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

784 funds
Rank		Fund	Group	FE fundinfo Risk Score	Bid	Offer	Yield	1y	3y	5y
301	[+]	MGTS Clarion Meridian Portfolio X Acc	Margetts Fund Management	74	299.92		n/a	20.4	38.5	35.0
302	[+]	EF 8AM Balanced A	8AM Global LTD	92	167.75		1.33	24.2	44.0	35.0
303	[+]	CT Global Multi Asset Income ZNI GBP	Threadneedle Investment Servic	61	142.07		2.90	10.5	28.7	35.0
304	[+]	VT Momentum Diversified Moderate A Acc	Momentum Global Investment Mgt	56	209.18		3.61	17.5	33.4	34.9
305	[+]	MI Charles Stanley Multi Asset Growth B Acc	Charles Stanley & Co Ltd	71	224.18		2.02	16.4	37.5	34.9
306	[+]	FP Russell Investments Multi Asset Growth III C Acc	FP Russell Investments ICVC	58	207.59		2.48	12.4	32.4	34.7
307	[+]	Smithfield Alternative Investment	Tutman Fund Solutions Limited	76	116.20		4.64	15.3	22.5	34.7
308	[+]	Gryphon Veracruz	Tutman Fund Solutions Limited	79	198.55		1.19	9.8	28.2	34.7
309	[+]	WS Keyridge Diversified Risk Managed IV C Acc	LF Canada Life Asset Managemen	47	146.70		2.10	12.9	28.1	34.6
310	[+]	TrinityBridge Managed Income X Acc	TrinityBridge	47	311.70		4.02	15.1	29.0	34.6
311	[+]	Invesco Summit Growth 3 (UK) Z Acc	Invesco Fund Managers Ltd	57	293.40		1.34	10.4	29.8	34.6
312	[+]	Ilex Balanced Acc	Tutman Fund Solutions Limited	71	231.20	249.70	2.42	7.8	28.5	34.6
313	[+]	WS Prudential Risk Managed Active 4 P Acc	WS Prudential	54	205.49		1.94	16.8	32.0	34.5
314	[+]	IFSL YOU Multi-Asset Blend Balanced A Acc	IFSL	53	149.70		0.72	15.8	32.6	34.5
315	[+]	CT Multi-Manager Universal Growth B Inc	Columbia Threadneedle Investme	70	255.20		1.90	15.8	31.4	34.4
316	[+]	IFSL Ascot Lloyd 8 A Acc	IFSL	86	170.40		0.16	22.3	40.2	34.4
317	[+]	VT Greystone Global Growth R Acc	Greystone Wealth Management	87	576.40		0.66	16.8	43.8	34.3
318	[+]	HL Income A Acc	Hargreaves Lansdown Fund Mgmt	57	229.32		2.94	12.1	27.1	34.3
319	[+]	Headway	Tutman Fund Solutions Limited	65	253.30		0.37	11.4	32.6	34.3
320	[+]	Invesco Summit Responsible 3 (UK) Z Acc	Invesco Fund Managers Ltd	56	261.28		n/a	10.1	31.6	34.2
321	[+]	Janus Henderson Multi-Manager Managed I Acc	Janus Henderson Global Investo	70	218.00		1.80	10.6	27.5	34.1
322	[+]	IFSL Titan Mazarin Balanced A Acc GBP	IFSL	69	152.90		1.00	15.1	36.0	34.0
323	[+]	Schroder Monthly Income Z Acc	Schroder UT Managers	47	113.60		5.34	14.7	31.8	34.0
324	[+]	Xtrackers Portfolio UCITS ETF 1C GBP	Xtrackers (IE) PLC	59	293.55 (GBP)		n/a	15.9	32.1	33.9
325	[+]	Schroder Blended Portfolio 5 Z Acc	Schroder UT Managers	48	84.25		1.68	13.4	30.3	33.9
326	[+]	The Diversification ICVC B 2002	Thesis Unit Trust Mgmt Ltd	77	3,033.60		0.59	0.4	18.0	33.8
327	[+]	L&G Mixed Investment Income 20-60% I Acc	Legal & General UT Mgr Ltd	50	87.88		3.80	13.9	31.7	33.7
328	[+]	SVS Cornelian Managed Income D Acc	Brooks Macdonald Asset Managem	54	174.87		3.62	15.6	31.8	33.6
329	[+]	Scottish Widows Horizon Multi-Asset 4 Z Acc	Scottish Wid UT Mgr Limited	74	106.80		1.80	12.7	33.7	33.5
330	[+]	VT North Capital Active Equity A Acc	Valu-Trac Investment Managemen	99	161.53		n/a	9.8	35.3	33.5
