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
301	[+]	Janus Henderson Multi-Manager Active I Acc	Janus Henderson Global Investo	75	254.60		2.20	4.0	16.7	34.6
302	[+]	WS Prudential Risk Managed Active 4 P Acc	WS Prudential	57	182.97		2.34	8.6	19.5	34.6
303	[+]	Waverton Multi-Asset Income P GBP	Waverton Investment Management	57	12.82 (GBP)		n/a	3.7	16.5	34.5
304	[+]	The Davids	Waystone Management (UK) Limit	76	3,095.36		0.64	0.6	13.8	34.5
305	[+]	Vanguard LifeStrategy 60% Equity A Shares Acc	Vanguard Investments UK Limite	70	264.62 (GBP)		1.99	8.4	21.2	34.5
306	[+]	Invesco Summit Growth 3 (UK) Z Acc	Invesco Fund Managers Ltd	60	269.23		1.34	5.2	19.3	34.3
307	[+]	BlackRock ACS Lifepath 2031-2033 X1	BlackRock	70	146.17	146.28	1.50	7.1	19.0	34.2
308	[+]	CT Global Multi Asset Income ZNI GBP	Threadneedle Investment Servic	64	134.19		3.10	6.6	17.5	34.2
309	[+]	HSBC World Selection - Dividend Distribution Portfolio C Acc	HSBC Asset Management (Fund Se	62	259.00		3.67	8.0	22.5	34.2
310	[+]	IFSL Ascot Lloyd 5 A Acc	IFSL	60	139.40		1.58	6.6	21.4	34.2
311	[+]	MGTS IBOSS 6 R Acc GBP	IBOSS Asset Management Ltd	75	176.40		0.65	9.7	23.0	34.1
312	[+]	SVS Brown Shipley Growth I Acc	Brown Shipley	85	278.98		1.29	7.8	22.8	34.1
313	[+]	VT Chelsea Managed Cautious Growth A Acc GBP	Valu-Trac Investment Managemen	55	145.97		2.95	9.2	17.5	34.1
314	[+]	Plain Andrews	Evelyn Partners Fund Solutions	87	223.20	223.20	1.20	6.4	22.3	34.1
315	[+]	WS Opie Street Growth R Acc GBP	Waystone Fund Services (UK) Li	78	539.51		1.05	7.2	17.8	34.0
316	[+]	Xtrackers Portfolio UCITS ETF 1C GBP	Xtrackers (IE) PLC	63	267.15 (GBP)		n/a	9.3	21.8	33.9
317	[+]	Premier Miton Multi-Asset Distribution C Inc GBP	Premier Miton Investors	58	275.20		4.81	8.0	17.4	33.9
318	[+]	Margetts Venture Strategy R Acc	Margetts Fund Management	99	764.71	764.86	0.98	10.4	19.5	33.7
319	[+]	VT Sinfonia Income & Growth Portfolio A Acc	Valu-Trac Investment Managemen	60	246.01		0.01	8.5	20.4	33.7
320	[+]	Epworth Multi Asset For Charities Retail Inc	Epworth Investment Management	86	114.29		n/a	2.4	9.7	33.6
321	[+]	MI Charles Stanley Multi Asset Growth B Acc	Charles Stanley & Co Ltd	74	199.84		2.25	7.5	22.3	33.6
322	[+]	Santander Atlas Portfolio 5 IA	Santander Asset Mgmt UK Ltd	60	269.10		1.93	6.9	21.9	33.5
323	[+]	Gryphon Brooklyn	Evelyn Partners Fund Solutions	76	183.27		1.55	4.4	16.7	33.5
324	[+]	GFS Investments Inc	Evelyn Partners Fund Solutions	75	119.50		1.20	6.3	18.6	33.5
325	[+]	Vanguard Target Retirement 2025 A Acc GBP	Vanguard Investments UK Limite	60	191.21 (GBP)		2.29	7.8	20.2	33.5
326	[+]	MI Diversified Strategy C Inc	Lowes Investment Management	61	1.58 (GBP)		0.61	9.4	23.2	33.4
327	[+]	Thesis Eldon Inc	Thesis Unit Trust Mgmt Ltd	158	270.40 (USX)	289.60 (USX)	n/a	10.3	46.6	33.4
328	[+]	WS Prudential Risk Managed Passive 4 P Acc	WS Prudential	58	180.16		2.41	8.6	22.0	33.4
329	[+]	The MI Hawksmoor Vanbrugh C Acc	Hawksmoor Investment Mgmt Ltd	56	182.34		2.82	6.2	17.8	33.3
