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
1	[+]	Halifax International Growth C	HBOS Investment Fd Mgrs Ltd	107	199.00	0.00	0.60	17.5	57.4	91.5
2	[+]	BlackRock Global Equity D	BlackRock	97	570.13	570.13	1.81	21.6	54.9	87.4
3	[+]	BlackRock Overseas Equity I	BlackRock	112	761.19	799.24	1.01	15.5	59.2	86.0
4	[+]	Quilter Investors Cirilium Adventurous Passive Portfolio R Acc GBP	Quilter Investors Limited	82	263.91		1.18	20.6	60.7	82.8
5	[+]	BlackRock Consensus 100 D	BlackRock	102	474.93	474.93	1.28	17.1	55.0	82.4
6	[+]	Vanguard LifeStrategy 100% Equity A Shares Acc	Vanguard Investments UK Limite	100	462.41 (GBP)		1.64	19.9	54.9	81.6
7	[+]	True Potential SEI Aggressive Inc	True Potential Investments	96	212.71		1.59	20.5	50.1	79.8
8	[+]	Jupiter Merlin Growth Portfolio I Acc	Jupiter Unit Trust Mgrs Ltd	93	886.46		0.92	24.3	47.5	74.8
9	[+]	True Potential Schroders Balanced Acc	True Potential Investments	64	223.87		1.95	27.9	49.9	74.5
10	[+]	Milne	Tutman Fund Solutions Limited	94	316.90		1.10	14.7	49.1	74.4
11	[+]	CG AJ Bell Adventurous I Acc	Carne Global Fund Managers (UK	83	223.70		1.81	22.3	48.7	74.3
12	[+]	Royal London GMAP Dynamic Equity M Acc	Royal London Unit Tst Mgrs Ltd	99	270.90		1.03	17.9	50.7	74.1
13	[+]	abrdn MyFolio Index V Inst B Acc GBP	abrdn Fund Managers Limited	92	101.40		1.85	21.5	52.9	73.6
14	[+]	WS Aegon Multi-Asset 5 A Acc	Aegon Investments Limited	96	192.11		1.46	18.4	51.4	73.4
15	[+]	Jupiter Merlin Worldwide Portfolio I Acc	Jupiter Unit Trust Mgrs Ltd	99	645.91		0.40	25.7	52.5	72.0
16	[+]	Thesis Destiny A Inc	Thesis Unit Trust Mgmt Ltd	96	265.60		2.20	17.4	48.3	71.9
17	[+]	Thesis Destiny B Inc	Thesis Unit Trust Mgmt Ltd	95	257.40		1.40	17.3	48.0	71.7
18	[+]	M&G Managed Growth I Acc GBP	M&G UK	77	3,328.52		1.94	19.0	45.4	71.5
19	[+]	Fidelity Allocator World W Acc	Fidelity International (FIL In	102	403.10		n/a	16.1	49.6	71.2
20	[+]	CG AJ Bell Global Growth I Acc	Carne Global Fund Managers (UK	89	203.10		1.88	25.8	48.1	71.1
21	[+]	Man Stockmarket Managed Fund C Professional	Man Group	75	322.10		1.81	20.3	46.9	71.1
22	[+]	HSBC Global Strategy Adventurous Portfolio C Acc	HSBC Asset Management (Fund Se	98	225.10		1.36	15.8	50.8	70.8
23	[+]	Thesis KES Diversified Inc	Thesis Unit Trust Mgmt Ltd	99	544.00	578.30	2.70	8.9	48.5	70.2
24	[+]	Liontrust MA Dynamic Passive Adventurous S Acc	Liontrust	84	308.14		1.30	21.8	53.8	69.4
25	[+]	Santander Atlas Portfolio 7 IA	Santander Asset Mgmt UK Ltd	82	409.00		1.64	19.3	49.3	67.4
26	[+]	CG AJ Bell Income & Growth I Acc	Carne Global Fund Managers (UK	79	166.99		1.95	21.0	42.7	66.4
