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

818 funds
Rank		Fund	Group	FE fundinfo Risk Score	Bid	Offer	Yield	1y	3y	5y
451	[+]	Aviva Inv Multimanager 20-60% Shares 2	Aviva Investors UK Fd Serv Ltd	48	174.72		1.77	7.0	17.9	21.8
452	[+]	WS Prudential Risk Managed Passive 3 P Acc	WS Prudential	51	171.25		2.54	6.8	19.9	21.7
453	[+]	Schroder Sustainable Future Multi-Asset Z Acc	Schroder UT Managers	51	96.71		1.90	6.0	15.5	21.7
454	[+]	Discovery Balanced B Inc GBP	Valu-Trac Investment Managemen	61	127.94		3.80	5.0	17.9	21.7
455	[+]	Quilter Investors Cirilium Balanced Passive Portfolio R Acc GBP	Quilter Investors Limited	49	193.28		2.23	6.1	19.0	21.6
456	[+]	CFP Castlefield CFP Castlefield Real Return G Inc	ConBrio Fund Partners Limited	44	265.76		1.20	6.9	9.1	21.6
457	[+]	Barclays Multi-Asset Cautious B Acc	Barclays Asset Management Ltd	49	118.50		n/a	3.4	12.9	21.6
458	[+]	Santander Multi Index 3 RA	Santander Asset Mgmt UK Ltd	63	237.80		2.30	5.7	18.9	21.6
459	[+]	TrinityBridge Conservative Tactical Passive X Acc	TrinityBridge	54	321.10		2.23	6.3	19.2	21.5
460	[+]	BlackRock Consensus 60 D	BlackRock	52	188.13	188.13	2.30	6.1	18.1	21.3
461	[+]	MI Activus Opportunity A Acc	Activus Wealth Ltd	106	118.80		n/a	-1.9	19.7	21.3
462	[+]	L&G Multi Asset Core 45 I Acc GBP	Legal & General UT Mgr Ltd	55	59.00		2.50	5.4	15.5	21.2
463	[+]	VT AJ Bell Moderately Cautious I Acc	Valu-Trac Investment Managemen	52	137.47		1.96	4.1	15.5	21.2
464	[+]	WS Aegon Multi-Asset Income 3 A Inc	Aegon Investments Limited	62	110.46		2.77	5.4	17.9	21.1
465	[+]	HL HL Cautious Managed A Acc	Hargreaves Lansdown Fund Mgmt	42	136.85		2.01	5.8	15.1	20.8
466	[+]	Brighton Rock	Evelyn Partners Fund Solutions	61	221.40		0.83	-0.8	15.3	20.6
467	[+]	EF 8AM Balanced A	8AM Global LTD	82	138.64		0.24	8.5	18.9	20.6
468	[+]	7IM Balanced C Acc	7IM Investment Funds	65	276.51		1.90	4.5	15.2	20.6
469	[+]	Fidelity Multi Asset Income & Growth W Inc	Fidelity International (FIL In	61	106.10		4.03	5.1	14.3	20.5
470	[+]	Nedgroup Balanced Multi C GBP	Nedgroup Investments (IOM) Ltd	55	15.98 (GBP)		n/a	7.1	12.9	20.4
471	[+]	Quilter Investors Creation Balanced Portfolio U1 Acc GBP	Quilter Investors Limited	45	143.00		2.20	4.5	16.5	20.4
472	[+]	Santander Max 70% Shares Portfolio RA	Santander Asset Mgmt UK Ltd	66	386.70		2.10	3.6	14.5	20.4
473	[+]	Schroder Diversified Growth Inst Acc	Schroder UT Managers	56	115.70		2.11	5.7	11.8	20.3
474	[+]	Scottish Widows Horizon Multi-Asset 3 Z Acc	Scottish Wid UT Mgr Limited	67	84.86		0.60	4.0	19.9	20.3
