventurous I Acc	Valu-Trac Investment Managemen	82	192.58		2.15	12.1	27.7	63.5
20	[+]	VT Aggressive Portfolio Overlay C	Valu-Trac Investment Managemen	79	233.34		0.91	11.7	28.8	63.2
21	[+]	Taber Investment	Evelyn Partners Fund Solutions	105	3,048.00		1.81	12.2	36.4	63.0
22	[+]	Invesco Summit Growth 5 (UK) Z Acc	Invesco Fund Managers Ltd	92	323.80		0.79	9.2	29.3	62.8
23	[+]	Liontrust MA Dynamic Passive Adventurous S Acc	Liontrust	87	264.55		1.52	13.9	33.7	62.1
24	[+]	Fidelity Open World W Acc	Fidelity International (FIL In	93	290.50		n/a	10.2	24.9	62.0
25	[+]	VT Tatton Blended Aggressive Retail Acc	Valu-Trac Investment Managemen	78	153.07		n/a	11.9	29.7	62.0
26	[+]	VT AJ Bell Global Growth I Acc	Valu-Trac Investment Managemen	87	171.15		1.89	12.7	23.9	61.7
27	[+]	Milne	Evelyn Partners Fund Solutions	93	289.50		1.30	12.7	35.0	61.0
28	[+]	Santander Max 100% Shares Portfolio RA	Santander Asset Mgmt UK Ltd	103	779.10		0.45	11.2	31.3	60.8
29	[+]	Forest Acc	Evelyn Partners Fund Solutions	129	727.60		1.22	9.4	33.0	60.4
30	[+]	Thesis ORD Acc	Thesis Unit Trust Mgmt Ltd	102	551.40		0.21	12.9	35.2	60.4
31	[+]	Quilter Investors Cirilium Dynamic Passive Portfolio R Acc GBP	Quilter Investors Limited	78	285.04		1.66	12.6	31.6	59.6
32	[+]	RBS Coutts Managed Adventurous	Royal Bk of Scotland Coll Inv	112	162.08		1.25	12.4	32.3	59.4
33	[+]	Unicorn Mastertrust B	Unicorn Asset Mgt	87	665.13		1.12	12.2	31.3	59.3
34	[+]	Santander Atlas Portfolio 7 IA	Santander Asset Mgmt UK Ltd	84	359.20		1.87	12.0	31.1	59.1
35	[+]	Liontrust MA Dynamic Passive Growth S Acc	Liontrust	79	261.01		1.72	12.6	31.2	59.1
36	[+]	Man Stockmarket Managed Fund C Professional	Man Group	74	275.80		2.22	8.6	31.0	59.1
37	[+]	Invesco Managed Growth (UK) Z Acc	Invesco Fund Managers Ltd	89	589.39		1.66	9.0	28.9	58.9
38	[+]	Charles Stanley UK & International Growth A Acc	Charles Stanley & Co Ltd	87	409.30		1.05	10.2	26.5	58.7
39	[+]	L&G Multi-Index 7 I Acc	Legal & General UT Mgr Ltd	91	130.80		1.70	13.8	30.0	58.4
40	[+]	Barclays Global Markets Adventurous R Acc GBP	Barclays	96	298.10		0.42	13.4	33.3	58.1
41	[+]	WS AVI Worldwide Opportunities B GBP	Waystone Management (UK) Limit	69	645.13		2.30	7.9	19.2	57.7
42	[+]	M&G Charity Multi Asset Acc GBP	M&G UK	76	13,060.45		3.84	7.8	23.2	56.9
43	[+]	VT AJ Bell Income & Growth I Acc	Valu-Trac Investment Managemen	77	145.56		1.88	11.1	25.4	56.7
44	[+]	Jupiter Merlin Growth Portfolio I Acc	Jupiter Unit Trust Mgrs Ltd	94	758.91		0.84	13.0	29.3	56.5
45	[+]	BlackRock ACS Lifepath 2043-2045 X1	BlackRock	93	173.19	173.36	1.60	11.1	29.5	56.0
46	[+]	Jupiter Merlin Worldwide Portfolio I Acc	Jupiter Unit Trust Mgrs Ltd	100	555.61		0.40	16.4	33.7	56.0
