True Potential Inflows Top £1 billion

February 22, 2017

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We have reported over £1 billion of net inflows into our funds during 2016, following the launch of our 10 multi-asset, multi-manager Portfolios.

In the 12 months from January to December 2016, a total of £1.02 billion of new money was invested into our 26 funds, sub-managed by UBS, Allianz Global Investors, Schroders, SEI, 7IM, Columbia Threadneedle and Close Brothers.

Compared to the previous year, inflows increased by £140 million or 16%, taking us through £1 billon for 2016 by net retail sales.*

The 26 funds provide the building blocks for the True Potential Portfolios. The range of 10 multi-asset, multi-manager portfolios was launched at the end of 2015.

Our Senior Partner, Mark Henderson, said: “We’re extremely happy to report over £1 billion of inflows into our funds through 2016. The funds have performed exceptionally well while the True Potential Portfolios have attracted investors and advisers in the wake of market-moving global events.

“The level of diversification we are able to achieve with our global fund manager partners is a key factor. Investors have global exposure to over 120,000 individual holdings, helping to smooth out bumps in the road with discretionary management at no extra charge. The combination of both has produced this outstanding result.”

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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