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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
1	[+]	Halifax International Growth C	HBOS Investment Fd Mgrs Ltd	93	198.50	0.00	0.60	36.7	55.7	75.8
2	[+]	BlackRock Overseas Equity I	BlackRock	96	773.15	811.81	1.05	37.7	60.3	75.1
3	[+]	Quilter Investors Cirilium Adventurous Passive Portfolio R Acc GBP	Quilter Investors Limited	77	264.68		1.23	34.3	61.4	74.4
4	[+]	BlackRock Global Equity D	BlackRock	88	565.39	565.39	1.90	33.6	53.1	73.6
5	[+]	BlackRock Consensus 100 D	BlackRock	90	477.55	477.55	1.30	34.4	54.5	70.7
6	[+]	Vanguard LifeStrategy 100% Equity A Shares Acc	Vanguard Investments UK Limite	93	463.87 (GBP)		1.64	34.2	54.8	69.0
7	[+]	Fidelity US Equity	Fidelity International (FIL In	107	206.90		n/a	28.0	47.9	68.2
8	[+]	True Potential SEI Aggressive Inc	True Potential Investments	85	213.94		1.67	34.9	53.8	66.9
9	[+]	CG AJ Bell Adventurous I Acc	Carne Global Fund Managers (UK	77	221.49		1.81	32.3	47.7	64.4
10	[+]	True Potential Schroders Balanced Acc	True Potential Investments	61	218.33		1.97	25.9	44.4	63.7
11	[+]	Milne	Tutman Fund Solutions Limited	79	313.50		1.08	24.7	46.8	63.5
12	[+]	Liontrust MA Dynamic Passive Adventurous S Acc	Liontrust	76	308.80		1.30	35.2	54.9	63.4
13	[+]	Royal London GMAP Dynamic Equity M Acc	Royal London Unit Tst Mgrs Ltd	91	269.60		0.96	32.9	51.2	63.3
14	[+]	WS Aegon Multi-Asset 5 A Acc	Aegon Investments Limited	87	191.38		1.58	32.6	49.9	63.0
15	[+]	abrdn MyFolio Index V Inst B Acc GBP	abrdn Fund Managers Limited	85	100.60		2.00	34.2	51.1	62.5
16	[+]	M&G Managed Growth I Acc GBP	M&G UK	74	3,292.54		1.94	28.1	45.0	62.1
17	[+]	Thesis Destiny A Inc	Thesis Unit Trust Mgmt Ltd	87	264.90		2.20	34.2	48.8	62.1
18	[+]	Thesis Destiny B Inc	Thesis Unit Trust Mgmt Ltd	86	256.90		1.40	34.2	48.7	61.9
19	[+]	CG AJ Bell Global Growth I Acc	Carne Global Fund Managers (UK	84	200.45		1.88	35.5	47.1	61.3
20	[+]	Fidelity Allocator World W Acc	Fidelity International (FIL In	90	405.50		n/a	34.4	52.0	61.2
21	[+]	HSBC Global Strategy Adventurous Portfolio C Acc	HSBC Asset Management (Fund Se	88	224.30		1.30	32.2	50.0	60.1
22	[+]	Quilter Investors Cirilium Dynamic Passive Portfolio R Acc GBP	Quilter Investors Limited	69	322.41		1.51	29.9	47.8	59.3
23	[+]	Man Stockmarket Managed Fund C Professional	Man Group	71	313.90		1.86	26.9	44.4	59.3
24	[+]	Santander Atlas Portfolio 7 IA	Santander Asset Mgmt UK Ltd	79	406.50		1.65	31.1	47.8	59.2
25	[+]	Liontrust MA Dynamic Passive Growth S Acc	Liontrust	70	301.31		1.51	31.9	50.3	59.1