47	[+]	NFU Mutual Mixed Portfolio Max 100% Shares C	NFU Mutual Unit Managers Ltd	94	189.25		1.63	9.8	28.6	55.8
48	[+]	JPM Multi-Asset Growth C Acc	JP Morgan Asset Management UK	91	146.00		1.42	10.6	31.9	55.5
49	[+]	Scottish Widows Progressive Growth D Acc	Scottish Wid UT Mgr Limited	77	265.50		2.00	11.8	26.0	55.5
50	[+]	HSBC World Selection Adventurous Portfolio C Acc	HSBC Asset Management (Fund Se	90	253.80		1.30	9.3	24.7	55.3
51	[+]	Quilter Investors Creation Adventurous Portfolio U2 Acc GBP	Quilter Investors Limited	84	167.00		1.18	10.1	29.8	54.5
52	[+]	Waverton Strategic Equity A GBP	Waverton Investment Management	101	32.18 (GBP)		n/a	8.3	27.7	54.4
53	[+]	True Potential SEI Growth Inc	True Potential Investments	80	156.60		2.22	11.9	27.8	54.3
54	[+]	Liontrust MA UK Equity S Acc	Liontrust	88	190.58		2.19	9.0	29.2	54.3
55	[+]	True Potential Schroders Cautious Income Acc	True Potential Investments	62	164.95		3.39	9.5	28.9	54.2
56	[+]	HSBC Global Strategy Dynamic Portfolio C Acc	HSBC Asset Management (Fund Se	88	357.70		1.64	10.4	27.1	54.0
57	[+]	Sarasin Equity Managed M Acc GBP	Sarasin Investment Funds Ltd	101	114.20		n/a	12.3	30.5	53.8
58	[+]	Quilter Investors Cirilium Adventurous Blend Portfolio U1 Acc GBP	Quilter Investors Limited	85	150.99		1.43	10.9	29.6	53.6
59	[+]	Schroder Blended Portfolio 8 Z Acc	Schroder UT Managers	79	96.85		1.07	11.2	28.5	53.3
60	[+]	Vanguard Target Retirement 2060 A Acc GBP	Vanguard Investments UK Limite	88	176.92 (GBP)		1.78	11.7	30.9	53.1
61	[+]	CT Managed Equity Income Z Inc GBP	Threadneedle Investment Servic	77	128.18		3.51	10.1	30.5	53.1
62	[+]	Scottish Widows Progressive Growth Portfolio 1 A Acc	Scottish Wid UT Mgr Limited	74	350.00		2.00	11.2	26.7	53.0
63	[+]	Vanguard Target Retirement 2065 A Acc GBP	Vanguard Investments UK Limite	88	176.81 (GBP)		1.81	11.8	30.9	53.0
64	[+]	Scottish Widows Progressive Growth Portfolio 2 A Acc	Scottish Wid UT Mgr Limited	73	380.70		2.00	10.9	25.9	53.0
65	[+]	Vanguard Target Retirement 2050 A Acc GBP	Vanguard Investments UK Limite	88	236.94 (GBP)		1.84	11.8	30.8	53.0
66	[+]	Vanguard Target Retirement 2055 A Acc GBP	Vanguard Investments UK Limite	88	237.41 (GBP)		1.83	11.7	30.8	52.9
67	[+]	Scottish Widows Managed Growth 6 L Acc	Scottish Wid UT Mgr Limited	79	208.40		1.90	11.4	29.4	52.9
68	[+]	abrdn MyFolio Multi Manager V Inst Acc GBP	abrdn Fund Managers Limited	85	142.60		1.08	10.0	25.9	52.7
69	[+]	VT Active Portfolio Overlay C	Valu-Trac Investment Managemen	71	206.64		0.88	11.1	25.8	52.6
70	[+]	Vanguard LifeStrategy 80% Equity A Shares Acc	Vanguard Investments UK Limite	88	332.44 (GBP)		1.79	11.6	30.3	52.4
71	[+]	BlackRock MyMap 6 D Acc	BlackRock	103	173.83		1.21	13.0	31.8	52.2
