How our Fully-Managed Investment Portfolios do more
Watch our short video to find out how hard your money will work in our Fully-Managed Investment Portfolios.
9,000 experts in 200 locations
With access to more than 9,000 professionals in 200 locations around the world, our expert in-house team makes the investment decisions for our Fully-Managed Investment Portfolios.
Maximise your returns & reduce risk
Our access to a global team of experts with thousands of holdings allows us to blend multi-asset investment strategies and create unique opportunities for growth.
A Fully-Managed Service for you
We'll assess your personal circumstance and attitude to risk to offer you a suitable Fully-Managed Investment Portfolio Service.
9,000 experts in 200 locations helping to make your money do more
At True Potential Investor, we believe there is strength in numbers, and we apply that thinking to the size of our organisation too. Our team brings together over 9,000 investment professionals in 200 locations around the world. This scale of world-class fund managers and partners (the likes of Goldman Sachs, Allianz and UBS for example) has allowed us to create a set of Fully-Managed Investment Portfolios with unique growth opportunities because we have a truly global outlook and network. As well as a world-class investment knowledge, our team includes experience in financial services, regulation, technology and communications.
Find out more about our Portfolios
Select a Portfolio to see its performance since launch. Remember, past performance is not a guide to future performance.
The Balanced Investor may be somewhat concerned with short-term losses and may shift to a more stable option in the event of significant losses. The safeties of investment and return are typically of equal importance to the Balanced Investor.
|1 month||3 months||6 months||12 months||Since launch*|
As of 2nd March 2021
|28 Feb 16
28 Feb 17
|28 Feb 17
28 Feb 18
|28 Feb 18
28 Feb 19
|28 Feb 19
28 Feb 20
|28 Feb 20
28 Feb 21
|Annual percentage growth||18.63%||2.16%||0.92%||4.23%||8.68%|
* Portfolios launched 1st October 2015.
All performance figures from True Potential Investments, including the effect of fund fees but not platform fees, which will reduce returns.
How much can you invest?
If you invested into our Fully-Managed Investment Portfolio since launch the value of your initial £ investment would be:
Past performance is not a guide to future performance.
See how easy it is to set up an online investment with us
Tell us how much you’d like to invest
First, we’ll ask you how much you’d like to invest today, if you’d like to add a monthly investment and how long you plan to invest for. You can change your mind about your monthly amount later and with a Stocks & Shares ISA or General Investment Account, you can withdraw at any time.
Answer a few questions about your spending habits
We’ll ask you how much you earn and spend each month. This is to make sure you can afford to invest, including any monthly amount you’ve chosen.
Estimate how much is in your emergency fund
We recommend you have around three month’s expenses saved up for emergencies as this can help you avoid taking on short-term liabilities for the unexpected. If you don’t, our Stocks & Shares ISA and General Investment Accounts could be the place to start, as you can access your money in 7-10 days.
Estimate your assets and liabilities
We’ll ask you how much you have in assets, such as a home, savings or other investments. We’ll then balance this against any liabilities you have, for example a mortgage, loan or credit card. If you have more debts than assets it might benefit you to pay these off before investing, especially if the debt is expensive.
Tell us if you’ve invested before
It’s important you understand how investing with us works, including how we manage your money and the potential risks involved. Depending on your experience, we’ll show you some simple explanations to help you learn more about our service.
Take our simple risk assessment
We’ll ask you 11 multiple choice questions about how long you plan to invest for, how you might later withdraw from your account and your attitude to risk and reward. There are no right answers here and we have a range of Portfolios to suit many different types of investor.
View the Portfolio that’s most suitable for you
Based on your score in our risk assessment, we’ll show you a Portfolio that matches your result. You’ll see where in the world we’d spread your money, the fund managers and asset classes we use, and the total cost to you.
Some important information
With investing, your capital is at risk. The value of your investments will rise and fall at times and you could get back less than you invest.