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
451	[+]	WS Prudential Risk Managed Passive 3 P Acc	WS Prudential	50	174.53		2.50	7.5	18.4	23.7
452	[+]	Scottish Widows Horizon Multi-Asset 3 Z Acc	Scottish Wid UT Mgr Limited	66	86.31		0.60	6.1	17.3	23.7
453	[+]	TrinityBridge Conservative Tactical Passive X Acc	TrinityBridge	53	325.90		2.23	6.7	17.7	23.6
454	[+]	Quilter Investors Cirilium Balanced Blend Portfolio U1 Acc GBP	Quilter Investors Limited	47	124.82		2.10	4.8	15.5	23.5
455	[+]	MI Canaccord Genuity Risk Profile 4 A Acc	Canaccord Genuity Limited	46	130.97		2.30	5.4	14.9	23.4
456	[+]	True Potential SEI Cautious Acc	True Potential Investments	52	151.38		3.13	5.9	14.9	23.4
457	[+]	Aviva Inv Multimanager 20-60% Shares 2	Aviva Investors UK Fd Serv Ltd	48	177.45		1.70	7.5	16.5	23.2
458	[+]	EF 8AM Balanced A	8AM Global LTD	82	141.67		0.23	8.3	18.3	23.1
459	[+]	Barclays Multi-Asset Cautious B Acc	Barclays Asset Management Ltd	49	120.00		n/a	4.3	11.5	23.1
460	[+]	VT AI-FUNDS Tactical High Yield Bond I	Valu-Trac Investment Managemen	22	149.45		n/a	5.6	14.9	22.9
461	[+]	CT MM Navigator Cautious C Acc	Columbia Threadneedle Investme	55	94.44		2.50	4.1	12.0	22.8
462	[+]	WS Verbatim Portfolio 4 B Acc	Waystone Management (UK) Limit	53	211.88		n/a	7.5	15.9	22.8
463	[+]	HL HL Cautious Managed A Acc	Hargreaves Lansdown Fund Mgmt	42	138.42		1.96	5.7	14.1	22.8
464	[+]	7IM AAP Balanced C Acc	7IM Investment Funds	64	207.36		2.10	5.2	13.5	22.8
465	[+]	BlackRock Consensus 60 D	BlackRock	52	189.99	189.99	2.28	5.7	15.6	22.7
466	[+]	Santander Max 70% Shares Portfolio RA	Santander Asset Mgmt UK Ltd	66	392.50		2.19	4.1	12.6	22.7
467	[+]	7IM Select Balanced C Acc	7IM Investment Funds	62	121.19		1.70	4.3	14.2	22.5
468	[+]	MI Activus Opportunity A Acc	Activus Wealth Ltd	104	121.56		n/a	-1.8	11.3	22.5
469	[+]	BlackRock ACS Lifepath 2025-2027 X1	BlackRock	58	134.60	134.68	1.44	5.7	13.8	22.5
470	[+]	7IM Balanced C Acc	7IM Investment Funds	65	281.84		1.90	4.2	14.2	22.4
471	[+]	The Explorer Growth	Yealand Fund Services Limited	108	259.85		1.05	1.3	7.5	22.4
472	[+]	Quilter Investors Creation Balanced Portfolio U1 Acc GBP	Quilter Investors Limited	45	144.80		2.22	4.4	15.0	22.4
473	[+]	abrdn Dynamic Distribution Inst Acc GBP	abrdn Fund Managers Limited	53	116.90		3.87	4.9	15.5	22.4
474	[+]	CFP Castlefield Real Return G Income	ConBrio Fund Partners Limited	44	267.38		1.20	5.6	7.0	22.3
475	[+]	MGTS IBOSS 2 R Acc GBP	IBOSS Asset Management Ltd	51	148.63		0.27	7.1	16.2	22.2
476	[+]	VT Evelyn Global Dynamic A Acc GBP	Valu-Trac Investment Managemen	66	120.87		n/a	7.5	9.4	22.1
477	[+]	EF WM Global Trend B Acc	WAY Fund Managers	57	135.87		1.32	3.9	13.1	22.0
478	[+]	HL Emerging Markets A Acc GBP	Hargreaves Lansdown Fund Mgmt	113	159.31		1.22	12.6	15.7	22.0
479	[+]	Prima Balanced A Acc GBP	Margetts Fund Management	73	101.53		n/a	3.0	14.8	21.9
480	[+]	IFSL Ascot Lloyd 4 A Acc	IFSL	49	127.50		1.81	5.2	15.4	21.9
481	[+]	WS Canlife Portfolio IV C Acc	LF Canada Life Asset Managemen	53	167.11		2.70	4.5	12.6	21.9
