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Fund Ratings | FE Ratings for Advisers

Simple, reliable and accurate fund ratings to inform better investment decisions

With over 3,000 UK retail funds to choose from, we want to help you cut through the noise and focus on the quality investment opportunities that your clients deserve. We have produced a set of simple, reliable and accurate ratings tools which can uniquely work together, whatever your investment style, to help you make better investment decisions.

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FE’s suite of ratings offer:

  • A longer-term view to fairly reflect a fund’s performance
  • Full asset manager performance history
  • Bespoke sectors for comparing risk targeted measures
  • Unique group ratings that show the strength of asset managers and their team
  • A skilled team of analysts conducting in-depth qualitative research and analysis from all angles to find the best funds, fund managers and investment houses

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Key Benefits

Get a true sense of a fund's potential

When researching funds, both fund performance and a fund manager’s historical performance should be taken into account to give a more rounded and unbiased view of a fund’s potential.  We are the only ratings organisation that considers both aspects.

Cover all angles to simplify your process

Incorporate a multitude of investment styles and ratings: from group to manager, fund to risk, and adviser recommended to our own FE invest Approved Fund List.  We are your one-stop-shop, so you can stop website hopping and focus your time effectively.

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Key Features

Ratings to power your research

Use FE to complement your research team. Our dedicated team ensures that our ratings are accurate, reliable and consider every possible aspect of a fund. Treat us as part of your own research team. We will help you build a more informed buy-list to increase your chances of success.

Our credibility helps keep you independent

We are truly independent, don't accept payment of any sort to rate funds and rate everything and everyone regardless.

Reassure your clients

Independently confirmed as the Advisers’ first choice when researching funds, you can trust our quantitative methodologies to provide an accurate and reliable ratings system.

Don’t miss out on new opportunities 

Our ratings may unearth new investment possibilities for you to consider for your clients. What’s more, you can set up alerts on FE Trustnet or FE Analytics for each fund to see if they’ve increased their ratings or dropped any, enabling you to promptly take action if required.

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We are always happy to hear from you. Contact us if you have any questions and one of our specialists will take you through how we can fulfil your business needs.

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