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

820 funds
Rank		Fund	Group	FE fundinfo Risk Score	Bid	Offer	Yield	1y	3y	5y
601	[+]	WS Prudential Risk Managed Passive 1 P Acc	WS Prudential	39	150.14		1.42	5.4	15.4	10.7
602	[+]	IFSL Ascot Lloyd 3 A Acc	IFSL	41	115.70		1.93	4.0	11.3	10.7
603	[+]	BlackRock MyMap 3 D Acc	BlackRock	36	121.30		2.94	5.7	12.9	10.7
604	[+]	abrdn MyFolio Core I Institutional Fixed Acc GBP	abrdn Fund Managers Limited	36	80.25		2.85	4.9	11.3	10.7
605	[+]	Barclays Global Markets Defensive R Acc GBP	Barclays Bank Plc	27	143.00		0.80	6.3	13.6	10.5
606	[+]	True Potential SEI Defensive Inc	True Potential Investments	30	108.21		3.03	3.9	10.0	10.5
607	[+]	SPW Cautious Solution G Acc	Scottish Widows Schroder Perso	40	141.90		2.30	6.1	12.7	10.4
608	[+]	7IM Responsible Balanced C Acc	7IM Investment Funds	58	197.54		2.30	2.1	8.4	10.3
609	[+]	Scottish Widows Horizon Multi-Asset 2 Z Acc	Scottish Wid UT Mgr Limited	59	74.79		0.70	4.6	12.5	10.2
610	[+]	EF New Horizon Cautious B Inc	WAY Fund Managers	40	121.65		2.46	6.9	12.9	9.9
611	[+]	L&G Multi-Index 3 I Acc	Legal & General UT Mgr Ltd	42	77.85		2.60	5.0	10.5	9.9
612	[+]	Santander Multi Index 2 RA	Santander Asset Mgmt UK Ltd	54	210.20		2.69	4.6	12.9	9.9
613	[+]	Jupiter Monthly Alternative Income I Acc	Jupiter Unit Trust Mgrs Ltd	74	141.06		6.29	5.0	-10.9	9.8
614	[+]	VT EPIC Multi Asset Growth I Acc GBP	EPIC Markets (UK) LLP	70	122.95		1.29	11.1	23.3	9.6
615	[+]	7IM AAP Moderately Cautious C Acc	7IM Investment Funds	50	170.32		2.50	4.1	9.5	9.5
616	[+]	TM Castlefield Thoughtful Cautious Portfolio G Income	Thesis Unit Trust Mgmt Ltd	53	94.09		3.50	1.6	3.3	9.5
617	[+]	Volare Defensive A Acc	Volare	31	115.33		1.98	4.4	11.6	9.3
618	[+]	Santander Max 30% Shares Portfolio RA	Santander Asset Mgmt UK Ltd	42	199.00		3.63	4.2	11.9	9.3
619	[+]	Liontrust MA Dynamic Passive Reserve S Acc	Liontrust	43	165.11		2.45	6.9	12.0	9.3
620	[+]	TM Brunsdon Cautious Growth C	Thesis Unit Trust Mgmt Ltd	32	129.50		1.37	4.0	8.6	9.2
621	[+]	7IM Moderately Cautious C Acc	7IM Investment Funds	50	218.46		2.20	3.6	10.0	9.0
622	[+]	Scottish Widows Cautious Income Portfolio 2 A Acc	Scottish Wid UT Mgr Limited	40	204.00		3.20	4.3	11.1	8.9
623	[+]	BlackRock Consensus 35 D	BlackRock	41	163.89	163.89	2.68	4.0	11.7	8.7
624	[+]	SVS Levitas B B Acc	Evelyn Partners Fund Solutions	33	152.50		2.32	3.6	8.1	8.6
625	[+]	Janus Henderson Core 3 Income I Inc	Janus Henderson Global Investo	44	91.96		4.70	3.6	7.6	8.6
626	[+]	Santander Atlas Portfolio 3 IA	Santander Asset Mgmt UK Ltd	42	209.90		2.67	4.7	14.0	8.5
