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
451	[+]	VT Momentum Diversified Balanced A Acc	Momentum Global Investment Mgt	50	165.25		4.08	4.7	13.2	22.8
452	[+]	EF WM Global Trend B Acc	WAY Fund Managers	57	138.39		1.30	6.6	12.1	22.8
453	[+]	WS Sequel Real Assets Diversified Retail	Waystone Management (UK) Limit	75	95.29		n/a	2.1	7.3	22.7
454	[+]	SVS Brown Shipley Balanced I Acc	Brown Shipley	71	170.30		1.66	8.1	18.9	22.6
455	[+]	Prima Balanced A Acc GBP	Margetts Fund Management	72	102.97		n/a	4.8	15.0	22.6
456	[+]	Barclays Multi-Asset Cautious B Acc	Barclays Asset Management Ltd	48	120.10		n/a	5.2	10.2	22.5
457	[+]	Quilter Investors Cirilium Balanced Blend Portfolio U1 Acc GBP	Quilter Investors Limited	46	125.45		2.06	5.3	15.5	22.4
458	[+]	MI Charles Stanley Multi Asset Moderate A Acc	Charles Stanley & Co Ltd	56	137.65		2.63	6.9	18.4	22.4
459	[+]	Discovery Balanced B Inc GBP	Valu-Trac Investment Managemen	61	129.88		3.80	6.3	15.9	22.4
460	[+]	WS Verbatim Portfolio 4 B Acc	Waystone Management (UK) Limit	52	213.04		n/a	7.8	16.6	22.4
461	[+]	7IM AAP Balanced C Acc	7IM Investment Funds	63	209.13		2.00	5.7	13.7	22.3
462	[+]	Fidelity Multi Asset Income & Growth W Inc	Fidelity International (FIL In	61	108.60		4.03	7.1	15.7	22.3
463	[+]	MI Canaccord Genuity Risk Profile 4 A Acc	Canaccord Genuity Limited	46	131.37		2.30	5.6	14.1	22.2
464	[+]	L&G Multi-Index Income 4 I Acc	Legal & General UT Mgr Ltd	48	76.12		3.80	8.2	18.1	22.2
465	[+]	VT Alligator	Valu-Trac Investment Managemen	131	445.33		-8.91	6.3	18.3	22.1
466	[+]	VT AI-FUNDS Tactical High Yield Bond I	Valu-Trac Investment Managemen	22	150.21		n/a	4.8	16.8	22.0
467	[+]	VT Johnston Cautious Portfolio A Acc	Valu-Trac Investment Managemen	39	121.19		n/a	4.2	12.0	22.0
468	[+]	abrdn Dynamic Distribution Inst Acc GBP	abrdn Fund Managers Limited	52	118.00		3.80	5.9	15.8	21.9
469	[+]	HL HL Cautious Managed A Acc	Hargreaves Lansdown Fund Mgmt	41	139.22		1.96	5.7	14.5	21.7
470	[+]	SVS Brooks Macdonald Blueprint Cautious Growth A Inc	Brooks Macdonald Asset Managem	45	154.40		2.34	4.9	12.9	21.7
471	[+]	MGTS IBOSS 2 R Acc GBP	IBOSS Asset Management Ltd	50	149.40		0.27	7.4	17.0	21.6
472	[+]	BlackRock ACS Lifepath 2025-2027 X1	BlackRock	57	135.52	135.58	1.44	6.4	15.5	21.5
473	[+]	Scottish Widows Horizon Multi-Asset 3 Z Acc	Scottish Wid UT Mgr Limited	65	86.51		0.60	6.7	18.4	21.5
474	[+]	Nedgroup Balanced Multi C USD	Nedgroup Investments (IOM) Ltd	55	14.57 (USD)		n/a	4.8	2.7	21.5
475	[+]	CT MM Navigator Cautious C Acc	Columbia Threadneedle Investme	55	95.02		2.50	4.9	12.6	21.5
476	[+]	WS Canlife Portfolio IV C Acc	LF Canada Life Asset Managemen	52	167.83		2.50	5.1	13.6	21.5
477	[+]	IFSL Marlborough 4 Portfolio P Inc	Marlborough Investment Managem	51	98.87		2.27	6.1	14.3	21.4
478	[+]	Quilter Investors Creation Balanced Portfolio U1 Acc GBP	Quilter Investors Limited	44	145.40		2.18	4.8	15.2	21.3
479	[+]	IFSL Ascot Lloyd 4 A Acc	IFSL	49	127.90		1.80	5.4	16.2	21.2
480	[+]	Omnis Multi-Manager Distribution B Acc	Omnis Investments Ltd	52	244.86		3.32	6.1	11.0	21.2
