FE fundinfo Privacy Policy and Cookie Notice

The funds search and details pages provided in this section of the website as an embedded iframe or stand-alone page are provided by FE fundinfo.

FE fundinfo is committed to protecting your personal data. This privacy policy (“Privacy Policy”) sets out how we look after your personal data when you visit our website or use our products and services and tells you about your privacy rights and how the law protects you.

Who we are

FE fundinfo is a group of companies that includes multiple products and services and websites, including: fefundinfo.com, financialexpress.net, publifund.com, fundinfo.com, etfinfo.com, cashcalc.co.uk, fundconnect.com, zenithpartners.com.au, trustnet.com, yoursri.com, fundsquare.net.

Who the data controller is

FE fundinfo (UK) Limited is the controller and responsible for your personal data. The FE fundinfo Group is made up of different legal entities, details of which can be found here: Click here

This privacy policy is issued on behalf of FE fundinfo (UK) Limited and the FE fundinfo Group, so when we mention “Company”, “we”, “us” or “our” in this privacy policy, we are referring to the relevant Company in the FE Fundinfo Group responsible for processing your data.

If you have any questions about this privacy policy or our privacy practices, please contact us as follows:

What the scope of this policy is

This policy applies to users of FE fundinfo’s products and services accessed from anywhere in the world.

We comply with applicable laws and regulation in the places we operate. Please note that additional policies might apply to your use of our services depending on where in the world you are. If you access our services from Australia, please note that the conditions set out in the FE fundinfo Australia Group Privacy Policy apply in addition to this policy to your use of our services and your personal data, which can be found here: Click here.

The Data we collect about you

Personal data, or personal information, means any information about an individual from which that person can be identified. It does not include data where the identity has been removed (anonymous data).

We may collect, use, store and transfer different kinds of personal data about you which we have grouped together as follows:

FE fundinfo’s Data Processing Schedule provides further details of the types of data processed for each individual FE fundinfo product or service.

We also collect, use and share aggregated data such as statistical data for any purpose. Aggregated data could be derived from your personal data but is not considered personal data in law as this data will not directly or indirectly reveal your identity.

In limited circumstances, we may collect Special Categories of Personal Data about you (such as details about your race or ethnicity, religious or philosophical beliefs, sex life, sexual orientation, political opinions, trade union membership, information about your health, and genetic and biometric data) when you use some of our specific products and agree to provide us with such information. The situations and products where we will collect and process such data about you are described and outlined in FE fundinfo’s Data Processing Schedule.

How we collect personal data

When you interact with FE fundinfo we may collect information on you in the following ways:

How we use your personal data

We will only use your personal data when the law allows us to. Most commonly, we will use your personal data to:

FE fundinfo’s Data Processing Schedule provides further details of how your data is used for each individual FE fundinfo product or service.

Lawful basis of processing

We will use your personal data in the following circumstances:

Note that we may process your personal data for more than one lawful ground depending on the specific purpose for which we are using your data.

FE fundinfo’s Data Processing Schedule provides further details of the product description, the subject matter of processing, the duration of processing, the lawful basis of processing, the purpose of processing, the types of data processed and the data subjects for each individual FE fundinfo product or service.

Third-party marketing

We will get your express opt-in consent before we share your personal data with any third party for marketing purposes.

Opting out

You can ask us or third parties to stop sending you marketing messages at any time by following the opt-out links on any marketing message sent to you OR by contacting us at any time.

Where you opt out of receiving these marketing messages, this will not apply to personal data provided to us as a result of a product/service experience or other transactions.

Change of purpose

We will only use your personal data for the purposes for which we collected it, unless we reasonably consider that we need to use it for another reason and that reason is compatible with the original purpose. If you wish to get an explanation as to how the processing for the new purpose is compatible with the original purpose, please contact us.

If we need to use your personal data for an unrelated purpose, we will notify you and we will explain the legal basis which allows us to do so.

Children’s data

None of our products and services are intended for children under 16. We do not knowingly collect personal data from anyone under 16 years of age.

Sharing personal data

In addition to descriptions mentioned for each product in FE fundinfo’s Data Processing Schedule, we may also share personal data as follows:

We require all third parties to respect the security of your personal data and to treat it in accordance with the law. We do not allow our third-party service providers to use your personal data for their own purposes and only permit them to process your personal data for specified purposes and in accordance with our instructions.

International transfers

We may share your personal data within the FE fundinfo Group and with certain third party providers and partners. This may involve us transferring your data outside of the territory where you are located.

When we transfer personal data out of the United Kingdom, the European Union or Switzerland we will ensure such transfers are in compliance with relevant data protection laws, including, if applicable, European Commission adequacy decisions (EU GDPR article 45), UK adequacy regulations (UK GDPR article 45), Swiss adequacy decisions, UK Standard Contractual Clauses (UK GDPR article 46) or EU Standard Contractual Clauses (EU GDPR article 46).

When transferring personal data, FE fundinfo will apply a level of protection equivalent with the UK and EU GDPR.

Please contact us if you want further information on the specific mechanism used by us when transferring your personal data out of the UK.

Data security

The security, integrity, confidentiality and availability of your information are very important to us. We have implemented appropriate technical, administrative, and physical security measures that are designed to protect information from unauthorized access, loss, disclosure, use, and modification. We regularly review our security procedures to consider appropriate new measures, technologies and procedures.

Please bear in mind that the transmission of information via the internet is not completely secure, and whilst we will do our best to protect your personal data, we cannot guarantee the security of data transmitted via our website, or by email, and any such transmission is at your own risk.

