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

783 funds
Rank		Fund	Group	FE fundinfo Risk Score	Bid	Offer	Yield	1y	3y	5y
451	[+]	Thesis Thameside Managed Acc	Thesis Unit Trust Mgmt Ltd	68	3,721.30	3,844.30	n/a	4.6	34.0	21.0
452	[+]	WS Calibre Equity B Acc GBP	Waystone Fund Services (UK) Li	85	197.67		0.29	6.4	22.8	21.0
453	[+]	Janus Henderson Core 4 Income I Inc	Janus Henderson Global Investo	51	95.30		4.30	13.7	22.0	21.0
454	[+]	SVS Cornelian Cautious RMP G Acc	Brooks Macdonald Asset Managem	46	143.83		2.84	9.3	21.0	20.8
455	[+]	abrdn Dynamic Distribution Inst Acc GBP	abrdn Fund Managers Limited	51	127.00		3.83	10.3	23.7	20.8
456	[+]	Scottish Widows Horizon Multi-Asset 3 Z Acc	Scottish Wid UT Mgr Limited	65	92.66		2.10	8.4	24.5	20.7
457	[+]	Volare Growth A Acc	Volare	78	153.51		1.20	9.9	24.2	20.7
458	[+]	Thesis Headway A Acc	Thesis Unit Trust Mgmt Ltd	49	267.10	276.30	1.61	7.2	22.2	20.7
459	[+]	WAY Global Balanced Portfolio E Acc	WAY Fund Managers	52	201.34		n/a	12.0	22.8	20.7
460	[+]	IFSL Marlborough 4 Portfolio P Inc	Marlborough Investment Managem	52	105.56		1.79	8.8	22.1	20.5
461	[+]	L&G Mixed Investment Income 0-35% I Acc	Legal & General UT Mgr Ltd	39	77.50		4.40	10.2	24.8	20.5
462	[+]	WS Verbatim Multi-Index Portfolio 3 A Acc	Waystone Management (UK) Limit	38	197.44		1.48	9.7	23.0	20.4
463	[+]	Omnis Managed Balanced B Acc	Omnis Investments Ltd	70	409.54		1.48	11.0	25.6	20.4
464	[+]	Schroder Diversified Growth Inst Acc	Schroder UT Managers	60	130.40		1.88	12.3	27.2	20.3
465	[+]	Prima Balanced A Acc GBP	Margetts Fund Management	74	111.99		n/a	9.3	21.5	20.2
466	[+]	Vanguard Target Retirement 2015 A Acc GBP	Vanguard Investments UK Limite	38	171.37 (GBP)		2.07	7.8	22.8	20.1
467	[+]	WS Keyridge Diversified Risk Managed III C Acc GBP	LF Canada Life Asset Managemen	38	130.47		2.40	8.1	19.3	20.0
468	[+]	SVS Brooks Macdonald Blueprint Cautious Growth A Inc	Brooks Macdonald Asset Managem	44	163.10		2.23	8.3	19.1	20.0
469	[+]	L&G Multi-Index 4 I Acc	Legal & General UT Mgr Ltd	50	95.75		2.30	10.2	23.7	20.0
470	[+]	HSBC World Selection Conservative Portfolio C Acc	HSBC Asset Management (Fund Se	47	159.50		1.69	8.6	23.5	20.0
471	[+]	VT Avastra Global Diversified Assets GBP Acc A£	Valu-Trac Investment Managemen	49	120.21		0.01	12.2	21.1	19.8
472	[+]	Quilter Investors Creation Balanced Portfolio U1 Acc GBP	Quilter Investors Limited	45	155.70		2.12	8.7	20.7	19.7
473	[+]	Barclays Multi-Asset Cautious B Acc	Barclays Asset Management Ltd	46	125.20		n/a	4.7	15.4	19.7
