Marlborough UK Multi-cap Growth fund captures 2015's investment sweet spots
The fund that managed to capture the sweet spots in 2015
Fri 18 Dec, 2015 / by Corporate posted in FE Research and Opinions
Four funds make FE’s debut Property funds shortlist
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: a misleading measure
Mon 7 Dec, 2015 / by Charles Younes posted in FE Research and Opinions
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.
Getting it right: considerations when building a CIP
Tue 1 Dec, 2015 / by Tahmina Mannan posted in FE Research and Opinions
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.
The UK funds consistently rewarding the long-term investor
Fri 20 Nov, 2015 / by Corporate posted in FE Research and Opinions
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.
Small-caps oust mainstream funds for long-term investors
Wed 11 Nov, 2015 / by Corporate posted in FE Research and Opinions
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 Analytics integrates with Time4Advice
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.
The funds advisers liked in October, and those they didn’t…
Thu 5 Nov, 2015 / by Corporate posted in FE Research and Opinions
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.
FE Trustnet triumphant at Investment Association Awards 2015
We are delighted to announce that the FE Trustnet editorial team have come away victorious from this year’s Investment Association Awards.
IFAs: assessing the process of assessing suitability
Tue 3 Nov, 2015 / by Tahmina Mannan posted in FE Tips