Discretionary Model Portfolios | FE Invest for Advisers

A NEW BREED OF RISK-OPTIMISED, DISCRETIONARY MODEL PORTFOLIOS

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FE Invest, our range of discretionary model portfolios offer Advisers investment options to suit a complete range of investor risk profiles and a variety of investment objectives.

The suite of  risk-optimised 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 that the portfolios are well optimised within their risk bands and are completely free from bias.


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Why choose FE Invest?

Harness the power of ratings


FE's ratings review 20 years' worth of performance history to identify the best of breed funds within the whole of the market. The funds with the highest scores based on their ratings are then reviewed by our expert team of analysts to create the FE Invest Approved Fund List. This shortlist forms the foundation of our range of portfolios.

Find out more about FE's ratings


Choice and flexibility

The FE Invest Approved Fund List contains funds from all corners of the market from the largest household names to specialist boutiques. This means that our portfolios include a variety of asset types, active and passive strategies to offer Advisers an 'Active Core' range, 'Hybrid' range and a dedicated income portfolio. The Active and Hybrid range are available in five risk levels and term weighted in short, medium and long term at each risk level.

Why is looking at term important?


Active risk management

At FE, we are guided by the philosophy of focusing on risk to achieve the right returns for your clients. The FE Invest portfolios are created using specialist optimising technology built in house that runs 17 trillion fund combinations from the Approved Fund List to select funds that will give each portfolio the appropriate level of volatility and largerst diversification benefit.

Once the most diverse portfolio for each risk level has been identified, additional scenario analysis is conducted to ensure the portfolio behaves as it should in a wide variety of market conditions.

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Built to support Advisers

FE Invest is designed solely for intermediaries and the Adviser stays in full control of the client relationship. We support this relationship by providing Advisers with additional content created to explain the value of the FE Invest proposition to end-investors.

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Be Better Informed

Our investment expertise and support is available to you at all times. Together, they can help you stay up-to-date and confident that you are servicing your clients and growing your business.

  • Access to investment analysts, dedicated relationship manager and technical specialist
  • Jargon free bespoke, white labelled reporting
  • Weekly, monthly and quarterly market commentary
  • Dedicated client portal for you to access all the above alongside insightful content, rebalance webinars, exclusive fund manager interviews and more

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A compliant, transparent investment process

Delivered to Advisers via the award-winning FE Analytics software, we are committed to providing a full investment service. The FE Invest proposition includes a guided investment process to ensure that your individual client's attitudes and needs are matched with the appropriate portfolio within our range.

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Platform Availability

Aegon, Ascentric, Aviva, Fusion, Novia, Nucleus, Standard life and Transact

Don't just take our word for it

"By outsourcing fund selection and governance to FE, we can focus on what really matters; spending time with our clients and providing them with the best possible service."

PK Group


"FE saved us a significant amount of time in putting portfolios together. And we now have more time to focus on other activities."

Advies Private Clients

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