News

21 January 2019

Shake up of top groups in latest FE Crown Ratings rebalance

FE’s latest bi-annual Crown Fund Ratings rebalance[1] has awarded 336 funds with the highly-prized 5 FE Crowns, of which 16 are newcomers and 51 have jumped two or more FE Crowns to achieve the top accolade.

14 January 2019

FCA’s Temporary Permissions Regime opens for business

Following its CP18/29 at the end of last year, the FCA has now opened its doors to firms and funds from Europe to register their intention to apply for full UK authorisation following Brexit.

28 December 2018

New Year's Resolutions

For many, the New Year is a time for change, a time to rid yourself of the previous year’s sins and a time to pick up some good, new habits. Charles Younes, research manager at FE, shares his thoughts on three investment habits to pick up and fads to avoid in 2019

21 December 2018

Fundsmith Equity most researched fund in 2018

As 2018 draws to a close, we delve into FE’s leading investment research and analysis tool, FE Analytics, to take a look at the funds that have attracted the most adviser interest this year.

20 December 2018

The funds that have piqued adviser interest in 2018

2018 is drawing to a close so now is time to take a look back at the year gone by to see what facts and figures have emerged. In order for asset managers to better connect with advisers and understand their investment decisions, it’s crucial that we look at how advisers are behaving and why that may be.

20 December 2018

12 ways FE helped Advisers in 2018

As everybody is getting into the festive spirit – we thought we’d use the 12 Days of Christmas song as inspiration to look at 12 ways FE has helped Advisers this year. So why not grab a mince pie and scroll through our year in review...

11 December 2018

Thematic Funds Added to the FE Invest Approved List for the First Time

The FE Invest Approved List has been expanded with the addition of 12 thematic funds covering seven sectors; financials, energy, commodities, consumer, technology, infrastructure and healthcare.

07 December 2018

Q&A with FE fundinfo Head of Data Rob Botha

We asked Rob Botha, Head of Data at FE fundinfo, how we helped the European Fund and Asset Management Association (EFAMA) to boost transparency.

06 December 2018

ESMA Securities and Markets Stakeholder Group (SMSG) responds to PRIIPs consultation paper

ESMA’s SMSG – its own panel of advisers, made up of industry participants, consumers and academics – has published its advice to ESMA on the proposals in the PRIIPs Consultation Paper, JC 2018 60, and it doesn’t pull any punches.

26 November 2018

Growing the pension pot during retirement: how do you combat these unique risks?

Retirement planning used to be simple, an investor had a long period of accumulation which ended up with the buying of an annuity at retirement which provided a guaranteed income until death. Pension freedoms changed everything as investors are now much likely to enter drawdown in retirement.

26 November 2018

FE joins forces with fundinfo and F2C following Hg investment

A new international force in investment data has been created after FE, the investment data, research and software provider, joined forces with fundinfo, a provider of services for asset managers and distributors in Europe and Asia, and F2C, the Luxembourg-based business which runs fund data management platform, publiFund.

22 November 2018

ECON calls for two-year extension to UCITS exemption from PRIIPs KIDs

In the middle of the European Supervisory Authorities’ (ESAs) consultation on PRIIPs KIDs, there was cross-party agreement in the European Parliament’s Economic and Monetary Affairs Committee (ECON) that the target date for UCITS to publish PRIIPs KIDs should be extended by two years, from December 2019 to 2021.

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.