475	[+]	WS Verbatim Portfolio 4 B Acc	Waystone Management (UK) Limit	53	207.71		n/a	6.6	17.3	20.3
476	[+]	abrdn Dynamic Distribution Inst Acc GBP	abrdn Fund Managers Limited	53	115.60		3.97	5.0	17.0	20.3
477	[+]	IFSL Ascot Lloyd 4 A Acc	IFSL	50	125.80		1.83	5.4	17.9	20.3
478	[+]	Daisybelle	Evelyn Partners Fund Solutions	49	1,840.00		1.62	6.0	2.8	20.2
479	[+]	Volare Balanced A Acc	Volare	62	133.73		1.44	5.2	17.8	20.2
480	[+]	MGTS IBOSS 2 R Acc GBP	IBOSS Asset Management Ltd	51	145.78		0.27	6.6	17.0	20.1
481	[+]	7IM AAP Balanced C Acc	7IM Investment Funds	64	203.43		2.00	5.0	14.5	20.0
482	[+]	HL Emerging Markets A Acc GBP	Hargreaves Lansdown Fund Mgmt	113	153.73		1.27	6.7	12.7	19.9
483	[+]	MI Activus Investment A Acc	Activus Wealth Ltd	73	132.05		n/a	1.2	10.2	19.9
484	[+]	L&G Multi-Index Income 4 I Acc	Legal & General UT Mgr Ltd	49	74.54		3.40	8.4	17.9	19.6
485	[+]	Omnis Multi-Manager Distribution B Acc	Omnis Investments Ltd	53	240.87		3.26	5.3	13.5	19.5
486	[+]	L&G Mixed Investment Income 0-35% I Acc	Legal & General UT Mgr Ltd	44	72.63		4.50	8.4	21.5	19.5
487	[+]	Barclays Global Markets Cautious R Acc GBP	Barclays Bank Plc	48	176.30		1.10	6.5	19.5	19.4
488	[+]	EF New Horizon Balanced Income & Growth B Inc	WAY Fund Managers	60	174.77		2.48	5.2	16.9	19.4
489	[+]	EF WM Global Trend B Acc	WAY Fund Managers	57	133.85		1.34	3.5	15.3	19.3
490	[+]	7IM Select Balanced C Acc	7IM Investment Funds	63	118.89		1.70	4.5	14.8	19.3
491	[+]	IFSL atomos Cautious A Acc	IFSL	51	130.70		n/a	7.4	18.0	19.3
492	[+]	Invesco Summit Growth 2 (UK) Z Acc	Invesco Fund Managers Ltd	51	244.31		1.77	5.3	16.5	19.2
493	[+]	abrdn MyFolio Market II Inst Acc GBP	abrdn Fund Managers Limited	49	101.00		2.80	6.5	16.3	19.2
494	[+]	IFSL Equilibrium Cautious Portfolio A Acc	IFSL	39	123.90		2.03	5.8	12.4	19.1
495	[+]	HSBC Global Strategy Conservative Portfolio C Acc	HSBC Asset Management (Fund Se	50	134.70		2.02	5.9	16.9	19.1
496	[+]	VT Evelyn Global Dynamic A Acc GBP	Valu-Trac Investment Managemen	67	118.78		n/a	6.1	12.1	19.1
497	[+]	Janus Henderson Multi-Manager Income & Growth I Inc	Janus Henderson Global Investo	53	131.90		3.50	4.0	13.5	19.1
498	[+]	SVS Cornelian Cautious D Acc	Brooks Macdonald Asset Managem	45	254.58		2.75	4.9	15.8	19.1
499	[+]	Quilter Investors Cirilium Balanced Portfolio R Acc GBP	Quilter Investors Limited	48	236.83		2.58	4.9	13.2	19.0
500	[+]	L&G Mixed Investment 0-35% I Acc	Legal & General UT Mgr Ltd	44	227.60		3.00	7.3	19.5	19.0
501	[+]	abrdn MyFolio Multi Manager II Inst Acc GBP	abrdn Fund Managers Limited	47	91.69		1.73	5.7	14.5	19.0
