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
1	[+]	BlackRock Overseas Equity I	BlackRock	117	673.82	707.51	1.15	11.3	43.0	87.2
2	[+]	Halifax International Growth C	HBOS Investment Fd Mgrs Ltd	113	173.30	0.00	0.60	11.4	39.5	86.3
3	[+]	BlackRock Global Equity D	BlackRock	99	487.08	487.08	2.07	11.0	38.3	82.1
4	[+]	Quilter Investors Cirilium Adventurous Passive Portfolio R Acc GBP	Quilter Investors Limited	89	229.79		1.28	13.2	43.2	81.7
5	[+]	BlackRock Consensus 100 D	BlackRock	106	416.46	416.46	1.45	11.0	40.5	81.1
6	[+]	Vanguard LifeStrategy 100% Equity A Shares Acc	Vanguard Investments UK Limite	110	398.79 (GBP)		1.91	12.9	39.6	79.8
7	[+]	True Potential SEI Aggressive Inc	True Potential Investments	101	186.46		1.83	11.5	36.1	78.8
8	[+]	TM Stonehage Fleming Global Equities B Inc	Thesis Unit Trust Mgmt Ltd	217	4.56 (GBP)	4.57 (GBP)	1.55	30.9	48.5	77.5
9	[+]	M&G Managed Growth I Acc GBP	M&G UK	78	2,870.40		1.90	8.1	34.6	77.1
10	[+]	Thesis Destiny A Inc	Thesis Unit Trust Mgmt Ltd	99	236.00		2.20	10.9	36.9	73.9
11	[+]	Thesis Destiny B Inc	Thesis Unit Trust Mgmt Ltd	99	228.80		1.40	10.8	36.8	73.8
12	[+]	BlackRock ACS Lifepath 2052-2054 X1	BlackRock	113	183.82	184.04	1.68	9.4	36.3	73.6
13	[+]	Thesis KES Diversified Inc	Thesis Unit Trust Mgmt Ltd	99	504.20	536.00	2.70	5.8	39.3	72.7
14	[+]	HL UK Income A Acc	Hargreaves Lansdown Fund Mgmt	101	264.12		3.48	11.5	29.8	71.2
15	[+]	Fidelity Allocator World W Acc	Fidelity International (FIL In	106	353.10		n/a	9.4	32.7	71.1
16	[+]	Royal London GMAP Dynamic Equity M Acc	Royal London Unit Tst Mgrs Ltd	101	234.20		1.31	8.0	35.8	70.7
17	[+]	BlackRock ACS Lifepath 2049-2051 X1	BlackRock	109	180.41	180.63	1.66	9.0	34.2	70.2
18	[+]	VT Aggressive Portfolio Overlay C	Valu-Trac Investment Managemen	80	232.30		0.91	10.7	30.7	69.1
19	[+]	abrdn MyFolio Index V Inst B Acc GBP	abrdn Fund Managers Limited	93	86.91		2.02	11.1	35.0	68.6
20	[+]	WS Aegon Multi-Asset 5 A Acc	Aegon Investments Limited	99	167.41		1.63	9.8	35.0	68.4
21	[+]	Taber Investment	Evelyn Partners Fund Solutions	103	3,089.00		1.91	12.5	39.5	68.3
22	[+]	HSBC Global Strategy Adventurous Portfolio C Acc	HSBC Asset Management (Fund Se	101	196.10		1.52	8.8	31.8	67.6
23	[+]	WS AVI Worldwide Opportunities B GBP	Waystone Management (UK) Limit	70	652.02		2.00	7.4	22.5	67.5
24	[+]	VT Tatton Blended Aggressive Retail Acc	Valu-Trac Investment Managemen	79	152.22		n/a	11.0	31.7	67.4
25	[+]	Fidelity Open World W Acc	Fidelity International (FIL In	94	292.00		n/a	9.5	29.8	67.3
26	[+]	Forest Acc	Evelyn Partners Fund Solutions	127	726.30		1.29	9.7	35.6	67.0
