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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

784 funds
Rank		Fund	Group	FE fundinfo Risk Score	Bid	Offer	Yield	1y	3y	5y
601	[+]	Fidelity Multi Asset Income W Acc	Fidelity International (FIL In	56	125.70		5.34	15.5	26.0	14.6
602	[+]	SVS Brooks Macdonald Blueprint Defensive Income A Inc	Brooks Macdonald Asset Managem	31	122.50		2.77	7.3	16.7	14.5
603	[+]	SVS Cornelian Defensive D Acc	Brooks Macdonald Asset Managem	35	182.98		3.05	8.4	17.8	14.4
604	[+]	7IM AAP Moderately Cautious C Acc	7IM Investment Funds	47	182.97		2.20	9.5	18.7	14.3
605	[+]	Barclays Global Markets Defensive R Acc GBP	Barclays Bank Plc	23	148.70		0.80	7.1	21.6	14.3
606	[+]	VT Cantab Moderate A Inc GBP	Valu-Trac Investment Managemen	54	129.73		0.02	10.3	22.2	14.3
607	[+]	abrdn MyFolio Enhanced ESG I Institutional B Fixed Acc GBP	abrdn Fund Managers Limited	36	56.42		2.58	9.7	22.7	14.3
608	[+]	TM Castlefield Thoughtful Growth Portfolio G Income	Thesis Unit Trust Mgmt Ltd	69	116.65		1.50	7.4	10.6	14.3
609	[+]	abrdn MyFolio Multi Manager I Inst Acc GBP	abrdn Fund Managers Limited	33	83.94		2.80	7.9	18.8	14.1
610	[+]	Liontrust MA Blended Reserve S Acc	Liontrust	41	153.82		3.19	11.7	27.2	14.0
611	[+]	Prima Cautious A Acc GBP	Margetts Fund Management	38	106.47		n/a	6.4	16.8	14.0
612	[+]	WS Prudential Risk Managed Active 1 P Acc	WS Prudential	34	159.94		0.79	9.1	21.0	13.9
613	[+]	VT EPIC Multi Asset Growth I Acc GBP	EPIC Markets (UK) LLP	66	135.75		1.29	16.7	32.2	13.9
614	[+]	abrdn MyFolio Core I Institutional Fixed Acc GBP	abrdn Fund Managers Limited	33	85.13		2.75	9.2	20.9	13.8
615	[+]	L&G Multi-Index 3 I Acc	Legal & General UT Mgr Ltd	38	82.59		2.40	9.3	20.9	13.8
616	[+]	7IM Responsible Balanced C Acc	7IM Investment Funds	57	210.70		2.20	7.1	17.0	13.6
617	[+]	SPW Cautious Solution G Acc	Scottish Widows Schroder Perso	37	150.10		2.20	8.4	21.4	13.6
618	[+]	EF New Horizon Cautious B Inc	WAY Fund Managers	37	125.13		2.69	8.6	20.9	13.5
619	[+]	Volare Defensive A Acc	Volare	29	120.52		1.89	6.5	17.4	13.3
620	[+]	Janus Henderson Core 3 Income I Inc	Janus Henderson Global Investo	39	95.11		4.40	10.4	17.8	13.1
621	[+]	Scottish Widows Cautious Income Portfolio 2 A Acc	Scottish Wid UT Mgr Limited	37	218.00		3.00	8.2	22.3	13.0
622	[+]	Scottish Widows Cautious Income Portfolio 1 A Acc	Scottish Wid UT Mgr Limited	36	209.50		3.00	8.3	21.8	13.0
623	[+]	BLENHEIM Diversified Property R Acc	Margetts Fund Management	75	112.55		n/a	9.3	12.2	13.0