474	[+]	L&G Mixed Investment 0-35% I Acc	Legal & General UT Mgr Ltd	40	243.80		2.10	9.6	24.4	19.7
475	[+]	IFSL Equilibrium Adventurous Portfolio A Acc	IFSL	53	147.50		1.54	9.8	25.0	19.7
476	[+]	VT Momentum Diversified Balanced A Acc	Momentum Global Investment Mgt	48	174.69		2.39	8.4	18.9	19.6
477	[+]	Quilter Investors Cirilium Dynamic Portfolio R Acc GBP	Quilter Investors Limited	75	348.33		1.17	9.8	24.7	19.6
478	[+]	Santander Atlas Portfolio 4 IA	Santander Asset Mgmt UK Ltd	51	260.90		1.88	9.9	25.3	19.6
479	[+]	Barclays Global Markets Cautious R Acc GBP	Barclays Bank Plc	45	188.20		1.10	7.3	25.0	19.4
480	[+]	HL Emerging Markets A Acc GBP	Hargreaves Lansdown Fund Mgmt	124	198.51		1.17	31.2	35.2	19.4
481	[+]	VT Brompton Cautious A Retail Acc	Valu-Trac Investment Managemen	36	134.61		2.24	10.2	20.7	19.4
482	[+]	VT Johnston Cautious Portfolio A Acc	Valu-Trac Investment Managemen	39	125.39		n/a	4.7	13.3	19.4
483	[+]	Fidelity Multi Asset Allocator Strategic W Acc	Fidelity International (FIL In	48	198.90		n/a	7.8	24.7	19.4
484	[+]	WS Aegon Multi-Asset Income 2 A Inc	Aegon Investments Limited	53	110.87		3.15	11.5	22.8	19.3
485	[+]	MGTS Future Money Real Value R Acc	Margetts Fund Management	48	211.04		1.63	8.4	18.7	19.3
486	[+]	TM Castlefield Risk Managed G Income	Thesis Unit Trust Mgmt Ltd	44	278.77		1.30	8.8	14.2	19.2
487	[+]	SPW Discovery Solution G Acc	Scottish Widows Schroder Perso	50	168.60		1.60	7.3	22.0	19.2
488	[+]	WS Doherty Cautious Managed B Acc GBP	Waystone Fund Services (UK) Li	41	171.82		1.50	5.2	14.1	19.2
489	[+]	WS T. Bailey Multi-Asset Dynamic A Inc	Waystone Fund Services (UK) Li	48	79.38		1.99	14.0	20.7	19.1
490	[+]	True Potential UBS Defensive Acc	True Potential Investments	33	136.74		2.63	7.9	20.2	19.0
491	[+]	7IM Balanced C Acc	7IM Investment Funds	62	303.41		1.20	8.2	18.3	18.9
492	[+]	Janus Henderson Multi-Manager Income & Growth I Inc	Janus Henderson Global Investo	53	140.50		2.80	7.1	18.3	18.8
493	[+]	Fenix Balanced	Yealand Fund Services Limited	98	210.71		1.76	6.9	21.7	18.8
494	[+]	Janus Henderson Multi-Manager Distribution I Inc	Janus Henderson Global Investo	53	128.50		2.80	7.0	18.3	18.7
495	[+]	MI Canaccord Genuity Risk Profile 4 A Acc	Canaccord Genuity Limited	43	138.27		2.30	6.7	18.7	18.6
496	[+]	FP Apollo Multi Asset Adventurous D GBP	Apollo Asset Management	73	156.83		0.01	16.9	22.7	18.6
497	[+]	IFSL Equilibrium Balanced Portfolio A Acc	IFSL	42	138.30		2.03	8.4	20.5	18.4
498	[+]	Liontrust MA Blended Moderate S Acc	Liontrust	51	176.92		2.16	10.8	26.0	18.4
