The new Sustainable Managed Portfolio Service is the latest range to be added to our discretionary MPS, alongside our existing Core, Passive and Income ranges.
As with all of our investment solutions, it is built specifically for financial advisers and planners based on the feedback we receive from them and their clients. Over recent years we have witnessed client demand increase for the option of an investment strategy which seeks to consider both financial return and social/environmental impact. Following this demand, our Investment Team have been working hard to create a sustainable range of portfolios for almost a year.
We have offered an ethical portfolio via the IBOSS Limited Portfolio Management Service for over 12 years. We have always known that there is no ‘one size fits all’ for clients when it comes to investing and have always taken the needs of clients who want to invest responsibly via sustainable funds very seriously.
This is no fad or fashionable investing theme to us, nor is it just a tick box exercise to ensure we fit in within the marketplace and satisfy the coming regulatory requirements. We expect that the focus on ESG credentials is here for good and for all funds as the once ‘younger’ generation gets older. It is for this reason that we have taken our time to ensure our new range is fit for purpose.
The IBOSS investment philosophy that runs through all of our solutions is also incorporated within the sustainable range, with an emphasis on risk adjusted returns and defensive characteristics, enabled by rigorous quantitative and qualitative research. As an adviser who has already had a preview of the new offering commented – “That looks like an IBOSS proposition”.
The range consists of six actively managed risk-rated model portfolios, using funds within IBOSS’ sustainable framework criteria, whilst closely mirroring the asset allocation of our Core MPS. In an area of the market which is particularly complex, we strive to construct portfolios which have a superior level of diversification.
The main goal of Sustainable MPS is to cater for clients who wish to invest in companies and organizations with the purpose of generating measurable social and environmental impact, alongside a financial return.
Key features
- DFM charge of 0.25%*
- Built using funds with a strong social/environmental value
- Supported by Morningstar’s rating system ‘Sustainalytics’ and other third party rating agencies
- Strong diversification characteristics
- 35 to 40 funds in each portfolio, with a maximum 5% weighting
Upon launch the Sustainable MPS will be available on Aviva, Novia and Transact. The availability on other platforms will be updated in the very near future.
If you would like to discover more details about our new range, register for our upcoming Sustainable Investing Webinar by clicking here or by contacting a member of our Business Development Team;
Kevin Morrison – 07891 814345 / kevin@ibossltd.co.uk
Tracey Atkin – 07719 327524 / tracey@ibossltd.co.uk
Tanya Legge – 07902 307277 / tanya@ibossltd.co.uk
*The removal of VAT is currently pending confirmation of HMRC clearance
This communication is designed for Professional Financial Advisers only and is not approved for direct marketing with individual clients.
Past Performance is no guarantee of future performance. The value of an investment and the income from it can fall as well as rise and investors may get back less than they invested. Risk factors should be taken into account and understood including (but not limited to) currency movements, market risk, liquidity risk, concentration risk, lack of certainty risk, inflation risk, performance risk, local market risk and credit risk.
IBOSS Asset Management (Managed Portfolio Service) 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 the same Group: METNOR Group Holding Limited who own IBOSS Asset Management Limited.
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