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

788 funds
Rank		Fund	Group	FE fundinfo Risk Score	Bid	Offer	Yield	1y	3y	5y
451	[+]	WS Sequel Cautious Target Return Strategy Retail	Waystone Management (UK) Limit	41	171.31		0.97	14.6	24.6	21.0
452	[+]	L&G Multi Manager Income Trust I Acc	Legal & General UT Mgr Ltd	45	117.70		3.20	14.4	25.6	21.0
453	[+]	Thesis Headway A Acc	Thesis Unit Trust Mgmt Ltd	46	268.20	277.50	1.61	14.7	25.3	21.0
454	[+]	Scottish Widows Horizon Multi-Asset 3 Z Acc	Scottish Wid UT Mgr Limited	58	94.08		2.10	20.0	28.5	20.9
455	[+]	VT Global Total Return F	Valu-Trac Investment Managemen	46	166.23		0.00	15.9	22.1	20.8
456	[+]	L&G Multi-Index Income 4 I Acc	Legal & General UT Mgr Ltd	45	81.32		3.40	15.7	27.6	20.8
457	[+]	Santander Atlas Portfolio 4 IA	Santander Asset Mgmt UK Ltd	51	261.00		1.87	16.6	26.5	20.7
458	[+]	HL HL Cautious Managed A Acc	Hargreaves Lansdown Fund Mgmt	40	145.80		2.11	11.8	20.5	20.7
459	[+]	HL High Income A Acc	Hargreaves Lansdown Fund Mgmt	48	155.91		4.20	14.1	22.6	20.7
460	[+]	L&G Multi-Index 4 I Acc	Legal & General UT Mgr Ltd	47	96.93		2.30	17.3	26.1	20.6
461	[+]	Sussex Growth Fund Inc GBP	Tutman Fund Solutions Limited	101	486.04		0.63	27.8	37.3	20.4
462	[+]	IFSL Equilibrium Adventurous Portfolio A Acc	IFSL	46	147.50		1.54	16.1	29.5	20.4
463	[+]	abrdn Dynamic Distribution Inst Acc GBP	abrdn Fund Managers Limited	50	126.80		3.82	17.0	24.8	20.3
464	[+]	IFSL Ascot Lloyd 4 A Acc	IFSL	42	135.90		1.92	14.2	25.4	20.3
465	[+]	Nedgroup Investments Balanced Multi C GBP	Nedgroup Investments (IOM) Ltd	50	17.33 (GBP)		n/a	16.0	22.9	20.2
466	[+]	SVS Saltus Multi Asset Class X Acc	Tutman Fund Solutions Limited	27	113.70		1.58	10.5	20.3	20.2
467	[+]	HSBC World Selection Conservative Portfolio C Acc	HSBC Asset Management (Fund Se	43	159.90		1.75	15.2	24.4	20.1
468	[+]	The TM Lancewood Acc	Thesis Unit Trust Mgmt Ltd	80	338.90		0.88	23.6	28.5	20.1
469	[+]	HSBC Global Strategy Conservative Portfolio C Acc	HSBC Asset Management (Fund Se	47	145.60		1.98	14.8	25.4	20.1
470	[+]	WAY Global Balanced Portfolio E Acc	WAY Fund Managers	49	200.69		n/a	18.2	25.1	20.1
471	[+]	WS Doherty Cautious Managed B Acc GBP	Waystone Fund Services (UK) Li	35	170.97		1.68	8.3	16.9	20.0
472	[+]	SVS Brown Shipley Balanced I Acc	Tutman Fund Solutions Limited	63	184.68		1.49	22.1	32.8	20.0
473	[+]	Barclays Global Markets Cautious R Acc GBP	Barclays Bank Plc	43	189.10		1.10	13.8	25.8	20.0
474	[+]	Pharaoh Inc GBP	Tutman Fund Solutions Limited	84	308.08		1.38	23.8	26.1	20.0
475	[+]	Epworth Multi Asset For Charities Retail Inc	Epworth Investment Management	75	118.59		n/a	17.6	17.1	19.9
