MoneyAM Fund Centre

Quick Stats

Fund Objective

The objective of the Sub-fund is to seek, through a combination of capital growth and income, returns above the IA Mixed Investment 20-60% Shares Sector (although the investment constraints of this sector do not apply to this sub-fund).

Fund Managers

Chris Rush

Chris Rush Co Fund Manager IMC Joined IBOSS Limited 10 years ago, Chris moved to work directly with the Investment Team over four years ago. He has worked closely with Chris Metcalfe and the Investment team, monitoring individual fund performance, assisting and enabling decisions to be made on portfolio content. He provides critique through quantitative analysis, research and one to one manager meetings, leading to specific fund recommendations. His hands on experience and technical knowledge are intrinsic components to the decision making process. Chris is currently studying towards CFA Chartered Financial Analyst. Chris graduated from Sheffield Hallam University with a Degree in Business Economics having studied modules in Corporate Treasury Management, International Financial Markets, Strategic Management and Industrial Economics.

Chris Metcalfe

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.