481	[+]	Schroder Sustainable Future Multi-Asset Z Acc	Schroder UT Managers	51	98.98		1.90	7.6	15.3	21.2
482	[+]	EF 8AM Balanced A	8AM Global LTD	81	142.56		0.23	9.7	17.9	21.1
483	[+]	TM Castlefield Risk Managed G Income	Thesis Unit Trust Mgmt Ltd	43	266.40		1.20	5.3	7.0	21.1
484	[+]	HL Emerging Markets A Acc GBP	Hargreaves Lansdown Fund Mgmt	111	161.21		1.22	15.4	13.7	21.1
485	[+]	VT Sinfonia Cautious Managed Portfolio A Acc	Valu-Trac Investment Managemen	49	221.01		0.02	7.0	14.8	21.0
486	[+]	7IM Balanced C Acc	7IM Investment Funds	64	283.09		1.80	4.7	13.8	20.8
487	[+]	IFSL atomos Cautious A Acc	IFSL	50	133.40		n/a	7.1	18.1	20.7
488	[+]	L&G Mixed Investment Income 0-35% I Acc	Legal & General UT Mgr Ltd	43	73.58		4.60	7.1	20.4	20.5
489	[+]	7IM Select Balanced C Acc	7IM Investment Funds	61	121.65		1.70	4.7	13.6	20.5
490	[+]	L&G Multi-Index 4 I Acc	Legal & General UT Mgr Ltd	50	89.76		2.40	7.0	14.1	20.3
491	[+]	EF New Horizon Balanced Income & Growth B Inc	WAY Fund Managers	59	179.11		2.46	7.5	14.8	20.3
492	[+]	SPW Discovery Solution G Acc	Scottish Widows Schroder Perso	51	159.70		1.70	7.0	15.5	20.3
493	[+]	abrdn MyFolio Multi Manager II Inst Acc GBP	abrdn Fund Managers Limited	46	93.32		1.36	6.2	13.5	19.9
494	[+]	HSBC Global Strategy Conservative Portfolio C Acc	HSBC Asset Management (Fund Se	49	137.20		1.98	5.9	15.6	19.8
495	[+]	L&G Mixed Investment 0-35% I Acc	Legal & General UT Mgr Ltd	43	231.10		3.00	6.5	18.5	19.8
496	[+]	Barclays Global Markets Cautious R Acc GBP	Barclays Bank Plc	47	179.20		1.10	7.9	18.1	19.7
497	[+]	CT Managed Equity & Bond Z Acc GBP	Threadneedle Investment Servic	63	167.45		1.75	5.5	16.3	19.7
498	[+]	Buxton Acc	Waystone Management (UK) Limit	49	4,424.82		1.11	5.5	4.7	19.6
499	[+]	Volare Balanced A Acc	Volare	61	136.50		1.42	6.6	15.1	19.5
500	[+]	Janus Henderson Multi-Manager Income & Growth I Inc	Janus Henderson Global Investo	52	132.90		3.40	4.1	12.1	19.5
501	[+]	Vanguard Target Retirement 2015 A Acc GBP	Vanguard Investments UK Limite	40	163.51 (GBP)		2.16	6.0	15.9	19.5
502	[+]	WS Verbatim Multi-Index Portfolio 3 A Acc	Waystone Management (UK) Limit	39	186.18		0.02	6.9	16.9	19.4
503	[+]	Allianz RiskMaster Conservative Multi Asset Y Acc	Allianz Global Invtrs GmbH(UK)	48	6,641.07		2.40	7.6	17.5	19.4
504	[+]	Capital Link Growth Inc	Thesis Unit Trust Mgmt Ltd	56	1,686.00		n/a	10.9	8.5	19.3
505	[+]	Fidelity Multi Asset Allocator Strategic W Acc	Fidelity International (FIL In	49	188.40		n/a	6.7	15.6	19.3
506	[+]	IFSL Equilibrium Cautious Portfolio A Acc	IFSL	38	126.40		1.99	6.6	11.9	19.2
507	[+]	Daisybelle	Evelyn Partners Fund Solutions	49	1,852.00		1.61	3.8	1.7	19.2
508	[+]	Invesco Summit Growth 2 (UK) Z Acc	Invesco Fund Managers Ltd	50	246.86		1.77	3.7	13.7	19.1
509	[+]	SVS Cornelian Cautious RMP G Acc	Brooks Macdonald Asset Managem	47	133.20		2.91	4.2	12.8	19.1
510	[+]	Schroder Diversified Growth Inst Acc	Schroder UT Managers	55	118.30		2.10	7.4	12.2	19.1