482	[+]	L&G Multi-Index Income 4 I Acc	Legal & General UT Mgr Ltd	48	75.25		3.50	7.6	16.1	21.8
483	[+]	IFSL Marlborough 4 Portfolio P Inc	Marlborough Investment Managem	52	98.18		2.29	5.3	14.6	21.8
484	[+]	IFSL atomos Cautious A Acc	IFSL	50	132.30		n/a	7.0	17.2	21.8
485	[+]	Schroder Sustainable Future Multi-Asset Z Acc	Schroder UT Managers	51	97.59		1.90	6.4	14.2	21.8
486	[+]	Fidelity Multi Asset Income & Growth W Inc	Fidelity International (FIL In	62	107.30		4.03	4.9	14.8	21.8
487	[+]	Brighton Rock	Evelyn Partners Fund Solutions	61	225.80		0.82	1.1	12.2	21.7
488	[+]	Volare Balanced A Acc	Volare	62	136.10		1.42	6.1	15.5	21.7
489	[+]	Omnis Multi-Manager Distribution B Acc	Omnis Investments Ltd	52	243.53		3.34	4.7	10.9	21.6
490	[+]	EF New Horizon Balanced Income & Growth B Inc	WAY Fund Managers	59	177.07		2.49	5.4	15.8	21.0
491	[+]	Nedgroup Balanced Multi C GBP	Nedgroup Investments (IOM) Ltd	55	16.09 (GBP)		n/a	5.8	10.8	21.0
492	[+]	CT Managed Equity & Bond Z Acc GBP	Threadneedle Investment Servic	64	166.40		1.80	5.1	15.1	20.9
493	[+]	Barclays Global Markets Cautious R Acc GBP	Barclays Bank Plc	48	178.60		1.10	7.6	17.3	20.8
494	[+]	VT Sinfonia Cautious Managed Portfolio A Acc	Valu-Trac Investment Managemen	49	219.84		0.02	6.9	14.4	20.8
495	[+]	SVS Cornelian Cautious RMP G Acc	Brooks Macdonald Asset Managem	47	133.61		2.78	4.4	12.5	20.6
496	[+]	SPW Discovery Solution G Acc	Scottish Widows Schroder Perso	52	159.00		2.10	6.3	14.9	20.5
497	[+]	IFSL Equilibrium Cautious Portfolio A Acc	IFSL	39	125.60		2.00	5.6	11.1	20.5
498	[+]	Capital Link Growth Inc	Thesis Unit Trust Mgmt Ltd	56	1,671.00		n/a	10.3	12.3	20.5
499	[+]	L&G Multi-Index 4 I Acc	Legal & General UT Mgr Ltd	51	88.80		2.40	5.9	12.9	20.5
500	[+]	abrdn MyFolio Multi Manager II Inst Acc GBP	abrdn Fund Managers Limited	47	92.88		1.38	5.8	12.9	20.5
501	[+]	Janus Henderson Multi-Manager Income & Growth I Inc	Janus Henderson Global Investo	53	133.80		3.40	4.0	12.2	20.4
502	[+]	MI Activus Investment A Acc	Activus Wealth Ltd	72	133.76		n/a	-0.6	6.2	20.3
503	[+]	SVS Cornelian Cautious D Acc	Brooks Macdonald Asset Managem	45	257.08		2.71	4.3	13.8	20.3
504	[+]	Schroder Diversified Growth Inst Acc	Schroder UT Managers	56	117.00		2.10	6.4	11.4	20.1
505	[+]	Vanguard Target Retirement 2015 A Acc GBP	Vanguard Investments UK Limite	41	162.29 (GBP)		2.17	5.8	14.3	20.1
506	[+]	The Galacum Acc	Evelyn Partners Fund Solutions	71	134.40		1.63	3.9	11.0	20.0
507	[+]	L&G Mixed Investment Income 0-35% I Acc	Legal & General UT Mgr Ltd	44	73.01		4.50	6.9	18.9	19.9
508	[+]	WS Verbatim Multi-Index Portfolio 3 A Acc	Waystone Management (UK) Limit	39	184.80		0.26	6.5	15.8	19.8
509	[+]	GAM Star Global Moderate Inst Acc GBP	GAM Fund Management Ltd	63	15.61 (GBP)		0.80	8.7	18.0	19.7
510	[+]	Janus Henderson Multi-Manager Distribution I Inc	Janus Henderson Global Investo	53	122.30		3.30	3.8	12.1	19.7
511	[+]	HSBC Global Strategy Conservative Portfolio C Acc	HSBC Asset Management (Fund Se	50	135.70		2.00	5.5	14.3	19.7
