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FE Investments sees AUM rise to £3bn

23 August 2020

Discretionary Managed Portfolio Service (MPS) provider FE Investments has enjoyed a remarkable year of growth in 2020, seeing assets under management (AUM) rise by nearly 30% to more than £3bn.

The investments arm of FE fundinfo, has significantly increased its presence on third party platforms in recent months, with its range of managed portfolios now available to advisers using the AJ Bell, Elevate and Embark platforms, taking total platform numbers to 14. The investment arm also reports 40% growth in adviser firms using its portfolios during this time.

The FE Investments’ proposition is formed from a range of risk targeted portfolios that have been designed to meet the needs of a wide variety of investors. Constructed using a selection of funds from the FE Investments’ Approved List, which have undergone qualitative review, the portfolios are designed to produce superior risk adjusted returns.

FE Investments said more platform and product launches. were in the pipeline.  In 2021 FE Investments plans to develop extra income models and revamp its Responsibly Managed models among other new initiatives.

Rob Gleeson, Head of FE Investments (pictured), said: “One of the founding principles which has guided us since our formation at FE Investments, is that we avoid the inherent risk of predicting markets. We don’t make calls on the movements of equities, gilts, bonds, or any other asset, and instead focus on managing risk. Active strategies have inherent risk management properties as it is possible to correct for the style and sector biases of the markets and exploit the lower correlations of active strategies to reduce our risk of drawdown.

“The purpose of adopting this strategy was to deliver on a simple concept – no one should lose more than they’re expecting to. Having faced the first real test of the process after 8 consecutive years of rising markets following launch we’re proud to say we passed with flying colours and the inflows we’ve received this year are reflective of the fact that advisors and investors appreciate a product that delivers on its promises. Given the state of the world, we think this strategy is well placed to continue to perform well and hope we can continue to grow and deliver for more clients in the future.”

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