502	[+]	IFSL Marlborough 4 Portfolio P Inc	Marlborough Investment Managem	52	96.48		2.33	4.5	15.3	18.9
503	[+]	L&G Multi-Index 4 I Acc	Legal & General UT Mgr Ltd	51	87.87		2.50	6.5	15.4	18.9
504	[+]	SVS Cornelian Cautious RMP G Acc	Brooks Macdonald Asset Managem	47	132.17		2.84	4.8	14.3	18.9
505	[+]	WS Canlife Portfolio IV C Acc	LF Canada Life Asset Managemen	53	164.66		2.70	3.9	14.5	18.9
506	[+]	CT Managed Equity & Bond Z Acc GBP	Threadneedle Investment Servic	65	163.75		1.80	4.2	17.9	18.6
507	[+]	Prima Balanced A Acc GBP	Margetts Fund Management	73	99.11		n/a	2.4	16.7	18.6
508	[+]	SPW Discovery Solution G Acc	Scottish Widows Schroder Perso	53	156.40		2.10	5.5	15.9	18.6
509	[+]	Vanguard Target Retirement 2015 A Acc GBP	Vanguard Investments UK Limite	41	160.69 (GBP)		2.20	5.8	16.3	18.5
510	[+]	Janus Henderson Multi-Manager Distribution I Inc	Janus Henderson Global Investo	53	120.70		3.30	4.0	13.5	18.4
511	[+]	VT Sinfonia Cautious Managed Portfolio A Acc	Valu-Trac Investment Managemen	49	215.85		0.02	5.8	15.5	18.3
512	[+]	Janus Henderson Core 4 Income I Inc	Janus Henderson Global Investo	53	89.01		4.70	6.2	13.2	18.2
513	[+]	WS Verbatim Multi-Index Portfolio 3 A Acc	Waystone Management (UK) Limit	39	182.29		0.27	6.1	17.0	18.2
514	[+]	Capital Link Growth Inc	Thesis Unit Trust Mgmt Ltd	54	1,639.00		n/a	9.0	11.1	18.2
515	[+]	SVS Brown Shipley Income I Acc	Brown Shipley	54	213.37		2.17	5.5	18.4	18.2
516	[+]	Fidelity Multi Asset Allocator Strategic W Acc	Fidelity International (FIL In	50	184.20		n/a	6.0	17.3	18.0
517	[+]	MGTS Future Money Real Value R Acc	Margetts Fund Management	51	196.06		1.63	4.9	13.9	17.9
518	[+]	L&G Future World ESG Screened and Selected Multi-Index 4 I Acc	Legal & General UT Mgr Ltd	55	63.18		2.40	6.3	16.0	17.9
519	[+]	Barclays Multi-Asset Cautious Income R Acc	Barclays Bank Plc	44	173.30		2.54	6.6	17.7	17.9
520	[+]	FP Mattioli Woods Cautious B	FundRock Partners Ltd	50	107.59		2.55	6.0	13.9	17.7
521	[+]	Jay Inc	Evelyn Partners Fund Solutions	94	245.60		0.19	-3.7	9.3	17.6
522	[+]	Santander Atlas Portfolio 4 IA	Santander Asset Mgmt UK Ltd	52	238.40		2.05	5.3	17.1	17.6
523	[+]	Thesis Eden Investment Acc	Thesis Unit Trust Mgmt Ltd	61	221.80		0.35	2.6	9.9	17.6
524	[+]	CT MM Lifestyle 4 B Inc	Columbia Threadneedle Investme	54	172.30		2.40	4.9	13.1	17.6
525	[+]	VT Greystone Cautious Managed R Acc	Greystone Wealth Management	46	181.97		n/a	5.6	17.8	17.6
526	[+]	Santander Max 60% Shares Income Portfolio RA	Santander Asset Mgmt UK Ltd	59	354.90		4.06	5.2	16.6	17.3