72	[+]	Guinness Multi-Asset Growth Y Acc GBP	Guinness Asset Management Ltd	93	16.80 (GBP)		n/a	9.3	23.7	52.2
73	[+]	SPW Dynamic Solution G Acc	Scottish Widows Schroder Perso	79	238.00		0.90	9.5	24.2	51.8
74	[+]	WS Canlife Portfolio VII C Acc	LF Canada Life Asset Managemen	87	212.90		1.56	8.9	23.5	51.7
75	[+]	VT Tatton Blended Active A Acc	Valu-Trac Investment Managemen	70	160.59		n/a	10.7	26.8	51.4
76	[+]	HSBC World Selection Dynamic Portfolio C Acc	HSBC Asset Management (Fund Se	83	417.30		1.48	10.1	24.8	51.4
77	[+]	HL Multi Manager Special Situations A Acc	Hargreaves Lansdown Fund Mgmt	106	568.36		0.43	11.7	31.9	51.2
78	[+]	Liontrust MA Blended Growth S Acc	Liontrust	81	233.17		1.35	10.9	28.3	51.1
79	[+]	Janus Henderson Multi-Manager Global Select I Acc	Janus Henderson Global Investo	93	283.20		1.20	5.2	20.7	51.1
80	[+]	TM UBS (UK) Global Equity C Acc	Thesis Unit Trust Mgmt Ltd	86	284.90		0.50	8.9	26.0	51.1
81	[+]	Invesco Managed Income (UK) Z Acc	Invesco Fund Managers Ltd	78	482.44		3.03	8.7	28.0	51.0
82	[+]	Vanguard Target Retirement 2045 A Acc GBP	Vanguard Investments UK Limite	83	233.52 (GBP)		1.89	11.2	29.5	50.9
83	[+]	True Potential Schroders Cautious Acc	True Potential Investments	53	166.36		1.50	9.3	28.7	50.6
84	[+]	SVS Cornelian Progressive RMP G Acc	Brooks Macdonald Asset Managem	87	183.30		2.15	8.8	23.6	50.5
85	[+]	HL Multi Manager UK Growth A Acc	Hargreaves Lansdown Fund Mgmt	99	175.70		1.98	10.1	30.9	50.4
86	[+]	The MI Hawksmoor Global Opportunities C Acc GBP	Hawksmoor Investment Mgmt Ltd	78	160.48		1.10	10.6	22.1	50.4
87	[+]	Man Balanced Managed Fund C Professional	Man Group	67	240.90		2.50	8.0	27.4	50.2
88	[+]	VT Chelsea Managed Aggressive Growth A Acc GBP	Valu-Trac Investment Managemen	81	188.55		1.06	15.0	31.7	50.1
89	[+]	Fidelity Multi Asset Allocator Adventurous W Acc	Fidelity International (FIL In	84	275.60		n/a	10.5	25.3	50.1
90	[+]	EF Brompton Global Equity B	WAY Fund Managers	94	281.84		0.36	11.9	29.0	50.0
91	[+]	BlackRock ACS Lifepath 2040-2042 X1	BlackRock	87	166.58	166.73	1.59	10.5	27.3	49.9
92	[+]	abrdn MyFolio Index IV Inst B Acc GBP	abrdn Fund Managers Limited	75	78.75		2.35	10.7	28.2	49.8
93	[+]	Broadway ICVC Growth	The 140 Investment Managers	97	468.09		n/a	14.6	28.6	49.7
94	[+]	VT Sinfonia Adventurous Growth Portfolio A Acc	Valu-Trac Investment Managemen	78	279.86		0.02	10.8	25.0	49.6
95	[+]	Premier Miton Liberation VII C Acc GBP	Premier Miton Investors	73	238.60		2.57	10.0	24.0	49.5
96	[+]	L&G Multi-Index Income 6 I Acc	Legal & General UT Mgr Ltd	71	96.83		3.40	13.0	27.7	49.5
97	[+]	VT Redlands Equity Portfolio A GBP	Valu-Trac Investment Managemen	86	178.09		1.57	10.6	28.1	49.2
