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.
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.”
- Blackrock (iShares) tops groups table
LONDON, 1 AUGUST 2018: FE, the leading UK investment ratings and research agency, today announced that almost half (46%) of UK Gilts funds and a third of both North American Equities (31%) and Emerging Market Equities (30%) funds achieved the highly-prized five FE Passive Crown Rating at the latest rebalance, whilst no Index-linked Gilts or Sterling Corporate Bond funds achieved the top accolade for a second rebalance in a row.
- 40.5% of IA China and IA Asia Pacific ex Japan Funds are 4 or 5 FE Crown rated
- BlackRock and Schroders share top group spot
With the World Cup underway, pundits have been tipping many European teams such as Germany, Belgium, France and Spain as favourites, whilst expectations for the UK’s only qualifier - England – are much more modest. Here, we take a look at how this dominance of European teams mirrors the current investment landscape.
LONDON, 11 JUNE 2018: FE, the leading provider of investment data, research and software to the financial services industry, announced today that it has been ranked at 102 in the annual Sunday Times HSBC International Track 200, a league table which ranks Britain’s mid-market private companies with the fastest growing international sales.
LONDON, TUESDAY 29 MAY 2018: Advisers may be inadvertently exposed to business risk and regulatory action by not verifying that their risk mapping tools are fit for purpose and connect logically together, FE’s annual report into financial advice in the UK, has found.
LONDON, 22 May 2018: FE has today announced the launch of the FE Analytics+ Reduction in Yield (RIY) Calculator, a tool that offers advisers a simpler, more efficient approach to assessing the impact of costs on future returns, in the form of a single figure, rather than relying on projections from product providers.
LONDON, 18 MAY 2018: The 2018 FE Alpha Manager of the Year awards were presented last night at the Museum of London, as over 250 members of the industry came together to celebrate the top talent in asset management.
FE, the leading provider of investment data, research and software to the financial services industry, announced today that Hg, a leading global growth private equity firm, will be investing in the business to fund its next phase of growth.
Founded by Michael Holland and Craig Wilson, FE operates a proprietary database of complete retail funds data with global coverage and history, built up over 20 years. Trusted by hundreds of thousands of investors, advisers, asset managers and platforms who use FE data, software and investment advice every day, FE is a leading player in supporting the UK fund industry.
- Woodford Income Focus and Stewart Investors Asia Pacific Leaders among funds removed
LONDON, 30 APRIL 2018: Ten new funds have been added and six funds have been removed from the FE Invest Approved List of funds in the latest review. FE Invest rebalances its list of preferred funds twice a year.
- 21 managers retain their place in the FE Hall of Fame for fourth-year running
- 13 managers enter FE Hall of Fame for first time
LONDON, 16 APRIL 2018: FE, provider of investment research, software and data to the asset management industry, announced today that 50 fund managers have made it into the 2018 FE Alpha Manager Hall of Fame - an elite group of managers who have been consistently FE Alpha Manager rated over the last seven years.
FE is delighted to announce that our team in India, FE Chennai, has been certified as a 'Great Place to Work' by the Great Place to Work Institute®.
Every year, more than 8000 organisations from over 50 countries partner with the Great Place to Work® Institute for the assessment, bench-marking and strengthening of their workplace culture.
This certificate recognises the excellent workplace environment the team in Chennai have created.
LONDON, 6 MARCH 2018: FE, the leading provider of data, software and performance analytics to the financial services industry, announces it has worked with Aberdeen Standard Investments (ASI) to develop a cutting-edge tool, which provides advisers using the firm’s MyFolio range with an online portal for due diligence and fund reporting on the 25 funds within the range.
- Index-Linked Gilts surprise as none achieve a maximum rating
- Blackrock (iShares) retains group top spot
- 43 new FE Alpha Managers awarded, 32 of which have never previously made the list
- 26 managers lose their FE Alpha status
- Fidelity tops the board at group level
- Smaller Companies managers shine
A total of 31 discretionary fund managers (DFMs) have signed up to FE Transmission, the service which allows financial advisers to research and analyse model portfolios and DFMs.
LONDON, 5 FEBRUARY 2018: FE announced today that FE Invest - the firm’s Model Portfolio Service - has surpassed the £1bn Assets Under Management (AUM) mark, less than three years since its launch.
