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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

819 funds
Rank		Fund	Group	FE fundinfo Risk Score	Bid	Offer	Yield	1y	3y	5y
451	[+]	MGTS IBOSS 2 R Acc GBP	IBOSS Asset Management Ltd	57	139.76		0.27	10.0	2.8	15.1
452	[+]	WS Prudential Risk Managed Active 3 P Acc	WS Prudential	58	158.32		2.37	10.5	2.8	15.0
453	[+]	Janus Henderson Core 5 Income I Inc	Janus Henderson Global Investo	61	107.10		4.60	9.8	4.3	15.0
454	[+]	Santander Max 70% Shares Portfolio RA	Santander Asset Mgmt UK Ltd	64	375.70		2.05	9.4	2.5	15.0
455	[+]	L&G Multi-Index 4 I Acc	Legal & General UT Mgr Ltd	56	84.45		2.60	9.4	1.9	14.9
456	[+]	HL Multi-Manager High Income A Acc	Hargreaves Lansdown Fund Mgmt	62	139.00		3.90	10.8	3.3	14.8
457	[+]	NFU Mutual Mixed Portfolio 20 - 60% Shares C	NFU Mutual Unit Managers Ltd	67	139.08		2.27	10.5	4.5	14.8
458	[+]	Discovery Balanced B Inc GBP	Valu-Trac Investment Managemen	69	125.98		3.80	10.6	2.0	14.8
459	[+]	Scottish Widows Balanced Growth Portfolio A Acc	Scottish Wid UT Mgr Limited	58	246.00		2.30	10.3	4.7	14.7
460	[+]	Quilter Investors Creation Balanced Portfolio U1 Acc GBP	Quilter Investors Limited	50	139.30		2.04	8.7	4.2	14.7
461	[+]	Capital Link Growth Inc	Thesis Unit Trust Mgmt Ltd	56	1,525.00		n/a	7.9	6.6	14.6
462	[+]	L&G Mixed Investment 0-35% I Acc	Legal & General UT Mgr Ltd	52	219.00		3.00	11.3	3.6	14.6
463	[+]	VT Greystone Balanced Managed R Acc	Greystone Wealth Management	75	258.09		n/a	12.0	-1.1	14.6
464	[+]	Omnis Multi-Manager Balanced B Acc	Omnis Investments Ltd	69	249.06		1.70	8.8	-0.4	14.5
465	[+]	Schroder Sustainable Future Multi-Asset Z Acc	Schroder UT Managers	55	92.75		1.83	10.2	0.7	14.5
466	[+]	WAY Global Cautious Portfolio E Acc	WAY Fund Managers	47	140.37		n/a	9.7	1.3	14.5
467	[+]	abrdn MyFolio Managed Platform 1 Acc GBP	abrdn Fund Managers Limited	66	91.59		2.24	8.6	-0.2	14.5
468	[+]	VT Momentum Diversified Moderate A Acc	Momentum Global Investment Mgt	68	175.74		1.92	13.5	3.6	14.3
469	[+]	Barclays Multi-Asset Balanced Income R	Barclays Bank Plc	66	117.00		3.09	8.9	5.1	14.3
470	[+]	Santander Atlas Portfolio 4 IA	Santander Asset Mgmt UK Ltd	59	230.20		2.23	11.4	3.4	14.3
471	[+]	Charles Stanley Multi Asset Cautious A Acc	Charles Stanley & Co Ltd	49	120.07		1.71	9.6	1.5	14.3
472	[+]	WS Opie Street Balanced R Acc GBP	Waystone Fund Services (UK) Li	82	459.54		1.87	10.5	1.2	14.2
473	[+]	True Potential SEI Cautious Acc	True Potential Investments	54	144.58		3.19	10.5	6.0	14.0
