Investment - Articles - FE Crown Fund Ratings increase to five Crowns


 FE is introducing key enhancements to its FE Crown Fund Ratings to help advisers and investors make more informed investment decisions.
 Taking effect from the quarterly rebalancing at the end of September, FE will increase its ratings scale from the current three Crowns to five to allow for greater differentiation between funds.

 Through the introduction of greater granularity to FE Crown Fund Ratings, investors can make more distinction between funds that are strongly outperforming and those that are close to the benchmark. Following these changes, the top 10% of funds in each asset class will be awarded five FE Crowns, the next 15% receiving four FE Crowns and each of the remaining three quartiles will be given three, two and one Crown respectively.

 Commenting on the changes, FE Commercial Director Matt Surfleet said: "FE provides ratings for over 200,000 funds. The ratings are a trusted and popular fund research tool and we are committed to ensuring they remain relevant to investment advisers. Reflecting this commitment, these changes result from a recent review of the FE Crown Fund Ratings and are in response to feedback from our clients. These improvements will further empower advisers both to make informed investment decisions and to ensure that their client reporting becomes more insightful. At the same time, it will introduce greater clarity enabling investors to see at a glance how a fund is performing against its peer group."
  

Back to Index


Similar News to this Story

Slowdown in ESG progress among fiduciary managers
Only 21% of fiduciary managers were rated Green by XPS in 2025, down from 38% in 2024 – a 17% decline. Signatories to the Net Zero Asset Managers Init
US and UK hit record highs despite geopolitical discord
US and UK stock markets hit record highs yesterday – though the FTSE has opened down today as geopolitical threats rise. Oil majors and defence stocks
Seven market nuances for 2026
Geopolitics will shape markets perhaps more than they did last year, with US activity in Venezuela setting the tone. Enthusiasm for large AI spend inc

Site Search

Exact   Any  

Latest Actuarial Jobs

Actuarial Login

Email
Password
 Jobseeker    Client
Reminder Logon

APA Sponsors

Actuarial Jobs & News Feeds

Jobs RSS News RSS

WikiActuary

Be the first to contribute to our definitive actuarial reference forum. Built by actuaries for actuaries.