The IBOSS Asset Management Limited discretionary model portfolios mirror the IBOSS Limited Portfolio Management Service (PMS) existing portfolios, meaning simulated past performance can be used to demonstrate a respectable 10 year track record.*
The MPS shares the same Directors, Investment Team and ethos as the PMS, whilst accommodating a different client demographic by providing all of the administrative benefits of discretionary management.
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Defaqto is an independent financial information business, focused on helping financial institutions and consumers make better informed decisions. At its heart is its financial product and fund database consisting of data from across the whole UK market.
*The past performance figures are from the Portfolio Management Service (PMS) provided by IBOSS Limited. The same data has been used for IBOSS Asset Management Limited’s discretionary offering, the Managed Portfolio Service (MPS), but with different share classes. The simulated past performance is not a reliable indicator of future performance.