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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
601	[+]	Scottish Widows Horizon Multi-Asset 2 Z Acc	Scottish Wid UT Mgr Limited	60	74.70		0.70	4.2	10.2	10.9
602	[+]	Scottish Widows Cautious Growth D Acc	Scottish Wid UT Mgr Limited	43	163.50		3.10	5.4	10.5	10.8
603	[+]	WS Prudential Risk Managed Passive 1 P Acc	WS Prudential	40	149.72		1.43	5.9	13.8	10.8
604	[+]	abrdn MyFolio Core I Institutional Fixed Acc GBP	abrdn Fund Managers Limited	37	79.79		2.88	4.5	9.7	10.7
605	[+]	Barclays Global Markets Defensive R Acc GBP	Barclays Bank Plc	28	142.40		0.80	6.2	11.9	10.7
606	[+]	WS Canlife Portfolio III C Acc	LF Canada Life Asset Managemen	40	147.31		n/a	3.5	8.2	10.6
607	[+]	IFSL Ascot Lloyd 3 A Acc	IFSL	41	115.40		1.94	4.2	9.9	10.5
608	[+]	SPW Cautious Solution G Acc	Scottish Widows Schroder Perso	40	141.10		2.30	5.6	11.2	10.2
609	[+]	VT Avastra Global Alternatives Acc GBP	Valu-Trac Investment Managemen	56	108.70		0.01	8.0	1.8	10.2
610	[+]	Volare Defensive A Acc	Volare	31	115.30		1.98	4.8	11.3	10.1
611	[+]	EF New Horizon Cautious B Inc	WAY Fund Managers	41	120.81		2.48	5.7	13.4	9.8
612	[+]	WS Waverton Absolute Return II B Inc	Waverton Investment Management	23	101.10		0.96	3.4	9.3	9.8
613	[+]	TM Brunsdon Cautious Growth C	Thesis Unit Trust Mgmt Ltd	32	129.40		1.37	3.9	7.7	9.8
614	[+]	BlackRock MyMap 3 D Acc	BlackRock	37	120.05		2.97	5.4	10.9	9.6
615	[+]	True Potential SEI Defensive Inc	True Potential Investments	30	107.47		3.06	3.9	8.8	9.6
616	[+]	VT Greystone Conservative Managed R Acc	Greystone Wealth Management	37	142.71		1.94	4.8	11.5	9.5
617	[+]	Santander Multi Index 2 RA	Santander Asset Mgmt UK Ltd	55	209.60		2.34	4.4	10.1	9.5
618	[+]	L&G Multi-Index 3 I Acc	Legal & General UT Mgr Ltd	42	77.26		2.50	4.7	8.5	9.5
619	[+]	SVS Levitas B B Acc	Evelyn Partners Fund Solutions	33	152.50		2.22	3.7	7.1	9.3
620	[+]	VT Redlands Property Portfolio A GBP	Valu-Trac Investment Managemen	92	109.99		4.00	7.9	-8.3	9.3
621	[+]	7IM AAP Moderately Cautious C Acc	7IM Investment Funds	50	169.23		2.50	4.1	8.5	9.1
622	[+]	7IM Moderately Cautious C Acc	7IM Investment Funds	50	217.62		2.20	3.6	9.7	9.1
623	[+]	Omnis Managed Cautious B Acc	Omnis Investments Ltd	54	265.06		2.12	4.1	8.8	8.9
624	[+]	Liontrust MA Dynamic Passive Reserve S Acc	Liontrust	44	164.83		2.45	7.0	9.9	8.3
625	[+]	Santander Atlas Portfolio 3 IA	Santander Asset Mgmt UK Ltd	43	209.00		2.68	4.8	12.5	8.3
626	[+]	Santander Max 30% Shares Portfolio RA	Santander Asset Mgmt UK Ltd	43	198.60		3.57	3.7	9.2	8.3
