News

22 November 2018

First US fund added to FE Invest Responsibly Managed Approved List

A US fund Brown Advisory US Sustainable Growth has been added to the FE Invest Responsibly Managed Approved List for the first time at the latest rebalance. In total, seven funds have been added and two removed.

30 October 2018

The Volatile Funds Haunting Investors this Halloween

FE data reveals the 45 Investment Association (IA) funds that, over both one and three years, have given investors a fright by being the most volatile, with the added shock of delivering the worst performance figures.

29 October 2018

Sterling Bond Fund Shake Up Contributes to High Turnover of Funds in FE Invest Approved List

There has been a high turnover (21.5%) of funds in the latest FE Invest Approved List rebalance, with sterling bond funds seeing the biggest churn. The changes are intended to help investors protect capital from unpredictable markets and increase portfolio diversification.

19 October 2018

FE Helps EFAMA to Boost Number of Funds Categorised by the European Fund Classification (EFC)

FE, the leading investment ratings, research and data provider, announced today that it is providing The European Fund Categorization Forum (EFCF) – a Task Force of the European Fund and Asset Management Association (EFAMA) – with the Indicative Classification (IC) data for funds distributed in Germany and Switzerland.

18 October 2018

PRIIPs KIDs annual review

One of the few positive things that can be said about PRIIPs KIDs is that, unlike UCITS KIIDs, they don’t all need to be updated during the same short window at the start of every year. So PRIIPs providers can stagger their workload throughout the year, carrying out their annual reviews after their funds’ accounting dates, possibly.

09 October 2018

FE Launches Industry First Tool for Advisers to Access MiFID II Data and Calculate Pre-Sale Charges

FE, the leading investment ratings, research and data provider, announced today the launch of the FE Analytics+ Ex Ante Costs and Charges Calculator, an industry first tool that gives advisers a clear, transparent view of all the pre-sale (ex ante) charges they need to disclose to clients under the MiFID II regulation.

08 October 2018

Against the odds: funds that sailed through the last decade to top the charts

Lehman Brothers collapsed a decade ago. It was a key milestone in the global financial crisis, teaching investors a painful lesson that nothing is too big to fail. A lot has happened since then and anybody you ask will tell you it’s been a tough decade all round, both on political and economic fronts.

08 October 2018

IA North America funds dominate top performing funds list

With the third quarter of 2018 at an end, data from FE Analytics shows a dramatic change in the constituents of the top 50 best performing funds over the three quarters of 2018 to date, compared with the last three quarters of 2017.

04 October 2018

FE wins at Investment Week Investment Research Awards 2018

FE is delighted to have won the 'Best Fund Ratings and Research Service' and 'Best Investment Research Site' award at the Investment Week Investment Research Awards 2018 last night.

03 October 2018

Confusion over the demise of UCITS KIIDs and the future of PRIIPs KIDs

The European Supervisory Authorities (the ESAs, made up of ESMA, EBA and EIOPA), have published a series of letters between them and the European Commission (EC), over the proposed ending of the exemption for UCITS KIIDs at the end of 2019.

26 September 2018

FE wins at Schroders UK Platform Awards

FE is delighted to have won the 'Leading funds data provider' award at the 2018 Schroders UK Platform Awards last night.

20 September 2018

DC Workplace Pension Template (DCPT) Q&A with FE regulatory consultant, Mikkel Bates

We spoke to Mikkel to get all the necessary information on the DCPT - from what it entails to how fund groups are going about populating the template.

14 September 2018

10 Years On: Best Performing Sectors and Funds Since the Collapse of Lehman Brothers

Over the past decade, nine sectors achieved a first quartile performance ranking within the IA, four of which were smaller companies. IA Japanese Smaller Companies, IA North America Smaller Companies, IA UK Smaller Companies and IA European Smaller Companies were ranked second, third, fourth and sixth respectively.

13 September 2018

AIC calls for KIDs to be suspended

On 11 September, the Association of Investment Companies (AIC) published a report detailing the extent of misleading output, particularly in the risk and reward sections, of PRIIPs KIDs.

31 August 2018

Why is FE Invest the fastest growing DFM on platform?

FE’s discretionary model portfolio service was first launched on a single platform just over three years ago to offer Advisers a new breed of model portfolios; created jargon-free with a view to enhancing the Adviser – Investor relationship.

17 August 2018

A golden opportunity to stand out from the crowd

Risk has never been a bigger issue for financial advisers. Not only do today’s financial advisers need to correctly assess clients’ attitude to risk and map it across to suitable portfolios – they also need to become risk management experts and ensure regulatory compliance. This blog will look at the issues raised in FE’s latest annual adviser survey, ‘Adviser business models - What lies beneath?’

10 August 2018

UK Equities most researched funds amid Brexit uncertainty and threat of ‘no deal’

With a ‘no deal’ Brexit looking to be a strong possibility, investors are likely feeling anxious about how to position their portfolios. In light of this, we have used FE’s unique Market Intel (MI) tool to see which Investment Association (IA) funds and sectors advisers have been researching recently, as well as the period leading up to the referendum and the two years since (July 2015 to July 2018).

06 August 2018

Cazenove Capital and Parmenion among latest DFMs to commit to model portfolio transparency through FE Transmission

Cazenove Capital, Openwork, Parmenion and Sarasin are the latest model portfolio providers to join FE Transmission, the service which enables advisers to access underlying portfolio data and conduct detailed analysis on the providers they work with.

02 August 2018

Interest rate rise should not deter investors from UK Gilts

Bond markets had been patient in anticipation of the Bank of England’s Monetary Policy Committee decision today to raise the benchmark interest rate by 0.25 percentage points to 0.75 per cent. A decision that has seemed increasingly predictable given that the probability of an interest rate hike had moved to 90 per cent over the summer.

01 August 2018

UK Gilts maintain sector dominance in latest FE Passive Crown rebalance

FE, the leading UK investment ratings and research agency, today announced that almost half (46%) of UK Gilts funds and a third of both North American Equities (31%) and Emerging Market Equities (30%) funds achieved the highly-prized five FE Passive Crown Rating at the latest rebalance, whilst no Index-linked Gilts or Sterling Corporate Bond funds achieved the top accolade for a second rebalance in a row.