512	[+]	MGTS Future Money Real Value R Acc	Margetts Fund Management	51	198.25		1.63	4.1	11.8	19.6
513	[+]	Quilter Investors Cirilium Balanced Portfolio R Acc GBP	Quilter Investors Limited	48	239.04		2.54	4.0	10.0	19.5
514	[+]	L&G Mixed Investment 0-35% I Acc	Legal & General UT Mgr Ltd	44	229.20		2.90	6.2	16.5	19.4
515	[+]	Invesco Summit Growth 2 (UK) Z Acc	Invesco Fund Managers Ltd	50	245.18		1.77	3.9	13.2	19.3
516	[+]	CFP Castlefield Thoughtful Portfolio Growth F Income	ConBrio Fund Partners Limited	68	112.98		1.90	2.5	5.6	19.2
517	[+]	FP Mattioli Woods Cautious B	FundRock Partners Ltd	50	108.81		1.77	6.8	13.9	19.1
518	[+]	Santander Atlas Portfolio 4 IA	Santander Asset Mgmt UK Ltd	52	241.50		2.02	5.5	16.0	19.1
519	[+]	Fidelity Multi Asset Allocator Strategic W Acc	Fidelity International (FIL In	49	186.40		n/a	6.0	14.5	19.0
520	[+]	Daisybelle	Evelyn Partners Fund Solutions	48	1,843.00		1.61	3.3	2.1	18.9
521	[+]	L&G Future World ESG Screened and Selected Multi-Index 4 I Acc	Legal & General UT Mgr Ltd	55	63.71		2.30	5.7	13.0	18.9
522	[+]	CT Multi-Manager Universal Cautious B Inc	Columbia Threadneedle Investme	53	173.80		2.40	3.9	10.9	18.8
523	[+]	MGTS Clarion Prudence Portfolio X Acc	Margetts Fund Management	49	194.38		n/a	5.2	13.2	18.8
524	[+]	VT Cantab Balanced A Inc GBP	Valu-Trac Investment Managemen	70	122.78		0.01	8.9	11.5	18.7
525	[+]	Jay Inc	Evelyn Partners Fund Solutions	94	252.80		0.19	0.6	6.3	18.7
526	[+]	SVS Brown Shipley Income I Acc	Brown Shipley	53	215.66		2.41	6.1	15.6	18.7
527	[+]	Santander Max 60% Shares Income Portfolio RA	Santander Asset Mgmt UK Ltd	59	357.80		4.03	4.1	13.5	18.6
528	[+]	VT Greystone Cautious Managed R Acc	Greystone Wealth Management	46	185.00		n/a	6.1	15.7	18.3
529	[+]	Janus Henderson Core 4 Income I Inc	Janus Henderson Global Investo	53	89.55		4.70	5.8	11.1	18.3
530	[+]	Thesis Eden Investment Acc	Thesis Unit Trust Mgmt Ltd	60	225.20		0.35	4.1	9.1	18.2
531	[+]	Barclays Multi-Asset Cautious Income R Acc	Barclays Bank Plc	44	174.30		2.54	5.8	15.7	18.0
532	[+]	HSBC World Selection Conservative Portfolio C Acc	HSBC Asset Management (Fund Se	46	147.70		2.62	5.3	12.8	18.0
533	[+]	Liontrust MA Dynamic Passive Moderate S Acc	Liontrust	52	180.01		2.19	8.0	14.7	17.9
534	[+]	Scottish Widows Balanced Income Portfolio A Acc	Scottish Wid UT Mgr Limited	45	280.60		3.00	5.9	12.8	17.6
535	[+]	HSBC World Selection Interest Income Portfolio C Acc	HSBC Asset Management (Fund Se	46	188.10		4.34	6.3	15.9	17.6
536	[+]	WS Prudential Risk Managed Active 2 P Acc	WS Prudential	43	157.32		2.36	6.5	12.5	17.5
537	[+]	VT Cantab Moderate A Inc GBP	Valu-Trac Investment Managemen	58	122.01		0.01	6.9	9.4	17.4
538	[+]	VT Brompton Cautious A Retail Acc	Valu-Trac Investment Managemen	39	124.49		3.52	4.4	10.7	17.3
539	[+]	Schroder Blended Portfolio 3 Z Acc	Schroder UT Managers	33	65.47		2.15	5.9	13.3	17.2
540	[+]	Royal London GMAP Defensive M Acc	Royal London Unit Tst Mgrs Ltd	32	130.20		2.88	2.6	8.1	17.0