27	[+]	Invesco Summit Responsible 5 (UK) Z Acc	Invesco Fund Managers Ltd	85	322.35		n/a	14.4	45.7	65.3
28	[+]	Quilter Investors Cirilium Dynamic Passive Portfolio R Acc GBP	Quilter Investors Limited	73	322.16		1.46	18.7	47.8	65.3
29	[+]	Taber Investment	Tutman Fund Solutions Limited	98	3,362.00		1.55	11.9	49.0	65.2
30	[+]	Liontrust MA Dynamic Passive Growth S Acc	Liontrust	77	301.03		1.51	20.1	49.4	65.1
31	[+]	Santander Max 100% Shares Portfolio RA	Santander Asset Mgmt UK Ltd	100	859.10		0.41	12.5	48.6	64.5
32	[+]	Jupiter Merlin Balanced Portfolio I Acc	Jupiter Unit Trust Mgrs Ltd	83	363.40		2.51	24.6	41.5	64.5
33	[+]	HSBC World Selection Adventurous Portfolio C Acc	HSBC Asset Management (Fund Se	91	288.80		1.17	16.4	46.6	63.9
34	[+]	M&G Charity Multi Asset Acc GBP	M&G UK	76	15,174.89		3.84	21.0	37.9	63.2
35	[+]	Barclays Global Markets Adventurous R Acc GBP	Barclays	89	327.50		0.42	15.6	48.1	62.5
36	[+]	VT Tatton Blended Aggressive Retail Acc	Valu-Trac Investment Managemen	73	171.14		n/a	16.8	43.4	62.5
37	[+]	VT Aggressive Portfolio Overlay C	Valu-Trac Investment Managemen	75	261.78		0.91	17.3	42.5	62.5
38	[+]	Fidelity Open World W Acc	Fidelity International (FIL In	91	325.60		n/a	15.0	41.3	62.0
39	[+]	HL UK Income A Acc	Hargreaves Lansdown Fund Mgmt	100	295.67		3.21	17.6	39.1	61.8
40	[+]	Invesco Summit Growth 5 (UK) Z Acc	Invesco Fund Managers Ltd	89	359.79		0.79	14.4	44.0	61.7
41	[+]	L&G Multi-Index 7 I Acc	Legal & General UT Mgr Ltd	90	149.20		1.70	21.5	49.3	61.5
42	[+]	Thesis ORD Acc	Thesis Unit Trust Mgmt Ltd	101	603.70		0.21	12.2	50.4	61.4
43	[+]	HSBC World Selection Dynamic Portfolio C Acc	HSBC Asset Management (Fund Se	84	474.40		1.26	16.7	45.9	60.3
44	[+]	Charles Stanley UK & International Growth A Acc	Charles Stanley & Co Ltd	82	447.11		0.93	12.4	36.4	60.1
45	[+]	Vanguard LifeStrategy 80% Equity UCITS ETF Dis	Vanguard Group (Ireland) Limit	86	36.54 (EUR)		n/a	16.2	46.4	59.8
46	[+]	Vanguard Target Retirement 2060 A Acc GBP	Vanguard Investments UK Limite	81	196.95 (GBP)		1.60	17.0	45.6	59.7
47	[+]	Vanguard Target Retirement 2065 A Acc GBP	Vanguard Investments UK Limite	81	196.85 (GBP)		1.63	17.1	45.7	59.6
48	[+]	Man Balanced Managed Fund C Professional	Man Group	68	276.30		2.08	17.9	40.5	59.6
49	[+]	Vanguard Target Retirement 2050 A Acc GBP	Vanguard Investments UK Limite	81	263.74 (GBP)		1.66	17.0	45.6	59.6
50	[+]	Vanguard Target Retirement 2055 A Acc GBP	Vanguard Investments UK Limite	81	264.33 (GBP)		1.64	17.0	45.6	59.6
51	[+]	HSBC Global Strategy Dynamic Portfolio C Acc	HSBC Asset Management (Fund Se	86	398.70		1.51	14.6	45.6	59.5
