IBOSS Passive MPS Portfolio 8 is now available on FE fundinfo’s MPS Directory. Subscribers can now incorporate the portfolio into their research and reporting within FE Analytics.
The Passive MPS range consists of nine actively managed risk-rated model portfolios, built using cost effective passive assets that closely mirror the asset allocation of our Core MPS. The service offers lower annual fees through its passive orientation and accommodates the more cost-conscious clients. Portfolio 8 in was launched on November 1, 2022 and contains the highest exposure to equities in the passive range.
The FE fundinfo MPS Directory gives advisers and planners access to all of the underlying holding data of the model portfolios, allowing you to include this information in your reporting, documentation and due diligence. The directory service gives you the capability to easily analyse multiple providers using performance tables, charts and holdings-based analysis. We supply this data directly to FE fundinfo, ensuring it remains transparent and reflective of our current positioning. You can use this information to monitor any changes and ensure if it continues to meet your clients’ needs and risk levels.
If you would like to request access to view our portfolios on FE Analytics, please follow the simple steps below;
Go to www.feanalytics.com
Log in using your FE Analytics login details
Click ‘menu’ in the top left
Under the ‘Portfolio Tools’ title select > MPS Directory
Select ‘Directory’ under ‘Options’ on the left-hand side
Scroll down and select IBOSS under ‘Available Model Providers’
Finally, click the blue box ‘Activate Me’ in the bottom right under the IBOSS information
If you have any queries regarding the information above or would like to discuss our MPS portfolios in more detail, please do not hesitate to contact a member of the IBOSS Business Development Team;
Kevin Morrison: 07891 814345 / kevin@ibossltd.co.uk
Tracey Atkin: 07719 327524 / tracey@ibossltd.co.uk
Dawid Lesniowski: 07907 574921 / dawid@ibossltd.co.uk
This communication is designed for professional financial advisers only and is not approved for direct marketing with individual clients. These investments are not suitable for everyone, and you should obtain expert advice from a professional financial adviser. Investments are intended to be held over a medium to long term timescale, taking into account the minimum period of time designated by the risk rating of the particular fund or portfolio, although this does not provide any guarantee that your objectives will be met. Please note that the content is based on the author’s opinion and is not intended as investment advice. It remains the responsibility of the financial adviser to verify the accuracy of the information and assess whether the OEIC fund or 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.
The Passive Managed Portfolio Service (Passive MPS) was launched 1 September 2019. The past performance figures include simulated past performance to 01/08/2019 (Portfolios 0-6), 01/05/2021 (Portfolio 7) and 01/11/2022 (Portfolio 8), which are based on the actual performance figures/asset allocation/fund selection of the Portfolio Management Service research provided by IBOSS Limited, from 31 October 2008. Past performance and the simulated past performance is not a reliable indicator of future performance.
The DFM MPS performance and displayed underlying portfolio charge is produced using the preferred share classes, this may differ from platform to platform and is shown net of fund fees only, they do not incorporate platform costs, adviser’s client fee or DFM service charge.
IBOSS Asset Management is authorised and regulated by the Financial Conduct Authority. Financial Services Register Number 697866.
IBOSS Limited (Portfolio Management Service) is a non-regulated organisation and provides model portfolio research and outsourced white labelling administration service to support IFA firms, it is owned by Kingswood Holding Limited; the same group who own IBOSS Asset Management Limited. The performance of the IBOSS PMS portfolios is not a guide to the potential performance of the IBOSS Asset Management MPS discretionary model portfolios or OEIC Fund Range.
Registered Office is the same: 2 Sceptre House, Hornbeam Square North, Harrogate, HG2 8PB. Registered in England No: 6427223.