541	[+]	Allianz RiskMaster Conservative Multi Asset C	Allianz Global Invtrs GmbH(UK)	48	175.13		2.08	6.1	13.7	17.0
542	[+]	FP Apollo Multi Asset Balanced D GBP	Apollo Asset Management	54	186.33		0.02	0.7	2.5	16.8
543	[+]	True Potential UBS Defensive Acc	True Potential Investments	34	127.25		2.67	3.6	10.7	16.6
544	[+]	SVS Saltus Real Return X Inc	Evelyn Partners Fund Solutions	34	108.80		n/a	5.4	8.2	16.6
545	[+]	MI Charles Stanley Multi Asset Cautious A Acc	Charles Stanley & Co Ltd	41	124.15		2.94	4.1	13.5	16.6
546	[+]	Liontrust MA Blended Moderate S Acc	Liontrust	53	163.75		2.05	7.4	14.1	16.5
547	[+]	Fidelity Multi Asset Open Defensive W Acc	Fidelity International (FIL In	40	153.00		n/a	7.3	12.9	16.5
548	[+]	VT EPIC Multi Asset Growth I Acc GBP	EPIC Markets (UK) LLP	71	122.61		1.29	9.5	24.4	16.5
549	[+]	Volare Cautious A Acc	Volare	45	131.10		2.01	5.3	13.0	16.5
550	[+]	EF 8AM Focussed A	8AM Global LTD	141	155.86		n/a	12.2	21.0	16.4
551	[+]	Verus Responsible Balanced A Acc	WAY Fund Managers	59	154.27		0.85	3.7	12.2	16.4
552	[+]	Buxton Acc	Waystone Management (UK) Limit	50	4,369.06		1.13	4.7	3.3	16.3
553	[+]	TM UBS (UK) Global Yield C Acc	Thesis Unit Trust Mgmt Ltd	44	164.80		1.10	5.3	14.0	16.1
554	[+]	IFSL atomos Defensive A Acc	IFSL	44	118.50		n/a	5.9	13.2	16.1
555	[+]	WS Canlife Diversified Risk Managed III C Acc GBP	LF Canada Life Asset Managemen	40	122.84		2.10	5.2	11.3	16.1
556	[+]	abrdn MyFolio Core II Institutional Fixed Acc GBP	abrdn Fund Managers Limited	48	90.80		2.26	5.5	11.1	16.0
557	[+]	WAY Global Cautious Portfolio E Acc	WAY Fund Managers	40	145.17		n/a	4.3	11.8	15.8
558	[+]	Vanguard LifeStrategy 40% Equity A Shares Acc	Vanguard Investments UK Limite	53	212.03 (GBP)		2.18	5.8	12.4	15.8
559	[+]	Virgin Money Growth 1	Virgin Money Unit Tst Mgr Ltd	45	110.40	110.40	2.00	4.3	12.3	15.6
560	[+]	WS Prudential Risk Managed Passive 2 P Acc	WS Prudential	45	151.62		2.54	6.4	15.3	15.3
561	[+]	Jupiter Merlin Conservative Select I Acc	Jupiter Unit Trust Mgrs Ltd	52	82.96		4.25	7.0	15.3	15.1
562	[+]	WS Verbatim Portfolio 3 B Acc	Waystone Management (UK) Limit	42	189.29		n/a	6.1	12.6	15.1
563	[+]	MGTS IBOSS 1 R Acc GBP	IBOSS Asset Management Ltd	40	131.76		0.26	6.0	12.9	15.1
564	[+]	Thesis KES Income & Growth Acc	Thesis Unit Trust Mgmt Ltd	57	214.90	228.60	1.00	3.4	6.7	14.9
565	[+]	VT Esprit Careful Growth Acc	Valu-Trac Investment Managemen	41	120.32		3.09	4.5	12.2	14.8
566	[+]	abrdn MyFolio Index I Inst B Acc GBP	abrdn Fund Managers Limited	37	60.30		3.26	5.4	13.0	14.7
567	[+]	EF Brompton Global Conservative B	WAY Fund Managers	36	150.54		1.72	4.5	10.1	14.4
568	[+]	MGTS Sentinel Defensive B Acc	Margetts Fund Management	28	153.34		0.55	4.0	13.6	14.2
569	[+]	Coutts Managed Cautious 1 Acc	Royal Bk of Scotland Coll Inv	59	118.55		1.48	6.6	15.9	14.2
570	[+]	Scottish Widows Managed Growth 2G L Acc	Scottish Wid UT Mgr Limited	45	153.80		3.70	5.4	13.8	14.2
571	[+]	Santander Atlas Income Portfolio II	Santander Asset Mgmt UK Ltd	51	195.70		4.24	4.6	13.7	13.9
