Kingswood IBOSS
Managed Portfolio Service

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Chris Metcalfe, Chief Investment Officer Kingswood, Investment Director IBOSS

We have blended the IBOSS investment philosophy and track record with our leading client focussed Kingswood service to create our Kingswood IBOSS Managed Portfolio Service.

IBOSS have developed a leading service proposition as recognised in a 5-star rating in the FT Adviser service awards and a long term track record of high performance with low volatility.

The Kingswood IBOSS Managed Portfolio Service comes in four different strategies across a range of risk ratings. Whichever investment solution is chosen from our range, you can be assured that the same philosophy is found running throughout. They are also managed by the same experienced and trusted Investment Team, who are the hallmark of all IBOSS investment solutions.

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"The synergy of Kingswood and IBOSS gives us an exceptional opportunity to enhance our client proposition and range of services. Our investment philosophy is the same throughout all of the ranges managed by our highly experienced and trusted Investment Team."

Chris Metcalfe

Kingswood IBOSS MPS comes in 4 different strategies:

CORE

Nine actively managed risk-rated model portfolios that offer a long term investment strategy. We place an emphasis on diversifying the range of funds, whilst staying within a level of risk you are comfortable with.

We hold 35-40 funds per portfolio and use several funds within each asset class. A philosophy that’s tried and tested for over a decade and is the template for our other investment ranges.

PASSIVE

Eight actively managed risk-rated portfolios that offer reduced annual fees through their use of low-cost passive funds.

Passive funds are also called tracker funds as they simply track an index, for example the FTSE 100. This approach means they have lower fees than actively managed funds.

We hold 15-30 funds per portfolio, which maintains a high level of diversification, whilst closely mirroring the asset allocation of our Core portfolios.

INCOME

Seven actively managed risk rated portfolios that aim to offer investors an income solution alongside financial returns. 

We hold 35-40 funds per portfolio, prioritising income producing funds, our methodology closely mirrors the asset allocation of our Core portfolios.

This strategy is suitable for investors who would like to receive income from their investments whilst investing for the long term. 

SUSTAINABLE

Seven actively managed risk rated portfolios that cater to investors who wish to invest in organisations that commit to generating measurable environmental, social and governance goals, alongside financial returns.

We hold 35-40 funds per portfolio, selecting from assets within our own sustainable framework criteria, whilst closely mirroring the asset allocation of our Core portfolios.

The value of your investments and the income received from them can fall as well as rise.

Available on the following retail investment platforms:

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Awards

IBOSS Asset Management has won five-star awards at the Financial Adviser Service Awards in both 2020 and 2021.

All of our portfolios are 5-star rated, and our Core portfolios are 5-diamond rated, by Defaqto.

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