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.
Recent Posts
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.