52	[+]	Scottish Widows Managed Growth 6 L Acc	Scottish Wid UT Mgr Limited	80	236.30		1.60	18.7	46.7	59.2
53	[+]	Vanguard LifeStrategy 80% Equity A Shares Acc	Vanguard Investments UK Limite	81	370.27 (GBP)		1.61	17.1	45.5	59.0
54	[+]	RBS Coutts Managed Adventurous	Royal Bk of Scotland Coll Inv	104	176.90		1.25	13.9	42.3	58.9
55	[+]	CT Managed Equity Income Z Inc GBP	Threadneedle Investment Servic	76	142.58		3.20	19.6	40.9	58.4
56	[+]	CG AJ Bell Moderately Adventurous I Acc	Carne Global Fund Managers (UK	75	198.03		1.93	18.8	40.5	58.3
57	[+]	JPM Multi-Asset Growth C Acc	JP Morgan Asset Management UK	87	163.30		1.27	18.5	47.2	58.2
58	[+]	Guinness Multi-Asset Growth Y Acc GBP	Guinness Asset Management Ltd	90	18.45 (GBP)		n/a	11.7	36.9	57.8
59	[+]	True Potential SEI Growth Inc	True Potential Investments	76	170.76		2.09	16.8	40.4	57.7
60	[+]	BlackRock MyMap 6 D Acc	BlackRock	95	191.12		1.10	15.1	49.3	57.7
61	[+]	Scottish Widows Progressive Growth Portfolio 2 A Acc	Scottish Wid UT Mgr Limited	73	428.00		2.00	17.0	41.8	57.4
62	[+]	Scottish Widows Progressive Growth Portfolio 1 A Acc	Scottish Wid UT Mgr Limited	73	391.30		2.00	16.4	43.4	57.4
63	[+]	WS Keyridge Portfolio VII C Acc	LF Canada Life Asset Managemen	87	245.70		1.30	19.3	40.6	57.4
64	[+]	TrinityBridge Growth Tactical Passive X Acc	TrinityBridge	82	523.30		1.91	18.9	46.1	57.3
65	[+]	CG Morningstar Multi Asset 80 A	Carne Global Fund Managers (UK	71	1.62 (GBP)		n/a	17.7	38.1	57.2
66	[+]	Scottish Widows Progressive Growth D Acc	Scottish Wid UT Mgr Limited	76	295.50		1.40	17.1	40.0	56.8
67	[+]	Vanguard Target Retirement 2045 A Acc GBP	Vanguard Investments UK Limite	77	258.85 (GBP)		1.71	16.3	43.8	56.8
68	[+]	abrdn MyFolio Index IV Inst B Acc GBP	abrdn Fund Managers Limited	74	89.21		2.32	18.3	44.0	56.6
69	[+]	EF Brompton Global Equity B	WAY Fund Managers	90	322.55		0.31	19.2	50.4	56.2
70	[+]	SVS Cornelian Progressive RMP G Acc	Brooks Macdonald Asset Managem	85	210.52		2.09	19.0	42.8	56.1
71	[+]	NFU Mutual Mixed Portfolio Max 100% Shares C	NFU Mutual Unit Managers Ltd	90	209.73		1.35	16.9	39.7	55.8
72	[+]	Allianz RiskMaster Growth Multi Asset Y Acc	Allianz Global Invtrs GmbH(UK)	76	9,216.06		2.22	20.6	48.8	55.6
73	[+]	True Potential Schroders Cautious Acc	True Potential Investments	52	188.90		1.67	21.2	39.3	55.3
74	[+]	BlackRock Pension Growth X1	BlackRock	98	193.88	194.03	1.93	18.3	49.4	55.2
75	[+]	Invesco Managed Growth (UK) Z Acc	Invesco Fund Managers Ltd	85	647.16		1.51	14.1	37.6	55.0
76	[+]	True Potential Schroders Cautious Income Acc	True Potential Investments	59	185.66		3.52	19.7	36.5	54.7
