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.

Compare funds

You can compare up to four funds.

Compare

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
601	[+]	WS Prudential Risk Managed Active 1 P Acc	WS Prudential	33	157.63		1.00	10.0	19.4	11.2
602	[+]	Liontrust MA Blended Reserve S Acc	Liontrust	39	152.59		3.22	15.4	26.9	11.0
603	[+]	7IM AAP Moderately Cautious C Acc	7IM Investment Funds	45	181.35		2.20	14.4	18.7	10.9
604	[+]	SVS Brooks Macdonald Blueprint Defensive Income A Inc	Brooks Macdonald Asset Managem	29	120.20		2.72	8.7	16.0	10.9
605	[+]	VT Greystone Conservative Managed R Acc	Greystone Wealth Management	32	151.97		1.81	11.6	20.1	10.9
606	[+]	L&G Multi-Index 3 I Acc	Legal & General UT Mgr Ltd	36	82.14		2.60	11.7	19.6	10.9
607	[+]	abrdn MyFolio Core I Institutional Fixed Acc GBP	abrdn Fund Managers Limited	32	84.30		2.78	10.8	18.9	10.8
608	[+]	Thesis KES Income & Growth Acc	Thesis Unit Trust Mgmt Ltd	52	224.90	239.30	1.00	11.7	14.2	10.6
609	[+]	BlackRock Consensus 35 D	BlackRock	37	172.15	172.15	2.78	10.3	18.5	10.6
610	[+]	Thesis Eden Investment Acc	Thesis Unit Trust Mgmt Ltd	54	233.40		0.35	12.8	15.6	10.5
611	[+]	EF New Horizon Cautious B Inc	WAY Fund Managers	36	123.68		2.72	12.1	20.4	10.5
612	[+]	Prima Cautious A Acc GBP	Margetts Fund Management	36	105.63		n/a	10.4	16.3	10.3
613	[+]	BLENHEIM Diversified Fixed Income R Acc	Margetts Fund Management	22	108.83		n/a	5.9	16.0	10.0
614	[+]	VT Asset Intelligence Defensive Class R Acc	Valu-Trac Investment Managemen	39	109.22		n/a	14.3	19.5	9.9
615	[+]	Thesis TM OAK Sterling B Inc	Thesis Unit Trust Mgmt Ltd	73	2,235.41		n/a	20.3	25.0	9.8
616	[+]	7IM Moderately Cautious C Acc	7IM Investment Funds	44	232.16		1.90	14.0	18.0	9.6
617	[+]	EF 8AM Focussed A	8AM Global LTD	137	164.40		n/a	24.9	33.8	9.6
618	[+]	7IM Responsible Balanced C Acc	7IM Investment Funds	55	209.56		2.10	14.0	16.7	9.5
619	[+]	Omnis Managed Cautious B Inc	Omnis Investments Ltd	44	142.68		1.29	14.1	19.1	9.5
620	[+]	Scottish Widows Cautious Income Portfolio 1 A Acc	Scottish Wid UT Mgr Limited	35	206.00		3.30	10.5	19.0	9.3
621	[+]	FP Apollo Multi Asset Balanced D GBP	Apollo Asset Management	53	202.40		0.01	15.8	12.6	9.3
622	[+]	Scottish Widows Cautious Income Portfolio 2 A Acc	Scottish Wid UT Mgr Limited	35	214.40		3.20	10.6	19.6	9.3
623	[+]	7IM Real Return C Acc	7IM Investment Funds	22	174.62		1.40	3.4	10.0	9.0
624	[+]	Invesco Summit Growth 1 (UK) Z Acc	Invesco Fund Managers Ltd	37	232.69		1.69	8.5	15.3	9.0
625	[+]	Fidelity Multi Asset Allocator Defensive W Acc	Fidelity International (FIL In	31	156.10		n/a	9.5	18.9	8.9
