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.
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. From April to December 2017, not one IA North America fund made the top 50, or even the top 100. In a huge turnaround, this year to date IA North America accounted for 46% of the top 50 best performing funds and 45% of the top 100 funds.
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.
FE is delighted to have won the 'Leading funds data provider' award at the Schroders UK Platform Awards last night.
The collapse of Lehman Brothers on 15th September 2008 was a key milestone in the global financial crisis, teaching investors a painful lesson that nothing is too big to fail. It also provided opportunities; to buy stocks at the bottom and to benefit from what we now know to be the longest bull market run in history. So, which were the best performing sectors and funds in the decade since the collapse of Lehman Brothers, and why? Here, FE’s research manager, Charles Younes, takes a look at the FE data.
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).
LONDON, 06 AUGUST 2018: 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.
Charles Younes, FE research manager
In May, the Bank of England was poised to raise interest rates but decided to hold off at the last moment after a slew of disappointing data. During an April interview with the BBC, Carney reset the expectations for UK Gilts investors, as he was “conscious that there are other meetings over the course of this year.”