627	[+]	Quilter Investors Creation Conservative Portfolio U1 Acc GBP	Quilter Investors Limited	34	123.80		2.44	2.5	7.6	8.0
628	[+]	Janus Henderson Core 3 Income I Inc	Janus Henderson Global Investo	44	91.64		4.70	4.1	6.2	7.9
629	[+]	Scottish Widows Cautious Income Portfolio 2 A Acc	Scottish Wid UT Mgr Limited	40	203.00		3.20	4.4	8.8	7.7
630	[+]	EF 8AM Cautious A	8AM Global LTD	57	111.37		0.72	5.0	8.3	7.7
631	[+]	Scottish Widows Cautious Income Portfolio 1 A Acc	Scottish Wid UT Mgr Limited	39	195.30		3.20	4.4	8.2	7.5
632	[+]	Liontrust Diversified Real Assets A Acc	Liontrust	89	130.10		5.04	3.8	-6.7	7.4
633	[+]	BlackRock Consensus 35 D	BlackRock	42	162.90	162.90	2.70	4.1	9.3	7.3
634	[+]	Invesco Summit Growth 1 (UK) Z Acc	Invesco Fund Managers Ltd	45	222.73		1.69	2.9	8.8	7.0
635	[+]	Quilter Investors Cirilium Conservative Blend Portfolio U1 Acc GBP	Quilter Investors Limited	35	110.87		2.44	2.6	7.1	6.6
636	[+]	Janus Henderson Multi-Manager Diversified I Inc	Janus Henderson Global Investo	44	102.30		3.90	3.3	7.9	6.5
637	[+]	Barclays Multi-Asset Defensive B Acc	Barclays Asset Management Ltd	30	108.00		n/a	4.1	9.1	6.5
638	[+]	CT Managed Bond Focused Z Acc GBP	Threadneedle Investment Servic	49	141.84		2.50	4.2	8.5	6.3
639	[+]	Fidelity Multi Asset Allocator Defensive W Acc	Fidelity International (FIL In	38	148.80		n/a	4.8	9.7	6.1
640	[+]	SVS Brown Shipley Cautious I Acc	Brown Shipley	40	127.55		2.76	4.4	10.7	6.0
641	[+]	Liontrust MA Explorer Income 45 S Inc	Liontrust	51	109.86		2.24	6.1	11.4	6.0
642	[+]	Quilter Investors Cirilium Conservative Portfolio R Acc GBP	Quilter Investors Limited	37	149.49		2.72	2.5	3.8	5.8
643	[+]	Liontrust MA Blended Reserve S Acc	Liontrust	45	141.71		3.27	7.3	11.0	5.8
644	[+]	CT Universal MAP Defensive C Acc	Columbia Threadneedle Investme	50	54.67		2.20	6.1	7.6	5.7
645	[+]	CT Multi-Manager Universal Defensive B Inc	Columbia Threadneedle Investme	44	55.04		2.50	2.1	4.0	5.7
646	[+]	Omnis Multi-Manager Cautious B Acc	Omnis Investments Ltd	51	214.10		2.28	2.8	4.7	5.3
647	[+]	HSBC Global Strategy Cautious Portfolio C Acc	HSBC Asset Management (Fund Se	39	162.00		2.09	4.0	8.2	5.1
648	[+]	HSBC World Selection Cautious Portfolio C Acc	HSBC Asset Management (Fund Se	38	170.00		2.89	3.4	7.3	5.0
649	[+]	Fidelity Multi Asset Income W Acc	Fidelity International (FIL In	38	110.40		5.34	4.5	7.3	4.6
650	[+]	HL Global Bond A Acc	Hargreaves Lansdown Fund Mgmt	37	210.26		4.54	5.4	9.5	4.2
651	[+]	VT Redlands Fixed Income Portfolio A GBP	Valu-Trac Investment Managemen	35	109.61		3.87	3.4	8.3	2.3
