We are delighted to announce that the IBOSS DFM MPS has retained its Defaqto 5 Star Rating in 2024 for the 4th consecutive year.
Defaqto is an independent financial information and technology business, helping consumers, financial institutions and financial advisers make better informed decisions.
Unlike consumer reviews, they are based on facts, not opinions.
Within the ‘DFM MPS on Platform’ category, a 5 Star Rating shows that the whole IBOSS DFM MPS range provides one of the highest quality offerings on the market. Star ratings look at the comprehensiveness of features and benefits, rather than solely focusing on cost, and provide an expert assessment to see the quality of products or propositions at a glance.
A 1 Star product covers the basics, whereas a 5 Star product is one of the most comprehensive on the market.
In addition, the Core MPS range has also achieved a 5 Diamond Rating for the 4th consecutive year, meaning it offers an excellent proposition relative to the peer group across charges and other fund manager features including the business, team, and investment process.
Diamond ratings give a detailed and well-structured scoring process, allowing advisers and other intermediaries – and their clients – to see instantly where they sit in the market in terms of:
- Fund performance
- Competitiveness in other key areas such as cost, scale and manager longevity
OEIC Fund Range
Furthermore, the IBOSS OEIC Fund Range has been 4 Diamond Rated as a fund family, meaning they offer a good proposition relative to the peer group across charges, performance, risk shape and other features.
Each IBOSS fund has also been rated individually within the Multi-Manager Returned Focused category. IBOSS fund 2 has been 5 Diamond rated, offering an excellent proposition relative to the peer group across charges, accessibility, performance and other features, while IBOSS fund 1, 4 and 6 have achieved a 4 Diamond Rating.
This communication is designed for professional financial advisers only and is not approved for direct marketing with individual clients. These investments are not suitable for everyone, and you should obtain expert advice from a professional financial adviser. Investments are intended to be held over a medium to long term timescale, taking into account the minimum period of time designated by the risk rating of the particular fund or portfolio, although this does not provide any guarantee that your objectives will be met. Please note that the content is based on the author’s opinion and is not intended as investment advice. It remains the responsibility of the financial adviser to verify the accuracy of the information and assess whether the OEIC fund or discretionary fund management model portfolio is suitable and appropriate for their customer.
Past performance is not a reliable indicator of future performance. The value of investments and the income derived from them can fall as well as rise, and investors may get back less than they invested.
OEIC Fund Range – important information about the funds can be found in the Supplementary Information Document and NURS-KII Document which are available on Margetts’ website or upon request. Margetts Fund Management are our Authorised Corporate Director (ACD) of our OEIC.
We provide the DFM MPS as both distributor and manufacturer. Details of our target market assessment can be found in our compliance investment procedures, available upon request. Each fund will be assessed independently, but it is highly unlikely that any one fund held in our portfolio will meet the target market in isolation—detail of why the inclusion collectively will be suitable is included within our research.
IBOSS Asset Management Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register Number 697866.
IBOSS Asset Management Limited is owned by Kingswood Holdings Limited, an AIM Listed company incorporated in Guernsey (registered number: 42316).
Registered Office is the same: 2 Sceptre House, Hornbeam Square North, Harrogate, HG2 8PB. Registered in England No: 6427223.
IAM 21.2.24