474	[+]	ACUMEN Portfolio 7 X Acc GBP	IFSL	88	127.66		0.02	3.5	-5.2	14.0
475	[+]	The Nectar Inc	Evelyn Partners Fund Solutions	85	152.70		1.53	10.9	9.4	14.0
476	[+]	Quilter Investors Monthly Income Portfolio U1 Inc GBP	Quilter Investors Limited	57	95.88		3.96	11.2	4.4	13.9
477	[+]	7IM Sustainable Balance C Acc	7IM Investment Funds	70	195.15		2.40	11.2	-1.5	13.8
478	[+]	Schroder Monthly Income Z Acc	Schroder UT Managers	55	95.46		5.22	10.4	7.0	13.8
479	[+]	SPW Balanced Solution G Acc	Scottish Widows Schroder Perso	59	167.60		1.60	9.5	5.1	13.7
480	[+]	True Potential UBS Cautious Acc	True Potential Investments	56	131.89		2.21	10.6	5.0	13.7
481	[+]	HSBC World Selection Conservative Portfolio C Acc	HSBC Asset Management (Fund Se	51	142.00		1.88	10.0	3.5	13.7
482	[+]	Barclays Multi-Asset Cautious B Acc	Barclays Asset Management Ltd	50	114.40		n/a	5.8	4.5	13.6
483	[+]	Janus Henderson Multi-Manager Income & Growth I Inc	Janus Henderson Global Investo	56	132.20		3.60	9.0	2.7	13.6
484	[+]	Vanguard LifeStrategy 40% Equity A Shares Acc	Vanguard Investments UK Limite	59	203.53 (GBP)		1.18	11.1	0.9	13.6
485	[+]	HSBC Global Sustainable Multi-Asset Conservative Portfolio C Acc	HSBC Asset Management (Fund Se	53	124.90		1.53	9.8	0.1	13.5
486	[+]	Verus Sustainable Balanced A Acc	WAY Fund Managers	65	149.73		0.36	10.2	-2.3	13.5
487	[+]	IFSL Equilibrium Cautious Portfolio A Acc	IFSL	49	119.20		1.69	9.2	0.5	13.4
488	[+]	FP Russell Investments Multi Asset Income C Inc	FP Russell Investments ICVC	62	95.93		4.02	10.9	6.7	13.4
489	[+]	WS Resilient MM Balanced Managed X	Waystone Management (UK) Limit	80	196.11		2.39	7.9	-4.7	13.4
490	[+]	Premier Miton Multi-Asset Absolute Return C Acc GBP	Premier Miton Investors	41	141.50		1.97	5.9	5.2	13.3
491	[+]	Jupiter Merlin Conservative Select I Acc	Jupiter Unit Trust Mgrs Ltd	61	78.38		4.19	11.4	1.8	13.2
492	[+]	WS Kleinwort Hambros Multi Asset Balanced A Acc	Waystone Management (UK) Limit	62	1.90 (GBP)		0.50	9.7	2.6	13.2
493	[+]	Janus Henderson Multi-Manager Distribution I Inc	Janus Henderson Global Investo	57	121.00		3.20	9.3	3.1	13.1
494	[+]	VT Sinfonia Cautious Managed Portfolio A Acc	Valu-Trac Investment Managemen	56	207.80		0.02	9.4	3.0	13.1
495	[+]	Close Tactical Select Passive Conservative X Acc	Close Brothers AM	56	305.60		1.98	10.6	4.7	13.1
496	[+]	EF Brompton Global Conservative B	WAY Fund Managers	43	145.43		2.07	9.1	-0.1	13.1
497	[+]	MGTS Future Money Real Value R Acc	Margetts Fund Management	58	192.08		1.63	10.2	4.6	13.0
498	[+]	WS Verbatim Portfolio 4 B Acc	Waystone Management (UK) Limit	60	1.99 (GBP)		0.70	9.5	2.2	12.8
