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Manager factsheet
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Manager profile
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.
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Annualised total return over 8.8 years |
+4.5% |
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1 year |
3 years |
5 years |
7 years |
10 years |
Chris Metcalfe |
12.2 |
5.3 |
18.3 |
24.8 |
- |
Peer Group Composite
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12.7 |
6.5 |
21.5 |
30.0 |
- |
Over / Under |
-0.5 |
-1.2 |
-3.2 |
-5.2 |
- |
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Total return for Chris Metcalfe
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Discrete calendar year performance : Chris Metcalfe
Funds managed previously
Fund |
Periods |
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No previously managed funds |
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.
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