Helping Clients Stay Focused on Long-Term Goals
We are pleased to introduce a new visual aid designed to support advisers during client conversations—especially in times of market uncertainty.
Our latest document, Why Stay Invested, illustrates the performance journey of our most popular portfolio, IBOSS Core MPS 4, over a 20+ year period. Using data from 01/04/2004 to 15/05/2025, it charts major global events—from financial crises and geopolitical tensions to pandemics—and shows how markets have reacted over time.
Despite numerous economic shocks along the way, the chart demonstrates how markets have historically recovered over time. While fluctuations are an inevitable part of the investment journey, this long-term perspective can help reinforce the importance of staying invested through periods of volatility.
This resource is designed to help advisers reassure clients, reinforce investment discipline, and highlight the value of staying the course during periods of volatility.
Download the full document here: IBOSS | Why Stay Invested
If you have any questions or would like support using this resource with clients, please do not hesitate to contact us here.
This communication is designed for informational purposes only and is not intended as investment advice. These investments are not suitable for everyone, and you should obtain expert advice from a professional financial adviser. Investments are typically designed to be held for a minimum period aligned with the portfolio’s risk rating (e.g., 5+ years for medium-risk portfolios), although this does not guarantee that objectives will be met. It remains the responsibility of the financial adviser to verify the accuracy of the information and assess whether the discretionary fund management model portfolio is suitable and appropriate for their customer.
Past performance is not a reliable indicator of future performance. The value of investments and the income derived from them can fall as well as rise, and investors may get back less than they invested.
IBOSS Asset Management Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register Number 697866. IBOSS Asset Management Limited is owned by Kingswood Holdings Limited, incorporated in Guernsey (registered number: 42316).
Registered Office: 2 Sceptre House, Hornbeam Square, North, Harrogate, HG2 8PB
Registered in England No: 6427223
IAM 140.5.25