26	[+]	MGTS Attivo Investments Diversified 90-100 R Acc	Margetts Fund Management	97	172.97		n/a	35.0	51.1	58.3
27	[+]	Santander Max 100% Shares Portfolio RA	Santander Asset Mgmt UK Ltd	88	869.30		0.40	33.3	50.1	57.7
28	[+]	Taber Investment	Tutman Fund Solutions Limited	85	3,392.00		1.34	29.5	49.9	57.4
29	[+]	Fidelity Fidelity UK Equity	Fidelity International (FIL In	104	163.50		n/a	23.3	40.0	57.4
30	[+]	Jupiter Merlin Growth Portfolio I Acc	Jupiter Unit Trust Mgrs Ltd	89	854.14		0.86	30.7	43.4	56.7
31	[+]	Thesis KES Diversified Inc	Thesis Unit Trust Mgmt Ltd	90	536.70	570.60	2.70	23.4	43.0	56.3
32	[+]	Fidelity Global Emerging Markets Equity	Fidelity International (FIL In	121	193.80		n/a	53.3	67.1	56.2
33	[+]	Jupiter Merlin Worldwide Portfolio I Acc	Jupiter Unit Trust Mgrs Ltd	90	624.20		0.40	33.4	49.2	55.7
34	[+]	VT Tatton Blended Aggressive Retail Acc	Valu-Trac Investment Managemen	67	171.40		n/a	29.7	44.5	55.5
35	[+]	VT Aggressive Portfolio Overlay C	Valu-Trac Investment Managemen	68	262.20		0.91	30.0	44.3	55.4
36	[+]	L&G Multi-Index 7 I Acc	Legal & General UT Mgr Ltd	85	150.80		1.40	36.1	52.4	55.2
37	[+]	Invesco Summit Responsible 5 (UK) Z Acc	Invesco Fund Managers Ltd	81	323.62		n/a	28.1	45.0	55.1
38	[+]	Thesis ORD Acc	Thesis Unit Trust Mgmt Ltd	88	612.10		0.21	32.7	51.1	54.8
39	[+]	HSBC World Selection Adventurous Portfolio C Acc	HSBC Asset Management (Fund Se	81	287.90		1.03	31.2	45.8	54.4
40	[+]	Scottish Widows Managed Growth 6 L Acc	Scottish Wid UT Mgr Limited	74	236.50		1.60	31.8	47.1	53.7
41	[+]	CG AJ Bell Income & Growth I Acc	Carne Global Fund Managers (UK	72	165.08		1.95	28.1	42.2	53.6
42	[+]	Barclays Global Markets Adventurous R Acc GBP	Barclays	81	329.30		0.42	29.0	47.3	53.5
43	[+]	Invesco Summit Growth 5 (UK) Z Acc	Invesco Fund Managers Ltd	83	358.25		0.79	28.0	43.2	53.3
44	[+]	Fidelity Open World W Acc	Fidelity International (FIL In	83	324.50		n/a	30.2	38.9	52.0
45	[+]	HSBC World Selection Dynamic Portfolio C Acc	HSBC Asset Management (Fund Se	75	473.40		1.14	30.2	45.3	51.9
46	[+]	M&G Charity Multi Asset Acc GBP	M&G UK	73	14,746.10		3.84	24.7	34.7	51.2
47	[+]	Vanguard LifeStrategy 80% Equity UCITS ETF Dis	Vanguard Group (Ireland) Limit	80	37.08 (EUR)		n/a	27.9	45.4	51.0
48	[+]	Charles Stanley UK & International Growth A Acc	Charles Stanley & Co Ltd	74	444.98		0.93	23.5	36.5	50.9
49	[+]	RBS Coutts Managed Adventurous	Royal Bk of Scotland Coll Inv	95	178.50		1.25	30.6	43.0	50.8
50	[+]	Scottish Widows Progressive Growth Portfolio 1 A Acc	Scottish Wid UT Mgr Limited	67	389.40		2.00	27.8	42.7	50.8
51	[+]	Scottish Widows Progressive Growth D Acc	Scottish Wid UT Mgr Limited	70	295.90		1.40	29.0	40.4	50.7