499	[+]	CT MM Lifestyle 4 B Inc	Columbia Threadneedle Investme	58	171.40		2.30	8.8	-1.1	12.6
500	[+]	ACUMEN Portfolio 6 X Acc	IFSL	88	154.79		0.02	2.0	-6.5	12.6
501	[+]	VT Brompton Cautious A Retail Acc	Valu-Trac Investment Managemen	46	120.35		3.64	9.9	2.7	12.4
502	[+]	L&G Mixed Investment Income 0-35% I Acc	Legal & General UT Mgr Ltd	53	69.46		4.40	12.2	4.4	12.4
503	[+]	Volare Cautious A Acc	Volare	50	125.41		1.72	8.1	1.2	12.3
504	[+]	abrdn MyFolio Market II Platform 1 Acc GBP	abrdn Fund Managers Limited	54	88.00		2.86	10.3	3.5	12.3
505	[+]	VT AJ Bell Cautious I Acc	Valu-Trac Investment Managemen	46	122.06		3.01	8.5	4.3	12.3
506	[+]	Fidelity Multi Asset Income & Growth W Inc	Fidelity International (FIL In	64	105.30		4.36	9.9	2.4	12.2
507	[+]	ACUMEN Income Portfolio X Acc	IFSL	57	142.51		0.04	10.2	9.3	12.0
508	[+]	EF New Horizon Balanced Income & Growth B Inc	WAY Fund Managers	57	171.82		1.68	9.5	-0.4	11.9
509	[+]	EF WM Global Trend B Acc	WAY Fund Managers	63	129.96		0.24	7.7	4.6	11.9
510	[+]	L&G Multi-Index Income 4 I Acc	Legal & General UT Mgr Ltd	53	70.83		3.80	11.1	2.4	11.8
511	[+]	BlackRock MyMap 3 D Acc	BlackRock	45	115.79		2.88	9.9	1.8	11.8
512	[+]	ACUMEN Portfolio 8 X Acc GBP	IFSL	101	123.39		0.02	2.0	-7.9	11.7
513	[+]	WS Prudential Risk Managed Passive 2 P Acc	WS Prudential	54	144.48		1.97	10.6	1.3	11.7
514	[+]	IFSL Marlborough Cautious P Inc	Marlborough Investment Managem	55	96.25		2.17	9.9	3.8	11.7
515	[+]	VT Esprit Careful Growth Acc	Valu-Trac Investment Managemen	46	116.56		2.45	9.2	1.7	11.7
516	[+]	abrdn MyFolio Multi Manager II Inst Acc GBP	abrdn Fund Managers Limited	53	88.34		1.43	8.3	0.7	11.5
517	[+]	Fidelity Multi Asset Open Defensive W Acc	Fidelity International (FIL In	48	144.70		n/a	9.2	0.7	11.5
518	[+]	Quilter Investors Cirilium Balanced Portfolio R Acc GBP	Quilter Investors Limited	54	230.73		1.64	8.4	-2.4	11.5
519	[+]	WS Prudential Risk Managed Active 2 P Acc	WS Prudential	53	149.67		2.33	9.8	0.1	11.4
520	[+]	CT MM Navigator Distribution C Inc	Columbia Threadneedle Investme	61	48.88		5.30	10.6	7.5	11.3
521	[+]	Royal London GMAP Defensive M Acc	Royal London Unit Tst Mgrs Ltd	37	127.80		3.29	7.5	4.8	11.2
522	[+]	TM UBS (UK) Global Yield C Acc	Thesis Unit Trust Mgmt Ltd	50	157.80		1.10	10.4	1.0	11.2
523	[+]	abrdn MyFolio Index I Plat P Fixed A Acc GBP	abrdn Fund Managers Limited	45	57.75		2.50	9.5	2.4	11.1
524	[+]	SVS Cornelian Defensive D Acc	Brooks Macdonald Asset Managem	45	168.50		2.83	9.6	1.8	11.1