626	[+]	Fidelity Multi Asset Income W Acc	Fidelity International (FIL In	55	121.80		5.34	14.9	22.4	8.8
627	[+]	SVS Levitas B B Acc	Brooks Macdonald Asset Managem	29	159.10		2.17	8.7	15.5	8.7
628	[+]	L&G Future World ESG Screened and Selected Multi-Index 3 I Acc	Legal & General UT Mgr Ltd	39	55.19		1.90	10.7	18.4	8.7
629	[+]	HSBC World Selection Cautious Portfolio C Acc	HSBC Asset Management (Fund Se	34	179.50		1.89	9.3	16.0	8.5
630	[+]	Liontrust MA Explorer Income 45 S Inc	Liontrust	42	114.30		2.40	14.1	25.7	8.5
631	[+]	Quilter Investors Cirilium Conservative Blend Portfolio U1 Acc GBP	Quilter Investors Limited	34	116.31		2.86	8.8	12.9	8.0
632	[+]	HSBC Global Strategy Cautious Portfolio C Acc	HSBC Asset Management (Fund Se	36	169.80		2.24	8.9	17.1	7.9
633	[+]	Janus Henderson Multi-Manager Diversified I Inc	Janus Henderson Global Investo	42	104.40		4.00	10.4	15.0	7.9
634	[+]	Thesis Eldon Inc	Thesis Unit Trust Mgmt Ltd	113	271.10 (USX)	290.30 (USX)	n/a	18.6	41.9	7.9
635	[+]	IFSL atomos Conservative A Acc	IFSL	33	115.60		n/a	9.7	17.3	7.8
636	[+]	Quilter Investors Creation Conservative Portfolio U1 Acc GBP	Quilter Investors Limited	33	129.40		2.57	8.5	13.6	7.8
637	[+]	BLENHEIM Diversified Property R Acc	Margetts Fund Management	71	110.49		n/a	9.8	13.7	7.6
638	[+]	SVS Brown Shipley Cautious I Acc	Tutman Fund Solutions Limited	37	134.35		2.68	10.4	17.7	7.5
639	[+]	Fidelity Alternative	Fidelity International (FIL In	64	107.30		n/a	10.8	8.8	7.3
640	[+]	VT Redlands Property Portfolio A GBP	Valu-Trac Investment Managemen	89	113.99		4.37	7.7	13.1	7.3
641	[+]	TM Castlefield Thoughtful Growth Portfolio G Income	Thesis Unit Trust Mgmt Ltd	63	115.00		1.40	13.4	10.8	7.1
642	[+]	CT Universal MAP Defensive C Acc	Columbia Threadneedle Investme	41	56.98		2.50	10.0	17.9	6.7
643	[+]	Omnis Multi-Manager Cautious B Acc	Omnis Investments Ltd	47	230.60		1.86	13.9	17.2	6.7
644	[+]	Barclays Multi-Asset Defensive B Acc	Barclays Asset Management Ltd	24	112.10		n/a	8.3	14.4	6.7
645	[+]	CT Managed Bond Focused Z Acc GBP	Threadneedle Investment Servic	42	148.62		2.33	11.4	18.6	6.5
646	[+]	IFSL Equilibrium Defensive Portfolio Class A Acc	IFSL	22	106.40		2.24	6.5	14.2	6.2
647	[+]	VT Redlands Fixed Income Portfolio A GBP	Valu-Trac Investment Managemen	24	112.90		3.82	5.1	15.3	5.5
648	[+]	HL Global Bond A Acc	Hargreaves Lansdown Fund Mgmt	27	217.67		4.61	6.7	15.9	5.2
649	[+]	WS Aegon Multi-Asset 1 A Acc	Aegon Investments Limited	43	112.96		2.65	8.4	14.6	5.2
650	[+]	FP Apollo Multi Asset Cautious D GBP	Apollo Asset Management	42	186.88		0.01	10.0	8.0	5.1
