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You are here: Manager factsheet

Chris Metcalfe

IBOSS Asset Management Ltd
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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.
Total return for Chris Metcalfe
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
Quartile 1
Quartile 2
Quartile 3
Quartile 4
Discrete calendar year performance : Chris Metcalfe

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Chris Metcalfe 7.1 -4.0 1.2 20.0 -4.8 1.1 1.7 11.1 - -
Peer Group Composite 8.8 -4.7 3.7 21.6 -6.3 3.5 1.0 14.3 - -
Over / Under -1.7 0.7 -2.5 -1.6 1.5 -2.4 0.7 -3.2 - -
Performance vs peer group composite: Chris Metcalfe
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
Overall markets
Outperformed peer group composite
3 years
out of a possible 8
Overall markets
Underperformed peer group composite
5 years
out of a possible 8
Rising markets
Outperformed peer group composite
1 year
out of a possible 6
Falling markets
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
MGTS IBOSS 1 Lead manager UT Mixed Investment 0-35% Shares since Feb 22 2016 to present
MGTS IBOSS 2 Lead manager UT Mixed Investment 20-60% Shares since Feb 22 2016 to present
MGTS IBOSS 4 Lead manager UT Mixed Investment 40-85% Shares since Feb 22 2016 to present
MGTS IBOSS 6 Lead manager UT Flexible Investment since Feb 22 2016 to present
Funds managed previously
Fund Periods
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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