MPS Cost & Risk Profile Calculator

Use this tool to quickly and easily find the total cost of any IBOSS MPS portfolio across our five ranges – Core, Passive, Decumulation, Sustainable, and Blended.

Simply:

Select your MPS range
Choose your platform
(Optional) Select a risk profiler

You’ll then see a full cost breakdown, including DFM fee + Portfolio OCF.
Transaction costs* are supplied separately.
Where a risk profiler is selected, the relevant risk score will also be displayed.

This tool has been designed to save time and improve clarity – helping advisers provide accurate, up-to-date costs for clients, in line with our ongoing commitment to transparency and support.

If you cannot find any specific information that you may require, please do not hesitate to contact a member of the IBOSS team who will be more than happy to assist.

*Transaction Costs: represent the costs incurred by fund managers when buying and selling the underlying investments in their funds and are not applied directly to the client account.
The DFM fee is the only MPS related charge that the client will see deducted from their account – all performance is net of fund charges and costs.

Choose your range:

The IBOSS Core MPS is our original and flagship range, forming the foundation for all our other investment solutions. The Core range offers a service to clients that aims to achieve long term investment goals by placing an emphasis on true diversification, risk adjusted returns and defensive characteristics.

The IBOSS Passive MPS is dynamic and offers a unique blend of cost efficiency and active oversight. Designed for cost-conscious clients, it provides an affordable gateway to active management—avoiding concentration risks and delivering value without compromising our core investment philosophy of diversification.

Uniquely designed to address the key challenges of retirement investing, the IBOSS Decumulation MPS aims to support regular withdrawals, while managing sequencing, longevity, and inflation risks. Our core investment philosophy of diversification further safeguards against market fluctuations.

The IBOSS Sustainable MPS invests in companies committed to achieving measurable social and environmental goals. The range is designed to provide clients with a transparent and practical solution that aligns with their values, without compromising our core investment philosophy of diversification.

The IBOSS Blended MPS is a hybrid solution for clients seeking the ideal balance between cost efficiency and active fund management, incorporating both active and passive funds. By combining the strengths of our Core and Passive MPS ranges, the portfolios deliver cost-conscious solutions without compromising on quality. Each model typically holds 40–50 funds, ensuring broad diversification across asset classes, investment styles, and fund managers.

Choose your platform:

Choose your risk profiler:

All costs and ratings apply for Q1 February 2026 and are correct as at 01/02/2026.