527	[+]	Royal London GMAP Defensive M Acc	Royal London Unit Tst Mgrs Ltd	33	129.70		2.98	3.0	9.5	17.3
528	[+]	CFP Castlefield CFP Castlefield Thoughtful Portfolio Growth G Inc	ConBrio Fund Partners Limited	69	110.94		1.70	3.2	8.6	17.2
529	[+]	HSBC World Selection Conservative Portfolio C Acc	HSBC Asset Management (Fund Se	47	146.20		2.65	5.2	14.4	17.1
530	[+]	The Explorer Growth	Yealand Fund Services Limited	109	248.56		1.09	-2.1	8.2	17.1
531	[+]	SVS Saltus Real Return X Inc	Evelyn Partners Fund Solutions	34	108.50		n/a	6.1	9.0	17.1
532	[+]	VT Cantab Balanced A Inc GBP	Valu-Trac Investment Managemen	70	120.33		0.01	6.8	12.9	17.0
533	[+]	Allianz RiskMaster Conservative Multi Asset C	Allianz Global Invtrs GmbH(UK)	49	173.30		1.67	5.6	15.4	16.9
534	[+]	MGTS Clarion Prudence Portfolio X Acc	Margetts Fund Management	49	191.65		n/a	5.3	15.5	16.9
535	[+]	EF 8AM Focussed A	8AM Global LTD	140	155.37		n/a	6.3	24.4	16.7
536	[+]	VT Brompton Cautious A Retail Acc	Valu-Trac Investment Managemen	39	123.11		3.56	4.9	12.0	16.6
537	[+]	Schroder Blended Portfolio 3 Z Acc	Schroder UT Managers	33	64.86		2.17	6.2	15.2	16.6
538	[+]	WS Prudential Risk Managed Active 2 P Acc	WS Prudential	43	155.06		2.40	6.8	13.9	16.4
539	[+]	GAM Star Global Moderate Inst Acc GBP	GAM Fund Management Ltd	62	15.23 (GBP)		0.80	6.6	17.7	16.4
540	[+]	VT Cantab Moderate A Inc GBP	Valu-Trac Investment Managemen	58	120.62		0.01	6.4	11.5	16.3
541	[+]	Fidelity Multi Asset Open Defensive W Acc	Fidelity International (FIL In	40	151.50		n/a	8.1	13.7	16.3
542	[+]	Buxton Acc	Waystone Management (UK) Limit	49	4,343.62		1.13	5.3	3.7	16.3
543	[+]	HSBC World Selection Interest Income Portfolio C Acc	HSBC Asset Management (Fund Se	46	185.70		4.36	6.4	17.0	16.0
544	[+]	Volare Cautious A Acc	Volare	46	129.55		2.03	5.0	15.7	15.9
545	[+]	The Galacum Acc	Evelyn Partners Fund Solutions	70	129.10		1.63	1.2	13.0	15.8
546	[+]	Scottish Widows Balanced Income Portfolio A Acc	Scottish Wid UT Mgr Limited	45	277.20		3.10	5.6	14.0	15.7
547	[+]	True Potential UBS Defensive Acc	True Potential Investments	35	126.42		2.71	3.4	11.7	15.6
548	[+]	Charles Stanley Multi Asset Cautious A Acc	Charles Stanley & Co Ltd	41	122.79		2.97	4.9	15.4	15.1
549	[+]	TM UBS (UK) Global Yield C Acc	Thesis Unit Trust Mgmt Ltd	45	163.00		1.10	5.8	16.8	15.0
550	[+]	WAY Global Cautious Portfolio E Acc	WAY Fund Managers	41	143.47		n/a	4.2	12.5	15.0
551	[+]	Jupiter Merlin Conservative Select I Acc	Jupiter Unit Trust Mgrs Ltd	52	81.99		4.25	8.1	18.5	15.0
