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

814 funds
Rank		Fund	Group	FE fundinfo Risk Score	Bid	Offer	Yield	1y	3y	5y
151	[+]	MGTS AFH Tactical Core R Acc	Margetts Fund Management	70	236.54		1.23	6.2	23.9	46.0
152	[+]	NFU Mutual Mixed Portfolio 40 - 85% shares C	NFU Mutual Unit Managers Ltd	79	166.03		2.07	7.0	23.6	45.9
153	[+]	Evelyn MM Global Investment B Inc	Evelyn Partners Fund Solutions	81	191.90		2.76	11.2	22.9	45.8
154	[+]	WS Canlife Portfolio VI C Acc	LF Canada Life Asset Managemen	75	206.16		1.91	6.9	22.1	45.6
155	[+]	HL Multi-Manager European A Acc	Hargreaves Lansdown Fund Mgmt	100	233.22		0.79	10.8	34.2	45.6
156	[+]	IFSL Ascot Lloyd 7 A Acc	IFSL	81	147.30		1.51	8.5	27.0	45.6
157	[+]	VT Chelsea Managed Monthly Income A Acc GBP	Valu-Trac Investment Managemen	59	164.99		4.87	8.9	19.5	45.5
158	[+]	WS IM Global Strategy A	Waystone Management (UK) Limit	79	327.00		1.27	7.7	20.1	45.4
159	[+]	Premier Miton Liberation VI C Acc GBP	Premier Miton Investors	66	284.60		2.73	7.3	22.6	45.3
160	[+]	L&G Multi Manager Balanced Trust I Acc	Legal & General UT Mgr Ltd	64	120.60		1.80	8.9	25.0	45.3
161	[+]	Margetts Select Strategy R Acc	Margetts Fund Management	74	669.15	669.70	1.53	8.9	25.1	45.3
162	[+]	L&G Multi Asset Core 75 I Acc GBP	Legal & General UT Mgr Ltd	74	68.67		2.30	8.0	26.2	45.2
163	[+]	Barclays Multi-Asset Growth B Acc	Barclays Asset Management Ltd	79	141.80		n/a	6.5	18.4	45.2
164	[+]	TM UBS (UK) Growth C Acc	Thesis Unit Trust Mgmt Ltd	74	224.40		1.30	8.7	24.5	45.1
165	[+]	Fidelity Multi Asset Open Growth W Acc	Fidelity International (FIL In	66	202.60		n/a	9.3	23.4	45.1
166	[+]	Quilter Investors Cirilium Adventurous Portfolio R Acc GBP	Quilter Investors Limited	87	143.78		1.59	6.8	20.0	45.1
167	[+]	Liontrust MA Dynamic Passive Progressive S Acc	Liontrust	69	228.55		1.96	10.4	26.1	44.9
168	[+]	Allianz RiskMaster Growth Multi Asset C	Allianz Global Invtrs GmbH(UK)	76	237.08		2.29	8.9	26.5	44.9
169	[+]	Lorimer Trust	Yealand Fund Services Limited	96	1,968.18	2,125.64	1.77	7.6	19.9	44.9
170	[+]	Omnis Multi-Manager Adventurous B Acc	Omnis Investments Ltd	88	293.31		1.84	8.5	22.3	44.9
171	[+]	VT North Capital Active Equity A Acc	Valu-Trac Investment Managemen	104	148.20		n/a	7.8	25.6	44.9
172	[+]	TM Brunsdon Adventurous Growth C	Thesis Unit Trust Mgmt Ltd	87	202.60		0.72	8.6	26.6	44.8
173	[+]	True Potential UBS Aggressive Acc	True Potential Investments	97	173.36		2.60	5.1	22.4	44.7
174	[+]	TM UBS (UK) Income Focus C Acc	Thesis Unit Trust Mgmt Ltd	67	142.70		3.00	10.4	23.9	44.6
175	[+]	Schroder MM Diversity Z Acc	Schroder UT Managers	52	150.60		1.90	6.4	23.7	44.3
176	[+]	Guinness Multi-Asset Balanced Y Acc GBP	Guinness Asset Management Ltd	80	15.46 (GBP)		n/a	6.6	20.9	44.2
177	[+]	abrdn MyFolio Multi Manager IV Inst Acc GBP	abrdn Fund Managers Limited	71	125.50		1.19	7.7	22.1	44.1
178	[+]	WS Prudential Risk Managed Active 5 P Acc	WS Prudential	66	195.69		2.28	9.7	21.8	44.0
179	[+]	Quilter Investors Cirilium Moderate Passive Portfolio R Acc GBP	Quilter Investors Limited	63	240.16		2.11	9.8	25.8	44.0