525	[+]	VT Momentum Diversified Balanced A Acc	Momentum Global Investment Mgt	57	158.13		2.81	11.1	2.4	10.9
526	[+]	VT Cantab Moderate A Acc GBP	Valu-Trac Investment Managemen	62	117.12		0.01	9.1	-6.6	10.9
527	[+]	True Potential UBS Defensive Acc	True Potential Investments	38	123.17		1.99	7.9	4.3	10.9
528	[+]	Janus Henderson Core 4 Income I Inc	Janus Henderson Global Investo	57	89.32		4.60	9.6	1.5	10.7
529	[+]	CT MM Navigator Cautious C Acc	Columbia Threadneedle Investme	54	90.76		2.90	9.4	-0.9	10.7
530	[+]	VT Momentum Diversified Cautious A Acc	Momentum Global Investment Mgt	49	142.40		2.75	10.3	2.3	10.7
531	[+]	VT Cantab Balanced A Acc GBP	Valu-Trac Investment Managemen	71	114.18		0.01	8.4	-8.7	10.6
532	[+]	GAM Star Global Defensive Inst Acc GBP	GAM Fund Management Ltd	38	14.40 (GBP)		0.80	8.5	-0.6	10.5
533	[+]	SVS Saltus Real Return S Inc	Evelyn Partners Fund Solutions	32	127.50		0.56	5.5	4.8	10.5
534	[+]	MGTS Sentinel Defensive B Acc	Margetts Fund Management	32	149.37		0.55	7.0	6.9	10.3
535	[+]	SVS Cornelian Defensive RMP G Acc	Brooks Macdonald Asset Managem	47	118.13		2.98	9.3	2.1	10.1
536	[+]	VT Tatton Blended Defensive Retail Acc	Valu-Trac Investment Managemen	47	106.40		n/a	9.7	0.0	10.0
537	[+]	Omnis Multi-Manager Distribution B Acc	Omnis Investments Ltd	60	234.41		3.14	10.0	3.9	10.0
538	[+]	Liontrust MA Dynamic Passive Moderate S Acc	Liontrust	59	167.85		2.19	10.8	0.2	9.9
539	[+]	HSBC World Selection Interest Income Portfolio C Acc	HSBC Asset Management (Fund Se	51	179.20		4.38	11.0	2.3	9.9
540	[+]	WS Aegon Multi-Asset 2 A Acc	Aegon Investments Limited	60	114.98		1.88	10.5	2.5	9.7
541	[+]	FP Mattioli Woods Cautious B	FundRock Partners Ltd	53	103.96		2.64	8.7	2.4	9.6
542	[+]	Santander Max 60% Shares Income Portfolio RA	Santander Asset Mgmt UK Ltd	68	345.10		3.87	11.5	1.7	9.6
543	[+]	MGTS IBOSS 1 R Acc GBP	IBOSS Asset Management Ltd	44	125.55		0.26	9.0	2.3	9.5
544	[+]	Handelsbanken Cautious Multi Asset I Acc NAV	Handelsbanken ACD Limited	54	158.14		1.67	9.6	-0.7	9.4
545	[+]	abrdn MyFolio Market I Platform 1 Acc GBP	abrdn Fund Managers Limited	46	76.72		3.50	9.6	1.7	9.4
546	[+]	WS Prudential Risk Managed Active 1 P Acc	WS Prudential	47	144.16		0.83	10.0	-0.6	9.3
547	[+]	7IM Real Return C Acc	7IM Investment Funds	29	167.71		1.30	6.8	4.9	9.2
548	[+]	WS Prudential Risk Managed Passive 1 P Acc	WS Prudential	50	143.87		1.29	10.8	-0.1	9.2
549	[+]	Barclays Multi-Asset Cautious Income R Acc	Barclays Bank Plc	49	164.70		2.54	7.6	1.6	9.1
550	[+]	WS Verbatim Portfolio 3 B Acc	Waystone Management (UK) Limit	48	1.80 (GBP)		0.80	8.3	0.4	9.0