27	[+]	Liontrust MA Dynamic Passive Adventurous S Acc	Liontrust	88	264.25		1.53	12.6	36.5	66.8
28	[+]	Santander Max 100% Shares Portfolio RA	Santander Asset Mgmt UK Ltd	105	775.40		0.45	9.2	35.8	66.6
29	[+]	VT AJ Bell Adventurous I Acc	Valu-Trac Investment Managemen	83	189.69		2.18	9.6	29.8	66.1
30	[+]	BlackRock ACS Lifepath 2046-2048 X1	BlackRock	103	176.22	176.43	1.65	8.7	32.3	65.9
31	[+]	True Potential Schroders Balanced Acc	True Potential Investments	65	184.13		1.48	9.6	32.8	65.9
32	[+]	Milne	Evelyn Partners Fund Solutions	92	293.30		1.35	12.6	39.5	65.5
33	[+]	Invesco Summit Growth 5 (UK) Z Acc	Invesco Fund Managers Ltd	94	319.14		0.79	7.0	31.6	65.2
34	[+]	Thesis ORD Acc	Thesis Unit Trust Mgmt Ltd	103	546.80		0.21	11.3	37.3	64.8
35	[+]	VT AJ Bell Global Growth I Acc	Valu-Trac Investment Managemen	88	168.48		1.92	9.9	26.0	64.3
36	[+]	Quilter Investors Cirilium Dynamic Passive Portfolio R Acc GBP	Quilter Investors Limited	78	283.84		1.73	11.9	33.8	64.2
37	[+]	RBS Coutts Managed Adventurous	Royal Bk of Scotland Coll Inv	114	160.99		1.25	11.1	33.0	63.9
38	[+]	Liontrust MA Dynamic Passive Growth S Acc	Liontrust	80	260.83		1.73	11.5	33.4	63.1
39	[+]	Unicorn Mastertrust B	Unicorn Asset Mgt	88	656.58		1.14	8.3	28.0	62.9
40	[+]	Waverton Strategic Equity A GBP	Waverton Investment Management	101	32.29 (GBP)		n/a	6.7	32.6	62.9
41	[+]	Santander Atlas Portfolio 7 IA	Santander Asset Mgmt UK Ltd	85	355.00		1.89	9.8	33.2	62.3
42	[+]	Barclays Global Markets Adventurous R Acc GBP	Barclays	98	296.00		0.42	11.9	35.3	62.3
43	[+]	Charles Stanley UK & International Growth A Acc	Charles Stanley & Co Ltd	87	407.90		1.05	9.0	28.7	62.2
44	[+]	Invesco Managed Growth (UK) Z Acc	Invesco Fund Managers Ltd	90	582.18		1.68	7.1	30.3	62.1
45	[+]	BlackRock ACS Lifepath 2043-2045 X1	BlackRock	94	171.07	171.24	1.60	9.0	30.1	60.3
46	[+]	L&G Multi-Index 7 I Acc	Legal & General UT Mgr Ltd	92	127.60		1.70	10.2	30.6	60.1
47	[+]	HSBC World Selection Adventurous Portfolio C Acc	HSBC Asset Management (Fund Se	91	251.60		1.31	7.6	27.5	59.8
48	[+]	Man Stockmarket Managed Fund C Professional	Man Group	75	270.20		2.22	5.3	29.9	59.8
49	[+]	NFU Mutual Mixed Portfolio Max 100% Shares C	NFU Mutual Unit Managers Ltd	95	189.75		1.58	8.9	28.6	59.3
50	[+]	Quilter Investors Creation Adventurous Portfolio U2 Acc GBP	Quilter Investors Limited	84	165.80		1.23	8.7	30.9	58.7
51	[+]	Quilter Investors Cirilium Adventurous Blend Portfolio U1 Acc GBP	Quilter Investors Limited	86	149.93		1.49	9.3	30.9	57.9
