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BlackRock & Liontrust top FE's latest Crown Ratings rebalance
FE’s latest bi-annual Crown Fund Ratings rebalance has awarded 366 funds with the highly-prized 5 FE Crowns which is an 8.93% increase from last year. Of these funds, 7 are newcomers, which is less than half the number of newcomers compared to last year, and 37 have jumped 3 or more FE crowns to achieve the top accolade.
The Winners of the FE Alpha Manager Awards 2019
Last night, FE brought together over 250 members of the fund management industry at LSO St Luke’s to celebrate the 2019 FE Alpha Manager of the Year Awards. The ceremony was hosted by British favourite, Hugh Dennis, who presented 12 awards to this year’s best fund managers.
FE Invest awards ‘Buy’ ratings to Waverton European Dividend Growth, LF Miton US Opportunities and Man GLG Japan Core Alpha in latest Approved List review
Ten new funds have been given a ‘buy’ rating and four 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.
Revealed: The FE Alpha Manager Awards 2019 Shortlist
FE, the investment ratings and research agency, announced today the fund managers that have made it onto the shortlist for this year’s FE Alpha Manager of the Year Awards with David Dudding, Gary Greenberg, Francis Brooke, Hugh Yarrow, Stephen Moore and Aziz Hamzaogullari among the list of the industry’s top talent.
FE AFI panellists hike risk and cut exposure to UK in latest rebalance
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.
UK Gilts lead the field in latest FE Passive Crown rebalance
FE today announced that UK Gilts topped the sector charts in the latest FE Passive Crown Ratings rebalance with 38% of funds achieving the maximum five FE Passive Crown Rating. Following closely behind were Property (30%), North American Equities (29%) and Emerging Markets Equities funds (29%), whilst no Sterling Corporate Bond funds achieved the top accolade for a third rebalance in a row.
FE joins forces with fundinfo and F2C following Hg investment
A new international force in investment data has been created after FE, the investment data, research and software provider, joined forces with fundinfo, a provider of services for asset managers and distributors in Europe and Asia, and F2C, the Luxembourg-based business which runs fund data management platform, publiFund.
First US fund added to FE Invest Responsibly Managed Approved List
A US fund Brown Advisory US Sustainable Growth 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.
Sterling Bond Fund Shake Up Contributes to High Turnover of Funds in FE Invest Approved List
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 Helps EFAMA to Boost Number of Funds Categorised by the European Fund Classification (EFC)
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.