New 90% equity passive managed portfolio service launches

Kingswood says latest IBOSS AM offering was ‘led by adviser demand’

Hope William-Smith
clock • 1 min read

A new managed portfolio service containing a 90% exposure to equities is set to be launched next month by IBOSS Asset Management.

‘Passive Portfolio 8' will launch on 1 November and is the ninth portfolio to be made available in the passive MPS range provided by Kingswood Group's subsidiary firm. Primarily passive and index funds are included in the portfolio with a minimum of 15 and a maximum of 30 in each. Each passive fund has a maximum 8% holding. The portfolio will be available through IBOSS' selection of chosen platforms and is a solution the firm says has been "led by adviser demand". "Given the popularity of our passive range this year and the feedback from our adviser firms, we decided it would be de...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Future of Investment Festival: Our specialist sessions for advisers

Future of Investment Festival: Our specialist sessions for advisers

Future-proofing advice, building sustainable portfolios, all things SDR

Professional Adviser
clock 19 April 2024 • 2 min read
Why non-transparent managers are behind most failed acquisitions

Why non-transparent managers are behind most failed acquisitions

‘They don’t understand the importance of culture and cohesion’

Rami Cassis
clock 12 April 2024 • 3 min read
Partner Insight: Understanding the investment universe

Partner Insight: Understanding the investment universe

Invesco
clock 12 April 2024 • 6 min read