- 45% of Japan Funds are 4 or 5 FE Crown rated
- 44 UK Equity Income Sector funds downgraded
- LF Woodford Equity Income downgraded from 5 to 1 FE Crown following its debut rating six months ago
- 92% of MiFID template data and 91% of KIDs collected and validated by FE
Almost all asset managers working with FE’s Regulatory Data Services to disseminate MiFID data to distributors such as platforms, have met the January deadline imposed by regulators.
- Standard Life’s GARS drops out of top three for first time
As 2017 draws to a close, FE takes a look at the funds that have piqued adviser interest and those which have fallen out of favour on FE Analytics, the leading investment research and analysis tool.
Will PRIIPs and MiFID II be the Grinches that steal this year’s Christmas?
- 2018 Fund Watch list: Woodford Income, Jupiter Absolute Return and Allianz Strategic Bond
- 2017 takeaway: Don’t follow herd mentality
- House view on UK equities and corporate bonds more positive heading in to 2018
With the 3rd January 2018 deadline for the implementation of MiFID II client reporting just six weeks away, FE has created a data packaging solution to help platforms, back office software providers and DFMs who have left it late to find a solution to gather the data for their reporting requirements.
FE Invest, FE’s model portfolio service, today announced the launch of its Responsibly Managed Portfolios range – a suite of risk-targeted portfolios designed to support financial advisers in meeting the surge in demand from clients for sustainable and ethical investments.
FE is proud to annouce the launch of its Crown Fund Ratings and Risk Scores in Australia, in partnership with Money Management. These purely quantitative fund ratings make it easy for financial advisers to identify funds with strong and consistent performance and an appropriate risk level over the previous three years.
- FE’s whole of market data uniquely allows advisers to map any investment solution to a clients’ risk profile
FE, a leading investment ratings and research agency, today announced the launch of FE Analytics+ Investment Planner, a step by step investment process to help advisers meet suitability requirements and deliver consistent investment advice.
As the investment industry enters the final phase of preparation for the implementation of PRIIPs and MiFID II in January 2018, FE, a leading provider of data-driven solutions to the financial services industry, urges affected firms not to neglect their client reporting requirements in the rush to meet other aspects such as trade reporting and unbundling the costs of investment research.
Using FE’s unique Analytics Market Intel (MI) tool, we look at the top 10 funds advisers were researching from January to September 2017.
FE is delighted to have won two Investment Week Research Awards yesterday evening.
FE, a leading investment ratings and research agency, today announced that the Board of Directors has appointed Neil Bradford as CEO, a newly created role to help position the firm for its next phase of growth. He joined FE on the 11th September 2017.
Funds that could help investors protect capital from unpredictable markets and increase portfolio diversification are the focus of the latest FE Invest Approved List rebalance.
- Blackrock takes group top spot
- Latest FE Passive Crown Rebalance rates global funds for first time
- Global Equity Income, UK Gilt and Short Term Money Market funds fail to pick up five Crowns
- Old Mutual tops the leader board and T.Rowe Price sees biggest positive ratings shift
- Woodford Equity Income achieves five FE Crowns on first rating
FE’s latest bi-annual Crown ratings rebalance has awarded 317 funds with the highly-prized five FE Crowns, of which 11 are newcomers and 25 have jumped two or more FE Crowns to achieve the top accolade.
In the wake of voters returning a hung parliament in the UK general election and geopolitical uncertainty broadly expected to continue for the year ahead, FE, the leading UK investment ratings and research agency, has collated investment views from the 2017 winning FE Alpha Managers. The managers comment on the challenges and opportunities they foresee in delivering alpha in the next 12 months, how bullishly or bearishly they are positioning their portfolios and prospects for their respective asset class or sector.
PRIIPs – Live date 1 January 2018
On 6 June, the European Securities and Markets Authority (ESMA) published its MiFID II and MiFIR Q&As, covering a wide range of topics on the subject of investor protection.
Australia’s longest-established specialist financial services publication Money Management together with its sister publication, Super Review, has been acquired by FE, the UK’s leading provider of investment research, software and data to the asset management industry.