651	[+]	TM Castlefield Thoughtful Cautious Portfolio G Income	Thesis Unit Trust Mgmt Ltd	45	95.15		3.20	9.7	8.3	5.0
652	[+]	Jay Inc	Tutman Fund Solutions Limited	79	256.60		n/a	14.4	12.8	4.8
653	[+]	Invesco Summit Responsible 1 (UK) Z Acc	Invesco Fund Managers Ltd	34	206.94		n/a	7.6	15.3	4.6
654	[+]	7IM AAP Cautious C Acc	7IM Investment Funds	36	165.00		2.00	10.1	13.4	4.2
655	[+]	Liontrust MA Explorer 35 S Acc	Liontrust	37	132.01		2.54	11.7	22.9	4.0
656	[+]	Vanguard LifeStrategy 20% Equity A Gross Acc GBP	Vanguard Investments UK Limite	38	179.40 (GBP)		2.70	9.3	17.1	4.0
657	[+]	Jupiter Monthly Alternative Income I Acc	Jupiter Unit Trust Mgrs Ltd	58	146.22		6.41	9.6	7.3	3.8
658	[+]	Thesis Hector A Acc	Thesis Unit Trust Mgmt Ltd	64	2,012.00		n/a	30.6	16.4	3.8
659	[+]	CT Multi-Manager Universal Defensive B Inc	Columbia Threadneedle Investme	38	56.22		2.50	8.9	11.3	3.8
660	[+]	HSBC Global Responsible Multi-Asset Cautious Portfolio C Acc	HSBC Asset Management (Fund Se	34	1.10 (GBP)		n/a	7.1	13.5	3.3
661	[+]	Vanguard LifeStrategy 20% Equity UCITS ETF Dis	Vanguard Group (Ireland) Limit	42	22.53 (EUR)		n/a	9.0	13.6	3.0
662	[+]	SVS Saltus Fixed Income X Inc	Tutman Fund Solutions Limited	25	89.80		3.57	5.6	9.6	2.2
663	[+]	Quilter Investors Cirilium Conservative Portfolio R Acc GBP	Quilter Investors Limited	36	156.07		2.33	8.2	11.4	2.0
664	[+]	Scottish Widows Horizon Multi-Asset 1 Z Acc	Scottish Wid UT Mgr Limited	49	67.98		1.70	12.8	16.2	1.9
665	[+]	Broadway ICVC Income	The 140 Investment Managers	35	87.38		3.40	0.8	4.7	1.8
666	[+]	Fidelity Global Aggregate Bond	Fidelity International (FIL In	29	1,045.00		n/a	3.8	10.7	1.0
667	[+]	CT Managed Bond Z Acc GBP	Threadneedle Investment Servic	37	136.80		2.54	8.5	14.6	0.3
668	[+]	FP Russell Investments Defensive Assets C Acc	FP Russell Investments ICVC	22	121.36		3.57	3.9	12.4	-0.1
669	[+]	FP Foresight UK Infrastructure Income A Acc	FundRock Partners Ltd	80	129.08		6.12	12.4	1.4	-1.0
670	[+]	CT Sustainable Universal MAP Defensive C Acc	Columbia Threadneedle Investme	44	49.46		2.40	6.6	11.5	-2.4
671	[+]	Royal London GMAP Diversified Bond M Acc	Royal London Unit Tst Mgrs Ltd	37	115.30		2.75	4.1	8.1	-3.3
672	[+]	Santander Sterling Bond Portfolio RA	Santander Asset Mgmt UK Ltd	37	269.60		4.76	4.3	12.6	-5.0
673	[+]	VT Avastra Global Fixed Income GBP Acc A£	Valu-Trac Investment Managemen	28	95.29		0.04	5.1	5.8	-11.8
674	[+]	7IM Pathbuilder 4 C Acc	7IM Investment Funds	79	146.46		1.20	31.4	47.6	n/a
