We are thrilled to announce that the IBOSS Passive MPS portfolios are now risk rated by Defaqto; in addition to our Defaqto 5 Star Rating for the range.
What does it mean to be Risk Rated by Defaqto?
- Independent and Robust Risk Mapping: Allows you to identify and select suitable investment strategies with confidence.
- Better Client Outcomes: Ensures that the chosen strategy aligns with your client’s agreed level of risk.
- Supporting Compliance: Significantly enhances your recommendation process and aids in delivering compliant advice.
Defaqto Risk Ratings for our Passive Portfolios:
We are excited to expand our presence in the intermediary market, showcasing our commitment to broadening our investment offerings. Our passive range provides lower annual fees due to its passive orientation, catering to clients who wish to prioritise cost.
The range includes nine risk-rated model portfolios with an asset allocation closely aligned with our Core MPS. Despite being constructed using cost-effective passive assets, the portfolios are actively managed by the IBOSS Investment Team.
Key Features:
- Current OCFs: 0.12% – 0.13%
- Portfolio Construction Cap: 0.14% OCF
- DFM Charge: 0.15%
By obtaining the Defaqto Risk Ratings, we ensure that our strategies meet the highest standards of risk assessment, enhancing both adviser confidence and client satisfaction.
For further information on how to access our Passive MPS portfolios please speak to your IBOSS Business Development Manager or email enquiries@ibossltd.co.uk.
