FE is delighted to have won the award for 'Best Model Portfolio Service' at the Professional Adviser Awards 2019, held last Thursday 7th February.
LONDON, 4 FEBRUARY 2019: The 19 financial advisers and wealth managers on the FE Adviser Fund Index (AFI) panel have hiked risk across all three indices in this month’s bi-annual rebalancing by increasing exposure to global and emerging market equities, whilst trimming UK positions.
- Blackrock (iShares) tops group charts
- 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.