FE fundinfo’s fund ratings can support your funds’ success and raise their visibility on a global platform. Our ratings are a hallmark of integrity born out of an independent, unbiased and transparent methodology, trusted by fund selectors, financial advisers and retail investors around the world.
Our ratings help fund managers compare funds and investors make informed investment decisions. Support the growth of your assets under management in an increasingly competitive marketplace to position the key performance attributes of a fund such as active/passive fund performance, manager track history and alpha generation.
Our ISO-accredited database and award-winning investment and research team powers the robust methodology behind our independent and quantitative fund ratings, enhancing your credibility in the market and widely recognised by our vast audience of active users across FE Analytics and Trustnet.
How we can help
Independent and widely respected
Our Ratings are powered by our independent ISO-accredited database and we only charge logo usage rights once a rating has been achieved.
Showcase your funds
Highlight key features such as active and passive fund performance, manager track history and alpha generation.
Trusted by fund selectors
We are consistently voted as the ‘Leading Investment Research, Ratings and Data Provider’ by Advisers.
Strength in numbers
Our Ratings are used as key search criteria in FE Analytics, Trustnet and on a wide network of distributor platforms and fund centres, reaching millions of fund selectors every year.
Ratings - Key Features
Crown Ratings - Active
The Crown Fund Rating is a quantitative rating that is based on a fund’s historical performance relative to an appropriate benchmark.
Relying on three key measurements - alpha, volatility and consistent performance, the ratings are designed to help investors distinguish funds that have superior performance in terms of stock picking, consistency and risk control. It is rebalanced twice yearly in January and July.
Crown Ratings - Passive
Passive funds and exchange-traded funds attempt to track their index, with the aim of delivering a return as closely in line with it as possible.
The Passive Crown Fund Rating incorporates the tracking difference, tracking error and fund size to rate consistency. It is rebalanced twice yearly in January and July.
Alpha Manager Rating
The Alpha Manager Rating is a quantitative rating that distinguishes the top UK fund managers based on alpha generation and outperformance across their career history, allowing investors to instantly identify those managers who have consistently outperformed their peer group over time.
An annual event is held to celebrate winners in key categories at the FE fundinfo Alpha Manager of the Year Awards. To find out more, enquire here.
FE Investments Approved
Combining multiple ratings and qualitative research, our research team run an outsourced investment proposition for advisers that combines fund selection, risk-targeted portfolio management and governance. The bedrock of our research proposition is its fund list - the FE Investments Approved List. The List is constructed from multiple angles and represents the best funds, fund managers and fund groups in the industry.
ESG Ratings
ESG Ratings are designed to give investors and fund selectors an indication of a fund’s ESG performance and risk. However, little to no uniform approach in the methodology of ESG ratings and increasing divergence in the market is potentially causing more confusion than clarity.
To support financial advisers in making investment decisions aligned with their clients’ objectives and values, we will be introducing ESG Ratings into FE Analytics to offer a number of data points to assess a fund’s ESG credentials in one place.
Backed up by the numbers
fund searches conducted on FE Analytics using FE fundinfo Ratings filters.
monthly searches conducted on Trustnet.
Investment Association funds crown rated.
of advisers that consume 3rd party research for fund picking or building in-house solutions, use FE fundinfo.
Our Awards
Take a look at some of our most recent industry awards
FE Analytics won the Leading investment research, ratings and data provider award
FE Analytics won Best Research Software for the 6th year running
FE Analytics won 4-stars for the Best Back Office and Support system
FE Analytics won Best Research Software for the 5th year running
FE Analytics won the Leading investment research, ratings and data provider award
We were awarded ‘Best Use of platform technology’ for our client reporting service for Aviva.
FE Investments won the Wealth Manager: Rising Star Company of the Year at the 2020 Portfolio Adviser Wealth Partnership Awards
FE Analytics was awarded five stars in the Back Office / Support Services category
FE Analytics won Best Research Software
FE Investments won the award for Best Model Portfolio Service
FE fundinfo won the award for Best Ratings / Research service for Advisers
FE won the Leading Investment Research, Ratings and Data Provider award (the Advisers' choice award)
FE Invest won the award for Best Model Portfolio Service
FE Analytics won Best Research Software
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Benefit from the only Ratings provider that evaluates all key performance attributes of a fund.