624	[+]	Omnis Managed Cautious B Acc	Omnis Investments Ltd	48	284.36		1.96	9.3	19.7	12.7
625	[+]	L&G Future World ESG Screened and Selected Multi-Index 3 I Acc	Legal & General UT Mgr Ltd	40	55.68		1.90	8.8	20.5	12.5
626	[+]	VT Greystone Conservative Managed R Acc	Greystone Wealth Management	34	153.27		2.13	9.4	21.2	12.4
627	[+]	7IM Moderately Cautious C Acc	7IM Investment Funds	47	233.79		1.90	9.0	17.9	12.2
628	[+]	SVS Levitas B B Acc	Brooks Macdonald Asset Managem	30	160.90		2.21	7.3	16.5	12.1
629	[+]	7IM Real Return C Acc	7IM Investment Funds	21	178.10		1.40	5.7	11.8	12.1
630	[+]	IFSL atomos Conservative A Acc	IFSL	36	116.40		n/a	8.3	19.5	11.8
631	[+]	Jay Inc	Tutman Fund Solutions Limited	87	261.00		n/a	1.6	13.0	11.8
632	[+]	BLENHEIM Diversified Fixed Income R Acc	Margetts Fund Management	25	109.96		n/a	5.8	16.2	11.7
633	[+]	Fidelity Multi Asset Allocator Defensive W Acc	Fidelity International (FIL In	34	157.40		n/a	7.3	21.5	11.7
634	[+]	HSBC Global Strategy Cautious Portfolio C Acc	HSBC Asset Management (Fund Se	37	172.70		2.02	7.3	21.0	11.7
635	[+]	Janus Henderson Multi-Manager Diversified I Inc	Janus Henderson Global Investo	40	107.60		3.70	8.1	18.0	11.7
636	[+]	Quilter Investors Creation Conservative Portfolio U1 Acc GBP	Quilter Investors Limited	32	132.30		2.52	8.0	17.2	11.6
637	[+]	CT Universal MAP Defensive C Acc	Columbia Threadneedle Investme	44	57.87		2.40	7.7	21.1	11.6
638	[+]	Invesco Summit Growth 1 (UK) Z Acc	Invesco Fund Managers Ltd	39	235.25		1.69	6.4	18.2	11.5
639	[+]	HSBC World Selection Cautious Portfolio C Acc	HSBC Asset Management (Fund Se	36	182.20		1.78	8.1	19.3	11.4
640	[+]	SVS Brown Shipley Cautious I Acc	Tutman Fund Solutions Limited	36	135.84		2.72	8.0	20.8	11.1
641	[+]	Liontrust MA Explorer Income 45 S Inc	Liontrust	45	115.93		2.55	9.6	26.5	11.0
642	[+]	VT Asset Intelligence Defensive Class R Acc	Valu-Trac Investment Managemen	40	110.14		n/a	10.4	20.7	11.0
643	[+]	Quilter Investors Cirilium Conservative Blend Portfolio U1 Acc GBP	Quilter Investors Limited	34	118.78		2.80	7.9	16.2	10.9
644	[+]	Omnis Multi-Manager Cautious B Acc	Omnis Investments Ltd	50	232.23		2.13	9.8	18.1	10.7
645	[+]	CT Managed Bond Focused Z Acc GBP	Threadneedle Investment Servic	43	150.75		2.40	8.1	21.7	10.4
646	[+]	WS Aegon Multi-Asset 1 A Acc	Aegon Investments Limited	43	116.03		2.37	8.4	18.7	10.3
647	[+]	FP Apollo Multi Asset Cautious D GBP	Apollo Asset Management	46	190.71		0.01	9.3	9.0	10.2
648	[+]	TM Castlefield Thoughtful Cautious Portfolio G Income	Thesis Unit Trust Mgmt Ltd	50	96.50		3.40	7.3	8.5	10.0