52	[+]	CG Morningstar Multi Asset 80 A	Carne Global Fund Managers (UK	66	1.61 (GBP)		n/a	28.0	39.2	50.4
53	[+]	HSBC Global Strategy Dynamic Portfolio C Acc	HSBC Asset Management (Fund Se	78	396.50		1.50	28.3	44.2	50.3
54	[+]	Scottish Widows Progressive Growth Portfolio 2 A Acc	Scottish Wid UT Mgr Limited	67	425.60		2.00	28.0	40.9	50.3
55	[+]	Vanguard Target Retirement 2060 A Acc GBP	Vanguard Investments UK Limite	77	196.49 (GBP)		1.61	27.3	44.4	50.0
56	[+]	CG AJ Bell Moderately Adventurous I Acc	Carne Global Fund Managers (UK	68	196.04		1.93	28.2	39.5	50.0
57	[+]	Vanguard Target Retirement 2065 A Acc GBP	Vanguard Investments UK Limite	77	196.39 (GBP)		1.63	27.3	44.5	50.0
58	[+]	BlackRock MyMap 6 D Acc	BlackRock	84	192.73		1.28	31.4	48.7	50.0
59	[+]	Vanguard Target Retirement 2050 A Acc GBP	Vanguard Investments UK Limite	77	263.08 (GBP)		1.66	27.3	44.4	49.9
60	[+]	Vanguard Target Retirement 2055 A Acc GBP	Vanguard Investments UK Limite	77	263.70 (GBP)		1.64	27.3	44.4	49.9
61	[+]	Schroder Blended Portfolio 8 Z Acc	Schroder UT Managers	69	109.50		1.33	30.0	43.7	49.9
62	[+]	Jupiter Merlin Balanced Portfolio I Acc	Jupiter Unit Trust Mgrs Ltd	78	351.91		2.51	29.4	37.8	49.6
63	[+]	BlackRock Pension Growth X1	BlackRock	88	196.20	196.34	1.93	36.0	49.5	49.4
64	[+]	Man Balanced Managed Fund C Professional	Man Group	65	269.10		2.14	23.0	37.9	49.4
65	[+]	Vanguard LifeStrategy 80% Equity A Shares Acc	Vanguard Investments UK Limite	77	369.64 (GBP)		1.61	27.5	44.4	49.4
66	[+]	TrinityBridge Growth Tactical Passive X Acc	TrinityBridge	76	521.00		1.91	30.3	45.8	49.1
67	[+]	HL UK Income A Acc	Hargreaves Lansdown Fund Mgmt	99	289.75		3.21	20.4	37.8	49.1
68	[+]	Quilter Investors Cirilium Adventurous Blend Portfolio U1 Acc GBP	Quilter Investors Limited	76	169.50		0.96	29.6	40.9	48.2
69	[+]	JPM Multi-Asset Growth C Acc	JP Morgan Asset Management UK	80	162.30		1.28	29.3	44.4	48.1
70	[+]	Guinness Multi-Asset Growth Y Acc GBP	Guinness Asset Management Ltd	78	18.42 (GBP)		n/a	26.6	36.8	47.9
71	[+]	True Potential Schroders Cautious Acc	True Potential Investments	49	184.79		1.69	18.0	34.4	47.8
72	[+]	7IM Absolute Return Portfolio A Acc	7IM Investment Funds	50	182.74		n/a	4.2	16.0	47.8
73	[+]	WS Keyridge Portfolio VII C Acc	Keyridge Asset Management	84	241.81		1.30	30.0	39.7	47.7
74	[+]	VT Tatton Blended Active A Acc	Valu-Trac Investment Managemen	60	178.04		n/a	26.5	40.1	47.7
75	[+]	EF Brompton Global Equity B	WAY Fund Managers	82	318.68		0.32	33.0	49.0	47.7
76	[+]	abrdn MyFolio Index IV Inst B Acc GBP	abrdn Fund Managers Limited	70	88.25		2.56	27.3	41.7	47.6
