
One solution. Double the benefits.
Our new Blended MPS range is now available (launched 30th June 2025). A hybrid investment solution that combines the best of active and passive.
Built for the modern investor
In today’s fast-moving investment landscape, portfolios need to be both responsive and cost-conscious. The IBOSS Blended MPS combines a nearly 50/50 mix of our Core and Passive strategies in one discretionary solution — helping deliver cost savings, broad diversification, and high-quality active oversight.
Why choose Blended MPS?
True Hybrid Construction
This is more than an actively managed portfolio — it’s a carefully blended solution of active and passive funds, offering a near 50/50 mix of our Core and Passive MPS ranges.
Cost-Effective
With a DFM fee of just 0.17%, total charges average ~30% lower than our Core (Active) MPS, offering excellent value without compromising on quality or oversight.
Deep Diversification
Each of the nine risk-rated portfolios typically holds 40–50 funds, with exposure spread across equities, bonds, property, and cash. Holdings are capped between 0.5%–8% for balance and control.
Active Oversight, Tactical Agility
Portfolios are rebalanced quarterly and benefit from our strategic asset allocation with a tactical overlay — allowing flexibility and responsiveness to evolving market dynamics.
Aligned for Simplicity
Blended MPS mirrors the asset allocation framework of our Core range — making suitability mapping clear and consistent for advisers and their clients.
Proven Performance History
Backed by performance data dating back to 2016, using our established Core and Passive strategies — giving you confidence in both the process and the outcomes.
Ideal for Clients Who Want:
- A cost-conscious portfolio with true active fund input
- Risk-rated solutions aligned to long-term goals
- High-quality, well-diversified portfolios that evolve with markets
- One solution offering both cost efficiency and professional oversight
Want to know more?
Speak to a member of the IBOSS Business Development Management team to find out how the new Blended MPS could support your advice proposition.