649	[+]	Thesis TM OAK Sterling B Inc	Thesis Unit Trust Mgmt Ltd	85	2,245.45		n/a	5.7	23.7	9.7
650	[+]	Thesis Eldon Inc	Thesis Unit Trust Mgmt Ltd	140	269.60 (USX)	288.80 (USX)	n/a	-1.7	39.1	8.7
651	[+]	Broadway ICVC Income	The 140 Investment Managers	27	88.95		3.34	1.8	7.6	8.5
652	[+]	CT Multi-Manager Universal Defensive B Inc	Columbia Threadneedle Investme	41	57.69		2.50	7.6	14.5	8.4
653	[+]	Barclays Multi-Asset Defensive B Acc	Barclays Asset Management Ltd	26	112.00		n/a	5.2	15.9	8.1
654	[+]	EF 8AM Focussed A	8AM Global LTD	170	159.56		n/a	2.5	28.4	7.9
655	[+]	Vanguard LifeStrategy 20% Equity A Gross Acc GBP	Vanguard Investments UK Limite	39	182.32 (GBP)		2.66	8.5	20.7	7.8
656	[+]	Jupiter Monthly Alternative Income I Acc	Jupiter Unit Trust Mgrs Ltd	68	146.59		6.49	12.2	4.6	7.8
657	[+]	Invesco Summit Responsible 1 (UK) Z Acc	Invesco Fund Managers Ltd	35	209.19		n/a	5.9	18.2	7.7
658	[+]	VT Redlands Fixed Income Portfolio A GBP	Valu-Trac Investment Managemen	29	114.05		3.78	5.8	16.3	7.6
659	[+]	IFSL Equilibrium Defensive Portfolio Class A Acc	IFSL	25	107.30		2.22	5.0	14.5	7.3
660	[+]	7IM AAP Cautious C Acc	7IM Investment Funds	39	166.99		2.10	7.2	14.4	7.0
661	[+]	HL Global Bond A Acc	Hargreaves Lansdown Fund Mgmt	30	219.60		4.61	6.4	16.8	7.0
662	[+]	HSBC Global Responsible Multi-Asset Cautious Portfolio C Acc	HSBC Asset Management (Fund Se	35	1.12 (GBP)		n/a	6.2	16.9	6.8
663	[+]	Vanguard LifeStrategy 20% Equity UCITS ETF Dis	Vanguard Group (Ireland) Limit	40	22.74 (EUR)		n/a	11.7	18.1	6.6
664	[+]	Scottish Widows Horizon Multi-Asset 1 Z Acc	Scottish Wid UT Mgr Limited	54	68.57		1.70	7.4	18.0	6.3
665	[+]	Liontrust MA Explorer 35 S Acc	Liontrust	40	133.26		2.73	8.5	23.5	5.9
666	[+]	Quilter Investors Cirilium Conservative Portfolio R Acc GBP	Quilter Investors Limited	35	159.54		2.29	7.9	13.7	5.2
667	[+]	Thesis Hector A Acc	Thesis Unit Trust Mgmt Ltd	76	1,995.00		n/a	22.9	14.1	5.1
668	[+]	CT Managed Bond Z Acc GBP	Threadneedle Investment Servic	38	139.03		2.60	7.4	18.1	3.5
669	[+]	SVS Saltus Fixed Income X Inc	Tutman Fund Solutions Limited	28	90.39		3.60	5.9	10.8	2.5
670	[+]	FP Russell Investments Defensive Assets C Acc	FP Russell Investments ICVC	26	122.55		3.53	4.6	14.7	1.6
671	[+]	FP Foresight UK Infrastructure Income A Acc	FundRock Partners Ltd	93	129.73		5.88	15.7	-0.1	1.0
672	[+]	Royal London GMAP Diversified Bond M Acc	Royal London Unit Tst Mgrs Ltd	42	117.90		2.76	5.5	11.0	0.0
673	[+]	Santander Sterling Bond Portfolio RA	Santander Asset Mgmt UK Ltd	40	275.70		4.66	6.4	16.7	-1.9
