Big shake up of FE Alpha Managers in 2017 rebalance

By Corporate

  • UK managers lead the pack - 34% of IA UK Smaller Companies Funds run by FE Alpha Managers

  • 56 new Alpha Managers awarded, 40 of which have never previously made the list

  • 38 managers lose their FE Alpha status

  • Schroders and Fidelity International top the board on group level

There has been a big churn of talent in the 2017 FE Alpha Managers rebalance with the emergence of 56 new Alpha Managers and a cull of 38 managers that previously held the highly coveted status. 

UK Smaller Companies managers have emerged as 2017 leaders with 34% of IA UK Smaller Companies Funds run by FE Alpha Managers.  Similarly, managers with funds in the IA UK Equity Income and UK All Companies sectors are also well represented this year with 20% and 19% making the list respectively. 

Mika-John Southworth, director at UK ratings and research agency FE, said: “In the immediate aftermath of Brexit, many UK small- and mid-cap managers took a hit to performance, but in the UK Smaller Companies sector in particular, investors that held their nerve have been rewarded with a swift recovery.

“Over half of this year’s top 20 ranked FE Alpha Managers are running UK Small Cap or All Companies Funds.  Indeed, on average, IA UK Smaller Companies managers have returned 40% more than the FTSE All Share over five years.  FE’s Alpha Manager Awards set a benchmark for active management and UK Smaller Companies is just one sector where active managers are more than justifying their fees and delivering value against the benchmark over the longer term."

Top Groups & Managers

193 managers have scooped an Alpha rating this year in the annual rebalance.  Schroders and Fidelity International have topped the leader board, with the two groups boasting ten and nine managers respectively, who have been awarded the highly coveted Alpha Manager status. Jupiter and JO Hambro are not far behind with seven managers each.

Top 2017 FE Alpha Managers by Group

Fund Manager

Number of 2017 Alpha Managers

Schroders

10

Fidelity International

9

JO Hambro Capital Management

7

Jupiter Asset Management

7

Allianz Global Investors

6

Blackrock

6

MFS

5

Invesco Perpetual

5

Henderson Global Investors

5

GAM

5

First State Investments

5

Of the 56 new entrants this year, 40 have previously never been awarded an Alpha rating – the list includes (top 5 listed here in alphabetical order) Beverley Jane Davis of HSBC, James Hanbury of Odey, Nick Martin or Polar Capital, Colm McDonagh of BNY and Schroders’ Michael Scott.

FE will announce its Hall of Fame Managers and the nominees for the FE Alpha Manager awards in May ahead of the ceremony. Hall of Fame Managers are those who have consecutively been awarded an Alpha rating for seven years.

Managers that have lost their rating

This year also saw a considerable shake-up of previous Alpha Managers with 38 being taken off the list: notable names (by assets under management) include Carmignac Gestion’s Edouard Carmignac, Blackrock’s Scott Thiel, Nigel Thomas of Axa, Henderson’s John Bennett and Nick Price of Fidelity. 

One of last year’s Alpha Manager chart toppers, Henderson, has this year seen its number of Alpha mangers halve from 10 to five.

About the Alpha Managers

Each year ratings and research firm FE, recognises the top 10 per cent of UK retail-facing managers on their track records going back to 2000, with extra weighting for managers with the longest track records to highlight the benefits of experience. To determine the ratings, FE looks at a manager’s ability to create risk-adjusted alpha, outperformance in both rising and falling markets, and those who consistently beat their benchmarks.

Mika-John Southworth, director at FE, said: “These ratings are a quant-driven marker to help advisers and investors spot the best managers in the UK retail investment market.

“The ratings assess performance throughout a manager’s entire career, across all the funds they have managed, and are specifically designed to reward skill, consistency, alpha generation and downside protection.

“The purpose of the Alpha Manager rating is to take a step back and remove short-term market movements or cyclical factors from the analysis. It allows us to identify the managers who can add value over time – which is fundamental considering the market conditions we have been facing over the past year."

 

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13 funds make FE Trustnet’s inaugural recommended ethical funds list

By Corporate FE News

Just thirteen ethical funds from the ethical and socially responsible investment universe made the cut in the inaugural recommended ethical funds list from ratings, research and investment data specialists FE Trustnet. Henderson Global Investors bags three spots for its sustainable range. 

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The world’s largest company sees shares slump 7 per cent

By Tahmina Mannan News of the day, FE Tips

 

 “Yesterday’s sharp vertical drop in Apple’s share price will obviously concern investors with any substantial exposure to the tech behemoth. Shares in the California-headquartered multinational firm slid around 7 per cent in afternoon trading following its latest quarterly results.