652	[+]	7IM AAP Cautious C Acc	7IM Investment Funds	43	156.89		1.70	2.5	4.2	1.4
653	[+]	WS Aegon Multi-Asset 1 A Acc	Aegon Investments Limited	46	108.46		2.30	2.4	5.4	1.3
654	[+]	Vanguard LifeStrategy 20% Equity A Gross Acc GBP	Vanguard Investments UK Limite	44	171.33 (GBP)		2.83	3.8	5.5	1.0
655	[+]	HSBC Global Responsible Multi-Asset Cautious Portfolio C Acc	HSBC Asset Management (Fund Se	37	1.06 (GBP)		n/a	3.3	5.0	0.8
656	[+]	SVS Saltus Fixed Income X Inc	Evelyn Partners Fund Solutions	33	89.24		4.22	2.5	4.4	0.5
657	[+]	Scottish Widows Horizon Multi-Asset 1 Z Acc	Scottish Wid UT Mgr Limited	58	64.33		0.80	2.5	3.8	-0.5
658	[+]	FP Foresight UK Infrastructure Income A Acc	FundRock Partners Ltd	98	125.22		5.81	3.0	-13.2	-0.8
659	[+]	Santander Multi Index 1 RA	Santander Asset Mgmt UK Ltd	51	185.00		2.87	3.4	4.9	-1.4
660	[+]	CT Managed Bond Z Acc GBP	Threadneedle Investment Servic	46	131.47		2.70	3.4	4.3	-2.4
661	[+]	Liontrust MA Explorer 35 S Acc	Liontrust	48	125.37		2.29	5.8	5.2	-2.5
662	[+]	FP Russell Investments Defensive Assets C Acc	FP Russell Investments ICVC	32	118.58		3.33	3.5	6.0	-2.7
663	[+]	Thesis Hector B Acc	Thesis Unit Trust Mgmt Ltd	69	1,673.00		n/a	-1.9	-9.8	-3.4
664	[+]	Royal London GMAP Diversified Bond M Acc	Royal London Unit Tst Mgrs Ltd	48	112.50		2.67	0.5	-0.8	-6.3
665	[+]	Santander Sterling Bond Portfolio RA	Santander Asset Mgmt UK Ltd	49	263.50		4.49	2.7	2.6	-8.8
666	[+]	VT Avastra Global Fixed Income Acc GBP	Valu-Trac Investment Managemen	39	93.90		0.03	0.1	-2.4	-14.0
667	[+]	7IM Pathbuilder 4 C Acc	7IM Investment Funds	92	128.24		1.40	9.9	32.8	n/a
668	[+]	abrdn MyFolio Enhanced ESG I Institutional B Fixed Acc GBP	abrdn Fund Managers Limited	39	52.48		1.84	5.0	10.7	n/a
669	[+]	abrdn MyFolio Enhanced ESG II Institutional B Fixed Acc GBP	abrdn Fund Managers Limited	50	55.23		1.50	5.5	14.4	n/a
670	[+]	abrdn MyFolio Enhanced ESG III Institutional B Fixed Acc GBP	abrdn Fund Managers Limited	63	58.40		1.39	6.2	17.4	n/a
671	[+]	abrdn MyFolio Enhanced ESG Index I Institutional B Fixed Acc	abrdn Fund Managers Limited	36	57.69		2.85	5.3	12.1	n/a
672	[+]	abrdn MyFolio Enhanced ESG Index II Institutional B Fixed Acc	abrdn Fund Managers Limited	49	59.77		1.90	6.2	15.5	n/a
673	[+]	abrdn MyFolio Enhanced ESG Index III Institutional B Fixed Acc	abrdn Fund Managers Limited	61	62.87		1.68	7.5	20.6	n/a
674	[+]	abrdn MyFolio Enhanced ESG Index IV Institutional B Fixed Acc	abrdn Fund Managers Limited	72	65.22		1.54	8.5	24.4	n/a