674	[+]	VT Avastra Global Fixed Income GBP Acc A£	Valu-Trac Investment Managemen	33	97.09		0.03	3.6	8.2	-10.0
675	[+]	7IM Pathbuilder 4 C Acc	7IM Investment Funds	86	146.26		1.30	18.2	46.8	n/a
676	[+]	abrdn MyFolio Enhanced ESG Index I Institutional B Fixed Acc	abrdn Fund Managers Limited	32	61.28		2.76	8.7	22.6	n/a
677	[+]	abrdn MyFolio Enhanced ESG Index II Institutional B Fixed Acc	abrdn Fund Managers Limited	46	65.19		1.89	11.9	28.5	n/a
678	[+]	abrdn MyFolio Enhanced ESG Index III Institutional B Fixed Acc	abrdn Fund Managers Limited	58	69.91		1.76	14.5	34.8	n/a
679	[+]	abrdn MyFolio Enhanced ESG Index IV Institutional B Fixed Acc	abrdn Fund Managers Limited	69	73.74		1.56	16.7	39.8	n/a
680	[+]	abrdn MyFolio Enhanced ESG Index V Institutional B Fixed Acc	abrdn Fund Managers Limited	86	78.85		1.48	19.5	46.8	n/a
681	[+]	Activus Diversified A Acc	Activus Wealth Ltd	37	97.07		n/a	4.7	3.5	n/a
682	[+]	Aviva Investors Climate Transition Real Assets LTAF Insured Pension Units 1 Acc GBP	Aviva Investors UK Fd Serv Ltd	n/a	1.07 (GBP)		n/a	8.9	n/a	n/a
683	[+]	BlackRock MyMap 3 Select ESG D Acc GBP	BlackRock	33	112.46		2.63	7.7	22.3	n/a
684	[+]	BlackRock MyMap 8 Select ESG D Acc GBP	BlackRock	108	150.14		0.91	15.1	51.3	n/a
685	[+]	CG CG Morningstar Global Equity Opportunities Z Acc GBP	Carne Global Fund Managers (UK	n/a	1.11 (GBP)		n/a	n/a	n/a	n/a
686	[+]	Coutts Managed Global Ambitious UH Acc USD	Royal Bk of Scotland Coll Inv	90	163.20 (USX)		n/a	10.3	39.4	n/a
687	[+]	CT Sustainable Universal MAP Defensive C Acc	Columbia Threadneedle Investme	48	50.51		2.40	4.4	14.7	n/a
688	[+]	Fidelity Balanced Portfolio JMA Acc GBP	Fidelity International (FIL In	n/a	115.90		n/a	13.5	n/a	n/a
689	[+]	Fidelity Defensive Portfolio JMA Acc GBP	Fidelity International (FIL In	n/a	110.10		n/a	7.9	n/a	n/a
690	[+]	Fidelity Growth Portfolio JMA Acc GBP	Fidelity International (FIL In	n/a	119.80		n/a	17.7	n/a	n/a
691	[+]	Fidelity Structural Growth Portfolio JMA Acc GBP	Fidelity International (FIL In	n/a	118.40		n/a	17.1	n/a	n/a
692	[+]	Fortem Capital Dynamic Growth M Acc GBP	Fortem Capital Ltd	48	1.00 (GBP)		n/a	-2.5	n/a	n/a
693	[+]	FP Mattioli Woods Passive Adventurous B Inc GBP	FundRock Partners Ltd	86	134.75		1.10	14.9	41.9	n/a
694	[+]	FP Mattioli Woods Passive Balanced B Inc GBP	FundRock Partners Ltd	60	127.47		1.57	16.9	37.6	n/a
695	[+]	FP Mattioli Woods Passive Cautious B Inc GBP	FundRock Partners Ltd	46	118.36		1.89	14.8	31.0	n/a
696	[+]	FP Mattioli Woods Passive Growth B Inc GBP	FundRock Partners Ltd	71	128.75		1.28	16.7	39.6	n/a