476	[+]	VT Avastra Global Diversified Assets GBP Acc A£	Valu-Trac Investment Managemen	41	121.35		0.01	17.4	23.4	19.7
477	[+]	IFSL atomos Cautious A Acc	IFSL	43	142.90		n/a	16.5	27.5	19.7
478	[+]	SPW Discovery Solution G Acc	Scottish Widows Schroder Perso	47	170.30		1.60	16.7	24.5	19.7
479	[+]	Vanguard Target Retirement 2015 A Acc GBP	Vanguard Investments UK Limite	36	171.95 (GBP)		2.05	12.0	22.8	19.7
480	[+]	SVS Cornelian Cautious RMP G Acc	Brooks Macdonald Asset Managem	44	143.54		2.77	14.0	22.9	19.6
481	[+]	SVS Brooks Macdonald Blueprint Cautious Growth A Inc	Brooks Macdonald Asset Managem	40	163.40		2.18	14.5	22.0	19.5
482	[+]	Fidelity Multi Asset Allocator Strategic W Acc	Fidelity International (FIL In	43	199.70		n/a	15.0	25.8	19.4
483	[+]	Quilter Investors Creation Balanced Portfolio U1 Acc GBP	Quilter Investors Limited	44	155.50		2.18	14.6	21.8	19.4
484	[+]	MI Verbatim Multi-Index Portfolio 3 A Acc	Apex Fundrock Ltd	36	198.03		1.48	14.0	24.4	19.4
485	[+]	Barclays Multi-Asset Cautious B Acc	Barclays Asset Management Ltd	40	126.60		n/a	12.7	17.8	19.3
486	[+]	7IM Balanced C Acc	7IM Investment Funds	55	306.11		1.20	18.7	22.8	19.3
487	[+]	Fenix Balanced	Yealand Fund Services Limited	88	213.66		1.77	22.7	26.8	19.3
488	[+]	L&G Mixed Investment Income 0-35% I Acc	Legal & General UT Mgr Ltd	39	77.49		4.50	12.0	25.3	19.2
489	[+]	abrdn MyFolio Enhanced ESG II Institutional B Fixed Acc GBP	abrdn Fund Managers Limited	47	60.48		1.98	18.3	26.4	19.2
490	[+]	L&G Mixed Investment 0-35% I Acc	Legal & General UT Mgr Ltd	38	244.40		2.30	12.7	24.8	19.0
491	[+]	WS T. Bailey Multi-Asset Dynamic A Inc	Waystone Fund Services (UK) Li	47	78.70		1.95	14.9	23.8	18.8
492	[+]	Liontrust MA Blended Moderate S Acc	Liontrust	47	178.03		2.15	18.3	29.8	18.7
493	[+]	FP Apollo Multi Asset Adventurous D GBP	Apollo Asset Management	68	156.50		0.01	24.7	25.0	18.6
494	[+]	EF New Horizon Balanced Income & Growth B Inc	WAY Fund Managers	52	187.03		2.55	16.7	25.9	18.4
495	[+]	Quilter Investors Cirilium Moderate Portfolio R Acc GBP	Quilter Investors Limited	57	327.00		1.55	18.4	25.9	18.3
496	[+]	True Potential UBS Defensive Acc	True Potential Investments	33	136.91		2.63	12.3	21.1	18.2
497	[+]	WS Opie Street Balanced R Acc GBP	Waystone Fund Services (UK) Li	63	511.16		2.33	15.1	21.3	18.2
498	[+]	WS Keyridge Diversified Risk Managed III C Acc GBP	Keyridge Asset Management	39	129.98		2.40	11.7	19.7	18.2
499	[+]	VT Brompton Cautious A Retail Acc	Valu-Trac Investment Managemen	34	133.81		2.25	13.1	20.5	18.1