627	[+]	Scottish Widows Cautious Income Portfolio 1 A Acc	Scottish Wid UT Mgr Limited	38	196.20		3.20	4.4	10.6	8.4
628	[+]	Omnis Managed Cautious B Acc	Omnis Investments Ltd	53	264.81		2.12	3.6	10.6	7.9
629	[+]	EF 8AM Cautious A	8AM Global LTD	57	112.46		0.73	6.8	8.9	7.8
630	[+]	VT Greystone Conservative Managed R Acc	Greystone Wealth Management	36	143.00		1.94	4.5	12.6	7.7
631	[+]	Quilter Investors Creation Conservative Portfolio U1 Acc GBP	Quilter Investors Limited	33	124.10		2.42	2.4	8.5	7.5
632	[+]	Invesco Summit Growth 1 (UK) Z Acc	Invesco Fund Managers Ltd	45	223.48		1.69	2.4	9.9	7.3
633	[+]	VT Redlands Property Portfolio A GBP	Valu-Trac Investment Managemen	91	108.54		4.06	6.3	-8.7	7.3
634	[+]	Fidelity Multi Asset Allocator Defensive W Acc	Fidelity International (FIL In	37	150.10		n/a	4.9	11.8	7.1
635	[+]	CT Universal MAP Defensive C Acc	Columbia Threadneedle Investme	50	54.97		2.20	5.9	10.4	6.8
636	[+]	Liontrust MA Blended Reserve S Acc	Liontrust	44	142.18		3.26	7.3	13.4	6.7
637	[+]	Liontrust MA Explorer Income 45 S Inc	Liontrust	50	110.50		2.22	6.3	14.6	6.6
638	[+]	Janus Henderson Multi-Manager Diversified I Inc	Janus Henderson Global Investo	43	102.50		3.90	3.1	9.0	6.5
639	[+]	CT Managed Bond Focused Z Acc GBP	Threadneedle Investment Servic	48	142.50		2.45	4.2	11.1	6.5
640	[+]	Quilter Investors Cirilium Conservative Blend Portfolio U1 Acc GBP	Quilter Investors Limited	34	111.33		2.42	2.6	8.2	6.5
641	[+]	Barclays Multi-Asset Defensive B Acc	Barclays Asset Management Ltd	30	108.10		n/a	4.7	9.3	6.5
642	[+]	HSBC Global Strategy Cautious Portfolio C Acc	HSBC Asset Management (Fund Se	38	163.40		2.07	3.8	10.2	6.2
643	[+]	Omnis Multi-Manager Cautious B Acc	Omnis Investments Ltd	51	216.47		2.27	4.5	7.6	6.0
644	[+]	CT Multi-Manager Universal Defensive B Inc	Columbia Threadneedle Investme	43	55.19		2.50	2.5	5.6	6.0
645	[+]	SVS Brown Shipley Cautious I Acc	Brown Shipley	40	128.20		2.73	4.3	10.8	6.0
646	[+]	Fidelity Multi Asset Income W Acc	Fidelity International (FIL In	38	111.60		5.34	5.4	9.1	5.8
647	[+]	HSBC World Selection Cautious Portfolio C Acc	HSBC Asset Management (Fund Se	38	171.10		2.87	3.3	8.6	5.5
648	[+]	HL Global Bond A Acc	Hargreaves Lansdown Fund Mgmt	36	211.81		4.54	4.5	12.6	5.0
649	[+]	Liontrust Diversified Real Assets A Acc	Liontrust	88	127.65		5.14	2.7	-7.7	4.8
650	[+]	Quilter Investors Cirilium Conservative Portfolio R Acc GBP	Quilter Investors Limited	37	150.17		2.71	2.4	5.9	4.7
