True Potential Portfolios

Our True Potential Portfolios are dynamically managed for you by our expert Investment Team.

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We know that investing can feel complicated, with thousands of options to consider, but we don’t think it should be. That’s why our ten True Potential Portfolios are actively managed and rebalanced by our expert Investment Team within your chosen attitude to risk. To date, clients have invested £2.1 billion into True Potential Portfolios.

INTRODUCING ADVANCED DIVERSIFICATION

We use a process we call ‘Advanced Diversification’ to blend together tried and tested multi-asset
investment strategies. This creates opportunities for investors that others can’t replicate.

Simple Diversification

A mixture of equities, cash and bonds.

Multi-Asset Diversification

A full range of asset classes and geographic regions from one fund manager.

Advanced Diversification

A blend of tried and tested multi-asset investment strategies that finds opportunities for growth.

We work with

UBS
Allianz
Goldman Sachs - Asset Management
Columbia Threadneedle
Schroders
SEI
Close Brothers
7IM

PORTFOLIO PERFORMANCE

The table below provides 12 month performance figures for the True Potential Portfolios.

Annual Percentage Growth

Portfolio Feb 16 – Feb 17 Factsheet
Defensive 8.87% Download
Cautious 12.96% Download
Cautious + 13.20% Download
Cautious Income 15.19% Download
Balanced 18.43% Download
Balanced + 18.88% Download
Balanced Income 16.68% Download
Growth 22.47% Download
Growth + 21.69% Download
Aggressive 26.16% Download

Past performance is not a guide to future performance.

FIND YOUR PORTFOLIO

Start exploring each of the Portfolios within True Potential Portfolios

Portfolio Type

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Risk Profile

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Risk Profile

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CHOOSE YOUR ACCOUNT AND INVEST NOW

Open a Stocks & Shares ISA Open a Personal Pension Open a GIA

 

With investing, your capital is at risk. Investments can fluctuate in value and you may get back less than you invest.