180	[+]	Virgin Global Share	Virgin Money Unit Tst Mgr Ltd	105	177.50	177.50	1.10	9.3	27.6	44.0
181	[+]	WS Sequel Balanced Target Return Strategy Retail	Waystone Management (UK) Limit	66	177.30		n/a	8.7	17.8	43.9
182	[+]	VT Momentum Diversified Income B Inc	Momentum Global Investment Mgt	61	109.25		5.48	9.9	18.2	43.7
183	[+]	HL Multi Manager Balanced Managed A Acc	Hargreaves Lansdown Fund Mgmt	81	323.21		1.26	8.2	26.6	43.7
184	[+]	Vanguard Target Retirement 2035 A Acc GBP	Vanguard Investments UK Limite	74	210.78 (GBP)		2.07	9.2	24.8	43.5
185	[+]	The MI Hawksmoor Distribution C Acc	Hawksmoor Investment Mgmt Ltd	70	201.03		4.24	9.3	21.3	43.4
186	[+]	WS Prudential Risk Managed Passive 5 P Acc	WS Prudential	65	199.48		2.33	9.7	26.2	43.1
187	[+]	L&G Worldwide Trust I Acc	Legal & General UT Mgr Ltd	75	461.90		1.70	8.5	24.5	43.1
188	[+]	7IM AAP Adventurous C Acc	7IM Investment Funds	91	254.98		1.80	7.5	18.9	42.7
189	[+]	Broadway ICVC Balanced	The 140 Investment Managers	56	206.74		3.89	7.7	19.7	42.4
190	[+]	VT Greystone Global Growth R Acc	Greystone Wealth Management	95	510.83		n/a	9.7	31.8	42.3
191	[+]	SUTL Cazenove Charity Multi-Asset S Acc	Schroder UT Managers	90	96.49		3.60	10.2	22.5	42.2
192	[+]	SVS Brooks Macdonald Blueprint Strategic Growth A Acc	Brooks Macdonald Asset Managem	78	211.70		1.13	7.6	24.2	42.1
193	[+]	HSBC Global Responsible Multi-Asset Dynamic Portfolio C Acc	HSBC Asset Management (Fund Se	78	1.56 (GBP)		n/a	5.7	19.6	42.0
194	[+]	SVS Cornelian Growth RMP G Acc	Brooks Macdonald Asset Managem	73	163.49		2.31	6.5	20.5	41.8
195	[+]	SVS Brown Shipley Dynamic I Acc	Brown Shipley	97	288.33		0.98	8.3	25.2	41.7
196	[+]	VT Balanced Portfolio Overlay C	Valu-Trac Investment Managemen	61	183.67		0.92	8.9	22.1	41.7
197	[+]	VT Brompton Adventurous A Retail Acc	Valu-Trac Investment Managemen	74	166.07		1.95	8.6	24.2	41.6
198	[+]	Omnis Managed Adventurous B Acc	Omnis Investments Ltd	88	470.16		0.92	8.0	26.5	41.4
199	[+]	MI Charles Stanley Multi Asset Adventurous A Acc	Charles Stanley & Co Ltd	83	163.69		1.95	8.1	26.0	41.3
200	[+]	CT MM Navigator Growth C Acc	Columbia Threadneedle Investme	77	128.00		1.10	8.2	23.4	41.1
201	[+]	VT Tatton Blended Balanced A Acc	Valu-Trac Investment Managemen	59	149.31		n/a	9.0	23.4	41.1
202	[+]	FP Mattioli Woods Adventurous B	FundRock Partners Ltd	94	163.15		0.77	9.6	22.5	41.0
203	[+]	TM UBS (UK) Global Growth C Acc	Thesis Unit Trust Mgmt Ltd	71	253.60		0.30	6.9	22.9	40.8
204	[+]	JPM Multi-Asset Moderate C Acc	JP Morgan Asset Management UK	78	132.10		1.85	8.1	23.1	40.8
205	[+]	EF Brompton Global Adventurous B	WAY Fund Managers	72	248.58		0.69	9.2	26.5	40.7
206	[+]	CT Multi-Manager Universal Growth B Inc	Columbia Threadneedle Investme	73	233.20		1.90	7.5	22.1	40.6
207	[+]	IFSL atomos Growth A Inc	IFSL	83	140.40		n/a	10.7	31.6	40.6
208	[+]	WS Verbatim Multi-Index Portfolio 6 A Acc	Waystone Management (UK) Limit	66	236.38		0.54	9.7	26.4	40.6
