The Income Managed Portfolio Service (Income MPS) is provided by IBOSS Asset Management Limited, which is authorised and regulated by the Financial Conduct Authority.

The Portfolio Management Service (PMS) is provided by IBOSS Limited which is non regulated.

IBOSS Asset Management Limited and IBOSS Limited are associated by Directors, Investment Team and Investment Strategy.

The contents of this website are aimed at professional financial advisers and not investors. If you are an investor please click here for more information about how to access our services.

The value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and the return may be less than the amount originally invested.

Income MPS

Overview 

The Income MPS follows in the footsteps of our other discretionary fund management solutions; the range consists of six risk-rated model portfolios that closely reflect the asset allocation of our active Managed Portfolio Service and have a DFM fee of 0.2%.

Incorporating the strategic and tactical elements of the IBOSS investment philosophy, the Income MPS range targets income producing assets, whilst still maintaining our high levels of diversification. In addition, the portfolios are constructed by the same experienced and trusted Investment Team, who are the hallmark of all IBOSS investment solutions.

The range has been developed for clients who are looking for an actively managed, diversified portfolio rather than a single income fund and restrictive “one size fits all” approach that may not accurately reflect a client’s investment objective, capacity and appetite for risk. We see the Income MPS range as a possible option for clients in decumulation or those investors looking for a natural yield.

As with all our investment solutions, the Income MPS can incorporate our white labelled quarterly updates, sent to clients on your behalf, and supports the IBOSS commitment to building services exclusively for the financial adviser marketplace.

Key Features

  • 6 risk-rated multi asset model portfolios
  • Discretionary fund management
  • Only available to professional financial advisers and planners
  • Option to include our white labelled client communication service at no additional cost
  • Completely independent fund selection
  • Currently available on Aegon, Novia, Aviva and Transact
  • Fund holdings rebalanced quarterly
  • Competitively charged at 0.2% DFM charge +VAT
  • Outstanding team track record over 10+ years*
  • Extremely strong defensive characteristics
  • Exclusive access to the Investment Team
  • Benchmarked against the IA Mixed Investment sectors

Launched

We launched the Income MPS range under IBOSS Asset Management in March 2020.

Benefits to You and Your Clients

Effectively managing investments can be a challenging and time-consuming task, particularly under increasing, and ever moving, regulatory requirements.

Delegating investment responsibilities to us gives you more time to preserve client relationships, focus on individual financial planning requirements, as well as time to develop and grow your business. Meanwhile we focus on asset allocation, fund selection and re-balancing your clients’ portfolios.

Our discretionary service requires no client authorisation, a factor that suits both clients and advisers alike; from retirees who may not want to complete regular paperwork or professionals who simply may not have the time.

Our white labelled communications are included at no additional cost and, as our many testimonials will vouch for, it soon becomes an indispensable part of your client proposition.

Our client facing material is jargon-free, making it easy for clients to engage with and appreciate. The quarterly updates create a level of client involvement that makes them part of their investment journey. We believe this part of the service demonstrates great value in the adviser-client relationship.

Asset Allocation & Fund Selection

The IBOSS ethos remains the same across all our investment solutions, with rigorous quantitative and qualitative research. We aim to beat the relevant benchmarks over as many time periods as possible, with less than benchmark volatility, lower drawdowns and across all risk ratings.

The portfolios are built using a fixed strategic asset allocation to match the portfolio’s investment objective, the flexibility of the portfolios comes from a fund level through our tactical allocation, depending on market conditions and the appropriate risk metrics.

We invest across equities, bonds, property and cash, taking a highly diversified approach, holding between 35 and 40 funds in each portfolio. Each holding is established at a minimum 1% weighting and a maximum 4% weighting. Both onshore and offshore funds are considered.

We are independent of outside influences, selecting funds from the whole of market and with no restrictions placed on us by third parties. This results in our Investment Team being able to select funds as they see fit, purely for the benefit of your clients’ investments.

We use no form of volatility parameters for any of our Income MPS portfolios, we believe these can push managers into making counter-intuitive decisions, especially in times of market stress. We also don’t consider the ratings of agencies, preferring to use our own proprietary research, including hundreds of manager meetings and fund update calls each year.

*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.

Income MPS Portfolio 1 (May 2020)

The objective of the portfolio is to seek, through a combination of capital growth and income, returns above the IA 0-35% Shares sector by adopting an investment policy using a wide range of Assets and actively avoiding are-as deemed overvalued. A Key advantage to the INCOME MPS 1 portfolio is the portfolio’s income focus and diverse range of investable assets. Re-turns should be comparable to the IA 0-35% Shares sector but without the constraints of the sector.

Click here for factsheet

Income MPS Portfolio 2 (May 2020)

The objective of the portfolio is to seek, through a combination of capital
growth and income, returns above the IA 20-60% Shares sector by adopting
an investment policy using a wide range of Assets and actively avoiding
areas deemed overvalued. A Key advantage to the INCOME MPS 2 portfolio
is the portfolio’s income focus and diverse range of investable assets.
Returns should be comparable to the IA 20-60% Shares sector but without
the constraints of the sector.

Click here for factsheet

Income MPS Portfolio 3 (May 2020)

The objective of the portfolio is to seek, through a combination of
capital growth and income, returns above the Composite 3 benchmark by
adopting an investment policy using a wide range of Assets and actively
avoiding areas deemed overvalued. A Key advantage to the INCOME MPS
3 portfolio is the portfolio’s income focus and diverse range of investable
assets. Returns should be comparable to the Composite 3 benchmark but
without the constraints of the sectors therein.

Click here for factsheet

Income MPS Portfolio 4 (May 2020)

The objective of the portfolio is to seek, through a combination of capital growth and income, returns above the IA 40-85% Shares sector by adopting an investment policy using a wide range of Assets and actively avoiding areas deemed overvalued. A Key advantage to the INCOME MPS 4 portfolio is the portfolio’s income focus and diverse range of investable assets. Returns should be comparable to the IA 40-85% Shares sector but without the constraints of the sector.

Click here for factsheet

Income MPS Portfolio 5 (May 2020)

The objective of the portfolio is to seek, through a combination of capital growth and income, returns above the Composite 5 benchmark by adopting an investment policy using a wide range of Assets and actively avoiding areas deemed overvalued. A Key advantage to the INCOME MPS 5 portfolio is the portfolios Income focus and diverse range of investable assets. Returns should be comparable to the Composite 5 Benchmark but without the constraints of the sectors therein.

Click here for factsheet

Income MPS Portfolio 6 (May 2020)

The objective of the portfolio is to seek, through a combination of capital growth and income, returns above the IA Flexible Investment sector by adopting an investment policy using a wide range of Assets and actively avoiding areas deemed overvalued. A Key advantage to the INCOME MPS 6 portfolio is the portfolio’s income focus and diverse range of investable assets. Returns should be comparable to the IA Flexible Investments sector but without the constraints of the sector.

Click here for factsheet