499	[+]	WS Opie Street Growth R Acc GBP	Waystone Fund Services (UK) Li	75	564.69		0.84	5.5	21.7	18.4
500	[+]	L&G Future World ESG Screened and Selected Multi-Index 4 I Acc	Legal & General UT Mgr Ltd	52	67.99		2.30	9.1	22.3	18.3
501	[+]	Scottish Widows Balanced Income Portfolio A Acc	Scottish Wid UT Mgr Limited	42	300.00		2.80	8.0	22.8	18.2
502	[+]	Fidelity Multi Asset Open Defensive W Acc	Fidelity International (FIL In	37	165.20		n/a	11.1	22.5	18.2
503	[+]	Sussex Growth Fund Inc GBP	Tutman Fund Solutions Limited	119	471.48		0.64	3.4	27.1	18.1
504	[+]	Invesco Summit Growth 2 (UK) Z Acc	Invesco Fund Managers Ltd	46	260.41		1.77	7.1	20.1	18.1
505	[+]	HSBC World Selection Interest Income Portfolio C Acc	HSBC Asset Management (Fund Se	43	200.40		3.76	8.7	23.2	18.0
506	[+]	Vanguard LifeStrategy 40% Equity UCITS ETF Dis	Vanguard Group (Ireland) Limit	50	26.47 (EUR)		n/a	10.6	23.2	18.0
507	[+]	EF New Horizon Balanced Income & Growth B Inc	WAY Fund Managers	58	188.81		2.53	9.3	23.4	17.9
508	[+]	Santander Max 60% Shares Income Portfolio RA	Santander Asset Mgmt UK Ltd	56	383.30		3.84	9.3	21.3	17.9
509	[+]	JPM Multi Manager Growth C Acc	JP Morgan Asset Management UK	115	342.80		1.70	14.4	31.1	17.9
510	[+]	Pharaoh Income Fund Inc GBP	Tutman Fund Solutions Limited	97	302.14		1.42	5.7	19.0	17.9
511	[+]	TM Total Return A 2011	Thesis Unit Trust Mgmt Ltd	63	18.81 (GBP)		n/a	2.5	17.9	17.6
512	[+]	VT Greystone Balanced Managed R Acc	Greystone Wealth Management	61	298.88		1.64	10.9	26.9	17.5
513	[+]	MGTS IBOSS 1 R Acc GBP	IBOSS Asset Management Ltd	37	140.73		0.26	9.1	20.1	17.5
514	[+]	Schroder Blended Portfolio 3 Z Acc	Schroder UT Managers	31	69.00		1.99	7.8	19.3	17.5
515	[+]	SVS Brown Shipley Balanced I Acc	Tutman Fund Solutions Limited	69	182.28		1.52	8.6	29.2	17.4
516	[+]	Buxton Acc	Waystone Management (UK) Limit	46	4,771.60		0.87	10.8	13.5	17.3
517	[+]	WS Verbatim Portfolio 3 B Acc	Waystone Management (UK) Limit	40	201.63		1.35	9.0	19.6	17.3
518	[+]	The Penare Acc	Thesis Unit Trust Mgmt Ltd	90	165.00		n/a	7.5	37.1	17.3
519	[+]	Royal London GMAP Defensive M Acc	Royal London Unit Tst Mgrs Ltd	33	138.30		2.96	6.2	16.9	17.2
520	[+]	MI Activus Opportunity A Acc	Activus Wealth Ltd	104	137.89		n/a	12.9	28.7	17.2
521	[+]	abrdn MyFolio Multi Manager II Inst Acc GBP	abrdn Fund Managers Limited	46	98.59		2.38	8.2	19.6	17.1
522	[+]	SVS Cornelian Cautious D Acc	Brooks Macdonald Asset Managem	44	272.97		2.70	7.6	20.2	17.1
523	[+]	CT Managed Equity & Bond Z Acc GBP	Threadneedle Investment Servic	61	177.03		1.70	7.1	23.9	17.1