500	[+]	MI Canaccord Genuity Risk Profile 4 A Acc	Canaccord Genuity Limited	38	138.71		2.30	13.5	21.3	18.1
501	[+]	L&G Future World ESG Screened and Selected Multi-Index 4 I Acc	Legal & General UT Mgr Ltd	50	68.57		2.40	15.6	23.9	18.1
502	[+]	SVS Cornelian Cautious D Acc	Brooks Macdonald Asset Managem	41	274.25		2.64	12.8	22.9	18.0
503	[+]	WS Aegon Multi-Asset Income 2 A Inc	Aegon Investments Limited	51	109.55		3.35	15.9	23.3	18.0
504	[+]	WS Opie Street Growth R Acc GBP	Waystone Fund Services (UK) Li	68	573.46		0.82	19.7	28.4	17.9
505	[+]	IFSL Equilibrium Balanced Portfolio A Acc	IFSL	38	138.40		2.03	13.5	23.8	17.9
506	[+]	VT PortfolioMetrix Core Cautious Portfolio A Acc GBP	Valu-Trac Investment Managemen	29	118.66		n/a	13.0	23.8	17.8
507	[+]	Jupiter Merlin Conservative Select I Acc	Jupiter Unit Trust Mgrs Ltd	49	88.90		4.04	14.1	25.3	17.8
508	[+]	Fidelity Multi Asset Open Defensive W Acc	Fidelity International (FIL In	37	164.90		n/a	13.3	22.1	17.8
509	[+]	The Kingfisher A	Tutman Fund Solutions Limited	40	203.40		1.22	9.6	16.9	17.8
510	[+]	Langham	Tutman Fund Solutions Limited	82	1,889.00	1,985.00	n/a	20.5	24.6	17.7
511	[+]	VT Johnston Cautious Portfolio A Acc	Valu-Trac Investment Managemen	36	124.76		n/a	8.9	14.4	17.6
512	[+]	HSBC World Selection Interest Income Portfolio C Acc	HSBC Asset Management (Fund Se	38	200.60		3.77	13.6	24.4	17.5
513	[+]	MGTS Clarion Prudence Portfolio X Acc	Margetts Fund Management	42	211.47		n/a	15.6	25.5	17.5
514	[+]	MI Verbatim Portfolio 3 B Acc	Apex Fundrock Ltd	37	202.62		1.34	13.9	21.8	17.5
515	[+]	VT Momentum Diversified Balanced A Acc	Momentum Global Investment Mgt	44	172.23		2.55	9.5	20.0	17.4
516	[+]	Vanguard LifeStrategy 40% Equity UCITS ETF Dis	Vanguard Group (Ireland) Limit	50	26.66 (EUR)		n/a	15.0	23.6	17.4
517	[+]	Scottish Widows Balanced Income Portfolio A Acc	Scottish Wid UT Mgr Limited	40	299.70		3.00	14.1	23.9	17.3
518	[+]	Schroder Blended Portfolio 3 Z Acc	Schroder UT Managers	28	68.96		2.02	10.5	20.6	17.3
519	[+]	Invesco Summit Growth 2 (UK) Z Acc	Invesco Fund Managers Ltd	44	259.76		1.77	11.7	20.2	17.3
520	[+]	Janus Henderson Multi-Manager Income & Growth I Inc	Janus Henderson Global Investo	51	139.20		3.10	14.5	20.0	17.2
521	[+]	MGTS IBOSS 1 R Acc GBP	Margetts Fund Management	34	140.83		0.26	13.3	21.6	17.1
522	[+]	Janus Henderson Multi-Manager Distribution I Inc	Janus Henderson Global Investo	51	127.20		3.10	14.4	19.9	17.1
523	[+]	MGTS Future Money Real Value R Acc	Margetts Fund Management	43	209.44		1.63	12.4	19.9	17.1
524	[+]	Royal London GMAP Defensive M Acc	Royal London Unit Tst Mgrs Ltd	31	138.60		2.88	9.7	18.2	17.1