FE have released a white paper today (15 May) which highlights the challenges facing adviser firms in meeting client reporting requirements under the Markets in Financial Instruments Directive, (MiFID II) - which is to come into effect in January 2018.
With 13 awards won at the Alpha Manager awards this year, it certainly was a celebration of the best of asset mangement!
Thirteen prestigious FE Alpha Manager Awards were presented on Thursday 11 May at The Tate Modern, as over 300 members of the industry came together to celebrate the top talent in asset management.
60 managers have made it onto the shortlist for this year’s FE Alpha Manager of the Year Awards, with Ian Spreadbury, Jenny Jones, Nick Train, Francis Brooke, Alex Wright and Richard Woolnough among the list of the industry’s top talent.
We are pleased to announce that 42 managers have made it into the 2017 FE Alpha Manager Hall of Fame - an elite group of managers who have been consistently FE Alpha-rated over the last seven years.
- Gilts exposure remains essential portfolio insurance against equity market sell-off
- Absolute Return exposure complemented with additional defensive options
- Reduced international exposure, increased UK equity exposure
Funds that could help investors protect capital from unpredictable markets and increase portfolio diversification are the focus of the latest bi-annual FE Invest Approved List rebalance.
FE, the UK’s leading investment ratings and research agency, announced on the 23 February that is has launched FE Connect, a service which combines asset managers’ research and insights with fund data, all in one place. Asset managers registered with FE Connect can now target more than 84% of the top UK advisers with their content through a single channel.
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.
FE’s latest bi-annual Crown Ratings rebalance awarded 300 funds with the highly prized five FE Crowns - with 18 previously unrated funds being awarded the top accolade.
Michael Holland, Managing Director of FE, has today sent an open letter to the chairmen of the three European Supervisory Authorities (ESAs) and to several investment trade publications.
FE supports the focus on increased transparency and the need to ensure that there is no conflict of interest.
At least one prediction has been right today, as the European Commission’s Vice President Valdis Dombrovskis confirmed it has recommended a delay of 12 months to December 2017 for PRIIPs KIDs at its meeting on 9 November. This means that PRIIPs will go live at the same time as MiFID II, which was itself delayed by a year.
The latest provisional agenda for the European Commission, issued on 24 October, shows that the discussion on a possible delay to the PRIIPs regulation has been brought forward from 22 November to 9 November.
At a panel discussion hosted by the Greens and the European Free Alliance at the European Parliament yesterday (19 October), Ugo Bassi of DG FISMA, the Financial Services directorate of the European Commission, was questioned on the timetable for PRIIPs, as the uncertainty is causing big problems and adding to costs across the industry.
The PRIIPs regulations are set to come into effect from 31st December 2016, however, there are several uncertainties around the guidelines, especially since the rejection of the regulatory technical standards (RTS) by the European Parliament.
First published in Investment Week, 30 September 2016
With the majority of selectors recommending the same 20% of funds, FE's Mika-John Southworth explores why 'big brand' funds continue to be favoured despite performance issues.
FE Analytics has won the award for the ‘Leading Independent Planning Tool Provider’ at the Schroders’ UK Platform Awards – marking this the sixth time the planning tool has won the award since 2010.
On 14 September the European Parliament, as expected, followed the lead of its Economic and Monetary Affairs Committee (Econ) by voting 602 to 4 to reject the Level 2 rules as set out in the Regulatory Technical Standards (RTS) proposed by the Commission.
Liontrust, Brooks Macdonald and Standard Life Wealth are now live on FE Analytic’s Model Portfolio Comparison Service – FE Transmission, the service that allows advisers to compare performance data on leading model portfolios.
North American growth funds have been added for the first time to the FE Invest Approved list, as funds in the region are viewed more favourably for UK investors in light of concerns over UK equities as an asset class - following the Brexit vote.
FE Kii Hub has been awarded the accolade of Most Outstanding European UCITS KIIDs Platform in the Corporate LiveWire Global Fund Awards 2016.
FE’s latest bi-annual Crown ratings rebalance awarded 325 funds with the highly prized five FE Crowns – with 45 funds jumping more than two Crowns to achieve the top accolade.
Hong Kong-based China and Emerging Markets specialist, Luke NG from FE Research runs through the key issues surrounding MSCI’s rejection of China’s A-Share market.