330	[+]	7IM Moderately Adventurous C Acc	7IM Investment Funds	80	348.21		1.50	4.8	17.0	33.3
331	[+]	IFSL Ascot Lloyd 8 A Acc	IFSL	88	145.00		1.79	9.4	21.2	33.3
332	[+]	Schroder Blended Portfolio 5 Z Acc	Schroder UT Managers	51	76.96		1.64	8.0	20.1	33.0
333	[+]	JPM JPM Diversified Growth C Acc	JP Morgan Asset Management UK	67	370.20		1.80	4.4	17.2	33.0
334	[+]	Volare Strategic Income A Inc	Volare	55	105.79		4.25	8.8	20.5	32.9
335	[+]	CT Multi-Manager Universal Balanced B Inc	Columbia Threadneedle Investme	63	210.10		2.10	5.5	17.6	32.8
336	[+]	WS Sequel Cautious Target Return Strategy Retail	Waystone Management (UK) Limit	44	157.58		n/a	5.3	12.4	32.8
337	[+]	Trowbridge Inc GBP	Thesis Unit Trust Mgmt Ltd	77	164.70		n/a	11.6	24.0	32.8
338	[+]	VT Redlands Multi-Asset Portfolio A GBP	Valu-Trac Investment Managemen	49	135.04		4.23	6.5	12.4	32.8
339	[+]	Janus Henderson Multi-Manager Managed I Acc	Janus Henderson Global Investo	68	197.90		2.40	4.2	16.4	32.7
340	[+]	7IM Select Moderately Adventurous C Acc	7IM Investment Funds	77	129.53		1.30	5.2	17.1	32.6
341	[+]	L&G Future World ESG Screened and Selected Multi-Index 5 I Acc	Legal & General UT Mgr Ltd	66	69.84		2.10	6.9	19.0	32.6
342	[+]	The Diversification ICVC B 2002	Thesis Unit Trust Mgmt Ltd	80	3,005.00		0.59	4.6	15.4	32.6
343	[+]	SVS Cornelian Managed Income D Acc	Brooks Macdonald Asset Managem	56	157.99		3.45	7.3	18.8	32.5
344	[+]	IFSL Titan Mazarin Balanced A Acc GBP	IFSL	72	134.70		1.32	8.2	21.7	32.2
345	[+]	IFSL YOU Multi-Asset Blend Balanced A Acc	IFSL	54	133.50		0.97	7.5	18.8	32.2
346	[+]	WS Verbatim Portfolio 5 Growth B Acc	Waystone Management (UK) Limit	60	233.23		n/a	8.6	19.1	32.1
347	[+]	GAM Star Global Flexible Inst GBP	GAM Fund Management Ltd	73	20.98 (GBP)		0.40	10.6	23.1	32.0
348	[+]	HL High Income A Acc	Hargreaves Lansdown Fund Mgmt	52	146.13		4.00	6.5	15.1	31.9
349	[+]	abrdn MyFolio Multi Manager III Inst Acc GBP	abrdn Fund Managers Limited	59	107.00		1.39	6.9	17.2	31.9
350	[+]	IFSL atomos Balanced A Acc	IFSL	65	141.20		n/a	9.4	25.1	31.7
351	[+]	VT Alligator	Valu-Trac Investment Managemen	131	453.04		-8.91	8.6	24.2	31.7
352	[+]	CT MM Navigator Distribution C Inc	Columbia Threadneedle Investme	57	49.24		5.20	4.6	14.9	31.5
353	[+]	Allianz RiskMaster Moderate Multi Asset C	Allianz Global Invtrs GmbH(UK)	62	205.53		2.26	7.9	20.8	31.4
354	[+]	IFSL Equilibrium Adventurous Portfolio A Acc	IFSL	55	137.80		1.75	6.7	17.7	31.4
355	[+]	Headway	Evelyn Partners Fund Solutions	69	230.10		0.82	7.9	23.0	31.3
356	[+]	IFSL Titan Mazarin Adventurous A Acc GBP	IFSL	82	131.30		0.99	8.8	22.6	31.3
357	[+]	VT AJ Bell Income I Acc	Valu-Trac Investment Managemen	61	133.24		2.96	5.1	14.5	31.3
358	[+]	The Penare Acc	Thesis Unit Trust Mgmt Ltd	99	151.60		n/a	6.6	25.5	31.3
359	[+]	MI Canaccord Genuity Risk Profile 5 A Acc	Canaccord Genuity Limited	58	129.54		2.29	6.0	19.2	31.2
360	[+]	SVS Cornelian Managed Growth RMP G Acc	Brooks Macdonald Asset Managem	60	148.55		2.58	5.3	16.5	31.2
361	[+]	Family Balanced International A	Family Investment Management	73	538.60	538.60	1.59	6.5	15.6	31.1