525	[+]	MGTS Attivo Investments Diversified 20-30 R Acc	Margetts Fund Management	27	119.02		n/a	8.2	18.5	17.0
526	[+]	WS T. Bailey Global Thematic Equity A Acc	Waystone Fund Services (UK) Li	77	262.32		0.68	30.5	34.2	16.7
527	[+]	VT Alligator	Valu-Trac Investment Managemen	101	469.87		-8.91	22.8	26.4	16.7
528	[+]	WS Prudential Risk Managed Passive 2 P Acc	WS Prudential	40	162.48		2.39	14.1	24.1	16.5
529	[+]	VT Esprit Careful Growth Acc	Valu-Trac Investment Managemen	39	129.10		2.42	13.8	20.1	16.4
530	[+]	SVS Brown Shipley Income I Acc	Tutman Fund Solutions Limited	50	232.11		2.24	16.4	25.8	16.4
531	[+]	BLENHEIM Ethical Opportunities R Acc	Margetts Fund Management	43	117.05		n/a	11.6	15.3	16.3
532	[+]	CT Managed Equity & Bond Z Acc GBP	Threadneedle Investment Servic	57	176.77		1.62	16.7	25.0	16.2
533	[+]	abrdn MyFolio Multi Manager II Inst Acc GBP	abrdn Fund Managers Limited	43	98.84		2.43	14.0	21.6	16.2
534	[+]	Vanguard LifeStrategy 40% Equity A Shares Acc	Vanguard Investments UK Limite	48	227.30 (GBP)		2.03	14.7	24.5	16.2
535	[+]	L&G Multi Asset Core 20 I Acc GBP	Legal & General UT Mgr Ltd	27	59.67		2.90	10.0	18.8	16.2
536	[+]	TM Total Return A 2011	Thesis Unit Trust Mgmt Ltd	55	18.95 (GBP)		n/a	10.4	21.1	16.1
537	[+]	Barclays Multi-Asset Cautious Income R Acc	Barclays Bank Plc	37	184.50		2.54	12.4	21.8	16.0
538	[+]	MGTS Sentinel Enterprise B Acc	Margetts Fund Management	100	288.01		0.41	12.4	12.0	15.9
539	[+]	Liontrust MA Dynamic Passive Prudent S Acc	Liontrust	31	169.15		2.66	11.4	22.1	15.9
540	[+]	CG AJ Bell Cautious I Acc	Carne Global Fund Managers (UK	33	132.53		2.50	12.0	17.9	15.9
541	[+]	Pictet Multi Asset Global Opportunities IX EUR	Pictet Asset Management (Europ	44	158.90 (EUR)		n/a	11.5	24.3	15.8
542	[+]	MI Charles Stanley Multi Asset Cautious A Acc	Charles Stanley & Co Ltd	35	130.68		2.47	12.3	20.0	15.7
543	[+]	abrdn MyFolio Index I Inst B Acc GBP	abrdn Fund Managers Limited	33	63.64		3.44	10.5	20.7	15.6
544	[+]	BlackRock MyMap 3 D Acc	BlackRock	32	128.02		2.86	11.9	21.3	15.5
545	[+]	TM Castlefield Risk Managed G Income	Thesis Unit Trust Mgmt Ltd	41	275.22		1.20	11.4	16.3	15.5
546	[+]	WS Prudential Risk Managed Active 2 P Acc	WS Prudential	39	167.94		1.87	13.2	22.0	15.5
547	[+]	MI Brewin Dolphin Voyager Max 40% Equity A Acc	Brewin Dolphin Limited	37	122.59		n/a	12.2	23.1	15.4
548	[+]	Scottish Widows Managed Growth 2G L Acc	Scottish Wid UT Mgr Limited	36	162.70		3.90	12.4	23.6	15.3
549	[+]	VT AI-FUNDS Tactical High Yield Bond I	Valu-Trac Investment Managemen	16	152.55		n/a	5.1	17.8	15.3
