Provider profile: FE Invest

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FE’s discretionary model portfolio service, FE Invest, is the fastest growing Discretionary Fund Manager (DFM) on platform*. Since its launch in 2015 it has gained over £1.5 billion AUM.

Our approach to portfolio construction 

We believe that no investor should lose more than they expect in a downturn that’s why our suite of risk-optimised model portfolios are built using a unique investment process driven by our industry renowned ratings system, comprehensive fund data and cutting-edge technology with the oversight of experienced professionals. This ensures the model portfolios are well optimised for their risk bands and are completely free from bias. We review 20 years' worth of performance history to identify the best of breed funds within the whole of the market. The highest-scoring funds are reviewed by our expert analysts to create the FE Invest Approved Fund List. This shortlist forms the foundation of our range of model portfolios. Our portfolios have been based on Evalue’s asset allocation models and can be mapped to the risk outputs of Centra, Finametrica and Defaqto.

Suitability is at the heart of what we do 

When it comes to your clients we understand that a ‘one size fits all’ approach doesn’t work, that is why we offer an inclusive range of portfolios that suit a variety of investor risk profiles, investment objectives and investment time horizons. This includes several portfolio ranges; Active (five risk levels), Hybrid (five risk levels), Responsibly Managed (three risk levels) and a dedicated Income portfolio. 

Full service offering 

Not only built with the end investor in mind, our service is also designed to add real value to your business. A key part of our service is ensuring that you are better informed and have the right resources to demonstrate the value of your advice. That’s why we also produce a range of documentation which you can use including fund reports, portfolio reports, portfolio reviews every time we make a change, weekly market commentaries, technical governance report and quarterly market outlooks. All of which can be white labelled to your company’s own brand. 

Platform Availability 

All of our portfolios are easily accessible on a discretionary basis through nine platforms Aegon, Ascentric, Aviva, Fusion, Novia, Nucleus, Standard Life, Transact and Zurich. 

FE Invest fees and Charges 

We charge a management fee of 0.275% plus VAT for managing the models. 

*FE Invest was named the fastest growing DFM on platform by independent research from Platforum.

Your contact: 

Mark Chanda, Head of Distribution, FE Invest
Tel: +44 (0)20 7534 7667

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FE Investments

Our managed portfolio service is based on a range of risk-targeted portfolios with a track record stretching back to 2012. Leveraging FE fundinfo's expertise in fund data and software, our models are created to focus on the risk within the asset allocation and the underlying funds. Only available via Financial Advisers, FE Investments lets you to stay in full control of your client relationships whilst helping them to protect and grow their wealth. Whether it's help with onboarding clients, selecting suitable portfolios, producing white-labelled reports or issuing real-time governance, FE Investments provides the support you need to provide first class customer service, stay compliant and help you grow your business.

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