52	[+]	Scottish Widows Progressive Growth D Acc	Scottish Wid UT Mgr Limited	77	263.10		2.00	10.7	27.7	57.6
53	[+]	VT Chelsea Managed Aggressive Growth A Acc GBP	Valu-Trac Investment Managemen	82	188.64		1.06	14.2	33.2	57.3
54	[+]	Schroder Blended Portfolio 8 Z Acc	Schroder UT Managers	80	96.21		1.08	10.0	29.8	57.1
55	[+]	M&G Charity Multi Asset Acc GBP	M&G UK	77	12,887.62		3.77	6.2	23.0	57.0
56	[+]	VT Active Portfolio Overlay C	Valu-Trac Investment Managemen	72	205.67		0.88	10.2	27.2	56.9
57	[+]	Liontrust MA UK Equity S Acc	Liontrust	89	190.32		2.21	7.9	27.5	56.6
58	[+]	JPM Multi-Asset Growth C Acc	JP Morgan Asset Management UK	92	143.30		1.45	9.6	29.3	56.6
59	[+]	Jupiter Merlin Growth Portfolio I Acc	Jupiter Unit Trust Mgrs Ltd	95	745.98		0.84	8.9	29.2	56.4
60	[+]	Vanguard Target Retirement 2060 A Acc GBP	Vanguard Investments UK Limite	89	173.62 (GBP)		1.82	10.8	30.7	56.3
61	[+]	Guinness Multi-Asset Growth Y Acc GBP	Guinness Asset Management Ltd	94	16.71 (GBP)		n/a	7.7	26.3	56.3
62	[+]	HSBC Global Strategy Dynamic Portfolio C Acc	HSBC Asset Management (Fund Se	89	351.50		1.67	8.4	27.6	56.3
63	[+]	Vanguard Target Retirement 2065 A Acc GBP	Vanguard Investments UK Limite	89	173.50 (GBP)		1.85	10.9	30.7	56.3
64	[+]	Vanguard Target Retirement 2050 A Acc GBP	Vanguard Investments UK Limite	89	232.51 (GBP)		1.88	10.8	30.7	56.3
65	[+]	Vanguard Target Retirement 2055 A Acc GBP	Vanguard Investments UK Limite	89	232.98 (GBP)		1.86	10.8	30.6	56.2
66	[+]	Scottish Widows Progressive Growth Portfolio 2 A Acc	Scottish Wid UT Mgr Limited	74	377.70		2.00	9.9	27.5	56.1
67	[+]	Scottish Widows Progressive Growth Portfolio 1 A Acc	Scottish Wid UT Mgr Limited	75	347.40		2.00	10.3	29.1	56.1
68	[+]	abrdn MyFolio Multi Manager V Inst Acc GBP	abrdn Fund Managers Limited	86	142.00		1.12	8.5	27.0	56.1
69	[+]	HL Multi Manager Special Situations A Acc	Hargreaves Lansdown Fund Mgmt	107	567.51		0.43	10.4	33.9	55.9
70	[+]	Jupiter Merlin Worldwide Portfolio I Acc	Jupiter Unit Trust Mgrs Ltd	102	544.31		0.40	12.1	34.5	55.7
71	[+]	Janus Henderson Multi-Manager Global Select I Acc	Janus Henderson Global Investo	94	283.10		1.30	4.1	24.3	55.7
72	[+]	Vanguard LifeStrategy 80% Equity A Shares Acc	Vanguard Investments UK Limite	89	326.35 (GBP)		1.83	10.6	30.1	55.7
73	[+]	TM UBS (UK) Global Equity C Acc	Thesis Unit Trust Mgmt Ltd	87	283.20		0.50	7.4	27.7	55.4
74	[+]	VT AJ Bell Income & Growth I Acc	Valu-Trac Investment Managemen	77	142.74		1.92	9.0	26.0	55.4
75	[+]	EF Brompton Global Equity B	WAY Fund Managers	95	278.38		0.36	9.0	32.3	55.3
