Three Billion Pounds Invested In True Potential Funds

March 20, 2017

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We are thrilled to announce over three billion pounds has been invested in our firm’s own funds since they were launched just two years ago.

This represents a stunning rise, with the inflows showing continued investor confidence.

Mark Henderson, Senior Partner, said “Stock markets are buoyant and the combination of first class investment returns and strong new business figures have helped us reach a record high of over £3 billion invested in our True Potential Wealth Strategy Funds.

“Our multi-asset funds investing around the world form the building blocks of our successful flagship product, True Potential Portfolios. Our continued growth puts us in a great position as we constantly seek opportunities to generate returns and value for money for our clients.”

We now have 27 funds which are sub-managed by major names like UBS, Allianz, Goldman Sachs Asset Management, Columbia Threadneedle, Schroders, SEI, 7IM, Close Brothers and 7IM.

Only last month, we announced that in the year from January 2016 to December 2016, a total of £1.02 billion in new money was invested into our funds. Comparing that to the previous year, inflows had increased by £140 million, taking the us past one billion pounds of net retail sales in 2016.

Here are the key figures you need to know about:

£5.3 billion on the True Potential Wealth Platform

£3 billion in True Potential Wealth Strategy Funds

£2 billion in True Potential Portfolios

Your capital is at risk. Investments can fluctuate in value and you may not get back the amount you invest. Past performance is not a guide to future performance. Tax rules can change at any time.

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