552	[+]	FP Apollo Multi Asset Balanced D GBP	Apollo Asset Management	53	183.26		0.02	0.2	3.5	14.9
553	[+]	IFSL atomos Defensive A Acc	IFSL	45	117.40		n/a	6.7	14.1	14.8
554	[+]	Verus Responsible Balanced A Acc	WAY Fund Managers	60	151.99		0.86	3.6	16.2	14.7
555	[+]	Liontrust MA Dynamic Passive Moderate S Acc	Liontrust	52	176.23		2.12	6.6	15.2	14.7
556	[+]	MGTS Sentinel Defensive B Acc	Margetts Fund Management	27	152.78		0.55	4.7	15.9	14.6
557	[+]	WS Canlife Diversified Risk Managed III C Acc GBP	LF Canada Life Asset Managemen	40	121.47		2.10	4.9	11.7	14.5
558	[+]	WS Prudential Risk Managed Passive 2 P Acc	WS Prudential	45	149.39		2.58	6.3	16.5	14.3
559	[+]	Virgin Money Growth 1	Virgin Money Unit Tst Mgr Ltd	44	110.80	110.80	2.10	6.0	15.5	14.3
560	[+]	Jupiter Monthly Alternative Income I Acc	Jupiter Unit Trust Mgrs Ltd	74	142.68		6.49	9.5	-6.2	14.2
561	[+]	abrdn MyFolio Core II Institutional Fixed Acc GBP	abrdn Fund Managers Limited	49	89.40		2.28	5.1	12.8	14.1
562	[+]	Liontrust MA Blended Moderate S Acc	Liontrust	53	160.62		2.09	6.2	15.5	14.1
563	[+]	abrdn MyFolio Index I Inst B Acc GBP	abrdn Fund Managers Limited	38	59.86		3.34	5.9	15.0	14.0
564	[+]	VT Esprit Careful Growth Acc	Valu-Trac Investment Managemen	41	118.75		3.13	4.7	12.7	13.9
565	[+]	Vanguard LifeStrategy 40% Equity A Shares Acc	Vanguard Investments UK Limite	54	209.65 (GBP)		2.21	5.6	15.1	13.9
566	[+]	Thesis KES Income & Growth Acc	Thesis Unit Trust Mgmt Ltd	56	212.20	225.10	1.00	2.6	7.6	13.8
567	[+]	WS Verbatim Portfolio 3 B Acc	Waystone Management (UK) Limit	42	186.70		n/a	5.9	14.0	13.7
568	[+]	EF Brompton Global Conservative B	WAY Fund Managers	36	148.61		2.02	4.3	11.1	13.4
569	[+]	MGTS IBOSS 1 R Acc GBP	IBOSS Asset Management Ltd	40	129.70		0.26	5.8	13.1	13.3
570	[+]	abrdn MyFolio Market I Inst Acc GBP	abrdn Fund Managers Limited	39	86.15		3.45	6.1	13.4	13.3
571	[+]	Scottish Widows Managed Growth 2G L Acc	Scottish Wid UT Mgr Limited	45	152.50		3.80	6.2	15.8	13.1
572	[+]	abrdn MyFolio Multi Manager I Inst Acc GBP	abrdn Fund Managers Limited	37	78.77		2.03	5.4	11.7	13.1
573	[+]	Santander Atlas Income Portfolio II	Santander Asset Mgmt UK Ltd	51	195.40		4.34	5.5	15.0	13.1
574	[+]	HSBC Global Responsible Multi-Asset Conservative Portfolio C Inc	HSBC Asset Management (Fund Se	45	118.30		1.78	4.5	12.7	13.1
575	[+]	Handelsbanken Income Multi Asset I	Handelsbanken ACD Limited	50	95.50		5.59	6.0	7.8	12.9
576	[+]	MI Canaccord Genuity Risk Profile 3 A Acc	Canaccord Genuity Limited	36	113.99		2.33	4.9	11.2	12.8
