FE Investments Hybrid Portfolios

The Hybrid range blends active and passive strategies to provide clients with lower-cost,
risk-targeted portfolio options.

The value of investments and the income from them may go down as well as up and you may
not get back the amount originally invested.

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Meeting your needs

Balancing cost and data-driven diversification

The FE Investments Hybrid portfolios aim to bring you and your clients a set of simple and clear risk-focused investment options.

The range blends both active and passive funds to produce a set of portfolios that balance cost considerations with diversification and risk management.

We aim to keep the number of holdings low to allow for clear and concise reporting with a low price cap.

Clear data-led risk management

Hybrid combines our data-focused risk management and fund analysis with a portfolio optimisation process. It's suitable for clients looking for a simple-to-understand risk-targeted investment option.
Clear and concise reporting

In our Hybrid range, we look to provide clear reporting for you and your clients, covering everything you need to know in a simple and concise manner.
Lower-cost diversified investments

Investing in both active and passive strategies allows us to provide clients with lower overall costs, while still ensuring a diversified asset allocation.
Returns in an ESG framework

We look at the asset allocation through our ESG framework so that the portfolios can do more good and less harm, while still providing your clients with the expected levels of risk and return.

KEY FEATURES

How does Hybrid support your clients?

Combining active and passive management

A blended investment in active and passive strategies can help with risk management in adverse market conditions.

Our portfolio construction in the Hybrid range is designed for clients who are looking for exposure to both active fund managers and passive strategies to maximise diversification, while still wanting a holistic view and complementary asset allocations.

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Increased diversification from active fund strategies
Lower cost provided by passive fund strategies
Simple and clear solution
Portfolios for different client risk profiles and time-horizons
Enhanced ESG reporting

BACKED UP BY THE NUMBERS

Hybrid Portfolios

What to expect

0

portfolios

in the Hybrid range

Up to 0

Holdings

in each portfolio

0

Portfolio rebalances

per year

Our awards

FEATURED INSIGHT

Don't let short-term movements distract from long-term investment goals

Bill Gates said, “people often overestimate what will happen in two years and underestimate what will happen in ten.”

Although he was talking about the impact of technology in our lives rather than investing, his point about the ability for different timescales to distort how we think about events is a good one.