Portfolio Management Service; Old Mutual Wealth PMS / Novia PMS
Managed Portfolio Service (discretionary); Active MPS / Passive MPS
OEIC; OEIC Fund Range
Given the nature of the current markets and the likely increased client contact, we thought it would be useful to share how the IBOSS investment solutions are performing mid-month.
This in addition to our regular Monthly Performance Update that will be available, as usual, at the beginning of next month.
Click one of our investment solutions above to view;
- Performance tables *
- Defensive characteristics ratio table
- “Peer group” performance since 1st Oct 2018
- Drawdown since 20th Feb 2020
*Though our bond positioning has been largely positive across all portfolios, the lower risk benchmarks have a much higher weighting in longer dated sovereign bonds relative to the IBOSS portfolios. We are positive on longer dated sovereigns as part of a fully diversified portfolio but we continue to think that there are risks to holding too much duration even amongst what are considered to be the safer fixed income instruments. It is this underweight to longer dated fixed income assets that accounts for the shorter term under performance of the lower risk portfolios. We would however highlight that these have still been the best performing portfolios this year from a total return perspective.
The files are in PDF format for your information, if you require them in PowerPoint slides, please contact kevin@ibossltd.co.uk.