331	[+]	MGTS IBOSS 4 R Acc GBP	IBOSS Asset Management Ltd	61	189.19		0.69	17.4	34.9	33.4
332	[+]	SVS Brooks Macdonald Blueprint Balanced A Acc	Brooks Macdonald Asset Managem	59	351.60		1.51	13.0	30.3	33.2
333	[+]	VT Johnston Growth Portfolio A Acc	Valu-Trac Investment Managemen	64	138.95		n/a	10.6	25.0	33.1
334	[+]	Mellifera Managed A Inc	Thesis Unit Trust Mgmt Ltd	66	205.90		n/a	17.9	34.1	33.1
335	[+]	L&G DIVERSIFIED I Acc	Legal & General UT Mgr Ltd	53	67.25		3.10	12.8	30.0	33.1
336	[+]	WS Doherty Balanced Managed B Acc GBP	Waystone Fund Services (UK) Li	64	209.60		0.74	13.8	23.6	32.9
337	[+]	Discovery Growth B GBP	Valu-Trac Investment Managemen	68	252.96		0.10	15.2	32.5	32.9
338	[+]	Liontrust MA Blended Intermediate S Acc	Liontrust	58	203.53		1.94	14.7	34.6	32.8
339	[+]	BlackRock MyMap 4 D Acc	BlackRock	56	151.25		1.70	11.3	34.1	32.8
340	[+]	Fidelity Multi Asset Open Strategic W Acc	Fidelity International (FIL In	47	197.20		1.01	14.8	30.9	32.8
341	[+]	MI Brewin Dolphin Voyager Max 70% Equity A Acc	Brewin Dolphin Limited	55	145.56		n/a	11.7	31.5	32.7
342	[+]	MGTS Future Money Income R Acc	Margetts Fund Management	60	278.44		3.20	15.6	28.4	32.7
343	[+]	Gryphon Brooklyn	Tutman Fund Solutions Limited	74	195.47		1.17	8.1	26.0	32.5
344	[+]	Liontrust MA Explorer 70 S Acc	Liontrust	61	221.67		2.13	11.8	32.4	32.5
345	[+]	WS Verbatim Portfolio 5 Growth B Acc	Waystone Management (UK) Limit	56	256.36		1.30	14.0	30.0	32.5
346	[+]	7IM Adventurous C Acc	7IM Investment Funds	88	401.00		0.50	14.5	25.8	32.3
347	[+]	FP Mattioli Woods Growth B	FundRock Partners Ltd	76	152.29		0.76	15.5	33.5	32.2
348	[+]	The Serissa Acc	TUTMAN LLP	73	232.30		0.51	10.4	28.1	32.2
349	[+]	Premier Miton Multi-Asset Monthly Income C Inc GBP	Premier Miton Investors	55	150.50		4.88	17.0	26.0	32.2
350	[+]	Barclays Multi-Asset Balanced B Acc	Barclays Asset Management Ltd	60	141.70		n/a	8.5	22.6	32.2
351	[+]	WS Aegon Multi-Asset 3 A Acc	Aegon Investments Limited	59	141.90		1.86	12.6	30.6	32.0
352	[+]	GFS Investments Inc	Tutman Fund Solutions Limited	68	128.80		0.99	9.7	27.3	32.0
353	[+]	Royal London GMAP Balanced M Acc	Royal London Unit Tst Mgrs Ltd	44	162.90		2.51	9.5	25.2	31.9
354	[+]	CG AJ Bell Moderately Cautious I Acc	Carne Global Fund Managers (UK	51	154.17		2.74	13.0	27.5	31.8
355	[+]	TrinityBridge Conservative Tactical Passive X Acc	TrinityBridge	51	361.50		2.23	13.7	32.0	31.7
356	[+]	Schroder Managed Wealth Portfolio Z Acc	Schroder UT Managers	59	104.70		0.98	10.3	28.0	31.6
357	[+]	Gryphon Pebble	Tutman Fund Solutions Limited	76	266.65		1.26	11.0	27.0	31.6
358	[+]	HL Emerging Markets A Acc GBP	Hargreaves Lansdown Fund Mgmt	121	207.54		1.12	39.0	46.6	31.6
359	[+]	SVS Brown Shipley Growth I Acc	Tutman Fund Solutions Limited	80	309.35		1.28	13.1	38.8	31.5
360	[+]	Scottish Widows Balanced Growth Portfolio A Acc	Scottish Wid UT Mgr Limited	54	289.10		2.20	12.6	31.0	31.5
361	[+]	VT Redlands Multi-Asset Portfolio A GBP	Valu-Trac Investment Managemen	50	148.03		2.71	16.0	26.9	31.5