524	[+]	Vanguard LifeStrategy 40% Equity A Shares Acc	Vanguard Investments UK Limite	49	226.94 (GBP)		2.03	8.9	24.1	17.1
525	[+]	abrdn MyFolio Enhanced ESG II Institutional B Fixed Acc GBP	abrdn Fund Managers Limited	49	60.04		1.94	10.6	24.2	17.0
526	[+]	VT PortfolioMetrix Core Cautious Portfolio A Acc GBP	Valu-Trac Investment Managemen	31	117.95		n/a	7.9	22.2	17.0
527	[+]	MGTS Clarion Prudence Portfolio X Acc	Margetts Fund Management	47	210.63		n/a	10.5	22.2	16.9
528	[+]	WS Aegon Multi-Asset 2 A Acc	Aegon Investments Limited	51	127.59		2.04	8.9	21.6	16.9
529	[+]	MGTS Sentinel Enterprise B Acc	Margetts Fund Management	117	285.82		0.41	-6.3	12.9	16.8
530	[+]	L&G Multi Asset Core 20 I Acc GBP	Legal & General UT Mgr Ltd	30	59.45		3.00	6.8	18.1	16.7
531	[+]	Volare Balanced A Acc	Volare	61	145.42		1.34	8.1	20.3	16.6
532	[+]	VT AI-FUNDS Tactical High Yield Bond I	Valu-Trac Investment Managemen	20	153.16		n/a	4.7	18.7	16.6
533	[+]	Quilter Investors Cirilium Moderate Portfolio R Acc GBP	Quilter Investors Limited	61	326.16		1.50	9.2	21.4	16.4
534	[+]	Barclays Multi-Asset Cautious Income R Acc	Barclays Bank Plc	39	184.00		2.54	8.2	21.4	16.3
535	[+]	Pictet Multi Asset Global Opportunities IX EUR	Pictet Asset Management (Europ	43	159.14 (EUR)		n/a	11.1	23.1	16.3
536	[+]	abrdn MyFolio Index I Inst B Acc GBP	abrdn Fund Managers Limited	33	63.77		3.26	8.3	21.4	16.2
537	[+]	IFSL atomos Defensive A Acc	IFSL	41	125.80		n/a	8.5	21.6	16.2
538	[+]	WAY Global Cautious Portfolio E Acc	WAY Fund Managers	38	155.70		n/a	9.1	19.1	16.1
539	[+]	WS Prudential Risk Managed Passive 2 P Acc	WS Prudential	42	162.51		2.39	10.3	22.6	16.1
540	[+]	Liontrust MA Dynamic Passive Prudent S Acc	Liontrust	33	169.21		2.66	8.4	20.8	16.1
541	[+]	CG AJ Bell Cautious I Acc	Carne Global Fund Managers (UK	37	132.60		2.50	7.8	16.8	16.1
542	[+]	MI Brewin Dolphin Voyager Max 40% Equity A Acc	Brewin Dolphin Limited	40	122.87		n/a	8.9	22.6	15.9
543	[+]	BLENHEIM Ethical Opportunities R Acc	Margetts Fund Management	47	116.35		n/a	6.5	13.1	15.8
544	[+]	VT Esprit Careful Growth Acc	Valu-Trac Investment Managemen	40	129.33		3.06	9.6	19.0	15.7
545	[+]	BlackRock MyMap 3 D Acc	BlackRock	33	127.66		2.76	8.3	21.9	15.7
546	[+]	CT Multi-Manager Universal Cautious B Inc	Columbia Threadneedle Investme	52	183.80		2.30	8.9	18.2	15.7
547	[+]	WS Prudential Risk Managed Active 2 P Acc	WS Prudential	40	168.32		1.87	10.0	20.4	15.7
548	[+]	IFSL Equilibrium Cautious Portfolio A Acc	IFSL	35	132.60		2.31	7.6	17.9	15.6
549	[+]	Invesco Summit Responsible 2 (UK) Z Acc	Invesco Fund Managers Ltd	43	230.52		n/a	7.0	22.3	15.6
