What do the income portfolios offer?

The FE Investments Income portfolio range aims to provide your clients with a diversified income strategy that meets their needs which can be used in both the accumulation and retirement phases of financial planning.

The portfolios are constructed with both yield and capital growth requirements in mind, with our range of income portfolios designed to meet different client needs.

Dual-focused portfolios to better meet your clients' needs

Income can be a key part of any investor’s financial plan and can be an important part of maintaining their lifestyle. Our Income portfolio range is designed to help your clients get a diversified investment yield, while also considering their wider circumstances to understand their capital requirements.

The portfolio range is for those clients who need to maintain a sustainable income over a longer time frame, while retaining a robust approach to risk in adverse market conditions. This is achieved by looking to provide a diverse income from a universe of funds across different geographies and asset classes.

Why choose our Income range?

Data-led risk management

 

The FE Investments Income portfolios combine our strong data analysis with our risk management and diversification processes to create a range of outcomes-based portfolios with different objectives in mind.

Outcomes-based approach to income

 

By looking at capital growth requirements as well as a clients’ yield needs, we are able to provide a more comprehensive approach to income, and better match a portfolio to your clients’ needs.

Diverse portfolio asset allocation

 

A diverse approach to portfolio construction enables us to diversify income risk compared to traditional income portfolios, while helping to ensure income is less impacted by negative market events.

Our diversified income portfolio management and asset allocation can also allow us to better avoid traditional income pitfalls such as sequencing risk, meaning your clients' capital is safer.

Improved client understanding

 

We look to support you in understanding complex risk attitudes in order to better provide your clients with the expected levels of income vs risk and make their capital go further.

Our reports allow advisers and clients to visualise the income from the portfolio graphically or in cash terms. With the appropriate portfolio and descriptive reports, you can rest with peace of mind and manage your expectations, for both income and capital.

The Income range in numbers

5

portfolios in the Income range

15

holdings in each portfolio

1

portfolio rebalance per year

£5bn+

in total assets managed by FE Investments

See our other investment portfolios

Decumulation

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Decumulation

Decumulation

The Decumulation portfolios provide a sustainable income approach, with a focus on expected future income in retirement.

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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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Hybrid

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Hybrid

Hybrid

The Hybrid range provides clients with lower-cost, risk-managed portfolios that blend both active and passive strategies.

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Our Awards

Take a look at some of our most recent industry awards

"The process is quicker and more streamlined, and there is less human error from our point of view. On a day-to-day basis, FE Investments are always very responsive to our needs. They don’t try to shoehorn us into their processes. They understand the challenges advisers face and want to find solutions to help our business."

Chris Page, Lewis Brownlee Financial Services Director