MGTS IBOSS 2 R Acc (0P00017OV9.L)
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MGTS IBOSS 2 R Acc
Birmingham B1 3JR
Graham Street
1 Sovereign Court
Management information
,Lead manager since 22 February 2016
Chris Metcalfe Investment Director and Co Fund Manager IMC Chris co-founded IBOSS Limited in 2008. Chris and the team at IBOSS has earnt an excellent reputation providing Advisory model portfolio research and IFA firms with back office support to actively review on a quarterly basis.; the team pride themselves on delivering an excellent service and well researched portfolios with a consistently good track record. Chris together with the Investment team has developed the investment process within IBOSS Limited over the years to create successful asset allocation models and model portfolios. Using multiple funds in a sector, with a complementary investment approach, the portfolios are rebalanced and reviewed quarterly. In 2016 IBOSS Asset Management Limited launched its OEIC, the investment management is run by Chris, the Co Fund Manager Chris Rush and the rest of the Investment team at IBOSS. On the 1 November 2018 they added to their service offerings Model Portfolio Services Discretionary Fund Management (MPS DFM). IBOSS Limited is nonregulated, and is associated with IBOSS Asset Management Limited by same Directors, Investment team and Investment strategy, plus majority shareholders. Chris has over 30 years’ experience in financial services.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryN/A
Fund familyMargetts Fund Management Limited
Net assets49.25M
YTD return2.47%
Yield1.61%
Morningstar rating★★★
Inception date8 Feb 2016
Fund operations
Last dividend0.02
Last cap gainN/A
Holdings turnoverN/A
Average for categoryN/A
Fees and expenses
Expense0P00017OV9.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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