551	[+]	Quilter Investors Cirilium Conservative Blend Portfolio U1 Acc GBP	Quilter Investors Limited	38	109.31		1.56	6.9	0.4	9.0
552	[+]	abrdn Dynamic Distribution Platform 1 Acc GBP	abrdn Fund Managers Limited	54	90.93		3.83	8.7	2.7	8.8
553	[+]	abrdn MyFolio Multi Manager I Platform 1 Acc GBP	abrdn Fund Managers Limited	43	71.23		1.73	8.1	-0.3	8.8
554	[+]	Liontrust MA Dynamic Passive Prudent S Acc	Liontrust	42	151.77		2.07	8.9	1.5	8.7
555	[+]	CFP Castlefield Real Return G Inc	ConBrio Fund Partners Limited	52	256.96		1.05	8.0	1.2	8.7
556	[+]	Scottish Widows Balanced Income Portfolio A Acc	Scottish Wid UT Mgr Limited	50	267.90		3.10	10.4	2.0	8.7
557	[+]	7IM Moderately Cautious C Acc	7IM Investment Funds	57	212.58		2.30	9.3	-1.9	8.6
558	[+]	WS Aegon Multi-Asset Income 2 A Inc	Aegon Investments Limited	62	102.96		2.61	10.7	2.8	8.5
559	[+]	ACUMEN Portfolio 5 X Acc	IFSL	67	148.92		0.02	2.9	-6.6	8.5
560	[+]	Liontrust MA Blended Moderate S Acc	Liontrust	59	153.56		1.47	10.5	-1.5	8.5
561	[+]	abrdn MyFolio Managed II Platform 1 Acc GBP	abrdn Fund Managers Limited	53	78.87		2.39	8.5	-1.8	8.4
562	[+]	7IM AAP Moderately Cautious C Acc	7IM Investment Funds	54	165.00		2.40	9.0	-1.2	8.4
563	[+]	Handelsbanken Income Multi Asset I	Handelsbanken ACD Limited	60	98.19		4.66	11.8	-1.9	8.3
564	[+]	EF 8AM Focussed A	8AM Global LTD	136	140.79		0.01	11.5	-9.1	8.3
565	[+]	IFSL Avellemy 3 A Acc	IFSL	50	112.10		1.53	10.0	-0.6	8.2
566	[+]	Barclays Wealth Global Markets 1 R Acc GBP	Barclays Bank Plc	36	135.40		0.80	7.9	-0.2	8.1
567	[+]	Santander Max 50% Shares Portfolio RA	Santander Asset Mgmt UK Ltd	60	328.00		3.39	9.3	-0.5	8.1
568	[+]	Coutts Managed Cautious 1 Acc	Royal Bk of Scotland Coll Inv	55	112.53		1.48	12.0	0.7	8.1
569	[+]	WS Canlife Portfolio III C Acc	LF Canada Life Asset Managemen	49	143.59		3.05	8.3	0.3	8.0
570	[+]	SVS Brooks Macdonald Blueprint Defensive Income A Inc	Brooks Macdonald Asset Managem	38	116.00		2.59	7.2	-0.2	7.9
571	[+]	L&G Multi-Index 3 I Acc	Legal & General UT Mgr Ltd	48	74.77		2.50	9.0	-1.6	7.9
572	[+]	SPW Discovery Solution G Acc	Scottish Widows Schroder Perso	50	150.00		2.00	9.3	1.6	7.8
573	[+]	VT Greystone Conservative Managed R Acc	Greystone Wealth Management	48	138.16		1.34	10.1	-1.5	7.7
574	[+]	SVS Levitas B B Acc	Evelyn Partners Fund Solutions	40	148.10		2.04	7.8	-1.7	7.6
575	[+]	Fidelity Multi Asset Allocator Defensive W Acc	Fidelity International (FIL In	47	144.80		n/a	10.4	-1.5	7.6