209	[+]	CT MM Navigator Balanced C Acc	Columbia Threadneedle Investme	70	119.20		1.70	7.8	23.2	40.5
210	[+]	FP Russell Investments Real Assets C Acc	FP Russell Investments ICVC	78	174.80		2.86	8.2	8.5	40.4
211	[+]	SVS Saltus Growth Assets Z Dis GBP	Evelyn Partners Fund Solutions	42	192.70		n/a	8.7	17.7	40.3
212	[+]	EF Brompton Global Growth B	WAY Fund Managers	67	201.10		0.79	8.4	24.5	40.1
213	[+]	Prima Adventurous A Acc GBP	Margetts Fund Management	91	101.54		n/a	5.0	22.1	40.0
214	[+]	BlackRock ACS Lifepath 2034-2036 X1	BlackRock	76	151.63	151.76	1.54	7.6	21.5	40.0
215	[+]	Tully Acc	Evelyn Partners Fund Solutions	70	2,092.00		1.42	11.3	29.1	39.9
216	[+]	L&G Mixed Investment 40-85% I Acc	Legal & General UT Mgr Ltd	73	96.91		2.30	7.6	23.2	39.9
217	[+]	Nedgroup Growth Multi C GBP	Nedgroup Investments (IOM) Ltd	77	21.65 (GBP)		n/a	6.0	17.5	39.9
218	[+]	TrinityBridge Growth Managed X Acc	TrinityBridge	83	394.00		1.21	10.4	26.9	39.7
219	[+]	Quilter Investors Cirilium Moderate Blend Portfolio U1 Acc GBP	Quilter Investors Limited	61	137.65		1.91	6.5	22.1	39.6
220	[+]	IFSL Ascot Lloyd 6 A Acc	IFSL	70	142.40		1.58	8.0	24.3	39.3
221	[+]	Gryphon Blackwall	Evelyn Partners Fund Solutions	81	175.41		1.63	5.3	17.9	39.2
222	[+]	Liontrust MA Blended Progressive S Acc	Liontrust	70	204.45		1.66	8.9	23.1	39.2
223	[+]	Marks & Spencer Worldwide Mgd Acc	Marks & Spencer UT Managers	72	1,139.00		2.10	7.1	20.6	39.1
224	[+]	Santander Multi Index 4 RA	Santander Asset Mgmt UK Ltd	72	217.00		2.13	7.7	23.4	39.1
225	[+]	Quilter Investors Cirilium Dynamic Portfolio R Acc GBP	Quilter Investors Limited	76	319.21		1.95	6.3	18.5	39.0
226	[+]	WS Verbatim Portfolio 6 B Acc	Waystone Management (UK) Limit	67	242.31		n/a	9.5	21.2	39.0
227	[+]	Aviva Inv Multimanager 40-85% Shares 2	Aviva Investors UK Fd Serv Ltd	67	205.18		1.50	9.6	22.4	39.0
228	[+]	Margetts Providence Strategy R Acc	Margetts Fund Management	64	502.61	502.62	3.07	7.4	20.1	38.9
229	[+]	VT Avastra Global Equity Acc GBP	Valu-Trac Investment Managemen	100	288.30		n/a	10.7	23.1	38.9
230	[+]	MGTS Sentinel Universal B Acc	Margetts Fund Management	77	272.47		2.51	7.9	23.0	38.8
231	[+]	abrdn MyFolio Index III Inst B Acc GBP	abrdn Fund Managers Limited	64	72.05		2.53	8.1	23.6	38.6
232	[+]	Sussex Growth Fund Inc GBP	Evelyn Partners Fund Solutions	133	451.24		0.64	6.4	26.0	38.6
233	[+]	Vanguard Target Retirement 2030 A Acc GBP	Vanguard Investments UK Limite	70	201.29 (GBP)		2.16	8.6	22.7	38.5
234	[+]	BlackRock MyMap 5 D Acc	BlackRock	82	154.37		1.53	8.6	25.2	38.4
235	[+]	TrinityBridge Balanced Tactical Passive X Acc	TrinityBridge	71	397.20		2.09	7.8	23.9	38.4
236	[+]	IFSL Equilibrium Global Equity Portfolio A	IFSL	86	138.70		0.52	7.4	23.0	38.4
237	[+]	WS Canlife Portfolio V C Acc	LF Canada Life Asset Managemen	64	194.38		2.08	5.9	19.0	38.3
238	[+]	The Princedale Inc	Evelyn Partners Fund Solutions	75	177.00		1.22	9.5	28.6	38.2
239	[+]	CT Managed Equity Focused Z Acc GBP	Threadneedle Investment Servic	84	200.33		1.50	6.6	22.3	38.2