550	[+]	WS Aegon Multi-Asset 2 A Acc	Aegon Investments Limited	50	126.19		2.21	13.1	21.6	15.3
551	[+]	abrdn MyFolio Core II Institutional Fixed Acc GBP	abrdn Fund Managers Limited	45	98.35		2.12	16.8	23.7	15.2
552	[+]	IFSL Equilibrium Cautious Portfolio A Acc	IFSL	32	132.50		2.30	11.6	20.6	15.2
553	[+]	Invesco Summit Responsible 2 (UK) Z Acc	Invesco Fund Managers Ltd	43	230.20		n/a	11.7	22.2	15.2
554	[+]	WAY Global Cautious Portfolio E Acc	WAY Fund Managers	35	154.51		n/a	12.0	19.6	15.2
555	[+]	VT EPIC Multi Asset Growth I Acc GBP	EPIC Markets (UK) LLP	65	134.58		1.29	24.3	32.3	15.2
556	[+]	Santander Max 60% Shares Income Portfolio RA	Santander Asset Mgmt UK Ltd	56	378.70		3.87	11.6	22.4	15.1
557	[+]	EF 8AM Cautious A	8AM Global LTD	72	125.24		2.11	23.8	28.0	15.0
558	[+]	Jupiter Fund of Investment Trusts I Acc	Jupiter Unit Trust Mgrs Ltd	94	441.10		0.84	32.9	40.8	14.9
559	[+]	Coutts Managed Cautious 1 Acc	Royal Bk of Scotland Coll Inv	51	125.06		1.48	14.7	24.4	14.8
560	[+]	VT Greystone Cautious Managed R Acc	Greystone Wealth Management	40	200.21		2.22	16.1	25.5	14.8
561	[+]	TM UBS (UK) Global Yield C Acc	Thesis Unit Trust Mgmt Ltd	40	174.50		1.10	13.5	22.5	14.7
562	[+]	EF Brompton Global Conservative B	WAY Fund Managers	32	161.06		1.57	12.3	19.8	14.6
563	[+]	VT Evelyn Global Dynamic A Acc GBP	Valu-Trac Investment Managemen	63	129.27		0.71	18.0	21.9	14.6
564	[+]	MI Activus Investment A Acc	Activus Wealth Ltd	62	144.06		n/a	15.8	22.4	14.5
565	[+]	IFSL atomos Defensive A Acc	IFSL	37	126.10		n/a	12.9	22.2	14.2
566	[+]	Quilter Investors Cirilium Conservative Passive Portfolio R Acc GBP	Quilter Investors Limited	33	165.27		2.78	10.8	19.9	14.0
567	[+]	Buxton Acc	Waystone Management (UK) Limit	40	4,729.98		0.94	11.9	14.3	13.8
568	[+]	VT Tatton Blended Defensive Retail Acc	Valu-Trac Investment Managemen	34	117.84		n/a	12.9	20.8	13.8
569	[+]	MGTS Sentinel Defensive B Acc	Margetts Fund Management	21	157.97		0.55	6.2	15.3	13.8
570	[+]	Octopus Growth 1	Octopus Money Unit Trust Manag	41	116.80	116.80	2.30	12.5	19.8	13.8
571	[+]	CT Multi-Manager Universal Cautious B Inc	Columbia Threadneedle Investme	47	182.10		2.10	15.0	18.8	13.7
572	[+]	Xtrackers Portfolio Income UCITS ETF 1D GBP	Xtrackers (IE) PLC	40	11.77 (GBP)		n/a	10.5	18.4	13.6
573	[+]	EF New Horizon Income B Inc	WAY Fund Managers	35	81.10		4.90	12.6	21.9	13.5
574	[+]	Santander Atlas Income Portfolio II	Santander Asset Mgmt UK Ltd	48	200.70		4.31	11.8	20.3	13.4
575	[+]	Liontrust MA Dynamic Passive Reserve S Acc	Liontrust	39	177.80		2.37	15.3	26.2	13.3