576	[+]	WS Canlife Diversified Risk Managed III C Acc GBP	LF Canada Life Asset Managemen	45	117.57		1.71	8.3	5.1	7.5
577	[+]	Omnis Managed Cautious B Acc	Omnis Investments Ltd	66	257.36		1.87	10.1	-3.2	7.5
578	[+]	7IM Select Moderately Cautious C Acc	7IM Investment Funds	54	107.63		1.90	8.9	-1.2	7.5
579	[+]	WS Waverton Absolute Return II B Inc	Waverton Investment Management	22	98.33		1.31	3.0	2.9	7.3
580	[+]	BlackRock Consensus 35 D	BlackRock	51	159.06	159.06	1.88	10.0	-0.8	7.1
581	[+]	Xtrackers Portfolio Income UCITS ETF 1D GBP	Xtrackers (IE) PLC	47	11.18 (GBP)		n/a	7.1	0.3	7.0
582	[+]	WS Bentley US Dollar Balanced	Waystone Management (UK) Limit	67	1.50 (USD)		0.09	8.6	4.0	7.0
583	[+]	abrdn MyFolio Managed I Platform 1 Acc GBP	abrdn Fund Managers Limited	44	71.06		3.02	8.9	-1.2	7.0
584	[+]	Embark Horizon Multi-Asset II Z Acc	Embark Investments Limited	70	71.79		1.38	9.3	-3.7	6.9
585	[+]	Volare Defensive A Acc	Volare	38	111.24		1.93	7.6	0.0	6.8
586	[+]	HSBC Global Strategy Cautious Portfolio C Acc	HSBC Asset Management (Fund Se	46	159.10		1.84	9.9	-1.5	6.8
587	[+]	TM Brunsdon Cautious Growth C	Thesis Unit Trust Mgmt Ltd	38	125.30		1.37	7.4	-2.3	6.7
588	[+]	VT Greystone Cautious Managed R Acc	Greystone Wealth Management	59	176.22		n/a	11.1	-2.4	6.7
589	[+]	Janus Henderson Core 3 Income I Inc	Janus Henderson Global Investo	53	93.66		4.40	9.7	-1.3	6.5
590	[+]	True Potential SEI Defensive Inc	True Potential Investments	34	107.66		2.60	8.0	3.1	6.3
591	[+]	CT Managed Bond Focused Z Acc GBP	Threadneedle Investment Servic	60	138.11		2.28	11.2	-3.3	6.3
592	[+]	Santander Atlas Portfolio 3 IA	Santander Asset Mgmt UK Ltd	51	202.10		2.80	11.0	0.2	6.2
593	[+]	Invesco Summit Growth 1 (UK) Z Acc	Invesco Fund Managers Ltd	56	220.72		1.69	10.0	0.9	6.2
594	[+]	Santander Multi Index 2 RA	Santander Asset Mgmt UK Ltd	66	202.30		2.13	10.8	-1.9	6.1
595	[+]	Scottish Widows Cautious Growth D Acc	Scottish Wid UT Mgr Limited	51	157.20		3.20	10.3	-1.0	6.1
596	[+]	Santander Atlas Income Portfolio II	Santander Asset Mgmt UK Ltd	56	197.30		3.94	10.7	2.0	6.0
597	[+]	SVS Brown Shipley Cautious I Acc	Brown Shipley	47	123.73		2.61	8.9	-4.1	5.9
598	[+]	HL Multi Manager Strategic Bond A Acc	Hargreaves Lansdown Fund Mgmt	47	205.17		4.46	10.3	-2.5	5.8
599	[+]	Thesis Thameside Managed Acc	Thesis Unit Trust Mgmt Ltd	79	3,070.90	3,167.10	n/a	9.6	-1.8	5.7
600	[+]	Santander Max 30% Shares Portfolio RA	Santander Asset Mgmt UK Ltd	52	192.30		3.32	9.0	0.8	5.6

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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