The Managed Portfolio Service (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 the same owner, Kingswood Group.

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.

Overview

The IBOSS Managed Portfolio Service (MPS) offers four ranges of discretionary model portfolios – Core, Passive, Income and Sustainable. Built specifically for the financial adviser marketplace, our MPS provides practical and cost-efficient ways to outsource the management of your clients’ investments, whilst aligning them to their long-term investment goals, appetite for risk and desired investment style.

All four MPS ranges follow the same IBOSS investment philosophy that is consistent across our solutions and retains strong similarities to the construction of the successful Portfolio Management Service (PMS) offered by IBOSS Ltd. The PMS model portfolios were originally constructed in 2006 by Chris Metcalfe, Managing Director and Co-Founder and continue to deliver strong risk adjusted returns.

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

CORE

Launched November 2018

The range consists of nine actively managed risk-rated model portfolios, that reflects the fund selection of the successful Portfolio Management Service.

A service that retains all the popular features of our tried and tested PMS, but with the administrative and operational benefits of discretionary management.

 

 

KEY FEATURES

  • Current OCFs 0.34% – 0.58%
  • Portfolio construction cap at 0.58% OCF*
  • DFM charge of 0.2%
  • Long term performance track record since 2008
  • Very strong defensive characteristics
  • Approximately 35 to 45 funds in each portfolio
  • 4% maximum holding per active fund (excluding deposit and short dated bond funds)
  • 8% maximum holding per passive fund

 

 

Click here to download a PDF overview

Click here to download the Core MPS Value Assessment

PASSIVE

Launched September 2019

The range consists of nine actively managed risk-rated model portfolios, using cost effective passive instruments that closely mirror the asset allocation of our core MPS.

A service that offers lower annual fees through its passive orientation and accommodates the more cost-conscious clients.

 

 

 

KEY FEATURES

  • Current OCFs 0.12% – 0.13%
  • Portfolio construction cap at 0.14% OCF*
  • DFM charge of 0.15%
  • Primarily passive & index funds
  • Strong defensive characteristics
  • Approximately 15 to 30 funds in each portfolio
  • 8% maximum holding per passive fund

 

 

 

 

Click here to download a PDF overview

Click here to download the Passive MPS Value Assessment

INCOME

Launched March 2020

The range consists of seven actively managed risk-rated model portfolios that closely mirror the asset allocation of our core MPS.

A service that prioritises income producing assets, whilst still maintaining relatively high levels of diversification. Avoiding the risks of concentration and recency bias are particularly important factors in construction of our income portfolio range.

 

 

KEY FEATURES

  • Current OCFs 0.38% – 0.61%
  • Portfolio construction cap at 0.65% OCF*
  • DFM charge of 0.2%
  • Targets income producing assets
  • Strong defensive characteristics
  • Approximately 35 to 40 funds in each portfolio
  • 4% maximum holding per active fund (excluding deposit and short dated bond funds)

 

 

 

Click here to download a PDF overview

Click here to download the Income MPS Value Assessment

SUSTAINABLE

Launched November 2020

The range consists of seven actively managed risk-rated model portfolios, using funds within IBOSS’ sustainable framework criteria, whilst closely mirroring the asset allocation of our core MPS. In a complex area of the market we strive to construct portfolios with a superior level of diversification.

A service that caters to clients who wish to invest in companies and organizations that commit to generating measurable social and environmental goals, alongside a financial return.

KEY FEATURES

  • Current OCFs 0.47% – 0.67%
  • Portfolio construction cap at 0.75% OCF*
  • DFM charge of 0.25%
  • Built using funds with strong social/environmental values within IBOSS’ sustainable criteria
  • Supported by Morningstar’s rating system and other third party rating agencies
  • Strong defensive characteristics
  • Approximately 35 to 40 funds in each portfolio
  • 5% maximum holding per active fund (excluding deposit and short dated bond funds)

 

Click here to download a PDF overview

Click here to download the Sustainable MPS Value Assessment

*OCF caps apply to portfolios 0-6 only and are subject to the availability of preferred share classes.

Platform Availability

                                                                    

Available on Aegon ARC and Aegon Platform (previously Cofunds)

Research Tool Availability*

                                        

A copy of the EValue risk mapping report can be found on our Adviser Portal, if you do not have access to our portal please contact jack@ibossltd.co.uk for a copy of the report.

*Dynamic Planner – Core only | Defaqto Risk Ratings – Core/Sustainable only | FE MPS Directory – Core/Passive /Sustainable only | EValue – Core/Income/Sustainable only

 

Ratings & Awards

We have been awarded several prestigious accolades for our DFM MPS, including the ‘Outstanding Achievement’ award from FT Adviser.

Click here to read about them all.

Click here for Defaqto’s DFM Star Rating factsheet

Defaqto 5 Diamond Rating applies to Core range only.

If you would like a copy of the full 17-page assessment report by AKG on IBOSS, please contact our Head of Business Development:

Kevin Morrison: 07891 814345 / kevin@ibossltd.co.uk

 

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Adviser versions

       

Client versions

   

 

Access our due diligence information

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Benefits to You and Your Clients

Effectively managing investments is a challenging and time-consuming task, particularly under the increasing and ever changing regulatory requirements.

Delegating investment responsibilities to us gives you more time to focus on your client relationships, as well as developing your business. Meanwhile, you have the piece of mind of knowing that your client’s investments are being closely monitored regularly on your behalf.

Our discretionary range 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 quarterly white labelled client communications can be included at no additional cost and, as many advisers and planners who use the services of IBOSS have vouched for in our case studies, they often become an indispensable part of a client proposition.

We strive wherever possible to make sure our client facing material is jargon-free. This makes it easier for clients to engage with the service and we regularly receive positive feedback from them on the simplicity and clarity of our communications. The quarterly updates create a level of client involvement that makes them feel part of their investment journey. We believe this part of the service helps demonstrate the great value in the adviser-client relationship.

Read about our white labelled client communication service in more detail here.

Asset Allocation & Fund Selection

The IBOSS investment philosophy remains the same across our investment solutions. We place an emphasis on diversification, risk adjusted returns and defensive characteristics, enabled by rigorous quantitative and qualitative research.

We aim to beat the relevant benchmarks over as many periods as possible, with less than benchmark volatility and lower drawdowns, across all risk ratings.

The portfolios are built using a fixed strategic asset allocation to match the portfolio’s investment objective, the flexibility of the portfolios comes from a fund level through our tactical allocation, depending on market conditions and the appropriate risk metrics.

Read about our investment philosophy in more detail here.