577	[+]	Handelsbanken Cautious Multi Asset I Acc NAV	Handelsbanken ACD Limited	51	160.76		2.10	3.9	9.4	12.8
578	[+]	JPM Multi-Asset Cautious C Acc	JP Morgan Asset Management UK	57	110.10		2.02	6.1	12.0	12.7
579	[+]	EF New Horizon Income B Inc	WAY Fund Managers	43	79.10		4.52	5.4	13.8	12.6
580	[+]	Coutts Managed Cautious 1 Acc	Royal Bk of Scotland Coll Inv	59	116.89		1.48	5.7	17.4	12.5
581	[+]	L&G Multi Asset Core 20 I Acc GBP	Legal & General UT Mgr Ltd	33	56.06		3.60	4.9	12.4	12.3
582	[+]	Broadway ICVC Income	The 140 Investment Managers	34	88.80		3.22	4.8	8.2	12.3
583	[+]	Liontrust MA Monthly High Income S Inc	Liontrust	41	86.34		4.36	7.0	15.9	12.2
584	[+]	SVS Cornelian Defensive D Acc	Brooks Macdonald Asset Managem	38	171.89		3.00	4.8	11.5	12.2
585	[+]	SVS Cornelian Defensive RMP G Acc	Brooks Macdonald Asset Managem	39	119.95		3.01	4.4	10.2	11.9
586	[+]	Liontrust MA Dynamic Passive Prudent S Acc	Liontrust	35	157.54		2.32	5.8	12.1	11.9
587	[+]	WS Prudential Risk Managed Active 1 P Acc	WS Prudential	38	148.33		0.93	6.5	12.4	11.8
588	[+]	VT Redlands Property Portfolio A GBP	Valu-Trac Investment Managemen	91	112.62		3.91	15.0	-3.3	11.7
589	[+]	SVS Brooks Macdonald Blueprint Defensive Income A Inc	Brooks Macdonald Asset Managem	33	116.60		2.90	4.6	10.6	11.7
590	[+]	VT AJ Bell Cautious I Acc	Valu-Trac Investment Managemen	39	123.33		1.85	3.0	10.0	11.6
591	[+]	FP Apollo Multi Asset Cautious D GBP	Apollo Asset Management	46	175.93		0.02	-0.4	3.1	11.4
592	[+]	WS Aegon Multi-Asset 2 A Acc	Aegon Investments Limited	53	117.74		2.11	4.5	12.9	11.3
593	[+]	Santander Max 50% Shares Portfolio RA	Santander Asset Mgmt UK Ltd	56	336.50		3.44	3.4	11.8	11.3
594	[+]	VT Tatton Blended Defensive Retail Acc	Valu-Trac Investment Managemen	39	109.39		n/a	5.8	12.8	11.3
595	[+]	Xtrackers Portfolio Income UCITS ETF 1D GBP	Xtrackers (IE) PLC	37	11.43 (GBP)		n/a	5.8	15.6	11.0
596	[+]	7IM Real Return C Acc	7IM Investment Funds	20	169.55		1.80	4.1	9.7	10.9
597	[+]	VT EPIC Multi Asset Growth I Acc GBP	EPIC Markets (UK) LLP	70	118.91		1.29	5.3	24.5	10.8
598	[+]	Quilter Investors Cirilium Conservative Passive Portfolio R Acc GBP	Quilter Investors Limited	36	155.16		1.93	5.4	13.9	10.7
599	[+]	7IM Responsible Balanced C Acc	7IM Investment Funds	59	195.01		2.30	3.2	10.4	10.6
600	[+]	abrdn MyFolio Core I Institutional Fixed Acc GBP	abrdn Fund Managers Limited	37	79.14		3.03	5.0	11.6	10.3

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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