76	[+]	VT Tatton Blended Active A Acc	Valu-Trac Investment Managemen	70	159.72		n/a	10.1	28.4	55.3
77	[+]	Scottish Widows Managed Growth 6 L Acc	Scottish Wid UT Mgr Limited	80	206.90		1.90	10.5	31.2	55.2
78	[+]	True Potential SEI Growth Inc	True Potential Investments	81	153.56		2.29	9.5	27.6	55.1
79	[+]	HSBC World Selection Dynamic Portfolio C Acc	HSBC Asset Management (Fund Se	84	413.10		1.50	8.5	27.0	55.1
80	[+]	Liontrust MA Blended Growth S Acc	Liontrust	82	232.16		1.36	9.6	29.0	54.7
81	[+]	VT Redlands Equity Portfolio A GBP	Valu-Trac Investment Managemen	87	176.18		1.58	7.9	28.3	54.7
82	[+]	HL Multi Manager UK Growth A Acc	Hargreaves Lansdown Fund Mgmt	99	174.87		1.98	9.2	28.7	54.6
83	[+]	WS Canlife Portfolio VII C Acc	LF Canada Life Asset Managemen	89	210.55		1.74	7.1	24.9	54.5
84	[+]	SPW Dynamic Solution G Acc	Scottish Widows Schroder Perso	80	237.50		0.90	8.2	26.2	54.2
85	[+]	Vanguard Target Retirement 2045 A Acc GBP	Vanguard Investments UK Limite	84	229.44 (GBP)		1.93	10.3	29.2	54.2
86	[+]	SVS Levitas A B Acc	Evelyn Partners Fund Solutions	87	260.30		1.18	9.5	27.6	54.0
87	[+]	Broadway ICVC Growth	The 140 Investment Managers	96	465.43		n/a	13.1	33.6	53.7
88	[+]	The MI Hawksmoor Global Opportunities C Acc GBP	Hawksmoor Investment Mgmt Ltd	79	158.44		1.12	8.8	21.1	53.6
89	[+]	BlackRock ACS Lifepath 2040-2042 X1	BlackRock	89	164.64	164.79	1.59	8.7	27.4	53.6
90	[+]	CT Managed Equity Income Z Inc GBP	Threadneedle Investment Servic	78	126.77		3.60	8.7	26.9	53.5
91	[+]	BlackRock MyMap 6 D Acc	BlackRock	104	170.05		1.24	10.3	31.9	53.3
92	[+]	SVS Cornelian Progressive RMP G Acc	Brooks Macdonald Asset Managem	89	181.57		2.01	6.8	23.8	53.3
93	[+]	Invesco Managed Income (UK) Z Acc	Invesco Fund Managers Ltd	79	476.50		3.06	7.2	28.6	53.2
94	[+]	Margetts International Strategy R Acc	Margetts Fund Management	94	632.43	632.67	0.94	8.8	28.5	53.1
95	[+]	Quilter Investors Cirilium Dynamic Blend Portfolio U1 Acc GBP	Quilter Investors Limited	75	146.60		1.56	8.2	27.7	53.0
96	[+]	WS EkinsGuinness Dynamic Growth B Acc	Waystone Fund Services (UK) Li	86	162.69		0.66	10.6	21.4	52.8
97	[+]	The Arbor	Waystone Management (UK) Limit	86	2,712.26		0.24	11.1	33.4	52.6
98	[+]	True Potential Schroders Cautious Income Acc	True Potential Investments	62	161.67		3.83	7.6	25.9	52.4
99	[+]	IFSL Marlborough 8 Portfolio P Acc	Marlborough Investment Managem	95	415.79		0.58	8.0	31.4	52.3
100	[+]	VT Chelsea Managed Balanced Growth A Acc GBP	Valu-Trac Investment Managemen	65	170.56		2.25	13.0	25.2	52.2