511	[+]	MI Activus Investment A Acc	Activus Wealth Ltd	71	134.73		n/a	2.4	7.6	19.0
512	[+]	SVS Cornelian Cautious D Acc	Brooks Macdonald Asset Managem	45	257.86		2.67	4.7	13.8	19.0
513	[+]	VT Evelyn Global Dynamic A Acc GBP	Valu-Trac Investment Managemen	66	120.46		n/a	7.0	8.8	18.9
514	[+]	GAM Star Global Moderate Inst Acc GBP	GAM Fund Management Ltd	62	15.70 (GBP)		1.20	9.5	18.3	18.8
515	[+]	MGTS Future Money Real Value R Acc	Margetts Fund Management	50	198.50		1.63	4.1	13.3	18.7
516	[+]	FP Mattioli Woods Cautious B	FundRock Partners Ltd	49	109.11		1.76	7.4	13.9	18.6
517	[+]	Brighton Rock	Evelyn Partners Fund Solutions	62	224.80		0.80	-0.3	10.9	18.6
518	[+]	Janus Henderson Core 4 Income I Inc	Janus Henderson Global Investo	52	89.98		4.60	5.8	11.8	18.6
519	[+]	L&G Future World ESG Screened and Selected Multi-Index 4 I Acc	Legal & General UT Mgr Ltd	54	64.28		2.30	6.4	14.5	18.6
520	[+]	Barclays Multi-Asset Cautious Income R Acc	Barclays Bank Plc	43	175.60		2.54	6.8	15.7	18.6
521	[+]	Santander Max 60% Shares Income Portfolio RA	Santander Asset Mgmt UK Ltd	58	359.00		4.08	4.5	16.3	18.5
522	[+]	Janus Henderson Multi-Manager Distribution I Inc	Janus Henderson Global Investo	52	121.50		3.20	3.9	11.9	18.5
523	[+]	Santander Atlas Portfolio 4 IA	Santander Asset Mgmt UK Ltd	51	242.80		2.01	6.0	16.7	18.4
524	[+]	MGTS Clarion Prudence Portfolio X Acc	Margetts Fund Management	48	195.68		n/a	6.2	14.5	18.1
525	[+]	FP Apollo Multi Asset Balanced D GBP	Apollo Asset Management	54	189.77		0.02	4.0	3.3	18.1
526	[+]	Liontrust MA Dynamic Passive Moderate S Acc	Liontrust	51	180.50		2.18	8.2	16.2	18.0
527	[+]	CT Multi-Manager Universal Cautious B Inc	Columbia Threadneedle Investme	53	174.40		2.40	4.6	11.9	17.9
528	[+]	Scottish Widows Balanced Income Portfolio A Acc	Scottish Wid UT Mgr Limited	44	281.70		3.00	5.9	14.3	17.7
529	[+]	SVS Brown Shipley Income I Acc	Brown Shipley	54	217.50		2.36	6.8	15.6	17.5
530	[+]	Quilter Investors Cirilium Balanced Portfolio R Acc GBP	Quilter Investors Limited	47	240.46		2.50	4.5	11.2	17.4
531	[+]	Sarasin Cautious Managed M Acc GBP	Sarasin Investment Funds Ltd	53	106.20		n/a	6.1	14.1	17.4
532	[+]	WS Canlife Diversified Risk Managed III C Acc GBP	LF Canada Life Asset Managemen	39	123.19		1.85	5.5	13.8	17.4
533	[+]	HSBC World Selection Interest Income Portfolio C Acc	HSBC Asset Management (Fund Se	45	188.60		4.32	6.0	15.5	17.4
534	[+]	WS Prudential Risk Managed Active 2 P Acc	WS Prudential	42	158.08		2.35	6.3	14.2	17.4
535	[+]	HSBC World Selection Conservative Portfolio C Acc	HSBC Asset Management (Fund Se	46	148.70		2.61	5.5	13.2	17.3
536	[+]	EF 8AM Focussed A	8AM Global LTD	140	158.66		n/a	13.1	17.7	17.3
537	[+]	VT Brompton Cautious A Retail Acc	Valu-Trac Investment Managemen	38	125.54		3.49	4.9	11.6	17.1
538	[+]	Schroder Blended Portfolio 3 Z Acc	Schroder UT Managers	33	65.79		2.14	5.7	13.9	17.0
539	[+]	The Galacum Acc	Evelyn Partners Fund Solutions	72	134.40		1.57	5.0	8.0	16.9
540	[+]	Virgin Money Growth 1	Virgin Money Unit Tst Mgr Ltd	44	111.40	111.40	2.30	4.8	13.8	16.8