77	[+]	Fidelity Multi Asset Allocator Adventurous W Acc	Fidelity International (FIL In	82	304.30		n/a	14.1	42.2	54.2
78	[+]	Schroder Blended Portfolio 8 Z Acc	Schroder UT Managers	77	109.70		1.27	18.6	42.1	54.1
79	[+]	Quilter Investors Creation Adventurous Portfolio U2 Acc GBP	Quilter Investors Limited	81	187.70		99.00	16.9	40.6	54.0
80	[+]	WS Aegon Multi-Asset 4 A Acc	Aegon Investments Limited	78	168.85		1.64	15.9	41.7	53.9
81	[+]	Quilter Investors Cirilium Adventurous Blend Portfolio U1 Acc GBP	Quilter Investors Limited	82	170.23		0.92	17.4	40.3	53.9
82	[+]	HSBC Balanced C Acc	HSBC Asset Management (Fund Se	71	376.80		1.54	16.8	40.5	53.9
83	[+]	VT Tatton Blended Active A Acc	Valu-Trac Investment Managemen	66	178.04		n/a	15.5	39.4	53.5
84	[+]	VT Active Portfolio Overlay C	Valu-Trac Investment Managemen	67	229.82		0.88	16.1	38.3	53.2
85	[+]	Liontrust MA Blended Growth S Acc	Liontrust	77	264.53		1.52	17.8	43.3	52.9
86	[+]	True Potential UBS Aggressive Acc	True Potential Investments	90	204.90		2.27	16.7	48.6	52.8
87	[+]	VT Sinfonia Adventurous Growth Portfolio A Acc	Valu-Trac Investment Managemen	74	310.13		0.01	15.6	37.6	52.5
88	[+]	Forest Acc	Tutman Fund Solutions Limited	120	782.20		1.11	9.0	39.7	52.4
89	[+]	The Arbor	Waystone Management (UK) Limit	85	2,930.77		0.22	11.4	38.5	52.3
90	[+]	Santander Atlas Portfolio 6 IA	Santander Asset Mgmt UK Ltd	70	348.80		1.79	17.2	42.3	52.0
91	[+]	abrdn MyFolio Enhanced ESG V Institutional B Fixed Acc GBP	abrdn Fund Managers Limited	90	77.43		1.49	19.2	40.7	51.9
92	[+]	7IM Absolute Return Portfolio A Acc	7IM Investment Funds	56	190.27		n/a	9.1	20.1	51.9
93	[+]	Barclays Global Markets Growth R Acc GBP	Barclays	75	288.10		0.40	13.5	42.1	51.9
94	[+]	Vanguard Target Retirement 2040 A Acc GBP	Vanguard Investments UK Limite	72	247.97 (GBP)		1.77	15.5	41.5	51.8
95	[+]	WS EkinsGuinness Dynamic Growth B Acc	Waystone Fund Services (UK) Li	80	184.04		0.66	14.7	43.0	51.8
96	[+]	The MI Hawksmoor Global Opportunities C Acc GBP	Hawksmoor Investment Mgmt Ltd	73	184.09		0.93	26.7	38.0	51.7
97	[+]	IFSL Marlborough 8 Portfolio P Acc	Marlborough Investment Managem	91	475.45		0.95	15.4	50.1	51.3
98	[+]	Schroder MM Diversity Z Acc	Schroder UT Managers	50	174.00		1.96	19.8	36.4	51.3
99	[+]	L&G Multi-Index Income 6 I Acc	Legal & General UT Mgr Ltd	67	107.30		3.60	18.7	41.3	51.2
100	[+]	The Hall 1 Inc	Thesis Unit Trust Mgmt Ltd	81	97.47		2.41	15.9	35.4	51.1
101	[+]	Invesco Managed Income (UK) Z Acc	Invesco Fund Managers Ltd	76	527.35		2.73	13.9	35.5	51.1
