What do the hybrid portfolios offer?

The FE Investments Hybrid portfolios aim to bring you and your clients a set of simple and clear risk-focused investment options.

The range blends both active and passive funds to produce a set of portfolios that balance cost considerations with diversification and risk management.

The portfolio aims to keep the number of holdings low to allow for clear and concise reporting with a low price cap.

adviser showing hybrid portfolios performance

Blended portfolios for better risk control

A blended investment in active and passive strategies can help with risk management in adverse market conditions. Our portfolio construction in the Hybrid range is designed for clients who are looking for exposure to both active fund managers and passive strategies to maximise diversification, while still wanting a holistic view and complimentary asset allocations.

This blend of strategies means that we are able to maintain a diversified and risk-targeted hybrid investment portfolio and keep costs low while providing simple, clear and concise reports for you and your clients.

Why choose our Hybrid range?

Clear data-led risk management

 

The FE Investments Hybrid portfolios combine our data-focused risk management and fund analysis with a portfolio optimisation process to ensure that the range is suitable for those clients looking for a simple-to-understand risk-targeted investment option.

Clear and concise reporting

 

In our Hybrid range, we look to provide clear reporting for you and your clients that covers everything you need to know in a simple and concise manner.

Lower-cost diversified investments

 

Investing in both active and passive strategies allows us to provide clients with lower overall costs, while still ensuring a diversified asset allocation.

Returns in an ESG framework

 

We look at the asset allocation through our analytical ESG framework so that the portfolios can do more good and less harm, while still providing your clients with the expected levels of risk and return.

The Hybrid range in numbers

15

portfolios in the Hybrid range

15

up to 15 holdings in each portfolio

2

portfolio rebalances per year

£5bn+

in total assets managed by FE Investments

See our other investment portfolios

Mosaic

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Mosaic

Mosaic

The Mosaic range is designed to give clients risk-targeted portfolios that can provide access to specific sub-strategies and more detailed reporting.

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Responsibly Managed

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Responsibly Managed

Responsibly Managed

The Responsibly Managed range uses our ESG framework to create responsible portfolios and provide risk-targeted growth with a positive impact.

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Income

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Income

Income

The Income range gives clients access to portfolios designed to meet capital growth and income objectives.

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Our Awards

Take a look at some of our most recent industry awards

"We particularly like their Hybrid portfolios because our clients don’t need a complicated investment solution. This is simple and clear, and clients can really understand what they are invested in and why. The reporting is also easy to understand, and our clients appreciate the use of visuals and the fact they are not confronted with reams and reams of paper on a regular basis."

Chris Page, Lewis Brownlee Financial Services Director