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UK sets the standard: FE Trustnet’s latest Crown Ratings rebalance

By Corporate FE Research and Opinions, FE News

UK managers, Sarasin Investment Funds and the IA Unclassified sector all winners of FE’s latest Crown Ratings rebalance

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FE’s new service to drive transparency and de-risk asset managers’ funds data

By Corporate FE News

FE’s new service addresses the on-going need for clean data in the asset management industry to bring forth greater transparency to ultimately support the end-investor.

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How would you invest a 10k windfall in the current market?

By Tahmina Mannan

So you are fortunate enough to have been the recipient of an unexpected windfall – lucky you. The mortgage payments are ticking along, the kids have all flown the nest and as it stands you can’t think of a more fruitful way to use your money than the investment markets.

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Tax-free dividend income - the best performing UK equity income funds

By Tahmina Mannan News of the day

Yesterday’s budget announcement of pending dividend tax changes will be seen by many as a coup for savers and retirees alike - the much needed encouragement for Britons to buy into a savings regime while also providing some form of relief for yield-starved income seekers.

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Funds that stand to gain from a weak Euro

By Tahmina Mannan News of the day

The euro has shed more than 9% against the British pound since the start of the year, marking one of the biggest slides for the currency over the past 5 years. While this is great news for holidaymakers and those looking to buy a bolthole on Continental European shores – the weak euro could also pose an investment opportunity for some investors. 

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Asos shakes off 2014 woes with 20 per cent sales rise

By Tahmina Mannan News of the day, FE Tips

UK online-only retailer, Asos has reported an impressive 20 per cent increase in sales over the past four months. This is welcome news for the former AIM-listed fashion shop after what was a pretty dismal year in 2014.

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5 things to ask your adviser about discretionary fund managers

By Tahmina Mannan FE Tips

You’re in the process of seeking advice and just have been told by your adviser that you could benefit from the services of a discretionary fund manager –do you know the right questions you need to be asking?

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Watchdog to signal all-ok in energy sector

By Tahmina Mannan News of the day

“The Competition and Markets Authority is expected to say this week that it will not force the Big Six energy firms to break up, and that the vertical integration structure under which the Big Six operate does not result in higher prices. The announcement is to follow after a year-long review which was fuelled by the significant increases seen in energy bills over the past few years.

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Greece is the word - opportune time to invest?

By Tahmina Mannan

Greece is the word – it certainly has been over the past few weeks. Uncertainty over Greece’s future in the Eurozone has gripped the markets over the past few weeks, and no doubt will continue to do so long after the referendum. While the markets continue to experience volatility - could this present an entry point for investors? 

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Are advisers at risk from today’s more informed investor?

By Tahmina Mannan

Savers now have more choice in retirement thanks to dramatic pensions freedom changes wheeled out this April. The breadth of the reforms alone has meant hardly any aspect of retirement finances has been left unchanged. In this new age of financial freedom and vastly improved consumer financial information - is there still a vacancy for the IFA?

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Heathrow's runway and investment possibilities

By Tahmina Mannan News of the day

It took a three-year long review but it seems increasingly likely that the UK is to get a third runway for its largest airport.

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The top and worst performing small cap funds over the past 5 years

By FE Trustnet News of the day

The Alternative Investment Market (AIM) is turning 20 today and to celebrate FE Trustnet is looking at the top and worst performing UK smaller companies funds over the past 5-years.

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The 5 funds piquing investor interest this month

By FE Trustnet News of the day

Investors can’t get enough of Neil Woodford and Mark Barnett’s respective funds, as the pair dominate the top spots on what’s piquing investor interest this month, research from FE Trustnet has found.

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FE Trustnet Passive Fund Ratings prove that not all trackers are equal

By FE Trustnet FE Research and Opinions, FE News

New levels of transparency in the passive fund industry.  FE Trustnet Passive Fund Ratings prove that not all trackers are equal. 

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FE Trustnet launches the UK’s first objective passive fund ratings service

By FE Trustnet FE News

New FE Passive Fund Rating service to be available to FE’s 30,000 adviser users as part of the ratings and research provider’s goal of creating more transparency in the passive funds industry

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FE reveals 2015 class of FE Alpha Managers

By FE Trustnet FE News

FE announces its 2015 FE Alpha Managers, marking out 182 managers as the top 10% running funds available to UK retail investors. Of these, 37 attained the designation for the first time this year. A further nine managers were included in the 2014 list who missed out last year, but who had been rated in previous years.