651	[+]	VT Redlands Fixed Income Portfolio A GBP	Valu-Trac Investment Managemen	35	109.68		3.87	2.8	10.0	3.1
652	[+]	WS Aegon Multi-Asset 1 A Acc	Aegon Investments Limited	46	108.55		2.30	2.4	7.6	2.6
653	[+]	7IM AAP Cautious C Acc	7IM Investment Funds	42	157.80		1.70	2.3	6.1	2.4
654	[+]	Vanguard LifeStrategy 20% Equity A Gross Acc GBP	Vanguard Investments UK Limite	44	171.73 (GBP)		2.82	3.7	8.8	1.7
655	[+]	HSBC Global Responsible Multi-Asset Cautious Portfolio C Acc	HSBC Asset Management (Fund Se	37	1.07 (GBP)		n/a	2.9	7.1	1.6
656	[+]	SVS Saltus Fixed Income X Inc	Evelyn Partners Fund Solutions	33	89.42		4.21	1.9	4.0	0.6
657	[+]	Scottish Widows Horizon Multi-Asset 1 Z Acc	Scottish Wid UT Mgr Limited	57	63.96		0.80	2.0	6.2	-0.5
658	[+]	Santander Multi Index 1 RA	Santander Asset Mgmt UK Ltd	50	184.90		3.71	2.9	8.2	-0.6
659	[+]	CT Managed Bond Z Acc GBP	Threadneedle Investment Servic	45	132.12		2.68	3.1	7.7	-1.2
660	[+]	Liontrust MA Explorer 35 S Acc	Liontrust	47	125.91		2.28	5.6	9.1	-1.4
661	[+]	FP Russell Investments Defensive Assets C Acc	FP Russell Investments ICVC	31	119.08		3.31	2.9	8.4	-1.5
662	[+]	Thesis Hector A Acc	Thesis Unit Trust Mgmt Ltd	68	1,694.00		n/a	-0.2	-10.7	-2.2
663	[+]	FP Foresight UK Infrastructure Income A Acc	FundRock Partners Ltd	97	121.81		5.98	0.6	-16.7	-4.9
664	[+]	Royal London GMAP Diversified Bond M Acc	Royal London Unit Tst Mgrs Ltd	48	112.00		2.82	-0.4	1.6	-5.2
665	[+]	Santander Sterling Bond Portfolio RA	Santander Asset Mgmt UK Ltd	48	262.80		4.89	2.2	7.4	-7.5
666	[+]	VT Avastra Global Fixed Income Acc GBP	Valu-Trac Investment Managemen	38	93.98		0.03	0.3	0.3	-13.5
667	[+]	7IM Pathbuilder 4 C Acc	7IM Investment Funds	91	129.26		1.30	11.7	30.6	n/a
668	[+]	abrdn MyFolio Enhanced ESG I Institutional B Fixed Acc GBP	abrdn Fund Managers Limited	38	52.81		1.82	5.3	12.3	n/a
669	[+]	abrdn MyFolio Enhanced ESG II Institutional B Fixed Acc GBP	abrdn Fund Managers Limited	50	55.66		1.46	6.4	15.4	n/a
670	[+]	abrdn MyFolio Enhanced ESG III Institutional B Fixed Acc GBP	abrdn Fund Managers Limited	63	58.94		1.34	7.5	17.5	n/a
671	[+]	abrdn MyFolio Enhanced ESG Index I Institutional B Fixed Acc	abrdn Fund Managers Limited	36	57.99		2.81	5.4	13.8	n/a
672	[+]	abrdn MyFolio Enhanced ESG Index II Institutional B Fixed Acc	abrdn Fund Managers Limited	48	60.27		1.87	6.7	17.3	n/a
673	[+]	abrdn MyFolio Enhanced ESG Index III Institutional B Fixed Acc	abrdn Fund Managers Limited	60	63.48		1.64	8.4	21.5	n/a
674	[+]	abrdn MyFolio Enhanced ESG Index IV Institutional B Fixed Acc	abrdn Fund Managers Limited	71	65.97		1.48	9.7	24.9	n/a