77	[+]	VT Active Portfolio Overlay C	Valu-Trac Investment Managemen	61	229.89		0.88	26.9	39.7	47.5
78	[+]	True Potential SEI Growth Inc	True Potential Investments	68	170.34		2.17	26.7	42.2	47.3
79	[+]	VT Sinfonia Adventurous Growth Portfolio A Acc	Valu-Trac Investment Managemen	67	309.60		0.01	28.2	38.9	47.3
80	[+]	Fidelity Europe Ex UK Equity	Fidelity International (FIL In	116	177.30		n/a	20.7	30.3	47.3
81	[+]	Liontrust MA Blended Growth S Acc	Liontrust	70	263.45		1.52	29.4	43.9	47.2
82	[+]	Quilter Investors Creation Adventurous Portfolio U2 Acc GBP	Quilter Investors Limited	76	186.60		1.03	28.6	40.6	47.2
83	[+]	Vanguard Target Retirement 2045 A Acc GBP	Vanguard Investments UK Limite	73	257.90 (GBP)		1.72	25.7	42.4	47.2
84	[+]	Allianz RiskMaster Growth Multi Asset Y Acc	Allianz Global Invtrs GmbH(UK)	76	9,120.41		2.24	29.2	45.4	46.9
85	[+]	Invesco Managed Growth (UK) Z Acc	Invesco Fund Managers Ltd	79	645.64		1.52	24.9	37.7	46.6
86	[+]	Fidelity Multi Asset Allocator Adventurous W Acc	Fidelity International (FIL In	73	305.00		n/a	27.7	43.1	46.5
87	[+]	Margetts International Strategy R Acc	Margetts Fund Management	86	731.95	732.21	0.94	34.1	45.3	46.2
88	[+]	SVS Cornelian Progressive RMP G Acc	Brooks Macdonald Asset Managem	79	208.06		2.00	29.1	41.7	46.1
89	[+]	IFSL Marlborough 8 Portfolio P Acc	Marlborough Investment Managem	83	478.95		1.16	32.2	52.2	46.1
90	[+]	HSBC Balanced C Acc	HSBC Asset Management (Fund Se	66	373.70		1.74	26.0	39.0	46.1
91	[+]	Forest Acc	Tutman Fund Solutions Limited	108	789.50		1.09	28.1	39.1	46.1
92	[+]	VT PortfolioMetrix Core Assertive Portfolio A Acc GBP	Valu-Trac Investment Managemen	81	153.66		n/a	34.5	46.3	45.6
93	[+]	True Potential Schroders Cautious Income Acc	True Potential Investments	57	181.54		3.58	17.6	34.3	45.2
94	[+]	Liontrust MA Dynamic Passive Progressive S Acc	Liontrust	62	259.37		1.73	27.5	43.1	45.2
95	[+]	WS Aegon Multi-Asset 4 A Acc	Aegon Investments Limited	73	166.88		1.79	25.4	39.4	45.1
96	[+]	WS EkinsGuinness Dynamic Growth B Acc	Waystone Fund Services (UK) Li	71	185.31		0.66	28.0	46.7	45.0
97	[+]	VT Tatton Oak Capital Growth B	Valu-Trac Investment Managemen	60	405.46		1.31	25.6	39.1	44.9
98	[+]	Santander Atlas Portfolio 6 IA	Santander Asset Mgmt UK Ltd	68	345.90		1.81	26.0	40.3	44.7
99	[+]	L&G Multi-Index Income 6 I Acc	Legal & General UT Mgr Ltd	67	107.60		3.60	25.8	43.0	44.7
100	[+]	NFU Mutual Mixed Portfolio Max 100% Shares C	NFU Mutual Unit Managers Ltd	85	208.56		1.36	27.1	39.4	44.5