Advisers have been opting for the perceived safety of cash funds over big-name brands in the weeks leading up to the EU referendum date, according to the latest data from FE’s Market Intel (MI) tool - underlining the risk-off sentiment gripping the UK’s advisory industry compared to the mood at the start of the year.
First they said it couldn’t possibly happen, then that it probably wouldn’t happen, then that it might happen and until finally today it did happen. Yesterday Britain voted to leave the European Union and although the vote is not binding it seems inconceivable that it won’t be followed through.
In line with the first anniversary of FE Passive Crown ratings, the ratings and research firm has launched the industry’s first pure passive fund awards. This is in recognition of the growing importance that passive investing plays in the UK asset management industry and the commitment and professionalism of passive investing teams (Please see below for full list of 2016 winners).
FE subsidiary Global Funds Registration has been named Best Cross Border Fund Administration Consultancy in the prestigious Wealth & Finance 2016 Alternative Investment Awards.
FE is pleased to announce that the FE Invest Model Portfolios are now available via three more of the UK’s leading platforms following increasing demand from the financial adviser community.
With 16 managers going home triumphant at the prestigious FE Alpha Manager Awards held in London’s Living Room at City Hall this April, it was certainly a fantastic night to celebrate the best of UK asset management industry! Hope you enjoy scrolling through the gallery as much as we did!
Sixteen managers went home triumphant at the prestigious FE Alpha Manager Awards held in London’s Living Room at City Hall last night, as the industry came together to celebrate the top talent in UK asset management.
Leading up to the much anticipated FE Alpha Manager Awards on 14th April, we asked managers featuring in our FE Alpha Manager Awards shortlist three key questions which not only sum up the past few months – but also, if magic was real, what they would conjure up if they had a magic wand!
Forty-five managers have made it into the 2016 FE Hall of Fame, meaning they have been rated as FE Alpha Managers for at least seven years, with 28 managing to achieve the highly coveted FE Alpha Manager rating eight years in a row – since the rating launched in 2009.
In response to increased demand for professional adviser accreditation, ratings and research firm FE is launching the FE Analytics Certification. The accreditation provides advisory firms with an independent benchmark when looking to hire top talent, while also providing advisers and paraplanners with a way to enhance their personal development as well as demonstrate their capabilities.
Volatility is here to stay as FE repositions its successful model portfolio service, FE Invest – after a turbulent six months. The head of FE Research, Rob Gleeson underlines the rapid deterioration in market conditions as the catalyst for taking some risk off the table and allocating to broader market strategies, rather than highly focused funds in the current volatile market conditions.
Invesco Perpetual Income and Monthly Income Plus and Jupiter Merlin Income Portfolio were some of the largest funds falling out of favour with FE’s in-house analysts in the latest review of the FE Invest Approved fund list and the FE Invest MPS (model portfolio service).
Advisers can now assess the risk levels of any given portfolio, be it an adviser-constructed portfolio or a model portfolio, using FE Portfolio Risk Scores available through FE Analytics.
Seventy-nine managers have made it onto the shortlist for this year’s FE Alpha Manager of the Year Awards, with Barry Norris, Rupert Flemming, Julian Fosh, Anthony Cross and Anthony Robertson leading the list of the industry’s top talent.
Henderson Global Investors and Fidelity Investments have triumphed in this year’s FE Alpha Manager ratings rebalance, with the two groups each boasting ten managers who have been awarded the highly coveted Alpha Manager status.
A Trustnet Magazine story was awarded the ‘Investment Article of the Year’ prize at this year’s unbiased.co.uk’s Media Awards.
Man GLG – Continental European Growth, Scottish Widows European Focus and Threadneedle European Select are the top consistently performing European funds over the past 5 years – despite the on-going market volatility in the Continent - according to new research from FE.
Big changes in ratings and research firm FE’s latest Crown ratings rebalance as the market turmoil of the last two quarters of 2015 take effect on big name funds.
Last year was one rocky ride for many investors, with most of the issues that plagued markets in 2015 still continuing to do so in the New Year. While we see further market turbulence this week, it may be time to take stock of what investors should have learnt from 2015’s market upheaval.
In response to client feedback on the most suitable share class to use in the post-RDR investment landscape, FE have made the decision to use clean shares as their primary representative for all FE Crown ratings.
