CORE

The IBOSS Core MPS is our original and flagship range, forming the foundation for all our other investment solutions. The Core range offers a service to clients that aims to achieve long term investment goals by placing an emphasis on true diversification, risk adjusted returns and defensive characteristics.

DFM charge | 0.2%

9 Risk-Rated Portfolios

Our investment philosophy is built on a foundation of diversification across asset classes, investment styles, and fund managers. Each model portfolio is carefully constructed using 40-50 funds, with a 4% maximum holding (exclusions do apply). This approach, developed and refined over 16 years, ensures a robust and time-tested investment strategy equipped to navigate changing market conditions.

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BLENDED

The IBOSS Blended MPS is a hybrid solution for clients seeking the ideal balance between cost efficiency and active fund management, incorporating both active and passive funds. By combining the strengths of our Core and Passive MPS ranges, the portfolios deliver cost-conscious solutions without compromising on quality. Each model typically holds 40–50 funds, ensuring broad diversification across asset classes, investment styles, and fund managers.

DFM Charge | 0.17%

9 Risk-Rated Portfolios

The range also benefits from our strategic asset allocation with a tactical overlay, providing active oversight that keeps portfolios responsive to market shifts. Consistent risk mapping aligns the range with the established framework of our Core MPS — making suitability mapping simple and reliable for advisers.

PASSIVE

The IBOSS Passive MPS is dynamic and offers a unique blend of cost efficiency and active oversight. Designed for cost-conscious clients, it provides an affordable gateway to active management—avoiding concentration risks and delivering value without compromising our core investment philosophy of diversification.

DFM charge | 0.15%

9 Risk-Rated Portfolios

Constructed with low-cost passive assets, the Passive MPS benefits from active management at both the asset allocation and fund level to keep portfolios well-balanced and responsive to market conditions while helping to avoid potential hidden concentration risks in specific sectors or regions often found in other passive investment options.

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DECUMULATION

Uniquely designed to address the key challenges of retirement investing, the IBOSS Decumulation MPS aims to support regular withdrawals, while managing sequencing, longevity, and inflation risks. Our core investment philosophy of diversification further safeguards against market fluctuations.

DFM charge | 0.2%

7 Risk-Rated Portfolios

The range prioritises stability, minimising volatility and drawdowns while incorporating income-generating assets. The IBOSS Decumulation MPS offers a wide variety of risk-managed portfolios that cover a broad spectrum of volatility outcomes, allowing you to easily find one suited to your clients’ capacity for loss and withdrawal needs.

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SUSTAINABLE

The IBOSS Sustainable MPS invests in companies committed to achieving measurable social and environmental goals. The range is designed to provide clients with a transparent and practical solution that aligns with their values, without compromising our core investment philosophy of diversification.

DFM Charge | 0.25%

7 Risk-Rated Portfolios

The range combines a rigorous focus on sustainability using a dual approach of third-party ratings and qualitative in-house fund research. This ensures the portfolios balance the pursuit of positive societal and environmental impact with long-term investment performance.

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