675	[+]	abrdn MyFolio Enhanced ESG Index I Institutional B Fixed Acc	abrdn Fund Managers Limited	32	60.69		2.81	10.1	20.3	n/a
676	[+]	abrdn MyFolio Enhanced ESG Index II Institutional B Fixed Acc	abrdn Fund Managers Limited	45	64.49		1.93	15.7	26.3	n/a
677	[+]	abrdn MyFolio Enhanced ESG Index III Institutional B Fixed Acc	abrdn Fund Managers Limited	57	69.20		1.81	20.5	33.3	n/a
678	[+]	abrdn MyFolio Enhanced ESG Index IV Institutional B Fixed Acc	abrdn Fund Managers Limited	68	73.08		1.60	24.8	38.7	n/a
679	[+]	abrdn MyFolio Enhanced ESG Index V Institutional B Fixed Acc	abrdn Fund Managers Limited	83	78.38		1.54	30.7	46.5	n/a
680	[+]	Activus Diversified A Acc	Activus Wealth Ltd	34	95.15		n/a	5.5	3.5	n/a
681	[+]	Aviva Investors Climate Transition Real Assets LTAF Insured Pension Units 1 Acc GBP	Aviva Investors UK Fd Serv Ltd	n/a	1.05 (GBP)		n/a	3.8	n/a	n/a
682	[+]	BlackRock MyMap 3 Select ESG D Acc GBP	BlackRock	33	112.37		2.66	11.3	20.0	n/a
683	[+]	BlackRock MyMap 8 Select ESG D Acc GBP	BlackRock	98	152.84		1.01	34.6	52.9	n/a
684	[+]	CG CG Morningstar Global Equity Opportunities Z Acc GBP	Carne Global Fund Managers (UK	n/a	1.10 (GBP)		n/a	n/a	n/a	n/a
685	[+]	Coutts Managed Global Ambitious UH Acc USD	Royal Bk of Scotland Coll Inv	82	163.98 (USX)		n/a	25.6	40.4	n/a
686	[+]	Fidelity Balanced Portfolio JMA Acc GBP	Fidelity International (FIL In	n/a	114.40		n/a	20.3	n/a	n/a
687	[+]	Fidelity Defensive Portfolio JMA Acc GBP	Fidelity International (FIL In	n/a	108.20		n/a	5.7	n/a	n/a
688	[+]	Fidelity Growth Portfolio JMA Acc GBP	Fidelity International (FIL In	n/a	118.70		n/a	29.1	n/a	n/a
689	[+]	Fidelity Structural Growth Portfolio JMA Acc GBP	Fidelity International (FIL In	n/a	117.50		n/a	30.1	n/a	n/a
690	[+]	Fortem Capital Dynamic Growth M Acc GBP	Fortem Capital Ltd	64	0.92 (GBP)		n/a	-10.2	n/a	n/a
691	[+]	FP Mattioli Woods Passive Adventurous B Inc GBP	FundRock Partners Ltd	77	136.19		1.10	32.0	44.2	n/a
692	[+]	FP Mattioli Woods Passive Balanced B Inc GBP	FundRock Partners Ltd	58	127.08		1.57	24.8	36.9	n/a
693	[+]	FP Mattioli Woods Passive Cautious B Inc GBP	FundRock Partners Ltd	46	117.08		1.90	18.7	28.7	n/a
694	[+]	FP Mattioli Woods Passive Growth B Inc GBP	FundRock Partners Ltd	66	129.17		1.28	28.6	40.3	n/a
695	[+]	HL Adventurous Managed Acc GBP	Hargreaves Lansdown Fund Mgmt	94	144.79		0.26	31.4	45.9	n/a
696	[+]	HL Balanced Managed Acc GBP	Hargreaves Lansdown Fund Mgmt	59	130.08		1.43	18.6	29.8	n/a
697	[+]	HL Growth A Acc GBP	Hargreaves Lansdown Fund Mgmt	77	137.67		1.49	30.2	47.3	n/a
698	[+]	HL Moderately Adventurous Managed Acc GBP	Hargreaves Lansdown Fund Mgmt	79	138.00		0.92	25.5	38.3	n/a