Although the economies of Brazil, Russia, India, China and South Africa have been heralded as a good move for investors looking to gain from rapid economic development – the BRICS economies have come under fire recently after high levels of volatility and a failure to deliver on the good returns predicted of them.
Investors looking for a way in to the markets following the Federal Reserve rate hike are too late, according to the latest FE Research report, because the market had already reacted to the rate hike back in May 2013.
Marlborough UK Multi-cap Growth fund captures 2015's investment sweet spots
M&G, Threadneedle, F&C and Freehold have made the cut in independent ratings and research company, FE’s first ever property list to sit within its FE Invest Approved List (formerly the Select 100 list).
Active Share has been causing quite a stir in the industry over the past year and while some managers have quite readily employed it as a marketing tool on their factsheets, the increasingly wide use of Active Share as a marker for a manager’s ‘activeness’ has been contentious. As the measure’s popularity continues to grow, FE Research looks at just how useful it is.
Although the term centralised investment proposition (CIP) is now common parlance in this industry, the ever growing range of investment approaches still leave adviser firms unsure on how to proceed.
Franklin Mid Cap, Marlborough UK Multi-Cap Growth and AXA Framlington UK Select Opportunities top the list of funds consistently rewarding long term investors, according to recent research from FE Trustnet.
The latest research from FE Trustnet highlights that UK, European, Japanese and US smaller company funds have all produced better returns over the past 15 and 20 years than their all-cap counterparts.
FE has added another integration partner allowing more UK based financial advisers to streamline their business processes by integrating FE Analytics with customer relationship management and back-office system CURO, from software and service company Time4Advice.
Using the FE’s unique Analytics Market Intel (MI) tool, we take a look at the top 10 funds advisers were buying and selling in October.
We are delighted to announce that the FE Trustnet editorial team have come away victorious from this year’s Investment Association Awards.
This year has been far from smooth sailing for investors, and you don’t have to look far to find the markets causing the worst of the pain. FE Research takes a look at 2015’s investment market nightmares for the UK retail investor.
You may have heard the term MiFID in the media in recent months, but what exactly is it - and more importantly, how will it affect you?
Old Mutual’s WealthSelect MPS range is now live on FE Transmission, the service that allows financial advisers access to performance data on leading model portfolio providers through FE Analytics.
As Good Money Week comes to an end for another year, FE Trustnet looks at the top performing ethical funds over the past decade and how they pitted against their respective sectors.
Shares in British fashion stalwart, Burberry have fallen nearly 12 per cent following the company’s warning that sales had been hit by the slowdown in China.
We take a look at the emerging market funds that have offered double digit returns since the global equity markets plunged on August 24th.
Another successful awards night for Kii Hub – this time at the Fund Services Awards 2015. The document creation system has won the ‘Best Practice Award’ two years in a row.
Last month was far from calm waters in the investment markets, with worries over China’s slowdown, speculation over a pending interest rate rise and not to mention the Volkswagen emissions cheating scandal all taking their turn to worry investors and prompting frenzied sell-offs.
The asset management industry has a way to go yet to truly capitalise from social media's marketing wonders - we run you through the what you should be considering...
All the changes made to the UK pensions industry over the past few years, the latest being the greater freedom allowed retirees over their pension pots through Pension Freedom changes – have meant that many investors can now consider different ways to take an income from their investment rather than through the traditional purchase of an annuity.
Emerging markets have had a tough time of it in recent years; with macro headwinds like a strong US dollar, the collapse in commodity prices, geo-political tensions and not to mention the implications of China’s economic slowdown taking their toll on individual equity markets. While this has been the case for many markets, investors in Indian equities have enjoyed rather better returns despite the volatility.
We are delighted to announce that FE has taken home two highly-prized awards at this year’s Aberdeen Platform Awards, as well as being highly-commended for two others.
FE runs through what all that you need to know on Markets in Financial Instruments Directive (2014/65/EU) (“MiFID II”).
With London Fashion Week drawing attention to the crème de la crème of the UK fashion industry, FE takes a look at the funds and sectors most attracting attention in the advisory market.