550	[+]	Volare Cautious A Acc	Volare	44	137.58		1.92	6.5	17.3	15.6
551	[+]	abrdn MyFolio Core II Institutional Fixed Acc GBP	abrdn Fund Managers Limited	47	98.09		2.04	10.2	21.9	15.5
552	[+]	Santander Max 50% Shares Portfolio RA	Santander Asset Mgmt UK Ltd	54	372.90		3.12	10.0	22.5	15.5
553	[+]	MGTS Sentinel Defensive B Acc	Margetts Fund Management	23	158.81		0.55	5.8	14.6	15.5
554	[+]	Octopus Growth 1	Octopus Money Unit Trust Manag	42	116.80	116.80	2.30	8.6	19.3	15.4
555	[+]	Daisybelle	Tutman Fund Solutions Limited	44	1,972.00		1.98	9.4	5.9	15.4
556	[+]	The Davids	Waystone Management (UK) Limit	80	2,799.03		1.01	-13.5	3.6	15.4
557	[+]	Scottish Widows Managed Growth 2G L Acc	Scottish Wid UT Mgr Limited	40	162.80		3.80	7.5	22.4	15.3
558	[+]	SVS Brown Shipley Income I Acc	Tutman Fund Solutions Limited	51	231.21		2.28	8.4	24.8	15.3
559	[+]	EF Brompton Global Conservative B	WAY Fund Managers	35	161.68		1.57	9.7	19.5	15.2
560	[+]	Langham	Tutman Fund Solutions Limited	92	1,845.00	1,938.00	n/a	1.8	18.0	15.0
561	[+]	Santander Atlas Income Portfolio II	Santander Asset Mgmt UK Ltd	49	204.00		4.26	8.5	18.7	15.0
562	[+]	The TM Lancewood Acc	Thesis Unit Trust Mgmt Ltd	91	330.60		0.88	3.7	21.4	14.6
563	[+]	TM UBS (UK) Global Yield C Acc	Thesis Unit Trust Mgmt Ltd	42	174.00		1.10	7.3	21.3	14.6
564	[+]	EF New Horizon Income B Inc	WAY Fund Managers	39	82.92		4.39	8.0	19.8	14.6
565	[+]	Quilter Investors Cirilium Conservative Passive Portfolio R Acc GBP	Quilter Investors Limited	34	165.93		2.68	8.1	20.9	14.3
566	[+]	WS Keyridge Portfolio III C Acc	LF Canada Life Asset Managemen	37	157.01		n/a	8.2	17.6	14.3
567	[+]	VT Alligator	Valu-Trac Investment Managemen	120	458.52		-8.91	-2.4	25.3	14.3
568	[+]	MI Charles Stanley Multi Asset Cautious A Acc	Charles Stanley & Co Ltd	40	130.50		2.58	7.3	18.4	14.2
569	[+]	VT Redlands Property Portfolio A GBP	Valu-Trac Investment Managemen	94	118.28		4.23	16.5	14.0	14.1
570	[+]	Xtrackers Portfolio Income UCITS ETF 1D GBP	Xtrackers (IE) PLC	36	11.82 (GBP)		n/a	8.3	16.9	14.0
571	[+]	MI Canaccord Genuity Risk Profile 3 A Acc	Canaccord Genuity Limited	33	121.43		2.33	7.0	16.9	14.0
572	[+]	EF 8AM Cautious A	8AM Global LTD	71	126.24		2.11	16.2	27.0	13.8
573	[+]	SVS Cornelian Defensive RMP G Acc	Brooks Macdonald Asset Managem	37	127.62		3.25	7.8	15.6	13.6
574	[+]	True Potential SEI Defensive Inc	True Potential Investments	29	111.10		3.22	5.8	15.6	13.4
575	[+]	Coutts Managed Cautious 1 Acc	Royal Bk of Scotland Coll Inv	53	124.14		1.48	5.6	23.0	13.4