362	[+]	Liontrust MA Dynamic Passive Intermediate S Acc	Liontrust	61	201.06		2.08	9.2	20.7	30.9
363	[+]	SPW Balanced Solution G Acc	Scottish Widows Schroder Perso	64	180.30		1.30	7.3	18.2	30.8
364	[+]	MGTS Future Money Income R Acc	Margetts Fund Management	65	249.86		3.20	6.6	17.1	30.8
365	[+]	Pharaoh Income Fund Inc GBP	Evelyn Partners Fund Solutions	106	284.36		1.57	5.1	15.2	30.7
366	[+]	Quilter Investors Cirilium Moderate Portfolio R Acc GBP	Quilter Investors Limited	62	301.19		2.41	5.2	14.9	30.5
367	[+]	Fenix Balanced	Yealand Fund Services Limited	109	198.97		1.86	5.5	17.7	30.5
368	[+]	MGTS Clarion Meridian Portfolio X Acc	Margetts Fund Management	78	258.23		n/a	6.8	21.0	30.4
369	[+]	Discovery Growth B GBP	Valu-Trac Investment Managemen	71	224.66		0.10	4.7	18.9	30.4
370	[+]	Jupiter Merlin Income Portfolio I Acc	Jupiter Unit Trust Mgrs Ltd	66	435.92		3.29	8.7	18.5	30.4
371	[+]	L&G Mixed Investment Income 20-60% I Acc	Legal & General UT Mgr Ltd	55	80.20		3.70	7.9	21.6	30.3
372	[+]	The Cranmer Investment	TUTMAN LLP	52	2,467.00		1.01	6.9	11.3	30.2
373	[+]	EF Brompton Global Income B	WAY Fund Managers	50	132.99		3.12	5.7	16.0	30.1
374	[+]	Schroder Managed Wealth Portfolio Z Acc	Schroder UT Managers	59	95.55		1.60	4.6	16.5	30.1
375	[+]	Gryphon Pebble	Evelyn Partners Fund Solutions	78	244.33		1.41	4.3	15.0	30.0
376	[+]	Handelsbanken Income Plus Multi Asset I Inc NAV	Handelsbanken ACD Limited	55	113.78		4.79	5.6	13.0	29.9
377	[+]	L&G Multi Manager Income Trust I Acc	Legal & General UT Mgr Ltd	52	111.00		3.00	7.6	17.8	29.9
378	[+]	NFU Mutual Mixed Portfolio 20 - 60% Shares C	NFU Mutual Unit Managers Ltd	65	144.22		2.34	5.3	17.3	29.8
379	[+]	FP Mattioli Woods Balanced B Inc	FundRock Partners Ltd	66	127.93		1.44	8.1	18.6	29.7
380	[+]	MGTS Future Money Dynamic Growth R Acc	Margetts Fund Management	76	278.51		1.05	7.4	18.7	29.7
381	[+]	WS Canlife Diversified Risk Managed IV C Acc	LF Canada Life Asset Managemen	48	133.33		2.02	6.4	14.8	29.7
382	[+]	True Potential UBS Balanced Acc	True Potential Investments	65	148.20		2.69	5.3	16.0	29.2
383	[+]	Fidelity Multi Asset Open Strategic W Acc	Fidelity International (FIL In	49	177.50		1.01	8.2	17.3	29.2
384	[+]	TrinityBridge Managed Income X Acc	TrinityBridge	52	282.70		4.02	7.5	15.8	29.1
385	[+]	MGTS Future Money Real Growth R Acc	Margetts Fund Management	65	242.02		1.75	5.6	16.0	29.1
386	[+]	MGTS IBOSS 4 R Acc GBP	IBOSS Asset Management Ltd	66	167.36		0.69	8.7	20.2	29.1
387	[+]	WS Calibre Equity B Acc GBP	Waystone Fund Services (UK) Li	91	179.38		n/a	4.5	17.0	29.0
388	[+]	TM UBS (UK) Balanced C Acc	Thesis Unit Trust Mgmt Ltd	57	121.30		1.40	7.1	18.5	28.8
389	[+]	HSBC Global Responsible Multi-Asset Balanced Portfolio C Acc	HSBC Asset Management (Fund Se	61	145.50		1.65	5.1	15.4	28.8
390	[+]	WS Verbatim Multi-Index Portfolio 4 A Acc	Waystone Management (UK) Limit	51	210.82		0.35	8.0	20.0	28.8
391	[+]	Scottish Widows Balanced Growth Portfolio A Acc	Scottish Wid UT Mgr Limited	56	262.30		2.20	7.3	16.6	28.7