Pensions were very much in focus last week starting with the annual Pension Awareness Day kicked off on the 15th of this month to the fact that thousands have opted to take money out of their pension pots. With this is mind, FE Trustnet takes a look at three well-regarded funds for those seeking a healthy retirement income source.
Only 19 cautious funds have managed to return in excess of 1 per cent year-to-date, while only 46 funds from 150 cautious funds have managed to avoid losses at all this year (zero per cent or higher return).
Head of FE Research Rob Gleeson on how diversification has been the key to FE Invest portfolios' success at a time when sector peers have failed to shelter from the market turmoil...
Artemis’s Income fund and the Axa Framlington UK Select Opportunities fund were some of the largest funds dropped by FE‘s in-house analysts as they took a bullish stance on the market following the biannual review of the FE Invest Approved fund list and the FE Invest MPS (Model Portfolio Service).
As the latest update from the Office for National Statistics highlights the growing confidence among UK investors – especially in the Alternative Investment Market (AIM), FE Trustnet takes a look at the top performing smaller companies.
The global equity markets faced serious concerns over the last few months - stemming from fears over the health of the Chinese economy. Last week's Black Monday stirred fresh fear into the pot - but, are there opportunities to be had for the brave investor?
Chaos in China’s stock markets dominated headlines in August, with the effects keenly felt across global stock markets. As a result, European markets have suffered their worth month in some four years. FE Trustnet looks at the Europe funds which were hit the hardest.
Volatility in the Chinese stock market has dominated headlines over the past two months, with market commentators suggesting some £3.2 trillion has been wiped off global equities in just a few weeks. We look at the funds in the Investment Association’s China/Greater China sector to see which of them have managed to shelter from the worst of the crash, and the funds which failed to do so.
Senior analyst Luke NG runs through what has been happening in the Chinese equity markets, and why investors should expect further turmoil in coming weeks.
Today’s financial landscape boasts a wide variety of methods to invest client assets. Irrespective of portfolio size or life stage of the investor; there is a solution that can match their risk level and specific objectives. Whilst this comes as great news for advisers and investors – it often leaves paraplanners with a whole lot more to think about when conducting due diligence.
With the latest research highlighting that over a third of over 50s are turning to the stock market to grow their retirement pots, FE Trustnet would like to urge investors to take stock of the risks associated with holding individual company shares.
Picking an investment fund is hard work for even the most seasoned investor, and it is even tougher for those starting off in the world of investments. The UK retail investor has around 38 sectors and more than four thousand funds to pick from, according to FE Trustnet data – so feeling a little out of your depth is more than understandable.
Kii Hub has received the Client Choice Award: Best Service Provider in the Corporate LiveWire Global Fund Awards 2015.
Multi-asset funds have been very much in favour in recent years, with the Investment Association -, the investment trade body – reporting some £1.1bn in net retail sales year-to-date in the mixed asset sectors.
There are thousands of investment options in the current market for the average investor, and while options and choice are good – the sheer volume of funds may leave even the savviest among us bewildered.
HSBC shares have climbed this morning after the bank beat analyst’s expectations today by announcing a 10 per cent rise in profits for the first half of this year, driven by strong performance in Hong Kong. The bank reported pre-tax profits rose to $13.6bn in H1, up from £12.3bn a year ago. Revenues were up from $31.1bn from $32.9bn.
Kii Hub has been named as a finalist for the ‘Best Practice’ category in this year’s Fund Services Awards, marking this two years in a row that the outsourced solutions provider has been on the list for this highly-regarded recognition. Kii Hub won the category in 2014.
An interesting article in FTfm, the Financial Times’ fund management industry section, caught my eye recently. The piece, based on new data from wealth managers SCM Private, argued that concentrated “best ideas” funds do not perform any better than more traditional diversified mutual funds.
Gone are the days where the sheer mention of the word ‘ethical’ in relation to investments conjured up pictures of soup-eating, hemp-wearing, free-spirited types with a bit of cash.
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.
“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.
UK managers, Sarasin Investment Funds and the IA Unclassified sector all winners of FE’s latest Crown Ratings rebalance
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.
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.
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.
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.
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.
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?
“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.
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?
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?
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.
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.
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.
New levels of transparency in the passive fund industry. FE Trustnet Passive Fund Ratings prove that not all trackers are equal.
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.