Why our Portfolios - True Potential Investor

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.

14,000 experts in over 200 locations

With access to more than 14,000 experts in over 200s 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.

14,000 experts in over 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 14,000 investment professionals in over 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.

Defensive Portfolio

Cautious Portfolio

Balanced Portfolio

Growth Portfolio

Aggressive Portfolio

Balanced Portfolio

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*
Performance	-1.13%	1.69%	0.70%	1.06%	42.87%

As of 31st Aug 2023

	31 Aug 18 31 Aug 19	31 Aug 19 31 Aug 20	31 Aug 20 31 Aug 21	31 Aug 21 31 Aug 22	31 Aug 22 31 Aug 23
Annual percentage growth	3.45%	0.10%	14.92%	-7.69%	1.06%

* 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 Balanced Fully-Managed Investment Portfolio since launch the value of your initial £10,000 investment would be:

£14,287

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.