697	[+]	HL Adventurous Managed Acc GBP	Hargreaves Lansdown Fund Mgmt	103	143.34		0.26	14.4	n/a	n/a
698	[+]	HL Balanced Managed Acc GBP	Hargreaves Lansdown Fund Mgmt	60	130.26		1.43	10.7	n/a	n/a
699	[+]	HL Growth A Acc GBP	Hargreaves Lansdown Fund Mgmt	84	136.01		1.49	15.4	45.2	n/a
700	[+]	HL Moderately Adventurous Managed Acc GBP	Hargreaves Lansdown Fund Mgmt	83	137.39		0.92	13.2	n/a	n/a
701	[+]	HL Multi-Index Cautious D Acc GBP	Hargreaves Lansdown Fund Mgmt	36	123.60		2.04	8.5	n/a	n/a
702	[+]	HL Multi-Index Moderately Adventurous D Acc GBP	Hargreaves Lansdown Fund Mgmt	82	140.46		1.23	13.9	n/a	n/a
703	[+]	IFSL CPN Defensive Strategy X Acc GBP	IFSL	31	113.80		n/a	7.3	n/a	n/a
704	[+]	IFSL CPN Global Opportunities X Acc GBP	IFSL	110	143.60		n/a	18.0	n/a	n/a
705	[+]	IFSL Magnus Max 35% Equity X Acc	IFSL	n/a	105.40		n/a	n/a	n/a	n/a
706	[+]	IFSL Magnus Max 60% Equity X Acc	IFSL	n/a	107.50		n/a	n/a	n/a	n/a
707	[+]	IFSL Magnus Max 85% Equity X Acc	IFSL	n/a	109.80		n/a	n/a	n/a	n/a
708	[+]	IFSL Marlborough 5 Portfolio P Inc	Marlborough Investment Managem	n/a	113.34		0.73	n/a	n/a	n/a
709	[+]	IFSL Marlborough 7 Portfolio M Acc	Marlborough Investment Managem	n/a	116.86		0.86	n/a	n/a	n/a
710	[+]	IFSL Moneybox Adventurous P Acc	IFSL	n/a	104.90		n/a	n/a	n/a	n/a
711	[+]	IFSL Moneybox Balanced P Acc	IFSL	n/a	103.60		n/a	n/a	n/a	n/a
712	[+]	IFSL Moneybox Cautious P Acc	IFSL	n/a	102.70		n/a	n/a	n/a	n/a
713	[+]	IFSL Pier Plus Four A Acc	IFSL	n/a	106.60		n/a	n/a	n/a	n/a
714	[+]	IFSL Pier Plus One A Acc	IFSL	n/a	103.70		n/a	n/a	n/a	n/a
715	[+]	IFSL Titan Absolute Return A Acc GBP	IFSL	n/a	107.30		n/a	7.3	n/a	n/a
716	[+]	IFSL Titan Square Mile Alternative Strategies X Acc GBP	IFSL	n/a	107.00		n/a	5.7	n/a	n/a
717	[+]	IFSL Titan Square Mile Global Equities X Acc GBP	IFSL	n/a	118.50		n/a	14.6	n/a	n/a
718	[+]	IFSL Titan Square Mile International Fixed Interest X Acc GBP	IFSL	n/a	109.00		n/a	6.7	n/a	n/a
719	[+]	IFSL Titan Square Mile UK Equity X Acc GBP	IFSL	n/a	118.80		n/a	13.0	n/a	n/a
720	[+]	IFSL YOU Adventurous Acc GBP	IFSL	89	155.20		0.40	20.6	44.6	n/a
721	[+]	IFSL YOU Multi-Asset Blend Cautious A Acc	IFSL	37	130.80		0.79	11.8	25.0	n/a
722	[+]	Invesco Summit Income (UK) Z Acc GBP	Invesco Fund Managers Ltd	28	224.76		n/a	8.0	n/a	n/a
723	[+]	L&G Future World ESG Screened and Selected Multi-Index 6 I Acc	Legal & General UT Mgr Ltd	74	72.38		1.60	15.6	36.4	n/a
724	[+]	L&G Future World ESG Screened and Selected Multi-Index 7 I Acc	Legal & General UT Mgr Ltd	91	78.43		1.30	18.7	45.3	n/a
