FE is one of the world’s leading providers of investment fund data and analysis
and is a dominant supplier of fund data in the UK. Professional investors rely on
FE for accurate information on all aspects of fund performance. We believe that
when researching funds, both fund performance and a manager’s historical performance
should be taken into account to get a more rounded and unbiased view on the potential
of that fund. We are the only ratings organisation that focuses on both aspects.
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FE Crown Fund Ratings |
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Our Crown Fund Ratings are a quantitative measure and cover all the 200,000+ funds that FE collects worldwide. They are based on historical performance relative to an appropriate, targeted benchmark, chosen by FE.
FE Crown Fund Ratings enable investors to distinguish between funds that are strongly outperforming their benchmark and those that are not. The top 10% of funds will be awarded five FE Crowns, the next 15% receiving four Crowns and each of the remaining three quartiles will be given three, two and one Crown respectively.
Rebalanced quarterly, the ratings take into account three key measurements to derive a fund’s performance: alpha, volatility and consistently strong performance.
FE Crown Fund Ratings are frequently used by professional advisers to screen for the best performing funds in a sector and at a factsheet level are used as part of an adviser’s paper trail to show thorough and rigorous research has been undertaken.
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FE Alpha Manager Ratings |
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Formerly the Trustnet Alpha Manager Ratings, these rate the performance of a fund
manager over their career regardless of the number of funds they have managed or
number of places worked. They are designed to distinguish fund managers who have
consistently performed well over the longer term. The robust methodology is comprised
of three key components:
- Risk-adjusted alpha (with track record length bias)
- Consistent out-performance of a composite benchmark representing the manager’s peer
group over time
- Out/under performance, consistency in rising and falling markets
Reviewed annually, only those within the top 10% of all listed managers of unit
trusts and OEICs from January 2000 are then awarded the FE Alpha Manager status,
ensuring only the elite receive this accolade.
Distribution
The ability to combine FE Crown Fund and Alpha Manager Ratings allows a much better
assessment of worthwhile, well run investments for asset managers, professional
advisers and investors alike – now, and in a post retail distribution review world.
To ensure we aid all types of investor, our ratings are available on the following
platforms:
FE Analytics, FE Trustnet, Interactive Investor, Aegon Investment Hub, Aviva Wrap
Platform, AXA Fund Hub, Nucleus Fund Screener, Skandia, Standard Life and Zurich
Fund Centres.
A second opinion from the Adviser Fund Index
The Adviser Fund Index (AFI) is made up of the recommended portfolios of a panel
of leading UK financial advisers. Based entirely on the funds actually recommended
to clients, the AFI Aggressive, Balanced and Cautious portfolios carry real-life
credibility, providing insight into the benefits of holding top quality funds. Advisers
and investors alike can look for funds recommended by this influential panel for
reassurance or new ideas in fund selection.
The AFI represents recommended quality.