What do the natural income portfolios offer?
The FE Investments Natural 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 Natural 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 Natural 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
portfolios in the Income range
holdings in each portfolio
portfolio rebalance per year
in total assets managed by FE Investments
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Decumulation
The Decumulation portfolios provide a sustainable income approach, with a focus on expected future income in retirement.
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Responsibly Managed
The Responsibly Managed range uses our ESG framework to create responsible portfolios and provide risk-targeted growth with a positive impact.
Discover our portfoliosTailored Portfolios
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Tailored Portfolios
Our custom MPS allows you to shape our investment expertise to your requirements.
Tailored PortfoliosOur Awards
FE Investments is rated five stars as a DFM MPS on platform by Defaqto
Five star winner for DFMs
FE Investments won the Wealth Manager: Rising Star Company of the Year at the 2020 Portfolio Adviser Wealth Partnership Awards
Discretionary Fund Managers three star winner
FE Investments won the award for Best Model Portfolio Service
FE Invest won the award for Best Model Portfolio Service
"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
