We are pleased to announce that Portfolio 7 is now available across all four of our discretionary Managed Portfolio Service ranges; Core, Passive, Income & Sustainable.
Portfolio 7 was made live from May 1st 2021, and can be found on your platform of choice from our list of MPS available providers.
Core MPS
The addition of Portfolio 7 to our Core range bridges the gap between Portfolio 6 and our newly named Portfolio 8 (previously Equity Portfolio). The new portfolio holds circa 80% in equity funds, which may suit a particular client demographic.
The chart below highlights the progressive increase in equity content from each portfolio to the next and incorporates portfolio 7 and 8.
Core MPS Asset Allocation
Dynamic Planner Rating
We are delighted to inform advisers using Dynamic Planner that Portfolio 7 in our Core range has been reviewed and profiled by Distribution Technology alongside the portfolio launch. With an assigned risk profile of 7, the portfolio sits neatly between our other DT rated models and offers more choice for clients that have a higher risk appetite.
OCF portfolio caps
We will continue to manage the existing portfolios (0-6) across the four ranges under their allocated OCF cap.
Whilst portfolios 7 and 8 in the Core range will, for the time being, operate outside of the range’s 0.58% cap, we are satisfied that their price remains competitive considering the higher equity content.
Core MPS OCFs
(data correct as of 01.05.2021)
Discover more
Updated factsheets, solution comparison and range overview documents all now include Portfolio 7 and can be found on our website.
Defaqto Risk Ratings for Portfolio 7 in our Core and Sustainable ranges will follow in due course.
If you would like any more information regarding the new Portfolio 7 or our MPS range in general, please do not hesitate to contact a member of our team.
This communication is designed for Professional Financial Advisers only and is not approved for direct marketing with individual clients. It does not purport to be all-inclusive or contain all of the information which a proposed investor may require in order to make a decision as to whether to invest or not. Nothing in this document constitutes a recommendation suitable or appropriate to a recipient’s individual circumstances or otherwise constitutes a personal recommendation. 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. It is the responsibility of the Financial Adviser to ensure they are satisfied with the research undertaken by IBOSS Asset Management Limited.
The Core Managed Portfolio Service is shown net of fund fees only, it does not incorporate platform costs, adviser’s client fee or DFM service charge and displayed OCFs are produced using the preferred share classes, these may differ from platform to platform.
IAM 192.5.21
