The Passive Managed Portfolio Service (Passive MPS) is provided by IBOSS Asset Management Limited, which is authorised and regulated by the Financial Conduct Authority.

The Portfolio Management Service (PMS) is provided by IBOSS Limited which is non regulated.

IBOSS Asset Management Limited and IBOSS Limited are associated by Directors, Investment Team and Investment Strategy.

The contents of this website are aimed at professional financial advisers and not investors. If you are an investor please click here for more information about how to access our services.

The value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and the return may be less than the amount originally invested.

Passive Managed Portfolio Service

Overview

The IBOSS Passive Managed Portfolio Service (Passive MPS) is a passively managed, discretionary investment solution, built exclusively for the financial adviser marketplace. The range consists of seven risk-rated model portfolios that closely mirror the asset allocation of our excellent and highly successful Portfolio Management Service. Constructed in 2006 by Chris Metcalfe, Managing Director and Founder of IBOSS, these model portfolios continue to offer excellent risk-conscious returns through the same, highly experienced, Investment Team.

Our Passive MPS provides a practical and cost-efficient way to outsource the management of your clients’ investments, whilst aligning them to their long-term investment goals.

Included within the extensive support offered by the service, we can also provide white labelled quarterly updates to clients on your behalf, keeping them informed of current economic and market conditions, as well as any changes to their portfolios.

Key Features

  • 7 risk rated multi-asset model portfolios
  • Built using primarily Passive & Index funds
  • 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
  • Portfolio Construction cap at 0.15% OCF
  • Currently available on Aegon, Novia and Standard Life
  • Fund holdings rebalanced quarterly
  • Competitively charged at 0.125% DFM Charge +VAT
  • Extremely strong defensive characteristics
  • Exclusive access to the Investment Team
  • Benchmarked against the IA Mixed Investment Sectors

Launched

We launched the Passive MPS in September 2019. Everything we do is driven by adviser feedback and many of our long-standing advisers were looking for a more passive oriented option to accommodate their more cost-conscious clients.

Benefits to You and Your Clients

Effectively managing investments can be a challenging and time-consuming task, particularly under increasing, and ever moving, regulatory requirements.

Delegating investment responsibilities to us gives you more time to preserve client relationships, focus on individual financial planning requirements, as well as time to develop and grow your business, while we focus on asset allocation, fund selection and rebalancing your clients’ portfolios. Our discretionary service requires no client authorisation, a factor that suits both clients and advisers alike; from retirees who may not want to complete regular paperwork or professionals who simply may not have the time. Our white labelled communications are included at no additional cost and, as our many testimonials will vouch for, it soon becomes an indispensable part of your client proposition.

Our client facing material is jargon-free, making it easy for clients to engage with and appreciate. The quarterly updates create a level of client involvement that makes them part of their investment journey. We believe this part of the service demonstrates great value to clients.

Asset Allocation & Fund Selection

The IBOSS ethos remains the same across all our investment solutions. We aim to beat the relevant benchmarks over as many time periods as possible with less than benchmark volatility across all risk ratings.

We invest across equities, bonds, property and cash, taking a highly diversified approach, holding between 15 and 30 funds in each portfolio. Each holding is established at a minimum 1% weighting and a maximum 8% weighting. Both onshore and offshore funds are considered.

We are independent of outside influences, selecting funds from the whole of market and with no restrictions placed on us by third parties.

Furthermore, we are independently owned with no outside organisations influencing our investment decisions. This results in our Investment Team being able to select funds as they see fit, purely for the benefit of your clients’ investments.

We use no form of volatility parameters for any of our Passive MPS portfolios, we believe these can push managers into making counterintuitive decisions, especially in times of market stress.

Passive MPS Portfolio 0 (September 2019)

The objective of the portfolio is to seek, through a
combination of capital growth and income, returns above the
benchmark.

Click here for factsheet

Passive MPS Portfolio 1 (September 2019)

The objective of the portfolio is to seek, through a
combination of capital growth and income, returns above the
IA Mixed Investment 0-35% Shares Sector.

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Passive MPS Portfolio 2 (September 2019)

The objective of the portfolio is to seek, through a
combination of capital growth and income, returns above the
IA Mixed Investment 20-60% Shares Sector (although the
investment constraints of this sector do not apply).

Click here for factsheet

Passive MPS Portfolio 3 (September 2019)

The objective of the portfolio is to seek, through a
combination of capital growth and income, returns above the
benchmark

Click here for factsheet

Passive MPS Portfolio 4 (September 2019)

The objective of the portfolio is to seek, through a
combination of capital growth and income, returns above the
IA Mixed Investment 40-85% Shares Sector (although the
investment constraints of this sector do not apply).

Click here for factsheet

Passive MPS Portfolio 5 (September 2019)

The objective of the portfolio is to seek, through a
combination of capital growth and income, returns above the
benchmark

Click here for factsheet

Passive MPS Portfolio 6 (September 2019)

The objective of the portfolio is to seek, through a
combination of capital growth and income, returns above the
IA Flexible Investment Sector (although the investment
constraints of this sector do not apply).

Click here for factsheet