675	[+]	abrdn MyFolio Enhanced ESG Index V Institutional B Fixed Acc	abrdn Fund Managers Limited	87	69.36		1.63	11.5	29.7	n/a
676	[+]	abrdn MyFolio Enhanced ESG IV Institutional B Fixed Acc GBP	abrdn Fund Managers Limited	77	63.29		1.45	8.8	19.9	n/a
677	[+]	abrdn MyFolio Enhanced ESG V Institutional B Fixed Acc GBP	abrdn Fund Managers Limited	89	67.11		1.48	9.4	21.4	n/a
678	[+]	Activus Diversified A Acc	Activus Wealth Ltd	42	92.68		n/a	1.3	-5.1	n/a
679	[+]	Aviva Investors Climate Transition Real Assets LTAF Insured Pension Units 1 Acc GBP	Aviva Investors UK Fd Serv Ltd	n/a	1.06 (GBP)		n/a	n/a	n/a	n/a
680	[+]	BlackRock MyMap 3 Select ESG D Acc GBP	BlackRock	38	107.19		2.86	5.0	12.0	n/a
681	[+]	BlackRock MyMap 4 Select Income D Inc GBP	BlackRock	47	102.96		4.25	8.5	22.1	n/a
682	[+]	BlackRock MyMap 7 Select ESG D Acc GBP	BlackRock	112	136.49		0.91	12.4	34.1	n/a
683	[+]	BLENHEIM Diversified Fixed Income R Acc	Margetts Fund Management	29	105.65		n/a	3.5	12.0	n/a
684	[+]	BLENHEIM Diversified Property R Acc	Margetts Fund Management	70	103.36		n/a	-1.1	-5.7	n/a
685	[+]	BLENHEIM Ethical Opportunities R Acc	Margetts Fund Management	50	110.89		n/a	3.3	8.7	n/a
686	[+]	BLENHEIM Overseas Equity R Acc	Margetts Fund Management	99	125.88		n/a	11.8	24.1	n/a
687	[+]	BLENHEIM UK Equity R Acc	Margetts Fund Management	93	134.75		n/a	9.3	31.4	n/a
688	[+]	CG Morningstar Multi Asset 40 A	Carne Global Fund Managers (UK	47	1.15 (GBP)		n/a	5.9	14.3	n/a
689	[+]	CG Morningstar Multi Asset 60 A	Carne Global Fund Managers (UK	58	1.29 (GBP)		n/a	8.3	19.0	n/a
690	[+]	CG Morningstar Multi Asset 80 A	Carne Global Fund Managers (UK	72	1.42 (GBP)		n/a	10.6	23.5	n/a
691	[+]	Coutts Managed Global Ambitious UH Acc USD	Royal Bk of Scotland Coll Inv	97	150.68 (USX)		n/a	10.5	n/a	n/a
692	[+]	CT Sustainable Universal MAP Defensive C Acc	Columbia Threadneedle Investme	53	48.77		4.10	1.6	6.1	n/a
693	[+]	EdenTree Multi-Asset Balanced B Acc GBP	EdenTree Investment Management	63	106.00		2.14	5.5	17.7	n/a
694	[+]	EdenTree Multi-Asset Cautious B Acc GBP	EdenTree Investment Management	53	104.50		2.12	4.3	15.3	n/a
695	[+]	EdenTree Multi-Asset Growth B Acc GBP	EdenTree Investment Management	73	109.90		1.86	7.0	22.5	n/a
696	[+]	Fidelity Balanced Portfolio JMA Acc GBP	Fidelity International (FIL In	n/a	105.10		n/a	n/a	n/a	n/a
697	[+]	Fidelity Defensive Portfolio JMA Acc GBP	Fidelity International (FIL In	n/a	104.20		n/a	n/a	n/a	n/a
698	[+]	Fidelity Growth Portfolio JMA Acc GBP	Fidelity International (FIL In	n/a	106.30		n/a	n/a	n/a	n/a