240	[+]	The Nectar Inc	Evelyn Partners Fund Solutions	84	167.10		1.39	11.2	26.5	38.1
241	[+]	VT AJ Bell Balanced I Acc	Valu-Trac Investment Managemen	62	159.46		1.89	6.4	19.3	37.8
242	[+]	BlackRock MyMap 5 Select ESG D Acc	BlackRock	84	139.16		1.54	7.4	24.1	37.8
243	[+]	WAY Flexible Global Growth Portfolio E Acc	WAY Fund Managers	78	237.24		n/a	7.9	22.9	37.7
244	[+]	HSBC Global Strategy Balanced Portfolio C Acc	HSBC Asset Management (Fund Se	69	274.90		1.89	7.1	21.2	37.7
245	[+]	SVS Cornelian Growth D Acc	Brooks Macdonald Asset Managem	69	368.61		1.91	5.0	21.1	37.7
246	[+]	HSBC World Selection Balanced Portfolio C Acc	HSBC Asset Management (Fund Se	66	312.60		2.27	7.1	21.0	37.6
247	[+]	Smithfield Alternative Investment	Evelyn Partners Fund Solutions	76	110.50		4.67	7.1	5.8	37.6
248	[+]	Mellifera Managed B Inc	Thesis Unit Trust Mgmt Ltd	64	179.20		1.69	4.6	14.7	37.5
249	[+]	Handelsbanken Growth Multi Asset I Acc NAV	Handelsbanken ACD Limited	82	243.28		1.45	5.9	20.2	37.4
250	[+]	MGTS Sentinel Enterprise B Acc	Margetts Fund Management	112	293.97		0.41	4.5	16.8	37.4
251	[+]	VT Esprit Tactical Alpha Plus Acc	Valu-Trac Investment Managemen	79	138.38		2.15	7.3	24.8	37.4
252	[+]	VT Momentum Diversified Moderate A Acc	Momentum Global Investment Mgt	61	191.55		3.23	9.3	21.3	37.4
253	[+]	True Potential SEI Balanced Inc	True Potential Investments	66	132.77		2.97	7.0	19.6	37.3
254	[+]	Quilter Investors Monthly Income and Growth Portfolio U1 Acc GBP	Quilter Investors Limited	62	134.40		3.90	7.0	19.9	37.3
255	[+]	7IM Adventurous C Acc	7IM Investment Funds	94	357.22		1.00	5.2	16.5	37.2
256	[+]	SVS Saltus Wealth X Acc	Evelyn Partners Fund Solutions	61	206.50		0.69	8.2	21.7	37.1
257	[+]	Scottish Widows Balanced Growth D Acc	Scottish Wid UT Mgr Limited	61	214.30		2.20	8.5	19.9	37.0
258	[+]	abrdn MyFolio Core IV Institutional Fixed Acc GBP	abrdn Fund Managers Limited	77	122.10		1.78	7.5	18.3	36.9
259	[+]	TM Opus A	TUTMAN LLP	80	199.20		1.30	6.4	25.2	36.9
260	[+]	WAY Global Growth Portfolio E Acc	WAY Fund Managers	73	231.32		n/a	7.4	22.4	36.9
261	[+]	The Serissa Acc	TUTMAN LLP	76	215.80		0.51	6.5	19.4	36.8
262	[+]	WS Doherty Balanced Managed B Acc GBP	Waystone Fund Services (UK) Li	67	190.55		0.83	8.1	16.4	36.8
263	[+]	SVS Brooks Macdonald Blueprint Balanced A Acc	Brooks Macdonald Asset Managem	63	318.90		1.70	6.5	20.3	36.7
264	[+]	FP Russell Investments Multi Asset Growth III C Acc	FP Russell Investments ICVC	62	190.19		2.03	8.0	21.3	36.6
265	[+]	Ilex Balanced Acc	Evelyn Partners Fund Solutions	79	218.50	236.00	2.51	7.4	22.2	36.4
266	[+]	The Kingfisher A	Evelyn Partners Fund Solutions	50	198.20		1.22	7.1	16.1	36.4
267	[+]	Schroder Managed Balanced Z Acc	Schroder UT Managers	73	95.64		1.50	7.9	19.9	36.4
268	[+]	Gryphon East River	Evelyn Partners Fund Solutions	81	26,482.00		1.84	5.7	18.4	36.3
269	[+]	Langham	Evelyn Partners Fund Solutions	90	1,804.00	1,903.00	n/a	5.6	20.6	36.0
270	[+]	Sardasca	Evelyn Partners Fund Solutions	89	224.10		0.90	4.5	21.7	36.0
271	[+]	Virgin Money Growth 2	Virgin Money Unit Tst Mgr Ltd	68	138.80	138.80	1.80	7.0	21.3	36.0