392	[+]	TrinityBridge Conservative Managed X Acc	TrinityBridge	53	289.00		2.45	8.0	20.1	28.6
393	[+]	BlackRock ACS Lifepath 2028-2030 X1	BlackRock	64	140.36	140.46	1.50	6.3	16.5	28.5
394	[+]	Royal London GMAP Balanced M Acc	Royal London Unit Tst Mgrs Ltd	45	148.90		2.37	3.1	12.6	28.4
395	[+]	VT Tatton Blended Cautious A Acc	Valu-Trac Investment Managemen	49	138.61		1.09	7.7	18.1	28.2
396	[+]	WS Opie Street Balanced R Acc GBP	Waystone Fund Services (UK) Li	69	489.21		2.84	6.5	15.2	28.2
397	[+]	FP Russell Investments Multi Asset Income C Inc	FP Russell Investments ICVC	55	94.65		4.51	5.8	14.2	28.1
398	[+]	TM Total Return A 2011	Thesis Unit Trust Mgmt Ltd	68	18.70 (GBP)		n/a	8.0	20.5	28.1
399	[+]	Liontrust MA Blended Intermediate S Acc	Liontrust	62	183.08		1.84	8.2	18.6	28.0
400	[+]	Premier Miton Liberation IV C Acc GBP	Premier Miton Investors	46	198.00		3.33	4.6	16.0	27.7
401	[+]	L&G DIVERSIFIED I Acc	Legal & General UT Mgr Ltd	58	60.73		3.10	6.6	16.1	27.5
402	[+]	Handelsbanken Balanced Multi Asset I Acc NAV	Handelsbanken ACD Limited	68	199.70		1.81	5.1	15.6	27.4
403	[+]	Barclays Multi-Asset Balanced Income R	Barclays Bank Plc	62	120.90		3.09	5.9	19.1	27.4
404	[+]	Janus Henderson Core 5 Income I Inc	Janus Henderson Global Investo	59	109.20		4.60	7.1	14.9	27.2
405	[+]	Omnis Managed Balanced B Acc	Omnis Investments Ltd	71	377.85		1.54	6.7	18.6	27.1
406	[+]	Vanguard Target Retirement 2020 A Acc GBP	Vanguard Investments UK Limite	47	179.10 (GBP)		2.56	6.5	16.9	27.1
407	[+]	WS T. Bailey Global Thematic Equity A Acc	Waystone Fund Services (UK) Li	86	229.36		0.65	8.5	15.6	27.0
408	[+]	VT Global Total Return F	Valu-Trac Investment Managemen	51	153.21		0.00	2.8	12.6	27.0
409	[+]	WS T. Bailey Multi-Asset Dynamic A Inc	Waystone Fund Services (UK) Li	47	73.16		2.56	7.3	12.2	27.0
410	[+]	SVS Cornelian Managed Growth D Acc	Brooks Macdonald Asset Managem	56	240.01		2.44	4.5	16.8	27.0
411	[+]	WS Doherty Cautious Managed B Acc GBP	Waystone Fund Services (UK) Li	44	163.50		1.01	5.3	13.2	27.0
412	[+]	WS Sequel Real Assets Diversified Retail	Waystone Management (UK) Limit	75	95.23		n/a	0.6	7.4	26.8
413	[+]	Schroder Blended Portfolio 4 Z Acc	Schroder UT Managers	43	72.19		1.77	7.2	17.4	26.7
414	[+]	WAY MA Cautious Portfolio E Acc	WAY Fund Managers	54	178.60		n/a	5.7	16.2	26.7
415	[+]	Volare Growth A Acc	Volare	80	141.63		1.29	7.7	19.0	26.7
416	[+]	VT Greystone Balanced Managed R Acc	Greystone Wealth Management	62	274.04		n/a	6.2	20.9	26.6
417	[+]	abrdn MyFolio Core III Institutional Fixed Acc GBP	abrdn Fund Managers Limited	62	107.70		2.04	6.5	14.2	26.5
418	[+]	Thesis Thameside Managed Acc	Thesis Unit Trust Mgmt Ltd	66	3,532.50	3,649.50	n/a	15.7	32.7	26.4
419	[+]	WS Resilient MM Balanced Managed X	Waystone Management (UK) Limit	77	210.66		1.90	7.0	10.4	26.3
420	[+]	MGTS Clarion Navigator Portfolio X Acc	Margetts Fund Management	63	125.67		n/a	5.9	18.0	26.3
421	[+]	Omnis Multi-Manager Balanced B Acc	Omnis Investments Ltd	71	264.41		2.15	5.8	14.4	26.2