98	[+]	Quilter Investors Cirilium Dynamic Blend Portfolio U1 Acc GBP	Quilter Investors Limited	74	147.61		1.51	9.6	26.5	49.1
99	[+]	BlackRock Pension Growth X1	BlackRock	101	173.98	174.12	1.93	12.8	33.0	49.1
100	[+]	7IM Absolute Return Portfolio A Acc	7IM Investment Funds	61	178.54		n/a	5.3	15.2	48.8
101	[+]	VT AJ Bell Moderately Adventurous I Acc	Valu-Trac Investment Managemen	74	174.46		1.76	10.1	22.8	48.8
102	[+]	TrinityBridge Growth Tactical Passive X Acc	TrinityBridge	83	458.90		1.91	11.1	28.5	48.7
103	[+]	Invesco Summit Growth 4 (UK) Z Acc	Invesco Fund Managers Ltd	75	299.28		0.98	7.5	24.3	48.3
104	[+]	Aviva Inv Multi-Manager Flexible 2	Aviva Investors UK Fd Serv Ltd	78	241.93		1.69	12.8	25.5	48.2
105	[+]	Evelyn MM Endurance Balanced B Inc	Evelyn Partners Fund Solutions	64	187.20		2.17	10.3	24.1	48.1
106	[+]	SVS Levitas A B Acc	Evelyn Partners Fund Solutions	87	261.00		0.99	10.3	25.8	48.1
107	[+]	TM Mitcham Inc	Thesis Unit Trust Mgmt Ltd	93	178.90		n/a	9.7	27.0	48.1
108	[+]	IFSL Marlborough 8 Portfolio P Acc	Marlborough Investment Managem	94	420.30		0.57	10.4	29.2	47.9
109	[+]	Quilter Investors Creation Dynamic Portfolio U1 Acc GBP	Quilter Investors Limited	73	186.40		1.61	8.6	26.4	47.8
110	[+]	Margetts International Strategy R Acc	Margetts Fund Management	93	637.29	637.52	0.94	10.5	26.9	47.8
111	[+]	Liontrust MA Explorer 100 S Acc	Liontrust	89	238.60		0.73	8.7	27.7	47.6
112	[+]	VT Tatton Oak Capital Growth B	Valu-Trac Investment Managemen	69	367.96		1.31	10.4	26.5	47.5
113	[+]	Barclays Global Markets Growth R Acc GBP	Barclays	81	265.00		0.40	11.5	29.5	47.1
114	[+]	Schroder MM Diversity Z Acc	Schroder UT Managers	52	154.60		1.80	8.6	26.6	47.1
115	[+]	WS Aegon Multi-Asset 4 A Acc	Aegon Investments Limited	79	151.25		1.77	9.5	26.0	47.0
116	[+]	L&G Multi Manager Growth Trust I Acc	Legal & General UT Mgr Ltd	68	123.50		1.60	10.1	25.2	47.0
117	[+]	The Arbor	Waystone Management (UK) Limit	92	2,692.12		0.24	12.0	28.3	47.0
118	[+]	VT Chelsea Managed Balanced Growth A Acc GBP	Valu-Trac Investment Managemen	64	169.60		2.26	12.6	24.2	47.0
119	[+]	Coutts Managed Ambitious I Acc	Royal Bk of Scotland Coll Inv	95	151.62		1.03	10.9	28.7	46.9
120	[+]	Premier Miton Multi-Asset Global Growth C Inc GBP	Premier Miton Investors	73	250.40		2.02	12.3	19.8	46.9
121	[+]	Fidelity Multi Asset Open Adventurous W Acc	Fidelity International (FIL In	71	216.10		n/a	10.3	22.9	46.7
122	[+]	Jupiter Merlin Balanced Portfolio I Acc	Jupiter Unit Trust Mgrs Ltd	84	312.57		2.83	12.6	24.6	46.7
123	[+]	Allianz RiskMaster Growth Multi Asset Y Acc	Allianz Global Invtrs GmbH(UK)	76	8,024.72		2.55	11.6	29.7	46.4
124	[+]	Liontrust MA Explorer 85 S Acc	Liontrust	78	233.13		1.02	8.4	26.3	46.3