699	[+]	HL Multi-Index Cautious D Acc GBP	Hargreaves Lansdown Fund Mgmt	37	123.51		2.04	12.5	n/a	n/a
700	[+]	HL Multi-Index Moderately Adventurous D Acc GBP	Hargreaves Lansdown Fund Mgmt	75	141.70		1.23	27.9	n/a	n/a
701	[+]	IFSL 7IM Defensive Strategy X Acc GBP	IFSL	28	112.60		n/a	7.2	12.9	n/a
702	[+]	IFSL 7IM Global Opportunities X Acc GBP	IFSL	98	144.80		n/a	36.6	43.9	n/a
703	[+]	IFSL Magnus Max 35% Equity X Acc	IFSL	n/a	105.00		0.01	n/a	n/a	n/a
704	[+]	IFSL Magnus Max 60% Equity X Acc	IFSL	n/a	107.60		0.01	n/a	n/a	n/a
705	[+]	IFSL Magnus Max 85% Equity X Acc	IFSL	n/a	110.40		0.01	n/a	n/a	n/a
706	[+]	IFSL Marlborough 5 Portfolio P Inc	Marlborough Investment Managem	n/a	113.00		0.83	20.5	n/a	n/a
707	[+]	IFSL Marlborough 7 Portfolio M Acc	Marlborough Investment Managem	n/a	117.39		0.89	26.7	n/a	n/a
708	[+]	IFSL Moneybox Adventurous P Acc	IFSL	n/a	105.20		n/a	n/a	n/a	n/a
709	[+]	IFSL Moneybox Balanced P Acc	IFSL	n/a	103.40		n/a	n/a	n/a	n/a
710	[+]	IFSL Moneybox Cautious P Acc	IFSL	n/a	102.00		n/a	n/a	n/a	n/a
711	[+]	IFSL Pier Plus Four A Acc	IFSL	n/a	107.10		n/a	n/a	n/a	n/a
712	[+]	IFSL Pier Plus One A Acc	IFSL	n/a	103.20		n/a	n/a	n/a	n/a
713	[+]	IFSL Titan Absolute Return A Acc GBP	IFSL	n/a	106.10		n/a	6.1	n/a	n/a
714	[+]	IFSL Titan Square Mile Alternative Strategies X Acc GBP	IFSL	n/a	106.30		n/a	5.7	n/a	n/a
715	[+]	IFSL YOU Adventurous Acc GBP	IFSL	82	154.10		0.40	32.4	44.7	n/a
716	[+]	IFSL YOU Multi-Asset Blend Cautious A Acc	IFSL	35	130.10		0.79	14.3	23.8	n/a
717	[+]	Invesco Summit Income (UK) Z Acc GBP	Invesco Fund Managers Ltd	30	221.45		n/a	7.7	n/a	n/a
718	[+]	Jupiter Merlin Moderate Select I Acc GBP	Jupiter Unit Trust Mgrs Ltd	53	127.11		2.87	18.2	n/a	n/a
719	[+]	L&G Future World ESG Screened and Selected Multi-Index 6 I Acc	Legal & General UT Mgr Ltd	72	72.49		1.60	25.5	36.6	n/a
720	[+]	L&G Future World ESG Screened and Selected Multi-Index 7 I Acc	Legal & General UT Mgr Ltd	87	78.86		1.50	32.1	46.6	n/a
721	[+]	MF Eclipse Active Adventurous Acc GBP	Minerva	78	145.66		0.70	33.7	46.1	n/a
722	[+]	MF Eclipse Active Defensive Acc GBP	Minerva	40	118.76		1.60	12.1	24.0	n/a
723	[+]	MF Eclipse Passive Adventurous B GBP	Minerva	86	118.49		0.50	29.2	n/a	n/a
724	[+]	MF Eclipse Passive Defensive Acc GBP	Minerva	42	110.73		1.60	7.8	15.1	n/a
725	[+]	MF Vela Adventurous	Minerva	80	143.93		0.90	35.2	43.9	n/a
726	[+]	MF Vela Defensive	Minerva	42	124.86		1.30	13.6	25.2	n/a
727	[+]	MGTS Downing Fox 100% Equity A Acc	Margetts Fund Management	72	131.21		1.07	20.9	n/a	n/a