675	[+]	abrdn MyFolio Enhanced ESG Index V Institutional B Fixed Acc	abrdn Fund Managers Limited	88	68.51		1.69	9.7	29.9	n/a
676	[+]	abrdn MyFolio Enhanced ESG IV Institutional B Fixed Acc GBP	abrdn Fund Managers Limited	78	62.75		1.51	7.1	20.8	n/a
677	[+]	abrdn MyFolio Enhanced ESG V Institutional B Fixed Acc GBP	abrdn Fund Managers Limited	91	66.49		1.55	7.3	22.7	n/a
678	[+]	Activus Diversified A Acc	Activus Wealth Ltd	43	92.52		n/a	-0.7	-5.1	n/a
679	[+]	BlackRock ACS LifePath 2055-2057 X1 Acc	BlackRock	116	133.38	133.54	n/a	9.4	36.9	n/a
680	[+]	BlackRock MyMap 3 Select ESG D Acc GBP	BlackRock	38	106.13		2.89	4.7	9.8	n/a
681	[+]	BlackRock MyMap 4 Select Income D Inc GBP	BlackRock	47	101.69		4.30	7.6	20.9	n/a
682	[+]	BlackRock MyMap 7 Select ESG D Acc GBP	BlackRock	113	133.23		0.93	9.4	34.4	n/a
683	[+]	BLENHEIM Diversified Fixed Income R Acc	Margetts Fund Management	29	105.48		n/a	4.1	12.0	n/a
684	[+]	BLENHEIM Diversified Property R Acc	Margetts Fund Management	71	103.28		n/a	0.2	-6.6	n/a
685	[+]	BLENHEIM Ethical Opportunities R Acc	Margetts Fund Management	51	111.21		n/a	3.7	8.7	n/a
686	[+]	BLENHEIM Overseas Equity R Acc	Margetts Fund Management	100	124.00		n/a	8.3	26.2	n/a
687	[+]	BLENHEIM UK Equity R Acc	Margetts Fund Management	95	133.90		n/a	8.4	28.9	n/a
688	[+]	CG Morningstar Multi Asset 40 A	Carne Global Fund Managers (UK	47	1.14 (GBP)		n/a	5.3	13.3	n/a
689	[+]	CG Morningstar Multi Asset 60 A	Carne Global Fund Managers (UK	59	1.28 (GBP)		n/a	7.0	19.2	n/a
690	[+]	CG Morningstar Multi Asset 80 A	Carne Global Fund Managers (UK	72	1.41 (GBP)		n/a	8.5	24.4	n/a
691	[+]	Coutts Managed Global Ambitious UH Acc USD	Royal Bk of Scotland Coll Inv	99	147.78 (USX)		n/a	9.2	n/a	n/a
692	[+]	CT Managed Growth L Inc	Columbia Threadneedle Investme	85	71.12		0.80	8.2	28.1	n/a
693	[+]	CT Sustainable Universal MAP Defensive C Acc	Columbia Threadneedle Investme	54	48.98		4.10	2.7	3.8	n/a
694	[+]	EdenTree Multi-Asset Balanced B Acc GBP	EdenTree Investment Management	65	106.10		2.14	5.6	16.5	n/a
695	[+]	EdenTree Multi-Asset Cautious B Acc GBP	EdenTree Investment Management	54	104.60		2.12	4.7	14.0	n/a
696	[+]	EdenTree Multi-Asset Growth B Acc GBP	EdenTree Investment Management	74	109.70		1.86	6.6	21.2	n/a
697	[+]	Fidelity Balanced Portfolio JMA Acc GBP	Fidelity International (FIL In	n/a	104.50		n/a	n/a	n/a	n/a
698	[+]	Fidelity Defensive Portfolio JMA Acc GBP	Fidelity International (FIL In	n/a	103.70		n/a	n/a	n/a	n/a
699	[+]	Fidelity Growth Portfolio JMA Acc GBP	Fidelity International (FIL In	n/a	105.80		n/a	n/a	n/a	n/a
