Factsheets - IBOSS
Get in touch Adviser Portal Login 01423 878 840
  • Home
  • About us
    • Why IBOSS
    • Investment philosophy
    • Sustainable Investing
    • Our history
    • Awards & Recognition
    • FAQs
  • Services
    • Discretionary MPS Range
    • OEIC Fund Range
    • Compare our solutions
  • Performance & factsheets
    • Portfolio & Fund Performance
    • Factsheets
  • The Team
  • Our clients
    • Adviser Case Studies
    • Adviser Video Stories
  • News & insights
    • Written Updates
    • Video Library
    • Podcasts
    • Press Publications
  • Events
  • Contact
  • Home
  • About us
    • Why IBOSS
    • Investment philosophy
    • Sustainable Investing
    • Our history
    • Awards & Recognition
    • FAQs
  • Services
    • Discretionary MPS Range
    • OEIC Fund Range
    • Compare our solutions
  • Performance & factsheets
    • Portfolio & Fund Performance
    • Factsheets
  • The Team
  • Our clients
    • Adviser Case Studies
    • Adviser Video Stories
  • News & insights
    • Written Updates
    • Video Library
    • Podcasts
    • Press Publications
  • Events
  • Contact

Factsheets

Portfolio Management Service (PMS) factsheets are available via the ‘Adviser Portal’ link at the top of your browser window.

MPS

Core

MPS

Passive

MPS

Income

MPS

Sustainable

OEIC

Fund Range

Portfolio 0
Portfolio 0
Portfolio 1
Portfolio 1
Portfolio 1
Portfolio 1
Fund 1
Portfolio 2
Portfolio 2
Portfolio 2
Portfolio 2
Fund 2
Portfolio 3
Portfolio 3
Portfolio 3
Portfolio 3
Blend 3
Portfolio 4
Portfolio 4
Portfolio 4
Portfolio 4
Fund 4
Portfolio 5
Portfolio 5
Portfolio 5
Portfolio 5
Blend 5
Portfolio 6
Portfolio 6
Portfolio 6
Portfolio 6
Fund 6
Portfolio 7
Portfolio 7
Portfolio 7
Portfolio 7
Portfolio 8
Portfolio 8

Contact

01423 878 840

 

enquiries@ibossltd.co.uk

Location

2 Sceptre House,
Hornbeam Square North,
Harrogate,
HG2 8PB

Follow us

We offset our carbon footprint via Ecologi

Pillar 3 & BIPRU remuneration code disclosure

Order Execution

IBOSS Asset Management Limited (IAM) Stewardship Code

IBOSS ESG Commitments

CRM Login

Privacy Policy | Cookie Policy

IBOSS Asset Management Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register Number 697866. IBOSS Limited is not regulated by the Financial Conduct Authority.

IBOSS Asset Management Limited, registered in England and Wales company registration number 09487817. IBOSS Limited, registered in England and Wales company registration number 06427223.

The Information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers based in the UK.

A Production
Important Information
This website is not for use by retail investors and should be used by financial professionals only. For more information about IBOSS and its products, please contact your financial adviser.

Advisers using the website do so on the understanding that IBOSS Asset Management Limited is authorised and regulated by the Financial Conduct Authority. Firm Reference Number 697866.

IBOSS Limited is not regulated by the Financial Conduct Authority.

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 the same Group, Kingswood, who own IBOSS Asset Management Limited.

Registered Office is the same: 2 Sceptre House, Hornbeam Square North, Harrogate, HG2 8PB. Registered in England No: 6427223.

If you are a professional financial adviser: Please click here to proceed to the IBOSS website.
If you are an investor: Please click here.