362	[+]	MGTS Clarion Navigator Portfolio X Acc	Margetts Fund Management	60	142.27		n/a	17.0	33.4	31.4
363	[+]	True Potential UBS Cautious Acc	True Potential Investments	49	154.48		2.46	13.1	31.1	31.4
364	[+]	Premier Miton Multi-Asset Distribution C Inc GBP	Premier Miton Investors	55	293.10		4.69	16.3	28.0	31.3
365	[+]	EF Brompton Global Income B	WAY Fund Managers	48	146.06		3.14	15.6	28.4	31.3
366	[+]	Quilter Investors Cirilium Adventurous Portfolio R Acc GBP	Quilter Investors Limited	83	161.27		0.81	14.5	32.4	31.2
367	[+]	MGTS Future Money Dynamic Growth R Acc	Margetts Fund Management	71	314.91		1.05	16.7	32.9	31.2
368	[+]	WS Verbatim Multi-Index Portfolio 4 A Acc	Waystone Management (UK) Limit	47	230.33		1.35	13.0	30.9	31.1
369	[+]	WS Sequel Real Assets Diversified Retail	Waystone Management (UK) Limit	76	113.08		0.15	14.7	27.8	31.0
370	[+]	FP Brunel Diversifying Returns	FundRock Partners Ltd	45	131.95		0.01	10.6	26.1	30.9
371	[+]	abrdn MyFolio Enhanced ESG III Institutional B Fixed Acc GBP	abrdn Fund Managers Limited	62	65.64		1.66	15.0	32.2	30.8
372	[+]	NFU Mutual Mixed Portfolio 20 - 60% Shares C	NFU Mutual Unit Managers Ltd	61	153.77		2.25	12.4	28.2	30.8
373	[+]	CT Dynamic Real Return ZNA GBP	Threadneedle Investment Servic	66	186.93		2.20	14.3	33.0	30.7
374	[+]	TM UBS (UK) Balanced C Acc	Thesis Unit Trust Mgmt Ltd	54	131.30		1.40	11.1	28.9	30.6
375	[+]	SPW Balanced Solution G Acc	Scottish Widows Schroder Perso	61	195.90		1.30	11.3	28.3	30.6
376	[+]	HSBC Global Responsible Multi-Asset Balanced Portfolio C Acc	HSBC Asset Management (Fund Se	59	159.20		1.38	10.2	27.9	30.6
377	[+]	WS Resilient MM Balanced Managed X	Waystone Management (UK) Limit	81	243.47		1.48	18.0	29.7	30.6
378	[+]	VT Momentum Diversified Growth B Acc	Momentum Global Investment Mgt	66	257.74		2.24	13.9	25.0	30.6
379	[+]	VT Momentum Diversified Income B Inc	Momentum Global Investment Mgt	55	115.01		4.90	16.6	29.5	30.5
380	[+]	7IM Moderately Adventurous C Acc	7IM Investment Funds	75	386.76		0.60	13.1	25.0	30.4
381	[+]	MGTS Future Money Real Growth R Acc	Margetts Fund Management	59	265.26		1.75	13.0	27.0	30.3
382	[+]	BlackRock Consensus 60 D	BlackRock	49	209.60	209.60	2.12	13.0	28.9	30.1
383	[+]	VT Tatton Blended Cautious A Acc	Valu-Trac Investment Managemen	44	150.54		1.09	11.5	28.8	29.9
384	[+]	abrdn MyFolio Multi Manager III Inst Acc GBP	abrdn Fund Managers Limited	56	116.80		2.22	12.1	27.5	29.8
385	[+]	CT MM Navigator Distribution C Inc	Columbia Threadneedle Investme	51	51.45		4.60	10.3	22.4	29.7
386	[+]	True Potential SEI Cautious Acc	True Potential Investments	48	164.59		2.95	10.9	26.3	29.7
387	[+]	SVS Saltus Real Return X Inc	Tutman Fund Solutions Limited	38	119.90		0.58	13.5	22.2	29.7
388	[+]	CT Multi-Manager Universal Balanced B Inc	Columbia Threadneedle Investme	60	227.60		2.00	13.4	27.4	29.6
389	[+]	FP Mattioli Woods Adventurous B	FundRock Partners Ltd	89	181.47		0.51	14.1	35.3	29.6
390	[+]	VT PortfolioMetrix Core Balanced Portfolio A Acc GBP	Valu-Trac Investment Managemen	54	130.73		n/a	12.3	31.6	29.5