700	[+]	Fidelity Structural Growth Portfolio JMA Acc GBP	Fidelity International (FIL In	n/a	104.50		n/a	n/a	n/a	n/a
701	[+]	Fortem Capital Dynamic Growth M Acc GBP	Fortem Capital Ltd	n/a	1.04 (GBP)		n/a	1.9	n/a	n/a
702	[+]	FP Brunel Diversifying Returns	FundRock Partners Ltd	42	120.98		0.01	4.4	15.4	n/a
703	[+]	FP Mattioli Woods Passive Adventurous B Inc GBP	FundRock Partners Ltd	96	122.46		1.06	11.8	30.5	n/a
704	[+]	FP Mattioli Woods Passive Balanced B Inc GBP	FundRock Partners Ltd	65	114.62		1.69	10.0	21.6	n/a
705	[+]	FP Mattioli Woods Passive Cautious B Inc GBP	FundRock Partners Ltd	48	107.47		2.21	7.5	16.5	n/a
706	[+]	FP Mattioli Woods Passive Growth B Inc GBP	FundRock Partners Ltd	77	115.96		1.33	11.7	26.2	n/a
707	[+]	HL Adventurous Managed Acc GBP	Hargreaves Lansdown Fund Mgmt	109	130.20		0.36	10.6	n/a	n/a
708	[+]	HL Balanced Managed Acc GBP	Hargreaves Lansdown Fund Mgmt	64	121.05		1.40	7.3	n/a	n/a
709	[+]	HL Growth A Acc GBP	Hargreaves Lansdown Fund Mgmt	87	123.27		1.39	11.6	32.2	n/a
710	[+]	HL Moderately Adventurous Managed Acc GBP	Hargreaves Lansdown Fund Mgmt	88	125.86		0.99	9.3	n/a	n/a
711	[+]	HL Multi-Index Cautious D Acc GBP	Hargreaves Lansdown Fund Mgmt	39	116.83		2.00	6.2	n/a	n/a
712	[+]	HL Multi-Index Moderately Adventurous D Acc GBP	Hargreaves Lansdown Fund Mgmt	87	128.09		1.34	10.8	n/a	n/a
713	[+]	IFSL atomos Conservative A Acc	IFSL	41	110.00		n/a	4.7	8.9	n/a
714	[+]	IFSL CPN Defensive Strategy X Acc GBP	IFSL	34	107.00		n/a	3.8	n/a	n/a
715	[+]	IFSL CPN Global Opportunities X Acc GBP	IFSL	114	122.80		n/a	4.5	n/a	n/a
716	[+]	IFSL Equilibrium Defensive Portfolio Class A Acc	IFSL	30	103.70		2.10	4.9	6.3	n/a
717	[+]	IFSL Marlborough 3 Portfolio P Inc	Marlborough Investment Managem	42	98.11		n/a	4.4	10.4	n/a
718	[+]	IFSL Marlborough 5 Portfolio P Inc	Marlborough Investment Managem	n/a	103.05		n/a	n/a	n/a	n/a
719	[+]	IFSL Marlborough 7 Portfolio M Acc	Marlborough Investment Managem	n/a	103.37		n/a	n/a	n/a	n/a
720	[+]	IFSL Titan Absolute Return A Acc GBP	IFSL	n/a	100.40		n/a	n/a	n/a	n/a
721	[+]	IFSL YOU Adventurous Acc GBP	IFSL	89	132.90		0.80	8.7	n/a	n/a
722	[+]	IFSL YOU Multi-Asset Blend Cautious A Acc	IFSL	38	120.20		1.13	6.1	n/a	n/a
723	[+]	Invesco Summit Income (UK) No Trail Acc GBP	Invesco Fund Managers Ltd	n/a	103.36		n/a	1.9	n/a	n/a
724	[+]	Invesco Summit Responsible 1 (UK) Z Acc	Invesco Fund Managers Ltd	41	199.48		n/a	3.7	6.6	n/a
725	[+]	Invesco Summit Responsible 2 (UK) Z Acc	Invesco Fund Managers Ltd	47	217.97		n/a	5.2	12.7	n/a
