- Architas and PIMCO place in the top three fund groups by number of 5 FE Crown Ratings for the first time
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.
- GARS continues slide down rankings
- Fidelity Global Special Situations in 6th place, up from 78th
LONDON, 10 DECEMBER 2018: 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.
LONDON, 22 NOVEMBER 2018: A US fund ꟷ Brown Advisory US Sustainable Growth ꟷ 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.
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.
LONDON, 29 OCTOBER 2018: 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.
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.
LONDON, 09 OCTOBER 2018: 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.