572	[+]	Jupiter Monthly Alternative Income I Acc	Jupiter Unit Trust Mgrs Ltd	75	143.90		6.49	6.8	-7.9	13.9
573	[+]	L&G Multi Asset Core 20 I Acc GBP	Legal & General UT Mgr Ltd	33	56.58		3.50	4.3	11.4	13.9
574	[+]	Liontrust MA Dynamic Passive Prudent S Acc	Liontrust	34	159.37		2.67	6.1	11.4	13.8
575	[+]	VT AJ Bell Cautious I Acc	Valu-Trac Investment Managemen	39	125.20		1.82	3.6	9.4	13.8
576	[+]	Handelsbanken Income Multi Asset I	Handelsbanken ACD Limited	49	96.53		5.42	5.6	6.6	13.8
577	[+]	HSBC Global Responsible Multi-Asset Conservative Portfolio C Inc	HSBC Asset Management (Fund Se	45	119.40		1.76	4.2	10.0	13.6
578	[+]	Handelsbanken Cautious Multi Asset I Acc NAV	Handelsbanken ACD Limited	51	162.62		2.08	3.8	8.3	13.5
579	[+]	abrdn MyFolio Multi Manager I Inst Acc GBP	abrdn Fund Managers Limited	36	79.32		1.81	4.8	10.1	13.4
580	[+]	EF New Horizon Income B Inc	WAY Fund Managers	43	79.98		4.48	5.3	13.3	13.4
581	[+]	MI Canaccord Genuity Risk Profile 3 A Acc	Canaccord Genuity Limited	36	114.80		2.33	4.4	9.5	13.0
582	[+]	SVS Cornelian Defensive RMP G Acc	Brooks Macdonald Asset Managem	39	120.81		2.94	3.5	8.5	12.9
583	[+]	WS Aegon Multi-Asset Income 2 A Inc	Aegon Investments Limited	54	103.00		2.94	4.5	10.4	12.9
584	[+]	Broadway ICVC Income	The 140 Investment Managers	34	88.67		3.37	2.9	6.3	12.8
585	[+]	FP Apollo Multi Asset Cautious D GBP	Apollo Asset Management	46	177.69		0.02	-0.6	1.8	12.8
586	[+]	SVS Cornelian Defensive D Acc	Brooks Macdonald Asset Managem	37	172.94		2.98	3.7	9.5	12.7
587	[+]	WS Aegon Multi-Asset 2 A Acc	Aegon Investments Limited	52	118.82		2.09	4.0	10.9	12.6
588	[+]	Xtrackers Portfolio Income UCITS ETF 1D GBP	Xtrackers (IE) PLC	39	11.57 (GBP)		n/a	6.8	15.1	12.6
589	[+]	VT Tatton Blended Defensive Retail Acc	Valu-Trac Investment Managemen	39	110.77		n/a	5.9	11.6	12.5
590	[+]	WS Prudential Risk Managed Active 1 P Acc	WS Prudential	38	150.01		0.92	5.9	11.2	12.5
591	[+]	Santander Max 50% Shares Portfolio RA	Santander Asset Mgmt UK Ltd	56	340.60		3.35	3.9	10.0	12.4
592	[+]	WS Bentley US Dollar Balanced	Waystone Management (UK) Limit	67	1.60 (USD)		0.33	4.6	12.2	12.4
593	[+]	SVS Brooks Macdonald Blueprint Defensive Income A Inc	Brooks Macdonald Asset Managem	33	117.60		2.96	4.2	9.2	12.3
594	[+]	Liontrust MA Monthly High Income S Inc	Liontrust	40	87.15		4.40	6.7	13.7	12.2
595	[+]	7IM Responsible Balanced C Acc	7IM Investment Funds	59	197.29		2.40	2.4	7.7	12.1
596	[+]	JPM Multi-Asset Cautious C Acc	JP Morgan Asset Management UK	56	110.80		2.11	5.3	10.2	11.9
597	[+]	Quilter Investors Cirilium Conservative Passive Portfolio R Acc GBP	Quilter Investors Limited	36	156.78		1.91	5.5	12.3	11.7
598	[+]	7IM Real Return C Acc	7IM Investment Funds	21	170.00		2.00	2.1	11.1	11.5
599	[+]	Prima Cautious A Acc GBP	Margetts Fund Management	43	100.39		n/a	1.9	9.5	11.0
600	[+]	CFP Castlefield Thoughtful Portfolio Income G Income	ConBrio Fund Partners Limited	54	94.47		3.50	2.1	2.4	10.9

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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