272	[+]	Quilter Investors Creation Moderate Portfolio U2 Acc GBP	Quilter Investors Limited	59	165.70		1.95	5.8	21.4	35.9
273	[+]	Liontrust MA Explorer 70 S Acc	Liontrust	68	202.62		1.88	6.7	21.0	35.9
274	[+]	HL Income A Acc	Hargreaves Lansdown Fund Mgmt	59	210.26		3.15	6.8	18.2	35.9
275	[+]	Jupiter Fund of Investment Trusts I Acc	Jupiter Unit Trust Mgrs Ltd	98	386.83		0.92	5.1	13.8	35.8
276	[+]	Thesis Lion Growth Acc	Thesis Unit Trust Mgmt Ltd	106	427.20	441.50	0.45	14.1	31.6	35.8
277	[+]	IFSL Marlborough 6 Portfolio P Acc	Marlborough Investment Managem	66	293.97		1.50	7.4	22.2	35.8
278	[+]	The TM Lancewood Acc	Thesis Unit Trust Mgmt Ltd	94	312.10		0.88	5.7	21.2	35.7
279	[+]	Janus Henderson Core 6 Income & Growth I Inc	Janus Henderson Global Investo	68	116.50		4.20	7.7	18.1	35.7
280	[+]	L&G Multi-Index Income 5 I Acc	Legal & General UT Mgr Ltd	59	84.70		3.70	9.5	21.6	35.7
281	[+]	Barclays Global Markets Balanced R Acc GBP	Barclays Bank Plc	67	225.10		1.56	8.7	24.5	35.6
282	[+]	True Potential UBS Growth Acc	True Potential Investments	82	158.89		2.63	4.6	18.5	35.6
283	[+]	Premier Miton Multi-Asset Monthly Income C Inc GBP	Premier Miton Investors	58	141.90		5.10	8.7	16.0	35.5
284	[+]	7IM AAP Moderately Adventurous C Acc	7IM Investment Funds	78	241.52		1.90	6.6	17.7	35.4
285	[+]	GAM Star Global Aggressive Inst Acc GBP	GAM Fund Management Ltd	96	23.36 (GBP)		0.20	9.6	23.3	35.2
286	[+]	MGTS Clarion Explorer Portfolio X Acc	Margetts Fund Management	89	284.41		n/a	7.5	23.0	35.1
287	[+]	Scottish Widows Horizon Multi-Asset 4 Z Acc	Scottish Wid UT Mgr Limited	78	96.63		0.50	7.1	22.2	35.1
288	[+]	Premier Miton Liberation V C Acc GBP	Premier Miton Investors	54	245.20		2.73	6.1	19.3	35.1
289	[+]	Schroder Monthly Income Z Acc	Schroder UT Managers	50	102.50		5.30	8.0	20.7	35.1
290	[+]	Scottish Widows Managed Growth 4 L Acc	Scottish Wid UT Mgr Limited	61	176.00		2.40	7.7	22.7	35.1
291	[+]	L&G Multi-Index 5 I Acc	Legal & General UT Mgr Ltd	64	103.70		2.20	7.1	20.0	34.9
292	[+]	Fidelity Multi Asset Allocator Growth W Acc	Fidelity International (FIL In	66	226.30		n/a	7.3	20.6	34.9
293	[+]	TrinityBridge Balanced Managed X Acc	TrinityBridge	68	347.20		1.68	9.4	24.4	34.8
294	[+]	VT Esprit Tactical Growth Acc	Valu-Trac Investment Managemen	67	141.77		2.67	6.6	21.8	34.8
295	[+]	Barclays Multi-Asset Balanced B Acc	Barclays Asset Management Ltd	65	132.10		n/a	5.5	14.7	34.6
296	[+]	WS Verbatim Multi-Index Portfolio 5 A Acc	Waystone Management (UK) Limit	58	234.73		0.44	8.7	23.4	34.6
297	[+]	JPM Multi Manager Growth C Acc	JP Morgan Asset Management UK	115	303.50		1.75	7.2	17.4	34.6
298	[+]	7IM Income Portfolio A Inc	7IM Investment Funds	75	138.84		n/a	5.3	11.0	34.6
299	[+]	Gryphon Veracruz	Evelyn Partners Fund Solutions	83	184.49		1.26	4.9	17.5	34.6
300	[+]	FP Mattioli Woods Growth B	FundRock Partners Ltd	79	135.99		1.09	8.7	19.6	34.6

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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