We are delighted to share with you our latest investment solution; the Income Managed Portfolio Service (Income MPS).
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%.
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.
Incorporating the strategic and tactical elements of the IBOSS investment philosophy, the new MPS Income 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 new 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.
Within the income portfolios we invest across equities, bonds, property and cash, taking a highly diversified approach and holding between 35 and 40 funds. Each holding is established at a minimum 1% weighting and a maximum 4% weighting.
Below are the key features of our new portfolio range. For more detailed information on our Income Managed Portfolio Service, please contact a member of the IBOSS team.
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, and Aviva
- 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
The six portfolios and their current yields are as follows:
Correct as of 19/05/2020
The following yield figures have been based on the historic performance of the underlying funds within the portfolios and although the portfolios are new these funds are pre-existing.
The IBOSS income range uses simulated past performance data pre-February 2020. The ranges simulated past performance has been constructed using the fund selection of the long running Portfolio Management Service (PMS) Income Portfolio and the strategic asset allocation of the core PMS range.
In practice this means that the income range’s historic allocation to Cash, Fixed Income, Equities and Property mirrors that of the PMS range, but the fund selection mirrors our long running Income Portfolio.
This communication is designed for Professional Financial Advisers only and is not approved for direct marketing with individual clients.
Past Performance is no guarantee of future performance. 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. Risk factors should be taken into account and understood including (but not limited to) currency movements, market risk, liquidity risk, concentration risk, lack of certainty risk, inflation risk, performance risk, local market risk and credit risk.