Data retention

We will only retain your personal data for as long as reasonably necessary to fulfil the purposes we collected it for, including for the purposes of satisfying any legal, regulatory, tax, accounting or reporting requirements. We may retain your personal data for a longer period in the event of a complaint or if we reasonably believe there is a prospect of litigation in respect to our relationship with you.

In working out how long we need to keep your personal data we take into account the amount, nature and sensitivity of the personal data, the potential for harm to arise from its unauthorised use or disclosure, the purposes for which we process it, whether those purposes may be achieved by other means, and applicable legal requirements.

Your legal rights

You have the right to:

You will not have to pay a fee to access your personal data (or to exercise any of the other rights). However, we may charge a reasonable fee if your request is clearly unfounded, repetitive or excessive. Alternatively, we may refuse to comply with your request in these circumstances.

What we may need from you. We may need to request specific information from you to help us confirm your identity and ensure your right to access your personal data (or to exercise any of your other rights). This is a security measure to ensure that personal data is not disclosed to any person who has no right to receive it. We may also contact you to ask you for further information in relation to your request to speed up our response.

Time limit to respond. We try to respond to all legitimate requests within one month. Occasionally it may take us longer than a month if your request is particularly complex or you have made a number of requests. In this case, we will notify you and keep you updated.

Third-party links

This website may include links to third-party websites, plug-ins and applications. Clicking on those links or enabling those connections may allow third parties to collect or share data about you. We do not control these third-party websites and are not responsible for their privacy statements. When you leave our website, we encourage you to read the privacy policy of every website you visit.


You have the right to make a complaint at any time to the Information Commissioner’s Office (ICO), the UK regulator for data protection issues (www.ico.org.uk). We would, however, appreciate the chance to deal with your concerns before you approach the ICO so please contact our data protection office in the first instance at: FE fundinfo’s Data Protection Office (“DPO”) at dataprotection@fefundinfo.com.

Changes to the privacy policy and your duty to inform us of changes

We keep our privacy policy under regular review.

This version was last updated on 03/01/2023. Historic versions are archived here: Click here

It is important that the personal data we hold about you is accurate and current. Please keep us informed if your personal data changes during your relationship with us.


Cookie Notice

FE fundinfo Limited and its affiliates (“FE fundinfo”) use certain monitoring and tracking technologies, such as cookies, beacons, pixels, tags, and scripts (collectively, “Cookies”).

These technologies are used in order to maintain, provide and improve our websites, products and its services (the “Services”), and in order to provide you with a better experience.

This page contains information on what Cookies are, how to switch Cookies off in your browser, and some useful links for further reading on the subject. If it does not provide the information you were looking for, or have any further questions about the use of Cookies on our Services, please email dataprotection@fefundinfo.com

How are Cookies being implemented?

A cookie is small simple file that is sent along with pages of this website and stored by your browser on the hard drive of your computer or another device. The information stored therein may be returned to our servers or to the servers of the relevant third parties during a subsequent visit.

A script is a piece of program code that is used to make our website function properly and interactively. This code is executed on our server or on your device.

A web beacon (or pixel tag) is a small, invisible piece of text or image on a website that is used to monitor traffic on a website.

How do we use Cookies?

The funds search and details pages provided on this website, or embedded via an iframe, use these types of cookies:

Required Cookies (example: a cookie used for login authentication). Certain cookies are necessary in order for the Services to operate correctly and remain secure, to ensure functionality, to measure and analyze site traffic at the aggregate level and to stabilize the Services. We have to load required cookies for legitimate interests pursued by us in delivering essential functionality to our Services.

Functional Cookies (example: a cookie that stored your language preference). These cookies collect information about your choices and preferences and collect information about your use of the Services which enable us to improve functionality. For example, these cookies show us which are the most frequently visited pages on the websites, allow us to present the site according to the settings you selected, help us to record any difficulties you have with the websites, and show us whether our advertising is effective or not. In some cases these cookies allow us to see overall patterns of usage on the websites, rather than usage of a single person (except where that is part of the necessary function of the cookie).

Cookie Name


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To maintain a connection to the server.



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To maintain a connection to the server.



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Stores logging data for Azure Application Insights to measure performance of the site and usage.



Persistent:1 year


Stores logging data for Azure Application Insights to measure performance of the site and usage.



End of browser session


Sets the geographical fund market selected.



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Sets acknowledgement of the privacy policy banner.

How long will Cookies last?

Session cookies: these cookies will expire when you close your web browser (Edge, Chrome, Firefox, Safari, Internet Explorer, etc…). These cookies are being used for various reasons, for example remembering that you signed in into the service.

Persistent cookies: these cookies are still stored on your computer after you have closed your web browser which allows your preferences on websites to be remembered. These cookies are being used for various reasons, for example remembering your language choice on a particular website or the type of investor you are.

Who is controlling the Cookies?

This refers to the website placing the cookie. First party cookies are cookies set by the website you are visiting. Third party cookies are set by another website. How do I manage Cookies?

The required and functional cookies are enabled by default without asking for your consent.

You can use your Internet browser to automatically or manually delete cookies. You can also specify that certain cookies may not be placed. Another option is to change the setting of your Internet browser so that you receive a message every time a cookie is placed. You can usually find these settings in the “Options” or “Preferences” menu of your browser. Please note that our website may not work properly if all cookies are disabled. If you delete these cookies in your browser, they will be placed again when revisiting the website.

Do Not Track disclosure

Some agencies promote the concept of Do Not Track as a mechanism to permit Internet users to control online tracking activities across websites through their browser settings. Since no industry standard has been adopted, we currently do not process or comply with any browser’s “do-not-track” signal or other similar mechanism that indicates a request to disable online tracking of individual users who use our Services.

Where do I find more information?

To find out more about cookies and their use on the Internet, you may find the following websites useful:



This Cookie Notice was last updated on 1 November 2023.