699	[+]	Fidelity Structural Growth Portfolio JMA Acc GBP	Fidelity International (FIL In	n/a	104.40		n/a	n/a	n/a	n/a
700	[+]	Fortem Capital Dynamic Growth M Acc GBP	Fortem Capital Ltd	n/a	1.04 (GBP)		n/a	3.2	n/a	n/a
701	[+]	FP Brunel Diversifying Returns	FundRock Partners Ltd	42	122.71		0.01	5.4	16.6	n/a
702	[+]	FP Mattioli Woods Passive Adventurous B Inc GBP	FundRock Partners Ltd	95	122.59		1.06	12.7	27.6	n/a
703	[+]	FP Mattioli Woods Passive Balanced B Inc GBP	FundRock Partners Ltd	64	114.76		1.69	10.4	21.4	n/a
704	[+]	FP Mattioli Woods Passive Cautious B Inc GBP	FundRock Partners Ltd	48	107.59		2.21	7.7	16.4	n/a
705	[+]	FP Mattioli Woods Passive Growth B Inc GBP	FundRock Partners Ltd	77	115.97		1.33	12.1	24.7	n/a
706	[+]	HL Adventurous Managed Acc GBP	Hargreaves Lansdown Fund Mgmt	107	130.81		0.36	12.2	n/a	n/a
707	[+]	HL Balanced Managed Acc GBP	Hargreaves Lansdown Fund Mgmt	63	121.83		1.40	8.0	n/a	n/a
708	[+]	HL Growth A Acc GBP	Hargreaves Lansdown Fund Mgmt	85	123.64		1.39	12.4	30.0	n/a
709	[+]	HL Moderately Adventurous Managed Acc GBP	Hargreaves Lansdown Fund Mgmt	87	126.66		0.99	10.5	n/a	n/a
710	[+]	HL Multi-Index Cautious D Acc GBP	Hargreaves Lansdown Fund Mgmt	38	117.26		2.00	6.0	n/a	n/a
711	[+]	HL Multi-Index Moderately Adventurous D Acc GBP	Hargreaves Lansdown Fund Mgmt	84	128.12		1.34	11.4	n/a	n/a
712	[+]	IFSL atomos Conservative A Acc	IFSL	40	110.60		n/a	4.3	10.4	n/a
713	[+]	IFSL CPN Defensive Strategy X Acc GBP	IFSL	34	107.40		n/a	3.4	n/a	n/a
714	[+]	IFSL CPN Global Opportunities X Acc GBP	IFSL	113	126.20		n/a	8.4	n/a	n/a
715	[+]	IFSL Equilibrium Defensive Portfolio Class A Acc	IFSL	30	104.00		2.10	5.0	7.4	n/a
716	[+]	IFSL Marlborough 3 Portfolio P Inc	Marlborough Investment Managem	41	98.76		n/a	4.9	10.8	n/a
717	[+]	IFSL Marlborough 5 Portfolio P Inc	Marlborough Investment Managem	n/a	103.86		n/a	n/a	n/a	n/a
718	[+]	IFSL Marlborough 7 Portfolio M Acc	Marlborough Investment Managem	n/a	104.39		n/a	n/a	n/a	n/a
719	[+]	IFSL Titan Absolute Return A Acc GBP	IFSL	n/a	100.90		n/a	n/a	n/a	n/a
720	[+]	IFSL Titan Square Mile Alternative Strategies X Acc GBP	IFSL	n/a	102.80		n/a	n/a	n/a	n/a
721	[+]	IFSL Titan Square Mile Global Equities X Acc GBP	IFSL	n/a	104.70		n/a	n/a	n/a	n/a
722	[+]	IFSL Titan Square Mile International Fixed Interest X Acc GBP	IFSL	n/a	104.70		n/a	n/a	n/a	n/a
723	[+]	IFSL Titan Square Mile UK Equity X Acc GBP	IFSL	n/a	107.80		n/a	n/a	n/a	n/a
724	[+]	IFSL YOU Adventurous Acc GBP	IFSL	88	135.40		0.78	11.9	n/a	n/a