101	[+]	Fidelity Multi Asset Allocator Adventurous W Acc	Fidelity International (FIL In	85	271.70		n/a	8.3	26.7	52.2
102	[+]	VT Sinfonia Adventurous Growth Portfolio A Acc	Valu-Trac Investment Managemen	79	278.10		0.02	9.8	26.4	51.8
103	[+]	abrdn MyFolio Index IV Inst B Acc GBP	abrdn Fund Managers Limited	76	78.07		2.43	9.3	28.8	51.5
104	[+]	TrinityBridge Growth Tactical Passive X Acc	TrinityBridge	85	453.80		1.91	9.1	29.4	51.5
105	[+]	Dunninger B Acc	Evelyn Partners Fund Solutions	109	3,150.00		1.14	9.5	31.3	51.4
106	[+]	Aviva Inv Multi-Manager Flexible 2	Aviva Investors UK Fd Serv Ltd	79	239.37		1.70	11.2	27.4	51.3
107	[+]	Quilter Investors Creation Dynamic Portfolio U1 Acc GBP	Quilter Investors Limited	73	185.40		1.66	7.4	27.3	51.2
108	[+]	TM Mitcham Inc	Thesis Unit Trust Mgmt Ltd	93	177.70		n/a	8.3	29.2	51.2
109	[+]	HSBC Global Responsible Multi-Asset Adventurous Portfolio C Acc	HSBC Asset Management (Fund Se	89	1.68 (GBP)		n/a	5.8	21.9	51.1
110	[+]	SJP Global Growth UT L Acc	St. Jamess Place UT Group Ltd	129	184.50	193.70	n/a	14.1	38.8	51.1
111	[+]	Premier Miton Liberation VII C Acc GBP	Premier Miton Investors	74	235.90		2.60	8.3	24.0	51.1
112	[+]	L&G Multi Manager Growth Trust I Acc	Legal & General UT Mgr Ltd	69	122.80		1.60	9.1	26.5	51.0
113	[+]	Liontrust MA Explorer 100 S Acc	Liontrust	90	236.91		0.73	7.0	28.2	50.8
114	[+]	Evelyn MM Endurance Balanced B Inc	Evelyn Partners Fund Solutions	65	186.20		2.22	8.7	24.3	50.7
115	[+]	VT Tatton Oak Capital Growth B	Valu-Trac Investment Managemen	70	365.48		1.31	9.8	28.0	50.7
116	[+]	Man Balanced Managed Fund C Professional	Man Group	68	236.50		2.50	5.2	26.5	50.4
117	[+]	Barclays Global Markets Growth R Acc GBP	Barclays	83	263.40		0.40	10.4	30.8	50.4
118	[+]	VT AJ Bell Moderately Adventurous I Acc	Valu-Trac Investment Managemen	74	172.19		1.79	8.0	24.0	50.3
119	[+]	Eagle Acc	Evelyn Partners Fund Solutions	81	553.70	553.70	1.97	11.7	37.0	50.3
120	[+]	L&G Multi-Index Income 6 I Acc	Legal & General UT Mgr Ltd	71	95.00		3.40	10.9	27.3	50.2
121	[+]	BlackRock Pension Growth X1	BlackRock	102	170.09	170.22	1.93	10.2	31.2	50.1
122	[+]	Margetts Opes Growth R Acc	Margetts Fund Management	97	653.28	653.39	0.37	10.2	32.5	50.1
123	[+]	Coutts Managed Ambitious I Acc	Royal Bk of Scotland Coll Inv	97	150.62		1.03	9.9	28.6	50.0
124	[+]	Invesco Summit Growth 4 (UK) Z Acc	Invesco Fund Managers Ltd	76	295.87		0.98	6.1	25.7	50.0
125	[+]	Liontrust MA Explorer 85 S Acc	Liontrust	79	231.40		1.03	6.9	25.9	49.8
126	[+]	Fidelity Multi Asset Open Adventurous W Acc	Fidelity International (FIL In	72	216.30		n/a	9.9	25.1	49.3