102	[+]	Fidelity Multi Asset Open Adventurous W Acc	Fidelity International (FIL In	71	245.80		n/a	18.1	39.7	51.1
103	[+]	Invesco Summit Responsible 4 (UK) Z Acc	Invesco Fund Managers Ltd	72	294.59		n/a	12.5	39.4	51.1
104	[+]	VT Tatton Oak Capital Growth B	Valu-Trac Investment Managemen	65	405.99		1.31	14.6	39.2	50.7
105	[+]	Liontrust MA Dynamic Passive Progressive S Acc	Liontrust	66	260.34		1.72	18.5	42.7	50.6
106	[+]	BLENHEIM UK Equity R Acc	Margetts Fund Management	86	151.64		n/a	21.3	39.9	50.5
107	[+]	SVS Levitas A B Acc	Brooks Macdonald Asset Managem	82	296.60		0.83	18.0	43.5	50.3
108	[+]	Liontrust MA UK Equity S Acc	Liontrust	83	209.49		2.47	16.8	32.3	50.3
109	[+]	Margetts International Strategy R Acc	Margetts Fund Management	96	731.05	731.32	0.94	20.6	43.3	50.2
110	[+]	VT PortfolioMetrix Core Assertive Portfolio A Acc GBP	Valu-Trac Investment Managemen	90	152.89		n/a	17.7	42.4	50.1
111	[+]	Quilter Investors Cirilium Dynamic Blend Portfolio U1 Acc GBP	Quilter Investors Limited	72	165.52		1.36	16.3	37.0	49.8
112	[+]	Janus Henderson Multi-Manager Global Select I Acc	Janus Henderson Global Investo	93	309.90		1.20	8.7	34.3	49.7
113	[+]	L&G Multi Asset Core 75 I Acc GBP	Legal & General UT Mgr Ltd	72	77.47		2.20	16.8	39.2	49.2
114	[+]	SPW Progressive Solution G Acc	Scottish Widows Schroder Perso	75	260.80		1.10	12.8	34.5	49.1
115	[+]	The MI Hawksmoor Distribution C Acc	Hawksmoor Investment Mgmt Ltd	65	227.78		3.82	24.5	37.0	49.0
116	[+]	Invesco Summit Growth 4 (UK) Z Acc	Invesco Fund Managers Ltd	73	329.16		0.98	12.8	37.3	49.0
117	[+]	abrdn MyFolio Multi Manager V Inst Acc GBP	abrdn Fund Managers Limited	84	159.10		1.22	15.7	36.6	49.0
118	[+]	abrdn MyFolio Core V Institutional Fixed Acc GBP	abrdn Fund Managers Limited	91	164.30		0.89	21.2	40.4	49.0
119	[+]	Aviva Inv Multi-Manager Flexible 2	Aviva Investors UK Fd Serv Ltd	76	268.55		1.37	16.6	39.2	48.9
120	[+]	SVS Saltus Global Equity X Inc	Tutman Fund Solutions Limited	89	134.90		0.77	17.8	44.6	48.9
121	[+]	VT Sinfonia Balanced Managed Portfolio A Acc	Valu-Trac Investment Managemen	67	298.13		0.01	14.9	35.8	48.8
122	[+]	CT Managed Growth 1 Acc	Columbia Threadneedle Investme	82	611.90		0.70	14.7	39.9	48.7
123	[+]	Evelyn MM Endurance Balanced B Inc	Tutman Fund Solutions Limited	59	207.50		1.95	15.5	36.4	48.7
124	[+]	IFSL atomos Growth A Inc	IFSL	78	155.70		n/a	16.0	49.5	48.7
125	[+]	Premier Miton Liberation VII C Acc GBP	Premier Miton Investors	72	271.50		2.29	20.2	38.3	48.7
126	[+]	Waverton Strategic Equity A GBP	Waverton Investment Management	104	34.94 (GBP)		n/a	11.9	41.4	48.6