541	[+]	True Potential UBS Defensive Acc	True Potential Investments	34	128.50		2.64	4.7	12.3	16.7
542	[+]	SVS Saltus Real Return X Inc	Evelyn Partners Fund Solutions	33	108.80		n/a	6.0	7.1	16.7
543	[+]	Liontrust MA Blended Moderate S Acc	Liontrust	52	164.37		2.04	7.6	15.9	16.4
544	[+]	Fidelity Multi Asset Open Defensive W Acc	Fidelity International (FIL In	39	153.30		n/a	6.8	13.7	16.3
545	[+]	Royal London GMAP Defensive M Acc	Royal London Unit Tst Mgrs Ltd	32	130.50		2.98	2.8	9.0	16.3
546	[+]	Thesis Eden Investment Acc	Thesis Unit Trust Mgmt Ltd	60	224.80		0.35	4.2	7.7	16.3
547	[+]	VT Greystone Cautious Managed R Acc	Greystone Wealth Management	45	185.66		n/a	6.1	16.3	15.9
548	[+]	Jupiter Merlin Conservative Select I Acc	Jupiter Unit Trust Mgrs Ltd	51	83.39		4.25	7.5	18.6	15.9
549	[+]	Jay Inc	Evelyn Partners Fund Solutions	96	252.80		0.18	1.3	4.0	15.7
550	[+]	MI Charles Stanley Multi Asset Cautious A Acc	Charles Stanley & Co Ltd	40	124.59		2.81	4.6	13.9	15.7
551	[+]	IFSL atomos Defensive A Acc	IFSL	43	119.30		n/a	5.8	14.3	15.6
552	[+]	WS Verbatim Portfolio 3 B Acc	Waystone Management (UK) Limit	41	190.34		n/a	6.3	13.8	15.6
553	[+]	TM Castlefield Thoughtful Growth Portfolio G Income	Thesis Unit Trust Mgmt Ltd	67	111.63		1.60	2.4	5.3	15.6
554	[+]	abrdn MyFolio Core II Institutional Fixed Acc GBP	abrdn Fund Managers Limited	48	91.40		2.21	6.4	12.3	15.5
555	[+]	VT Cantab Balanced A Inc GBP	Valu-Trac Investment Managemen	69	122.91		0.01	9.2	10.3	15.5
556	[+]	TM UBS (UK) Global Yield C Acc	Thesis Unit Trust Mgmt Ltd	43	165.90		1.10	5.6	15.4	15.5
557	[+]	Vanguard LifeStrategy 40% Equity A Shares Acc	Vanguard Investments UK Limite	53	213.65 (GBP)		2.16	6.0	14.8	15.5
558	[+]	WS Prudential Risk Managed Passive 2 P Acc	WS Prudential	44	152.21		2.53	6.2	16.5	15.4
559	[+]	Volare Cautious A Acc	Volare	45	131.32		2.01	5.3	13.0	15.3
560	[+]	WAY Global Cautious Portfolio E Acc	WAY Fund Managers	40	145.82		n/a	4.4	12.0	15.2
561	[+]	abrdn MyFolio Index I Inst B Acc GBP	abrdn Fund Managers Limited	37	60.66		3.23	5.6	14.8	15.1
562	[+]	MGTS IBOSS 1 R Acc GBP	IBOSS Asset Management Ltd	39	132.22		0.26	6.0	13.8	15.1
563	[+]	Scottish Widows Managed Growth 2G L Acc	Scottish Wid UT Mgr Limited	44	154.70		3.70	5.5	15.5	15.0
564	[+]	VT Cantab Moderate A Inc GBP	Valu-Trac Investment Managemen	57	122.15		0.01	7.4	9.7	14.7
565	[+]	Coutts Managed Cautious 1 Acc	Royal Bk of Scotland Coll Inv	57	119.20		1.48	6.8	17.6	14.6
566	[+]	WS Bentley US Dollar Balanced	Waystone Management (UK) Limit	66	1.64 (USD)		0.32	7.2	9.8	14.5
567	[+]	Thesis KES Income & Growth Acc	Thesis Unit Trust Mgmt Ltd	56	215.20	228.80	1.00	3.8	5.9	14.4
568	[+]	VT Esprit Careful Growth Acc	Valu-Trac Investment Managemen	40	120.88		3.07	4.6	12.4	14.3
569	[+]	MGTS Sentinel Defensive B Acc	Margetts Fund Management	27	153.79		0.55	3.7	14.3	14.3
570	[+]	L&G Multi Asset Core 20 I Acc GBP	Legal & General UT Mgr Ltd	32	56.71		3.60	4.6	11.9	14.1
571	[+]	EF Brompton Global Conservative B	WAY Fund Managers	36	151.48		1.71	4.6	10.9	14.0
