We are delighted to announce that the IBOSS MPS has achieved the Defaqto 5 Star Rating in 2026, marking the sixth consecutive year this recognition has been awarded.
Defaqto is one of the UK’s most trusted sources of financial product and market intelligence, helping financial institutions, intermediaries and consumers make informed financial decisions.
Unlike consumer reviews, Defaqto ratings are based on factual analysis rather than opinion, providing an independent and consistent assessment framework.
What does a 5 Star Rating mean?
Within the DFM MPS on Platform category, a 5 Star Rating demonstrates that all five IBOSS MPS ranges deliver one of the highest quality offerings available in the market.
These ratings assess the overall comprehensiveness of features and benefits, rather than focusing solely on cost, allowing advisers to identify the quality of a proposition at a glance.
Core MPS
In addition, the Core MPS range has achieved a 5 Diamond Rating for the sixth consecutive year, recognising an excellent proposition relative to its peer group across charges and other key fund manager attributes, including the business, investment team and investment process.
What does a 5 Diamond Rating mean?
Diamond Ratings use a detailed and structured scoring methodology, allowing advisers and intermediaries — and ultimately their clients — to see how propositions compare in the market across areas such as:
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Fund performance
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Competitiveness across key factors including cost, scale and manager longevity
OEIC Fund Range
Furthermore, the IBOSS OEIC Fund Range has been 4 Diamond Rated as a fund family, reflecting a strong proposition relative to the peer group across charges, performance, risk profile and other key features.
Each IBOSS fund has also been rated individually within the Multi-Manager Return Focused category.
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IBOSS Fund 1 has achieved a 5 Diamond Rating, recognising an excellent proposition relative to peers across charges, accessibility and performance.
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IBOSS Fund 2 has achieved a 4 Diamond Rating.
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Funds 4 and 6 have achieved 3 Diamond Ratings.
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.
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 Mattioli Woods Limited is registered in England and Wales at Companies House, Registered number 3140521.
Registered Office is: 2 Sceptre House, Hornbeam Square North, Harrogate, HG2 8PB. Registered in England No: 6427223.