422	[+]	TM UBS (UK) Global Balanced C Acc	Thesis Unit Trust Mgmt Ltd	56	205.40		0.50	5.8	17.5	26.1
423	[+]	GAM Star Global Cautious Inst Acc GBP	GAM Fund Management Ltd	88	18.82 (GBP)		0.80	7.8	19.3	25.8
424	[+]	EF Brompton Global Balanced B	WAY Fund Managers	50	176.00		1.40	5.9	16.5	25.6
425	[+]	FP Apollo Multi Asset Adventurous D GBP	Apollo Asset Management	72	138.41		0.01	3.3	11.3	25.6
426	[+]	IFSL Equilibrium Balanced Portfolio A Acc	IFSL	44	130.40		1.76	6.1	14.1	25.5
427	[+]	Liontrust MA Explorer Income 60 S Inc	Liontrust	60	136.53		2.09	6.5	17.5	25.5
428	[+]	WS Aegon Multi-Asset Income 3 A Inc	Aegon Investments Limited	62	111.75		2.75	6.4	16.8	25.4
429	[+]	WS Prudential Risk Managed Active 3 P Acc	WS Prudential	49	168.24		2.34	7.6	15.5	25.4
430	[+]	CT Dynamic Real Return ZNA GBP	Threadneedle Investment Servic	66	167.19		2.40	6.8	17.2	25.4
431	[+]	SJP Diversified Assets (FAIF) UT L Acc	St. Jamess Place UT Group Ltd	25	116.50	122.30	4.30	0.5	11.9	25.3
432	[+]	Discovery Balanced B Inc GBP	Valu-Trac Investment Managemen	61	129.94		3.80	5.9	16.3	25.1
433	[+]	L&G Mixed Investment 20-60% I Acc	Legal & General UT Mgr Ltd	58	80.64		2.50	6.5	17.4	25.0
434	[+]	Thesis Headway A Acc	Thesis Unit Trust Mgmt Ltd	51	251.30	259.90	1.61	5.5	15.2	24.8
435	[+]	WAY Global Balanced Portfolio E Acc	WAY Fund Managers	54	183.81		n/a	5.0	15.0	24.7
436	[+]	MI Charles Stanley Multi Asset Moderate A Acc	Charles Stanley & Co Ltd	57	136.98		2.63	6.0	18.7	24.6
437	[+]	WS Aegon Multi-Asset 3 A Acc	Aegon Investments Limited	61	128.77		1.97	5.4	16.0	24.6
438	[+]	BlackRock MyMap 4 D Acc	BlackRock	62	138.40		1.90	7.2	19.3	24.6
439	[+]	VT Tatton Oak Cautious Growth B	Valu-Trac Investment Managemen	47	261.15		1.21	7.0	17.5	24.5
440	[+]	Quilter Investors Monthly Income Portfolio U1 Inc GBP	Quilter Investors Limited	50	96.26		4.34	5.9	14.9	24.5
441	[+]	Santander Multi Index 3 RA	Santander Asset Mgmt UK Ltd	63	241.30		2.27	6.0	17.1	24.4
442	[+]	IFSL Titan Mazarin Cautious A Acc GBP	IFSL	53	127.10		1.40	6.8	16.5	24.4
443	[+]	L&G Multi Asset Core 45 I Acc GBP	Legal & General UT Mgr Ltd	54	59.85		2.40	5.1	13.9	24.3
444	[+]	SVS Brown Shipley Balanced I Acc	Brown Shipley	71	168.40		1.71	6.8	19.1	24.2
445	[+]	abrdn MyFolio Index II Inst B Acc GBP	abrdn Fund Managers Limited	50	65.22		2.61	6.6	17.2	24.2
446	[+]	Quilter Investors Cirilium Balanced Passive Portfolio R Acc GBP	Quilter Investors Limited	49	196.92		2.21	7.4	17.3	24.2
447	[+]	SVS Brooks Macdonald Blueprint Cautious Growth A Inc	Brooks Macdonald Asset Managem	45	155.00		2.37	5.1	13.6	24.2
448	[+]	VT Momentum Diversified Balanced A Acc	Momentum Global Investment Mgt	50	165.30		4.08	4.7	13.0	24.1
449	[+]	VT AJ Bell Moderately Cautious I Acc	Valu-Trac Investment Managemen	52	140.01		1.92	5.0	14.5	24.1
450	[+]	True Potential UBS Cautious Acc	True Potential Investments	53	137.52		2.70	4.8	14.3	24.0

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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