576	[+]	Liontrust MA Monthly High Income S Inc	Liontrust	35	89.62		4.42	8.6	22.6	13.3
577	[+]	MI Activus Investment A Acc	Activus Wealth Ltd	69	144.50		n/a	7.6	15.9	13.3
578	[+]	HSBC Global Responsible Multi-Asset Conservative Portfolio C Inc	HSBC Asset Management (Fund Se	43	125.00		1.70	6.1	18.5	13.2
579	[+]	VT Tatton Blended Defensive Retail Acc	Valu-Trac Investment Managemen	37	117.37		n/a	7.8	19.9	13.2
580	[+]	Thesis Lion Growth Acc	Thesis Unit Trust Mgmt Ltd	103	466.20	482.30	0.45	9.8	42.9	13.0
581	[+]	IFSL Marlborough 3 Portfolio P Inc	Marlborough Investment Managem	43	104.28		1.98	8.1	18.0	12.9
582	[+]	Liontrust MA Dynamic Passive Reserve S Acc	Liontrust	42	177.11		2.37	10.2	23.3	12.9
583	[+]	IFSL Ascot Lloyd 3 A Acc	IFSL	38	121.70		1.16	7.3	18.5	12.7
584	[+]	JPM Multi-Asset Cautious C Acc	JP Morgan Asset Management UK	52	118.40		1.98	8.8	22.0	12.7
585	[+]	Scottish Widows Cautious Growth D Acc	Scottish Wid UT Mgr Limited	40	173.80		2.80	7.8	20.8	12.5
586	[+]	Jupiter Fund of Investment Trusts I Acc	Jupiter Unit Trust Mgrs Ltd	96	436.83		0.84	16.4	30.4	12.3
587	[+]	SVS Brooks Macdonald Blueprint Defensive Income A Inc	Brooks Macdonald Asset Managem	32	121.80		2.77	6.7	15.0	12.1
588	[+]	Brighton Rock	Tutman Fund Solutions Limited	65	233.10		0.85	2.1	15.7	12.1
589	[+]	Santander Max 30% Shares Portfolio RA	Santander Asset Mgmt UK Ltd	40	211.20		3.43	7.5	18.1	12.1
590	[+]	VT Evelyn Global Dynamic A Acc GBP	Valu-Trac Investment Managemen	65	128.20		0.72	6.5	17.6	12.0
591	[+]	abrdn MyFolio Multi Manager I Inst Acc GBP	abrdn Fund Managers Limited	34	83.26		2.80	7.1	16.7	11.9
592	[+]	Thesis Eden Investment Acc	Thesis Unit Trust Mgmt Ltd	62	234.10		0.35	2.1	13.0	11.8
593	[+]	WS Prudential Risk Managed Passive 1 P Acc	WS Prudential	36	158.64		1.40	8.8	20.9	11.8
594	[+]	Scottish Widows Horizon Multi-Asset 2 Z Acc	Scottish Wid UT Mgr Limited	59	79.77		2.30	7.7	19.9	11.8
595	[+]	SVS Cornelian Defensive D Acc	Brooks Macdonald Asset Managem	36	181.44		3.05	6.8	15.5	11.7
596	[+]	BlackRock Consensus 35 D	BlackRock	38	173.12	173.12	2.64	8.1	19.1	11.6
597	[+]	7IM Real Return C Acc	7IM Investment Funds	22	177.34		1.40	5.1	11.0	11.6
598	[+]	Barclays Global Markets Defensive R Acc GBP	Barclays Bank Plc	24	147.90		0.80	6.2	19.3	11.5
599	[+]	Thesis KES Income & Growth Acc	Thesis Unit Trust Mgmt Ltd	59	226.00	240.50	1.00	4.5	13.3	11.4
600	[+]	WS Prudential Risk Managed Active 1 P Acc	WS Prudential	35	158.51		0.79	8.2	18.6	11.4

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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