125	[+]	CT MM Navigator Boutiques C Acc	Columbia Threadneedle Investme	104	164.50		0.30	11.2	25.3	46.1
126	[+]	Vanguard Target Retirement 2040 A Acc GBP	Vanguard Investments UK Limite	78	224.70 (GBP)		1.95	10.5	27.7	46.0
127	[+]	HSBC Global Responsible Multi-Asset Adventurous Portfolio C Acc	HSBC Asset Management (Fund Se	88	1.69 (GBP)		n/a	7.5	19.9	45.9
128	[+]	Sarasin Growth Managed M Acc GBP	Sarasin Investment Funds Ltd	88	111.70		n/a	10.1	25.6	45.4
129	[+]	HSBC Balanced C Acc	HSBC Asset Management (Fund Se	69	331.40		2.36	8.2	22.5	45.2
130	[+]	MGTS AFH Tactical Core R Acc	Margetts Fund Management	69	240.89		1.23	8.6	22.6	45.2
131	[+]	Barclays Multi-Asset Adventurous Growth B Acc	Barclays Asset Management Ltd	87	143.30		n/a	9.1	17.6	45.1
132	[+]	VT Sinfonia Balanced Managed Portfolio A Acc	Valu-Trac Investment Managemen	70	270.04		0.01	10.3	23.8	45.1
133	[+]	abrdn MyFolio Core V Institutional Fixed Acc GBP	abrdn Fund Managers Limited	93	142.90		1.21	10.3	21.9	44.9
134	[+]	L&G Multi-Index 6 I Acc	Legal & General UT Mgr Ltd	74	117.20		1.90	10.9	23.6	44.8
135	[+]	WS EkinsGuinness Dynamic Growth B Acc	Waystone Fund Services (UK) Li	85	162.80		0.84	11.8	22.3	44.8
136	[+]	Eagle Acc	Evelyn Partners Fund Solutions	81	550.70	550.70	1.91	11.7	34.2	44.6
137	[+]	Santander Atlas Portfolio 6 IA	Santander Asset Mgmt UK Ltd	71	310.40		2.01	10.0	25.7	44.4
138	[+]	Dunninger B Acc	Evelyn Partners Fund Solutions	111	3,103.00		1.09	8.2	25.9	44.3
139	[+]	IFSL YOU Multi-Asset Blend Growth A Acc	IFSL	76	148.30		0.97	11.1	25.4	44.3
140	[+]	TM UBS (UK) Income Focus C Acc	Thesis Unit Trust Mgmt Ltd	67	144.30		3.00	11.6	25.5	44.2
141	[+]	Premier Miton Liberation VI C Acc GBP	Premier Miton Investors	65	286.90		2.71	8.6	22.3	44.1
142	[+]	The Hall 1 Inc	Thesis Unit Trust Mgmt Ltd	86	86.35		2.41	7.4	19.5	44.0
143	[+]	CT Managed Growth 1 Acc	Columbia Threadneedle Investme	83	552.30		0.40	9.3	25.9	44.0
144	[+]	CT Multi-Manager Universal Adventurous B Inc	Columbia Threadneedle Investme	83	246.30		1.60	9.6	22.6	43.9
145	[+]	CT Managed Equity Z Acc GBP	Threadneedle Investment Servic	96	235.33		1.15	8.5	25.3	43.9
146	[+]	L&G Multi Asset Core 75 I Acc GBP	Legal & General UT Mgr Ltd	74	69.57		2.30	10.0	26.4	43.8
147	[+]	Omnis Multi-Manager Adventurous B Acc	Omnis Investments Ltd	88	298.48		1.81	11.4	23.2	43.8
148	[+]	True Potential UBS Aggressive Acc	True Potential Investments	96	177.83		2.51	7.6	25.9	43.6
149	[+]	Evelyn MM Global Investment B Inc	Evelyn Partners Fund Solutions	81	195.30		2.72	15.3	25.1	43.6
150	[+]	BlackRock ACS Lifepath 2037-2039 X1	BlackRock	81	159.74	159.87	1.55	9.7	24.5	43.5

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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