726	[+]	Invesco Summit Responsible 3 (UK) Z Acc	Invesco Fund Managers Ltd	60	240.87		n/a	6.4	18.3	n/a
727	[+]	Invesco Summit Responsible 4 (UK) Z Acc	Invesco Fund Managers Ltd	75	266.01		n/a	7.4	25.0	n/a
728	[+]	Invesco Summit Responsible 5 (UK) Z Acc	Invesco Fund Managers Ltd	88	286.51		n/a	8.1	30.6	n/a
729	[+]	Jupiter Merlin Moderate Select I Acc GBP	Jupiter Unit Trust Mgrs Ltd	57	116.73		2.66	7.4	n/a	n/a
730	[+]	L&G Future World ESG Screened and Selected Multi-Index 3 I Acc	Legal & General UT Mgr Ltd	46	52.40		1.80	4.7	8.2	n/a
731	[+]	L&G Future World ESG Screened and Selected Multi-Index 6 I Acc	Legal & General UT Mgr Ltd	76	64.43		1.80	8.1	22.2	n/a
732	[+]	L&G Future World ESG Screened and Selected Multi-Index 7 I Acc	Legal & General UT Mgr Ltd	93	68.27		1.40	10.0	29.1	n/a
733	[+]	L&G Global Thematic I Acc GBP	Legal & General UT Mgr Ltd	152	56.25		1.20	10.1	22.0	n/a
734	[+]	MF Eclipse Active Adventurous Acc GBP	Minerva	88	125.65		0.70	7.9	25.7	n/a
735	[+]	MF Eclipse Active Defensive Acc GBP	Minerva	42	111.50		1.60	5.6	11.5	n/a
736	[+]	MF Eclipse Passive Adventurous B GBP	Minerva	n/a	104.38		0.50	n/a	n/a	n/a
737	[+]	MF Eclipse Passive Defensive B GBP	Minerva	n/a	101.51		1.00	n/a	n/a	n/a
738	[+]	MF Vela Adventurous	Minerva	93	123.24		0.90	8.1	n/a	n/a
739	[+]	MF Vela Defensive	Minerva	47	116.46		1.30	6.1	n/a	n/a
740	[+]	MGTS Progeny Dynamic Bond Acc	Margetts Fund Management	42	98.12		n/a	3.4	4.7	n/a
741	[+]	MGTS Progeny Dynamic Equity Acc	Margetts Fund Management	96	134.20		n/a	8.4	27.8	n/a
742	[+]	MGTS Progeny Systematic Bond Acc	Margetts Fund Management	44	94.36		n/a	2.5	0.2	n/a
743	[+]	MGTS Progeny Systematic Equity Acc	Margetts Fund Management	93	138.28		n/a	9.8	33.0	n/a
744	[+]	MGTS SIIION Adventurous Acc GBP	Margetts Fund Management	86	128.67		n/a	7.6	n/a	n/a
745	[+]	MGTS SIIION Balanced Acc GBP	Margetts Fund Management	74	126.06		n/a	8.6	n/a	n/a
746	[+]	MGTS SIIION Cautious Acc GBP	Margetts Fund Management	59	124.31		n/a	7.8	n/a	n/a
747	[+]	MGTS Tempus Universal Portfolio Acc	Margetts Fund Management	73	130.05		n/a	7.9	23.7	n/a
748	[+]	MI Brewin Dolphin Voyager Max 100% Equity A Acc	Brewin Dolphin Limited	94	125.98		n/a	11.5	33.0	n/a
749	[+]	MI Brewin Dolphin Voyager Max 40% Equity A Acc	Brewin Dolphin Limited	38	114.64		n/a	6.1	13.0	n/a
750	[+]	MI Brewin Dolphin Voyager Max 60% Equity A Acc	Brewin Dolphin Limited	50	126.00		n/a	7.4	18.0	n/a

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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