572	[+]	Santander Atlas Income Portfolio II	Santander Asset Mgmt UK Ltd	50	196.50		4.40	4.6	15.0	14.0
573	[+]	VT AJ Bell Cautious I Acc	Valu-Trac Investment Managemen	39	125.54		1.81	3.7	9.6	13.7
574	[+]	Liontrust MA Dynamic Passive Prudent S Acc	Liontrust	34	159.62		2.67	5.9	12.6	13.6
575	[+]	WS Aegon Multi-Asset 2 A Acc	Aegon Investments Limited	52	119.22		2.08	4.4	12.8	13.6
576	[+]	EF New Horizon Income B Inc	WAY Fund Managers	42	80.72		4.43	6.4	13.2	13.6
577	[+]	FP Apollo Multi Asset Cautious D GBP	Apollo Asset Management	46	179.56		0.02	1.7	2.1	13.6
578	[+]	Santander Max 50% Shares Portfolio RA	Santander Asset Mgmt UK Ltd	56	344.00		3.36	5.1	13.6	13.4
579	[+]	Handelsbanken Cautious Multi Asset I Acc NAV	Handelsbanken ACD Limited	50	164.18		2.06	4.8	8.9	13.3
580	[+]	abrdn MyFolio Multi Manager I Inst Acc GBP	abrdn Fund Managers Limited	36	79.66		1.79	4.9	10.9	13.2
581	[+]	Verus Responsible Balanced A Acc	WAY Fund Managers	58	154.27		0.85	3.9	11.6	13.2
582	[+]	HSBC Global Responsible Multi-Asset Conservative Portfolio C Inc	HSBC Asset Management (Fund Se	44	120.20		1.75	4.3	11.0	13.1
583	[+]	Handelsbanken Income Multi Asset I	Handelsbanken ACD Limited	48	96.80		5.41	5.2	7.3	12.8
584	[+]	MI Canaccord Genuity Risk Profile 3 A Acc	Canaccord Genuity Limited	35	115.37		2.33	4.4	9.9	12.8
585	[+]	JPM Multi-Asset Cautious C Acc	JP Morgan Asset Management UK	55	111.70		2.09	5.1	13.5	12.7
586	[+]	WS Aegon Multi-Asset Income 2 A Inc	Aegon Investments Limited	53	103.26		2.93	4.0	11.4	12.6
587	[+]	SVS Cornelian Defensive RMP G Acc	Brooks Macdonald Asset Managem	39	121.21		3.12	3.7	9.8	12.6
588	[+]	Liontrust MA Monthly High Income S Inc	Liontrust	40	87.57		4.41	6.5	15.5	12.5
589	[+]	Xtrackers Portfolio Income UCITS ETF 1D GBP	Xtrackers (IE) PLC	39	11.25 (GBP)		n/a	6.7	14.8	12.5
590	[+]	WS Prudential Risk Managed Active 1 P Acc	WS Prudential	37	150.51		0.91	5.6	13.0	12.4
591	[+]	VT Tatton Blended Defensive Retail Acc	Valu-Trac Investment Managemen	39	111.26		n/a	5.5	12.9	12.4
592	[+]	SVS Cornelian Defensive D Acc	Brooks Macdonald Asset Managem	38	173.42		2.96	3.9	9.9	12.0
593	[+]	Broadway ICVC Income	The 140 Investment Managers	33	88.25		3.38	2.1	4.6	12.0
594	[+]	SVS Brooks Macdonald Blueprint Defensive Income A Inc	Brooks Macdonald Asset Managem	33	117.50		2.94	4.1	9.7	11.8
595	[+]	Scottish Widows Cautious Growth D Acc	Scottish Wid UT Mgr Limited	42	164.50		3.10	5.6	12.8	11.6
596	[+]	Quilter Investors Cirilium Conservative Passive Portfolio R Acc GBP	Quilter Investors Limited	35	157.14		2.49	5.3	13.4	11.5
597	[+]	7IM Real Return C Acc	7IM Investment Funds	20	171.05		2.00	2.7	11.4	11.5
598	[+]	Prima Cautious A Acc GBP	Margetts Fund Management	42	101.29		n/a	2.8	11.4	11.3
599	[+]	VT Avastra Global Alternatives Acc GBP	Valu-Trac Investment Managemen	55	109.21		0.01	8.9	0.9	11.2
600	[+]	WS Canlife Portfolio III C Acc	LF Canada Life Asset Managemen	39	148.01		n/a	3.9	10.0	11.2

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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