The Managed Portfolio Service (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.
Managed Portfolio Service
Our trusted and well-respected Portfolio Management Service (PMS) was the starting point for IBOSS in 2008. Then in 2016, we launched our hugely successful OEIC as a direct result of adviser demand. Now in 2018, in the tenth anniversary year of IBOSS, we have answered demand again.
A DFM offering, the new Managed Portfolio Service (MPS) is the third way of accessing the IBOSS investment philosophy. Sharing the same directors, investment team and ethos as the PMS and OEIC, MPS accommodates a different client demographic by providing all of the administrative benefits of discretionary management.
The IBOSS ethos remains the same, with rigorous quantitative and qualitative research, as does our unique quarterly white-labelled updates. All correspondence carries your brand, promoting your identity, whilst keeping you in regular contact with your clients.
Our proposition always has and always will remain adviser focussed. As a fundamental part of financial planning, we design outcomes for the needs of our adviser’s clients, to help deliver their investment proposition.
Quite simply, our Managed Portfolio Service retains all of the benefits of our Portfolio Management Service, with effortless interaction via email. By delegating investment responsibilities, you do not lose any control, but gain the freedom to develop relationships and your business.
If you have a client who loves the IBOSS investment philosophy but wants the utmost simplicity, the Managed Portfolio Service delivers exactly that.
Watch a replay of our launch webinar with an introduction to the DFM service here.
MPS Portfolio 0 (May 2019)
The objective of the portfolio is to seek, through a
combination of capital growth and income, returns above the
benchmark.
MPS Portfolio 1 (May 2019)
The objective of the portfolio is to seek, through a
combination of capital growth and income, returns above the
IA Mixed Investment 0-35% Shares Sector.
MPS Portfolio 2 (May 2019)
The objective of the portfolio is to seek, through a
combination of capital growth and income, returns above the
IA Mixed Investment 20-60% Shares Sector (although the
investment constraints of this sector do not apply).
MPS Portfolio 3 (May 2019)
The objective of the portfolio is to seek, through a
combination of capital growth and income, returns above the
benchmark.
MPS Portfolio 4 (May 2019)
The objective of the portfolio is to seek, through a
combination of capital growth and income, returns above the
IA Mixed Investment 40-85% Shares Sector (although the
investment constraints of this sector do not apply).
MPS Portfolio 5 (May 2019)
The objective of the portfolio is to seek, through a
combination of capital growth and income, returns above the
benchmark.
MPS Portfolio 6 (May 2019)
The objective of the portfolio is to seek, through a
combination of capital growth and income, returns above the
IA Flexible Investment Sector (although the investment
constraints of this sector do not apply).
MPS Portfolio Equity (May 2019)
The objective of the portfolio is to seek, through a
combination of capital growth and income, returns above the
IA Global Sector (although the investment constraints of this
sector do not apply).