101	[+]	abrdn MyFolio Enhanced ESG V Institutional B Fixed Acc GBP	abrdn Fund Managers Limited	84	77.70		1.53	34.3	42.7	44.5
102	[+]	CT Managed Equity Income Z Inc GBP	Threadneedle Investment Servic	77	138.06		3.15	22.1	36.2	44.4
103	[+]	SVS Levitas A B Acc	Brooks Macdonald Asset Managem	75	295.40		0.80	31.0	43.5	44.4
104	[+]	Schroder MM Diversity Z Acc	Schroder UT Managers	46	170.20		1.90	16.5	31.5	44.2
105	[+]	Quilter Investors Cirilium Dynamic Blend Portfolio U1 Acc GBP	Quilter Investors Limited	68	164.25		1.40	26.0	36.9	44.1
106	[+]	Barclays Global Markets Growth R Acc GBP	Barclays	69	288.70		0.40	24.1	40.8	44.1
107	[+]	VT Sinfonia Balanced Managed Portfolio A Acc	Valu-Trac Investment Managemen	61	297.74		0.01	26.0	36.8	43.9
108	[+]	SPW Progressive Solution G Acc	Scottish Widows Schroder Perso	69	261.00		1.10	25.3	36.4	43.8
109	[+]	Invesco Managed Income (UK) Z Acc	Invesco Fund Managers Ltd	73	525.95		2.62	22.5	35.5	43.5
110	[+]	The Arbor	Waystone Management (UK) Limit	77	2,896.36		0.22	22.0	39.0	43.0
111	[+]	Vanguard Target Retirement 2040 A Acc GBP	Vanguard Investments UK Limite	69	246.77 (GBP)		1.78	24.0	39.9	42.8
112	[+]	Invesco Summit Responsible 4 (UK) Z Acc	Invesco Fund Managers Ltd	70	294.70		n/a	23.1	38.1	42.7
113	[+]	L&G Multi-Index 6 I Acc	Legal & General UT Mgr Ltd	70	132.00		1.80	28.5	41.2	42.7
114	[+]	Fidelity Multi Asset Open Adventurous W Acc	Fidelity International (FIL In	70	242.00		n/a	26.1	35.7	42.7
115	[+]	WS Prudential Risk Managed Passive 5 P Acc	WS Prudential	61	227.44		2.16	26.7	39.9	42.6
116	[+]	IFSL YOU Multi-Asset Blend Growth A Acc	IFSL	70	167.30		0.55	28.6	40.6	42.6
117	[+]	Aviva Inv Multi-Manager Flexible 2	Aviva Investors UK Fd Serv Ltd	69	267.03		1.24	27.9	40.0	42.4
118	[+]	Liontrust MA UK Equity S Acc	Liontrust	79	208.05		2.48	22.8	32.1	42.3
119	[+]	TM UBS (UK) Global Equity C Acc	Thesis Unit Trust Mgmt Ltd	79	312.60		0.50	27.0	37.5	42.2
120	[+]	Invesco Summit Growth 4 (UK) Z Acc	Invesco Fund Managers Ltd	70	327.60		0.98	23.0	36.2	42.1
121	[+]	Janus Henderson Multi-Manager Global Select I Acc	Janus Henderson Global Investo	82	310.20		1.20	25.2	35.0	42.0
122	[+]	HL Multi Manager Special Situations A Acc	Hargreaves Lansdown Fund Mgmt	94	626.74		0.36	30.4	44.5	42.0
123	[+]	SVS Saltus Global Equity X Inc	Tutman Fund Solutions Limited	85	133.70		0.75	27.5	44.9	41.9
124	[+]	Waverton Strategic Equity A GBP	Waverton Investment Management	89	34.46 (GBP)		n/a	26.3	38.2	41.9
125	[+]	Quilter Investors Cirilium Moderate Passive Portfolio R Acc GBP	Quilter Investors Limited	57	266.35		2.01	23.4	37.8	41.9
