NEWS

The UK’s fastest growing DFM on platform now available on 7IM

Since FE Invest launched its Managed Portfolio Service in 2015, it has gained over 2 billion in assets under management. This has resulted in FE Invest being named the fastest growing Discretionary Fund Manager (DFM) on platform according to research from Platforum*.

by Arianna Beech
06 August 2019


Since FE Invest launched its Managed Portfolio Service in 2015, it has gained over 2 billion in assets under management. This has resulted in FE Invest being named the fastest growing Discretionary Fund Manager (DFM) on platform according to research from Platforum*.

The same research from Platforum also indicates that there is no shortage of DFM solutions available to advisers today – 77 DFM model portfolio providers are available on at least two platforms.

What makes FE Invest stand out in a crowded market?

With an increase in market uncertainty many of the advisers we work with want to ensure that their clients’ investments capture the upside when markets are performing well and offer capital preservation if they fall.

Our models aim to avoid the inherent risk of predicting the future; we therefore do not try to call the markets. Instead, we believe if we focus on risk management and optimise diversification, the returns follow suit. Ultimately, we aim to offer a range of portfolios that deliver a consistent return profile, without any undue surprises, that meet clients’ needs and objectives.

Our process has been comprehensively reviewed and analysed by CASS Business School who concluded that our philosophy and process are a superior way of building portfolios.

How to invest?

FE Invest is available on 10 platforms Aegon, Ascentric, AVIVA, Fusion, Novia, Nucleus, Standard Life, Transact, Zurich and the recently added 7IM. 

To find out more about how our model portfolio service helps to manage risk in uncertain times, please join our free webinar hosted by Ed Margot, Investment Strategist.

 

 

 

*Platforum Report July 2018