725	[+]	IFSL YOU Multi-Asset Blend Cautious A Acc	IFSL	37	121.30		1.12	6.9	n/a	n/a
726	[+]	Invesco Summit Income (UK) No Trail Acc GBP	Invesco Fund Managers Ltd	n/a	103.97		n/a	3.1	n/a	n/a
727	[+]	Invesco Summit Responsible 1 (UK) Z Acc	Invesco Fund Managers Ltd	40	200.30		n/a	3.4	9.2	n/a
728	[+]	Invesco Summit Responsible 2 (UK) Z Acc	Invesco Fund Managers Ltd	47	219.31		n/a	5.2	14.4	n/a
729	[+]	Invesco Summit Responsible 3 (UK) Z Acc	Invesco Fund Managers Ltd	59	243.02		n/a	7.1	19.1	n/a
730	[+]	Invesco Summit Responsible 4 (UK) Z Acc	Invesco Fund Managers Ltd	74	269.14		n/a	8.8	24.7	n/a
731	[+]	Invesco Summit Responsible 5 (UK) Z Acc	Invesco Fund Managers Ltd	86	290.58		n/a	10.1	29.3	n/a
732	[+]	Jupiter Merlin Moderate Select I Acc GBP	Jupiter Unit Trust Mgrs Ltd	56	118.16		2.66	8.8	n/a	n/a
733	[+]	L&G Future World ESG Screened and Selected Multi-Index 3 I Acc	Legal & General UT Mgr Ltd	45	52.71		1.90	4.7	10.3	n/a
734	[+]	L&G Future World ESG Screened and Selected Multi-Index 6 I Acc	Legal & General UT Mgr Ltd	75	65.55		1.80	10.2	22.5	n/a
735	[+]	L&G Future World ESG Screened and Selected Multi-Index 7 I Acc	Legal & General UT Mgr Ltd	93	69.87		1.40	13.0	29.2	n/a
736	[+]	L&G Global Thematic I Acc GBP	Legal & General UT Mgr Ltd	150	58.54		1.10	16.9	19.7	n/a
737	[+]	MF Eclipse Active Adventurous Acc GBP	Minerva	87	128.26		0.70	10.8	29.9	n/a
738	[+]	MF Eclipse Active Defensive Acc GBP	Minerva	41	112.08		1.60	5.8	13.8	n/a
739	[+]	MF Eclipse Passive Adventurous B GBP	Minerva	n/a	105.94		0.50	n/a	n/a	n/a
740	[+]	MF Eclipse Passive Defensive B GBP	Minerva	n/a	100.94		1.00	n/a	n/a	n/a
741	[+]	MF Vela Adventurous	Minerva	91	126.32		0.90	11.8	n/a	n/a
742	[+]	MF Vela Defensive	Minerva	46	117.24		1.30	6.6	n/a	n/a
743	[+]	MGTS Progeny Dynamic Bond Acc	Margetts Fund Management	42	98.21		n/a	2.6	8.0	n/a
744	[+]	MGTS Progeny Dynamic Equity Acc	Margetts Fund Management	94	136.90		n/a	11.3	28.6	n/a
745	[+]	MGTS Progeny Systematic Bond Acc	Margetts Fund Management	43	94.52		n/a	1.8	3.5	n/a
746	[+]	MGTS Progeny Systematic Equity Acc	Margetts Fund Management	91	141.44		n/a	13.0	32.3	n/a
747	[+]	MGTS SIIION Adventurous Acc GBP	Margetts Fund Management	85	131.26		n/a	10.5	n/a	n/a
748	[+]	MGTS SIIION Balanced Acc GBP	Margetts Fund Management	73	128.14		n/a	10.5	n/a	n/a
749	[+]	MGTS SIIION Cautious Acc GBP	Margetts Fund Management	58	125.90		n/a	9.2	n/a	n/a
750	[+]	MGTS Tempus Universal Portfolio Acc	Margetts Fund Management	72	130.63		n/a	8.7	22.6	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