391	[+]	Santander Max 70% Shares Portfolio RA	Santander Asset Mgmt UK Ltd	63	442.90		1.94	14.0	29.9	29.5
392	[+]	L&G Mixed Investment 20-60% I Acc	Legal & General UT Mgr Ltd	54	89.08		2.60	13.7	30.2	29.4
393	[+]	abrdn MyFolio Index II Inst B Acc GBP	abrdn Fund Managers Limited	47	71.57		2.56	12.7	30.3	29.4
394	[+]	Vanguard Target Retirement 2020 A Acc GBP	Vanguard Investments UK Limite	42	192.37 (GBP)		2.38	10.2	28.0	29.3
395	[+]	Premier Miton Liberation IV C Acc GBP	Premier Miton Investors	45	218.30		2.99	12.8	25.5	29.2
396	[+]	Omnis Multi-Manager Balanced B Acc	Omnis Investments Ltd	71	298.40		1.91	15.7	29.8	29.0
397	[+]	abrdn MyFolio Core III Institutional Fixed Acc GBP	abrdn Fund Managers Limited	59	120.20		1.81	15.2	29.8	28.8
398	[+]	L&G Multi Asset Core 45 I Acc GBP	Legal & General UT Mgr Ltd	50	65.01		2.30	11.2	25.3	28.8
399	[+]	The Cranmer Investment	TUTMAN LLP	56	2,702.00		1.01	16.5	16.4	28.7
400	[+]	VT Global Total Return F	Valu-Trac Investment Managemen	51	169.27		0.00	12.6	22.9	28.5
401	[+]	Quilter Investors Cirilium Balanced Passive Portfolio R Acc GBP	Quilter Investors Limited	45	214.73		2.88	12.2	30.0	28.5
402	[+]	WS Prudential Risk Managed Passive 3 P Acc	WS Prudential	47	193.21		2.31	14.6	30.7	28.4
403	[+]	The Galacum Acc	Tutman Fund Solutions Limited	69	150.00		1.34	12.0	27.6	28.3
404	[+]	Schroder Blended Portfolio 4 Z Acc	Schroder UT Managers	40	78.09		1.67	11.7	26.7	28.3
405	[+]	WAY MA Cautious Portfolio E Acc	WAY Fund Managers	51	199.22		n/a	14.8	28.7	28.3
406	[+]	IFSL Equilibrium Global Equity Portfolio A	IFSL	81	153.80		0.61	14.2	37.0	28.2
407	[+]	JPM Multi Manager Growth C Acc	JP Morgan Asset Management UK	111	347.10		1.66	19.8	36.7	28.1
408	[+]	EF Brompton Global Balanced B	WAY Fund Managers	48	196.89		1.23	15.5	30.0	28.1
409	[+]	WS Bentley US Dollar Balanced	Waystone Management (UK) Limit	66	1.77 (USD)		0.44	7.8	26.1	28.0
410	[+]	MI Brewin Dolphin Voyager Max 60% Equity A Acc	Brewin Dolphin Limited	49	137.67		n/a	11.7	29.7	28.0
411	[+]	WS Calibre Equity B Acc GBP	Waystone Fund Services (UK) Li	83	202.92		0.29	11.5	30.0	28.0
412	[+]	Volare Growth A Acc	Volare	76	157.07		1.17	14.0	29.8	27.9
413	[+]	Barclays Multi-Asset Balanced Income R	Barclays Bank Plc	55	129.90		3.09	11.8	28.3	27.9
414	[+]	JPM JPM Diversified Growth C Acc	JP Morgan Asset Management UK	63	402.30		1.67	10.0	31.5	27.9
415	[+]	IFSL Titan Mazarin Cautious A Acc GBP	IFSL	52	141.80		1.00	13.2	29.9	27.9
416	[+]	WS Keyridge Portfolio IV C Acc	LF Canada Life Asset Managemen	50	183.45		2.30	12.1	25.3	27.8
417	[+]	Thesis Thameside Managed Acc	Thesis Unit Trust Mgmt Ltd	65	3,781.10	3,906.30	n/a	8.6	39.3	27.7
418	[+]	Discovery Balanced B Inc GBP	Valu-Trac Investment Managemen	58	142.56		3.80	13.9	29.7	27.6
419	[+]	Sussex Growth Fund Inc GBP	Tutman Fund Solutions Limited	118	486.52		0.64	10.3	32.4	27.6
420	[+]	Schroder Sustainable Future Multi-Asset Z Acc	Schroder UT Managers	53	110.60		2.12	15.7	31.3	27.6
421	[+]	Allianz RiskMaster Conservative Multi Asset Y Acc	Allianz Global Invtrs GmbH(UK)	48	7,369.19		2.16	15.4	33.1	27.6