576	[+]	IFSL Marlborough 3 Portfolio P Inc	Marlborough Investment Managem	40	104.44		1.73	13.5	20.2	13.1
577	[+]	Liontrust MA Monthly High Income S Inc	Liontrust	32	89.02		4.49	11.7	24.0	13.0
578	[+]	MI Canaccord Genuity Risk Profile 3 A Acc	Canaccord Genuity Limited	30	120.93		2.33	10.0	17.7	13.0
579	[+]	HSBC Global Responsible Multi-Asset Conservative Portfolio C Inc	HSBC Asset Management (Fund Se	41	123.90		1.86	11.9	19.4	13.0
580	[+]	VT Cantab Balanced A Inc GBP	Valu-Trac Investment Managemen	60	131.51		0.02	22.1	24.2	12.9
581	[+]	WS Keyridge Portfolio III C Acc	Keyridge Asset Management	37	156.64		n/a	11.7	18.3	12.8
582	[+]	Verus Responsible Balanced A Acc	WAY Fund Managers	52	162.37		0.40	14.5	20.1	12.7
583	[+]	SVS Cornelian Defensive RMP G Acc	Brooks Macdonald Asset Managem	34	127.38		3.19	10.2	17.2	12.7
584	[+]	VT Cantab Moderate A Inc GBP	Valu-Trac Investment Managemen	49	129.17		0.02	17.7	22.1	12.5
585	[+]	Scottish Widows Cautious Growth D Acc	Scottish Wid UT Mgr Limited	38	173.60		2.90	12.7	21.6	12.4
586	[+]	WS Prudential Risk Managed Passive 1 P Acc	WS Prudential	34	158.07		1.33	11.0	21.5	12.3
587	[+]	Santander Atlas Portfolio 3 IA	Santander Asset Mgmt UK Ltd	41	221.90		2.53	12.1	21.3	12.1
588	[+]	SVS Cornelian Defensive D Acc	Brooks Macdonald Asset Managem	33	181.40		2.99	9.2	17.6	12.0
589	[+]	SPW Cautious Solution G Acc	Scottish Widows Schroder Perso	36	149.40		2.20	12.8	20.2	12.0
590	[+]	Daisybelle	Tutman Fund Solutions Limited	38	1,934.00		1.93	8.2	7.3	11.9
591	[+]	Brighton Rock	Tutman Fund Solutions Limited	62	233.40		0.82	12.1	17.6	11.9
592	[+]	Barclays Global Markets Defensive R Acc GBP	Barclays Bank Plc	24	148.30		0.80	8.3	19.1	11.8
593	[+]	abrdn MyFolio Enhanced ESG I Institutional B Fixed Acc GBP	abrdn Fund Managers Limited	34	56.05		2.62	12.4	20.7	11.8
594	[+]	Scottish Widows Horizon Multi-Asset 2 Z Acc	Scottish Wid UT Mgr Limited	53	80.54		2.30	16.8	22.6	11.7
595	[+]	IFSL Ascot Lloyd 3 A Acc	IFSL	34	121.60		2.29	10.8	19.9	11.7
596	[+]	True Potential SEI Defensive Inc	True Potential Investments	26	110.02		3.28	7.4	15.5	11.6
597	[+]	JPM Multi-Asset Cautious C Acc	JP Morgan Asset Management UK	48	117.90		1.98	14.0	21.3	11.5
598	[+]	Quilter Investors Cirilium Balanced Portfolio R Acc GBP	Quilter Investors Limited	46	254.67		1.86	13.5	18.8	11.4
599	[+]	abrdn MyFolio Multi Manager I Inst Acc GBP	abrdn Fund Managers Limited	31	83.15		2.91	9.5	17.2	11.4
600	[+]	The Davids	Waystone Management (UK) Limit	70	2,807.78		1.01	-5.8	4.3	11.3

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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