126	[+]	VT Redlands Equity Portfolio A GBP	Valu-Trac Investment Managemen	76	196.66		1.41	30.1	42.3	41.8
127	[+]	BLENHEIM Overseas Equity R Acc	Margetts Fund Management	80	141.44		n/a	33.6	44.6	41.7
128	[+]	True Potential UBS Aggressive Acc	True Potential Investments	88	203.33		2.38	31.8	46.2	41.7
129	[+]	Schroder SUTL Cazenove GBP Equity Focus Z Acc	Schroder UT Managers	86	72.46		0.27	33.5	41.5	41.6
130	[+]	L&G Multi Asset Core 75 I Acc GBP	Legal & General UT Mgr Ltd	70	77.32		2.20	25.4	39.0	41.4
131	[+]	The MI Hawksmoor Distribution C Acc	Hawksmoor Investment Mgmt Ltd	63	224.43		3.88	24.9	36.6	41.2
132	[+]	Premier Miton Liberation VII C Acc GBP	Premier Miton Investors	71	268.10		2.30	26.6	38.2	41.2
133	[+]	The MI Hawksmoor Global Opportunities C Acc GBP	Hawksmoor Investment Mgmt Ltd	74	181.15		0.95	32.2	38.1	41.2
134	[+]	abrdn MyFolio Multi Manager V Inst Acc GBP	abrdn Fund Managers Limited	78	157.70		1.29	26.5	36.9	41.1
135	[+]	Evelyn MM Endurance Balanced B Inc	Tutman Fund Solutions Limited	57	201.00		1.90	20.9	36.6	40.7
136	[+]	Coutts Managed Ambitious I Acc	Royal Bk of Scotland Coll Inv	81	164.53		1.03	25.7	38.1	40.5
137	[+]	TM UBS (UK) Income Focus C Acc	Thesis Unit Trust Mgmt Ltd	61	157.20		3.00	20.4	34.4	40.5
138	[+]	The Hall 1 Inc	Thesis Unit Trust Mgmt Ltd	75	95.10		2.41	24.8	33.2	40.5
139	[+]	HSBC Global Responsible Multi-Asset Adventurous Portfolio C Acc	HSBC Asset Management (Fund Se	78	1.86 (GBP)		n/a	26.2	34.4	40.4
140	[+]	SUTL Cazenove Charity Multi-Asset S Acc	Schroder UT Managers	82	107.10		3.39	28.4	37.5	40.4
141	[+]	Eagle Acc	Tutman Fund Solutions Limited	75	607.40	607.40	1.69	26.1	47.2	40.4
142	[+]	Omnis Multi-Manager Adventurous B Acc	Omnis Investments Ltd	82	343.68		1.36	31.7	40.4	40.3
143	[+]	BLENHEIM UK Equity R Acc	Margetts Fund Management	81	149.39		n/a	26.7	39.5	40.3
144	[+]	WS Keyridge Portfolio VI C Acc	Keyridge Asset Management	72	231.68		1.40	25.4	35.4	40.3
145	[+]	TM UBS (UK) Growth C Acc	Thesis Unit Trust Mgmt Ltd	67	247.80		1.30	22.4	35.0	40.1
146	[+]	MGTS AFH Tactical Core R Acc	Margetts Fund Management	61	261.02		1.23	21.1	34.0	40.0
147	[+]	Quilter Investors Creation Dynamic Portfolio U1 Acc GBP	Quilter Investors Limited	68	206.70		1.40	24.8	36.1	39.9
148	[+]	IFSL atomos Growth A Inc	IFSL	72	156.80		n/a	29.1	48.2	39.7
149	[+]	Fidelity Multi Asset Open Growth W Acc	Fidelity International (FIL In	64	225.90		n/a	24.0	33.7	39.6
150	[+]	FP Russell Investments Real Assets C Acc	FP Russell Investments ICVC	62	198.33		3.45	18.5	30.4	39.4

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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