728	[+]	MGTS Progeny Dynamic Bond Acc	Margetts Fund Management	28	100.94		n/a	5.1	14.9	n/a
729	[+]	MGTS Progeny Dynamic Equity Acc	Margetts Fund Management	79	154.53		n/a	32.5	46.7	n/a
730	[+]	MGTS Progeny Systematic Bond Acc	Margetts Fund Management	30	96.74		n/a	4.6	10.2	n/a
731	[+]	MGTS Progeny Systematic Equity Acc	Margetts Fund Management	76	162.12		n/a	34.9	52.7	n/a
732	[+]	MGTS SIIION Adventurous Acc GBP	Margetts Fund Management	74	147.21		n/a	30.8	43.1	n/a
733	[+]	MGTS SIIION Balanced Acc GBP	Margetts Fund Management	63	142.37		n/a	27.0	39.5	n/a
734	[+]	MGTS SIIION Cautious Acc GBP	Margetts Fund Management	51	136.94		n/a	20.6	34.3	n/a
735	[+]	MI Brewin Dolphin Voyager Max 100% Equity A Acc	Brewin Dolphin Limited	76	138.32		n/a	28.8	41.6	n/a
736	[+]	MI Canaccord Genuity Risk Profile 6 A Acc	Canaccord Genuity Limited	58	115.79		n/a	20.6	n/a	n/a
737	[+]	MI Canaccord Genuity Risk Profile 7 A Acc	Canaccord Genuity Limited	67	104.11		n/a	n/a	n/a	n/a
738	[+]	Octopus Defensive	Octopus Money Unit Trust Manag	26	109.80	109.80	3.40	8.7	n/a	n/a
739	[+]	Octopus Growth 3	Octopus Money Unit Trust Manag	84	144.00	144.00	1.80	29.8	45.6	n/a
740	[+]	Santander MyWealth Balanced R Acc GBP	Santander Asset Mgmt UK Ltd	56	124.10		0.94	22.5	n/a	n/a
741	[+]	Santander MyWealth Cautious R Acc GBP	Santander Asset Mgmt UK Ltd	36	118.10		2.17	14.2	n/a	n/a
742	[+]	Santander MyWealth Moderate R Acc GBP	Santander Asset Mgmt UK Ltd	44	120.30		1.10	17.5	n/a	n/a
743	[+]	Santander MyWealth Progressive R Acc GBP	Santander Asset Mgmt UK Ltd	69	128.00		0.76	28.1	n/a	n/a
744	[+]	Schroder Amalfie I Dis GBP	Schroder UT Managers	58	112.80		1.43	18.8	n/a	n/a
745	[+]	Schroder Blended Portfolio 6 Z	Schroder UT Managers	52	63.87		1.55	22.3	35.2	n/a
746	[+]	Schroder Blended Portfolio 7 Z	Schroder UT Managers	61	68.07		1.44	26.6	40.1	n/a
747	[+]	Scottish Widows Managed Growth 3 L Acc	Scottish Wid UT Mgr Limited	44	127.00		2.50	15.9	n/a	n/a
748	[+]	Scottish Widows Managed Growth 5 L Acc	Scottish Wid UT Mgr Limited	62	140.50		2.00	25.3	n/a	n/a
749	[+]	SJP Diversified Assets (FAIF) UT S Acc	St. Jamess Place UT Group Ltd	n/a	100.90	100.90	3.80	1.7	n/a	n/a
750	[+]	SJP Global Growth UT S Acc	St. Jamess Place UT Group Ltd	111	106.30	106.30	0.30	24.2	n/a	n/a

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.

Your Basket

Login

Register

Customise this table

News & Research

Compare funds

Multi-manager & Mixed Asset Prices & Performance

FE fundinfo sites

Investments

Quick links

Stay connected with Trustnet

LATEST :

Five reasons to keep hold of your defensive funds