It is with great pleasure that we can officially announce that the IBOSS Managed Portfolio Service (MPS) range is now available on the Aegon Platform (previously Cofunds).
Our MPS models have been available on Aegon Retirement Choices (ARC) since launch in November 2018. However, to satisfy increasing demand for the IBOSS MPS, we are in the process of expanding platform availability much further over the coming months and the Aegon Platform is the first to be formally completed.
The IBOSS Managed Portfolio Service (MPS) offers four ranges of discretionary model portfolios – Core, Passive, Income and, from 1st November 2020, our brand new Sustainable MPS*.
Built specifically for the financial adviser marketplace, our discretionary offerings provide practical and cost-efficient ways to outsource the management of your clients’ investments, whilst aligning them to their long-term investment goals, appetite for risk and desired investment style.
All four MPS ranges follow the same IBOSS investment philosophy that is consistent across our solutions; we place an emphasis on diversification, risk adjusted returns and defensive characteristics, enabled by rigorous quantitative and qualitative research.
Core Managed Portfolio Service (MPS)
- 8 actively managed risk-rated model portfolios
- DFM fee – 0.2% (The removal of VAT is currently pending confirmation of HMRC clearance)
- Portfolio construction cap at 0.58% OCF
- Long term performance track record since 2008**
Passive Managed Portfolio Service (Passive MPS)
- 7 actively managed risk-rated model portfolios
- DFM fee – 0.15% (The removal of VAT is currently pending confirmation of HMRC clearance)
- Portfolio construction cap at 0.14% OCF
- Built using primarily Passive & Index funds
- Performance track record since 2017**
Income Managed Portfolio Service (Income MPS)
- 6 actively managed risk-rated model portfolios
- DFM fee – 0.2% (The removal of VAT is currently pending confirmation of HMRC clearance)
- Targets income producing assets
Included within the extensive support offered by these solutions, we also provide an optional white labelled client communication service at no extra cost. These quarterly updates are sent to clients on your behalf, including your own branding and keeps them informed of current economic and market conditions, as well as any changes to their portfolios.
If you would like more information regarding either service or to discuss any specific queries, then please do not hesitate to contact a member of our Business Development Team;
Kevin Morrison – 07891 814345 / kevin@ibossltd.co.uk
Tracey Atkin – 07719 327524 / tracey@ibossltd.co.uk
Tanya Legge – 07902 307277 / tanya@ibossltd.co.uk
*The Sustainable MPS will not be available on the Aegon Platform immediately from launch, date TBC.
**Past performance figures are from the Portfolio Management Service (PMS) provided by IBOSS Limited 2008-2018. The same data can be used for IBOSS Asset Management Limited’s discretionary offering, the Managed Portfolio Service (MPS), but with different share classes due to wider fund availability. The PMS/MPS is run on the same basis but with discretionary functionality.
The Core Managed Portfolio Service (MPS) past performance figures include simulated performance to 1st November 2018.
The Passive Managed Portfolio Service (Passive MPS) past performance figures include simulated performance to 1st August 2019.
This communication is designed for Professional Financial Advisers only and is not approved for direct marketing with individual clients.
Past Performance is no guarantee of future performance. The value of an investment and the income from it can fall as well as rise and investors may get back less than they invested. Risk factors should be taken into account and understood including (but not limited to) currency movements, market risk, liquidity risk, concentration risk, lack of certainty risk, inflation risk, performance risk, local market risk and credit risk.
IAM 308.10.20