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FE Trustnet strikes out on its own with overhauled risk-rated fund sectors

By FE Trustnet

Alongside this month’s bi-annual rebalancing of the FE Crown fund ratings, FE have decided to stop using the Investment Association’s classification for risk-targeted funds within Mixed Asset sectors, instead comparing funds which are designed to take on a specified level of risk with similar products.

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FE Trustnet unveils new factsheets

By FE Trustnet FE News

FE Trustnet, the free fund research website, has overhauled its factsheets to create a one-of-a-kind fund research centre to help investors research and find funds which suit their needs.

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Standard Life Investments MyFolio range leads the way in FE’s latest Crown Fund Ratings rebalance

By FE Trustnet

This month’s bi-annual rebalancing of the FE Crown Fund Ratings saw 19 funds receive the highest score of Five FE Crowns in their first ever rating. Funds must have a three-year track record to be eligible.  Of those ranked within the top 10% of all funds, seven Standard Life Investments My Folio funds made the cut, including SLI MyFolio Managed Income II, Multi Manager IV and Managed V. 

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Form is temporary, class is permanent

By FE Trustnet

Only 30 fund managers have managed to achieve the highly coveted FE Alpha Manager rating seven years in a row, since the rating was launched in 2009.

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FE Trustnet reveals ‘turbo-charged’ fund comparison tables

By FE Trustnet

A new comparison tool from FE Trustnet allows investors to draw up a shortlist of funds using a huge range of customisable criteria.

FE Trustnet, the free fund research website, has launched a new fund analysis tool to help IFAs find funds which suit their clients’ needs.

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FE named Best Independent Planning Tool provider

By FE Trustnet

FE was named Best Independent Planning Tool Provider for the third year running at the annual Aberdeen UK Platform Awards held last night. The accolade recognises the planning tool that advisers most value in support of their proposition as voted for by the advisers themselves, with some 1,500 registering their choice.

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Kii Hub and FE highlighted in Investment Week Fund Services Awards 2014

By FE Trustnet

KIID provider Kii Hub has been announced as the winner of the 2014 “Award for Best Practice” at this week’s Investment Week Fund Services Awards. Kii Hub is a joint venture between TFM and FE. FE also received Highly Commended in the “Best Fund Rating and Research Service” category.

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FE Analytics unveils new property indices

By FE Trustnet FE News

FE Analytics has added new property indices to its database, allowing investors to measure London and South East property prices against the rest of the UK.

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FE wins “Best in Investment Analysis” award from Hong Kong’s metroBox Magazine

By FE Trustnet

FE is delighted to announce that it has won the “Best in Investment Analysis” award in metroBox Magazine’s Prime Awards for Banking and Finance Corporation 2014. This is the third year in a row in which FE has won this award.

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FE AFI panellists advise medium risk investors to boost property allocations and cut UK exposure

By FE Trustnet

Medium risk investors should hike their property allocations, according to the 19 financial advisers and wealth managers on the FE Adviser Fund Index panel. They raised the real estate allocation of the FE AFI Balanced Index to 6.40% from 4.23% in this month’s bi-annual rebalancing.

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M&G named Outstanding in three asset classes in FE Group Awards

By FE Trustnet FE News

FE has awarded an Outstanding rating to M&G Investments for three asset classes in this year’s FE Group Awards: Global Equity, UK Fixed Income and International Fixed Income. Schroder Investment Management, Threadneedle Investment Services and Invesco Perpetual received two Outstanding awards apiece.

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Investors pile into investment trusts post-RDR, research from FE Trustnet reveals

By FE Trustnet

More than two thirds of investors put the same amount or more as last year into investment trusts during this ISA season, according to a joint survey by investment analysis and research provider FE, asset manager Schroders and financial content distributor Dianomi.

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FE Research wins best proposition development award

By FE Trustnet

FE Research is pleased to announce it has won the best Proposition Development (discretionary fund management/wealth management) award at the inaugural Investment Marketing and Innovation Awards on Friday 5 July 2014. These awards are designed to recognise and reward innovation within the investment management sector.

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Invesco, First State & Fidelity top charts in FE Crown Fund Ratings

By FE Trustnet

The FE Crown Fund Ratings’ bi-annual rebalancing has seen nine funds awarded the top score of five FE Crowns in their first ever rating. Aberdeen Emerging Markets Bond and BlackRock Continental European Income were among those ranked within the top 10% of their respective asset classes. Funds must have a three-year track record to be eligible for a rating.

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