127	[+]	WS Keyridge Portfolio VI C Acc	LF Canada Life Asset Managemen	74	234.80		1.40	16.6	36.1	48.6
128	[+]	TM UBS (UK) Global Equity C Acc	Thesis Unit Trust Mgmt Ltd	87	312.50		0.50	13.9	37.1	48.6
129	[+]	HSBC Global Responsible Multi-Asset Adventurous Portfolio C Acc	HSBC Asset Management (Fund Se	86	1.87 (GBP)		n/a	11.6	34.6	48.5
130	[+]	VT Redlands Equity Portfolio A GBP	Valu-Trac Investment Managemen	84	197.13		1.41	16.8	42.2	48.4
131	[+]	L&G Multi-Index 6 I Acc	Legal & General UT Mgr Ltd	74	131.10		2.00	17.5	39.7	48.4
132	[+]	Unicorn Mastertrust B	Unicorn Asset Mgt	83	743.93		0.98	24.1	44.2	48.2
133	[+]	TM UBS (UK) Income Focus C Acc	Thesis Unit Trust Mgmt Ltd	63	158.60		3.00	15.8	35.8	48.2
134	[+]	Eagle Acc	Tutman Fund Solutions Limited	79	604.70	604.70	1.71	13.6	46.7	47.6
135	[+]	WS Prudential Risk Managed Passive 5 P Acc	WS Prudential	63	229.30		2.15	20.4	40.7	47.6
136	[+]	Guinness Multi-Asset Balanced Y Acc GBP	Guinness Asset Management Ltd	77	16.94 (GBP)		n/a	10.4	31.5	47.5
137	[+]	Fidelity Multi Asset Open Growth W Acc	Fidelity International (FIL In	64	229.10		n/a	17.2	37.5	47.4
138	[+]	VT Chelsea Managed Monthly Income A Acc GBP	Valu-Trac Investment Managemen	58	178.76		5.01	16.6	31.6	47.4
139	[+]	Coutts Managed Ambitious I Acc	Royal Bk of Scotland Coll Inv	88	163.78		1.03	12.5	38.4	47.4
140	[+]	MGTS AFH Tactical Core R Acc	Margetts Fund Management	67	261.24		1.23	12.2	32.3	47.0
141	[+]	Quilter Investors Creation Dynamic Portfolio U1 Acc GBP	Quilter Investors Limited	71	208.60		1.35	15.6	36.7	46.9
142	[+]	Vanguard Target Retirement 2035 A Acc GBP	Vanguard Investments UK Limite	68	235.09 (GBP)		1.86	14.8	39.2	46.9
143	[+]	CG AJ Bell Responsible Screened Growth I Acc	Carne Global Fund Managers (UK	88	151.12		1.67	15.2	36.8	46.9
144	[+]	IFSL YOU Multi-Asset Blend Growth A Acc	IFSL	76	168.30		0.55	19.4	40.8	46.9
145	[+]	Quilter Investors Cirilium Moderate Passive Portfolio R Acc GBP	Quilter Investors Limited	59	267.37		1.95	15.6	39.0	46.7
146	[+]	HL Multi Manager Special Situations A Acc	Hargreaves Lansdown Fund Mgmt	101	621.25		0.36	13.9	42.7	46.6
147	[+]	TM UBS (UK) Growth C Acc	Thesis Unit Trust Mgmt Ltd	71	248.20		1.30	13.8	35.8	46.4
148	[+]	FP Russell Investments Real Assets C Acc	FP Russell Investments ICVC	76	198.81		3.44	15.8	30.1	46.2
149	[+]	CG AJ Bell Balanced I Acc	Carne Global Fund Managers (UK	62	179.30		2.09	15.7	32.8	45.6
150	[+]	Omnis Multi-Manager Adventurous B Acc	Omnis Investments Ltd	90	342.12		1.56	21.0	39.2	45.6

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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