725	[+]	MF Eclipse Active Adventurous Acc GBP	Minerva	86	147.48		0.70	20.2	47.6	n/a
726	[+]	MF Eclipse Active Defensive Acc GBP	Minerva	40	120.78		1.60	10.6	25.3	n/a
727	[+]	MF Eclipse Passive Adventurous B GBP	Minerva	n/a	120.12		0.50	16.1	n/a	n/a
728	[+]	MF Eclipse Passive Defensive B GBP	Minerva	n/a	105.07		1.00	1.3	n/a	n/a
729	[+]	MF Vela Adventurous	Minerva	89	145.06		0.90	20.5	n/a	n/a
730	[+]	MF Vela Defensive	Minerva	44	126.92		1.30	11.2	n/a	n/a
731	[+]	MGTS Downing Fox 100% Equity A Acc	Margetts Fund Management	77	132.06		1.07	11.2	n/a	n/a
732	[+]	MGTS Progeny Dynamic Bond Acc	Margetts Fund Management	34	101.73		n/a	5.1	16.7	n/a
733	[+]	MGTS Progeny Dynamic Equity Acc	Margetts Fund Management	87	154.47		n/a	18.1	44.4	n/a
734	[+]	MGTS Progeny Systematic Bond Acc	Margetts Fund Management	36	97.85		n/a	4.9	13.0	n/a
735	[+]	MGTS Progeny Systematic Equity Acc	Margetts Fund Management	85	161.20		n/a	20.5	49.5	n/a
736	[+]	MGTS SIIION Adventurous Acc GBP	Margetts Fund Management	82	148.34		n/a	18.1	n/a	n/a
737	[+]	MGTS SIIION Balanced Acc GBP	Margetts Fund Management	70	143.80		n/a	17.5	n/a	n/a
738	[+]	MGTS SIIION Cautious Acc GBP	Margetts Fund Management	55	138.23		n/a	14.4	n/a	n/a
739	[+]	MI Brewin Dolphin Voyager Max 100% Equity A Acc	Brewin Dolphin Limited	87	137.25		n/a	13.1	38.6	n/a
740	[+]	MI Canaccord Genuity Risk Profile 6 A Acc	Canaccord Genuity Limited	64	116.53		n/a	10.8	n/a	n/a
741	[+]	MI Canaccord Genuity Risk Profile 7 A Acc	Canaccord Genuity Limited	73	104.57		n/a	n/a	n/a	n/a
742	[+]	Octopus Defensive	Octopus Money Unit Trust Manag	25	110.90	110.90	3.40	8.2	n/a	n/a
743	[+]	Octopus Growth 3	Octopus Money Unit Trust Manag	84	145.00	145.00	1.70	18.7	45.9	n/a
744	[+]	Santander MyWealth Balanced R Acc GBP	Santander Asset Mgmt UK Ltd	56	124.30		0.94	14.9	n/a	n/a
745	[+]	Santander MyWealth Cautious R Acc GBP	Santander Asset Mgmt UK Ltd	33	118.90		2.15	11.2	n/a	n/a
746	[+]	Santander MyWealth Moderate R Acc GBP	Santander Asset Mgmt UK Ltd	42	120.90		1.09	12.7	n/a	n/a
747	[+]	Santander MyWealth Progressive R Acc GBP	Santander Asset Mgmt UK Ltd	72	127.60		0.76	16.7	n/a	n/a
748	[+]	Schroder Amalfie I Dis GBP	Schroder UT Managers	57	113.60		1.42	12.3	n/a	n/a
749	[+]	Schroder Blended Portfolio 6 Z	Schroder UT Managers	57	64.12		1.51	15.1	34.4	n/a
750	[+]	Schroder Blended Portfolio 7 Z	Schroder UT Managers	67	68.21		1.39	17.4	38.9	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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