422	[+]	FP Mattioli Woods Cautious B	FundRock Partners Ltd	48	120.51		1.28	14.9	27.0	27.6
423	[+]	VT Tatton Oak Cautious Growth B	Valu-Trac Investment Managemen	43	282.11		1.21	10.4	27.7	27.6
424	[+]	SVS Cornelian Managed Growth D Acc	Brooks Macdonald Asset Managem	54	263.03		2.42	11.9	28.2	27.5
425	[+]	MGTS Sentinel Enterprise B Acc	Margetts Fund Management	114	293.04		0.41	0.1	20.8	27.5
426	[+]	MI Canaccord Genuity Risk Profile 5 A Acc	Canaccord Genuity Limited	54	139.50		2.29	9.7	25.8	27.5
427	[+]	Epworth Multi Asset For Charities Retail Inc	Epworth Investment Management	82	118.80		n/a	3.5	17.4	27.4
428	[+]	MI Charles Stanley Multi Asset Moderate A Acc	Charles Stanley & Co Ltd	55	150.06		2.42	13.0	30.2	27.3
429	[+]	Fenix Balanced	Yealand Fund Services Limited	97	216.46		1.72	10.6	27.8	27.2
430	[+]	Quilter Investors Monthly Income Portfolio U1 Inc GBP	Quilter Investors Limited	47	103.40		4.18	12.6	25.7	27.2
431	[+]	7IM AAP Balanced C Acc	7IM Investment Funds	60	228.56		1.60	12.0	23.8	27.0
432	[+]	WS Opie Street Balanced R Acc GBP	Waystone Fund Services (UK) Li	65	517.60		2.30	9.2	21.9	26.9
433	[+]	The Explorer Growth	Yealand Fund Services Limited	99	278.42		0.72	8.7	14.2	26.8
434	[+]	MGTS IBOSS 2 R Acc GBP	IBOSS Asset Management Ltd	47	164.12		0.27	13.7	28.3	26.8
435	[+]	Liontrust MA Dynamic Passive Moderate S Acc	Liontrust	49	198.94		2.11	14.3	32.0	26.6
436	[+]	WS Sequel Cautious Target Return Strategy Retail	Waystone Management (UK) Limit	46	172.61		0.99	11.4	24.4	26.6
437	[+]	Prima Balanced A Acc GBP	Margetts Fund Management	73	114.07		n/a	13.3	26.9	26.5
438	[+]	The Penare Acc	Thesis Unit Trust Mgmt Ltd	87	167.80		n/a	12.8	44.7	26.5
439	[+]	Scottish Widows Horizon Multi-Asset 3 Z Acc	Scottish Wid UT Mgr Limited	63	93.91		2.10	10.8	28.6	26.3
440	[+]	Quilter Investors Cirilium Balanced Blend Portfolio U1 Acc GBP	Quilter Investors Limited	45	136.44		2.15	11.2	24.2	26.3
441	[+]	Schroder SUTL Cazenove GBP Cautious S Acc	Schroder UT Managers	35	61.88		1.87	11.5	25.9	26.2
442	[+]	IFSL atomos Cautious A Acc	IFSL	46	143.40		n/a	11.5	29.8	26.2
443	[+]	WS Verbatim Portfolio 4 B Acc	Waystone Management (UK) Limit	49	230.63		1.25	12.4	26.3	26.2
444	[+]	HL High Income A Acc	Hargreaves Lansdown Fund Mgmt	46	157.18		4.20	10.4	22.2	26.2
445	[+]	Quilter Investors Cirilium Dynamic Portfolio R Acc GBP	Quilter Investors Limited	73	355.04		1.17	13.5	29.9	26.1
446	[+]	FP Apollo Multi Asset Adventurous D GBP	Apollo Asset Management	71	160.05		0.01	20.5	27.0	26.1
447	[+]	Pharaoh Inc GBP	Tutman Fund Solutions Limited	96	310.87		1.42	11.0	23.8	26.0
448	[+]	WS Opie Street Growth R Acc GBP	Waystone Fund Services (UK) Li	73	574.64		0.82	9.4	26.6	26.0
449	[+]	Liontrust MA Explorer Income 60 S Inc	Liontrust	54	146.12		2.36	11.0	30.1	26.0
450	[+]	WS Prudential Risk Managed Active 3 P Acc	WS Prudential	46	185.68		1.90	14.2	28.0	25.8

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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