True Potential Portfolios

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

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 £2.8 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

Simple Diversification

A mixture of equities, cash and bonds.

Multi-Asset Diversification

Multi-Asset Diversification

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

Advanced Diversification

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 September 16 –September 17 Factsheet
Defensive 3.24% Download
Cautious 4.91% Download
Cautious + 5.82% Download
Cautious Income 6.61% Download
Balanced 8.27% Download
Balanced + 8.24% Download
Balanced Income 7.82% Download
Growth 10.63% Download
Growth + 12.05% Download
Aggressive 12.85% Download

Past performance is not a guide to future performance.

FIND YOUR PORTFOLIO

Start exploring each of the Portfolios within True Potential Portfolios

Select your risk profile within the True Potential Portfolios to find out what type of Investor you are.

Defensive

I’m pursuing some growth but don’t want to take much risk.

Cautious

I’m comfortable with a little risk in pursuit of growth.

Balanced

I’m comfortable taking some risks in pursuit of better growth.

Growth

I’m comfortable taking more risks in pursuit of higher growth.

Aggressive

I’m comfortable taking big risks in pursuit of the highest growth.

Select one of our True Potential Portfolios that matches your chosen risk profile.

Go back to choose your Risk Profile.

Defensive

As a Defensive Investor, reducing risk is more important than higher returns.

Cautious

As a Cautious Investor, reducing risk is more important than higher returns.

Cautious +

As a Cautious Investor, higher returns are more important than reducing risk.

Income

As a Cautious Investor, I want my Portfolio to produce an income.

Balanced

As a Balanced Investor, reducing risk is more important than higher returns.

Balanced +

As a Balanced Investor, higher returns are more important than reducing risk.

Income

As a Balanced Investor, I want my Portfolio to produce an income.

Growth

As a Growth Investor, reducing risk is more important than higher returns.

Growth +

As a Growth Investor, higher returns are more important than reducing risk.

Aggressive

As an Aggressive Investor, higher returns are the most important part of investing to me.

Continue View Portfolio

CHOOSE YOUR ACCOUNT AND INVEST NOW

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