127	[+]	CT MM Navigator Boutiques C Acc	Columbia Threadneedle Investme	105	162.70		0.30	8.3	27.8	49.1
128	[+]	7IM Absolute Return Portfolio A Acc	7IM Investment Funds	62	178.94		n/a	5.4	15.5	49.0
129	[+]	Premier Miton Multi-Asset Global Growth C Inc GBP	Premier Miton Investors	74	248.70		2.04	10.1	20.8	48.9
130	[+]	Vanguard Target Retirement 2040 A Acc GBP	Vanguard Investments UK Limite	79	221.06 (GBP)		1.99	9.8	27.1	48.9
131	[+]	CT Managed Equity Z Acc GBP	Threadneedle Investment Servic	98	233.97		1.20	7.4	26.5	48.5
132	[+]	Scottish Widows Horizon Multi-Asset 5 Z Acc	Scottish Wid UT Mgr Limited	95	114.70		0.20	7.5	26.9	48.3
133	[+]	abrdn MyFolio Core V Institutional Fixed Acc GBP	abrdn Fund Managers Limited	94	141.60		1.26	7.9	22.6	48.0
134	[+]	The Hall 1 Inc	Thesis Unit Trust Mgmt Ltd	87	86.08		2.41	7.1	22.9	47.8
135	[+]	Barclays Multi-Asset Adventurous Growth B Acc	Barclays Asset Management Ltd	87	143.10		n/a	7.1	20.4	47.7
136	[+]	True Potential Schroders Cautious Acc	True Potential Investments	53	161.80		1.31	6.8	25.4	47.6
137	[+]	HSBC Balanced C Acc	HSBC Asset Management (Fund Se	70	329.00		2.37	7.0	23.5	47.6
138	[+]	WS Aegon Multi-Asset 4 A Acc	Aegon Investments Limited	80	149.71		1.79	7.8	26.0	47.6
139	[+]	CT Multi-Manager Universal Adventurous B Inc	Columbia Threadneedle Investme	83	245.40		1.60	7.9	23.9	47.3
140	[+]	VT Sinfonia Balanced Managed Portfolio A Acc	Valu-Trac Investment Managemen	71	268.28		0.01	9.6	25.1	47.1
141	[+]	WS Sequel Growth Target Return Strategy Retail	Waystone Management (UK) Limit	101	185.35		n/a	7.8	18.2	47.0
142	[+]	IFSL YOU Multi-Asset Blend Growth A Acc	IFSL	77	145.90		0.99	8.6	25.8	46.9
143	[+]	VT Momentum Diversified Growth B Acc	Momentum Global Investment Mgt	72	240.97		3.21	5.4	17.2	46.9
144	[+]	Santander Atlas Portfolio 6 IA	Santander Asset Mgmt UK Ltd	72	307.50		2.03	8.5	27.2	46.8
145	[+]	Jupiter Merlin Balanced Portfolio I Acc	Jupiter Unit Trust Mgrs Ltd	85	307.82		2.83	9.7	25.0	46.7
146	[+]	BlackRock ACS Lifepath 2037-2039 X1	BlackRock	82	158.02	158.16	1.55	8.1	24.2	46.5
147	[+]	WS Verbatim Portfolio 7 B Acc	Waystone Management (UK) Limit	74	279.80		n/a	10.0	23.1	46.3
148	[+]	L&G Multi-Index 6 I Acc	Legal & General UT Mgr Ltd	75	115.10		2.00	8.3	23.9	46.3
149	[+]	SVS Cornelian Progressive D Acc	Brooks Macdonald Asset Managem	83	313.46		1.56	5.3	23.7	46.1
150	[+]	Margetts Opes Income R Acc	Margetts Fund Management	75	428.02	428.02	3.01	7.9	24.7	46.0

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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