Wealth Strategy Fund Range.

Our True Potential Wealth Strategy Fund Range is designed to help you manage your wealth in one simple solution. Directly linked to your attitude to investment and risk profile, each of our funds is a complete investment strategy for your future.

Exclusive toTrue Potential clients.

Continuum of Choice.

The True Potential Wealth Strategy Fund Range is a risk-based series of fully-diversified investment solutions. We believe that your goal, and your attitude to investment and risk, are key factors in choosing the right fund.

Our range is mapped to five Morningstar risk profiles:

Potential Return

Potential Risk

True Potential
UBS Defensive

True Potential
SEI Defensive

True Potential
7IM Defensive

True Potential
Growth-Aligned Defensive

True Potential
Pictet Defensive
True Potential
UBS Cautious

True Potential
Close Brothers Cautious

True Potential
Close Brothers Cautious Income

True Potential
SEI Cautious

True Potential
Schroders Cautious

True Potential
Schroders Cautious Income

True Potential
7IM Cautious

True Potential
Allianz Cautious

True Potential
Growth-Aligned Cautious

True Potential
Waverton Income

True Potential
Pictet Cautious
True Potential
UBS Balanced

True Potential
Close Brothers Balanced

True Potential
SEI Balanced

True Potential
Schroders Balanced

True Potential
7IM Balanced

True Potential
Allianz Balanced

True Potential
Growth-Aligned Balanced

True Potential
UBS Income

True Potential
Pictet Balanced
True Potential
UBS Growth

True Potential
Close Brothers Growth

True Potential
SEI Growth

True Potential
Threadneedle Monthly Income

True Potential
7IM Growth

True Potential
Allianz Growth

True Potential
Growth-Aligned Growth

True Potential
Pictet Growth
True Potential
UBS Aggressive

True Potential
SEI Aggressive

True Potential
7IM Aggressive

True Potential
Growth-Aligned Aggressive

True Potential
Pictet Aggressive

Defensive
Cautious
Balanced
Growth
Aggressive

True Potential UBS Defensive
True Potential SEI Conservative
True Potential Growth-Aligned Defensive

True Potential UBS Cautious
True Potential Close Brothers Cautious
True Potential Close Brothers Cautious Income
True Potential SEI Cautious
True Potential Schroders Cautious
True Potential Schroders Cautious Income
True Potential 7IM Cautious
True Potential Allianz Cautious
True Potential Growth-Aligned Cautious

True Potential UBS Balanced
True Potential Close Brothers Balanced
True Potential SEI Balanced
True Potential Schroders Balanced
True Potential 7IM Balanced
True Potential Allianz Balanced
True Potential Growth-Aligned Balanced

True Potential UBS Growth
True Potential Close Brothers Growth
True Potential SEI Growth
True Potential Threadneedle Monthly Income
True Potential 7IM Growth
True Potential Allianz Growth
True Potential Growth-Aligned Growth

True Potential UBS Aggressive
True Potential SEI Aggressive
True Potential 7IM Aggressive
True Potential Growth-Aligned Aggressive

Expertise of Many.

Through our Wealth Platform, we have access to thousands of investment products – but we feel more isn’t always better. We wanted to offer you a carefully considered and exclusive range of fund sub-managers, who we believe to be the best. Our range is backed by our Investment Committee, who have strong control and governance over our sub-managers.

By using the expertise of many, we’re giving you even more potential to reach your financial goals.

Our current lineup of sub-managers includes:

Experts: 2,566

Experts: 2,038

Experts: 140

Experts: 1589

Experts: 1,238

Experts: 450

Experts: 796

Experts: 346

Experts: 15

Experts: 348

Experts: 165

Why Our Wealth Strategy Fund Range?

Exclusive to True Potential clients

Start with your goals and personal attitude to risk

Sub-managed by world-class fund managers

Each fund is a fully-diversified investment solution

We hold sub-managers to account, ensuring they are working to your best interests

Track your investments online 24/7

Top-up your investments with impulseSave®, our world-first technology

Access leading investment expertise from an initial investment of just £1

Performance.

The table below provides performance figures for the Wealth Strategy Fund Range.

Fund	Mar 19 - Mar 20	Mar 20 - Mar 21	Mar 21 - Mar 22	Mar 22 - Mar 23	Mar 23 - Mar 24
True Potential SEI Defensive Download	-2.2%	+6.2%	+1.0%	-3.5%	+5.2%
True Potential 7IM Defensive Download	-1.2%	+8.7%	-0.8%	-6.6%	+3.9%
True Potential UBS Defensive Download	-1.9%	+8.6%	+2.2%	-3.8%	+7.2%
True Potential Pictet Defensive Download	-	-	-	-4.6%	+5.0%
True Potential Growth-Aligned Defensive Download	-2.3%	+9.6%	+0.5%	-3.4%	+5.7%

Fund	Mar 19 - Mar 20	Mar 20 - Mar 21	Mar 21 - Mar 22	Mar 22 - Mar 23	Mar 23 - Mar 24
True Potential Close Brothers Cautious Download	-3.9%	+15.7%	+0.7%	-4.8%	+7.0%
True Potential Close Brothers Cautious Income Download	-5.5%	+13.9%	+7.9%	-6.5%	+8.1%
True Potential Schroders Cautious Download	-	+27.2%	+4.3%	+3.9%	+6.4%
True Potential Schroders Cautious Income Download	-	+26.6%	+5.5%	+1.6%	+5.6%
True Potential SEI Cautious Download	-6.2%	+15.1%	+3.6%	-4.3%	+8.2%
True Potential 7IM Cautious Download	-3.5%	+12.8%	-0.2%	-5.9%	+5.2%
True Potential Allianz Cautious Download	-5.7%	+18.7%	+0.9%	-6.1%	+7.9%
True Potential UBS Cautious Download	-4.1%	+13.1%	+4.1%	-6.1%	+9.6%
True Potential Waverton Income Download	-	-	-	-5.9%	+7.0%
True Potential Pictet Cautious Download	-	-	-	-3.8%	+6.9%
True Potential Growth-Aligned Cautious Download	-5.9%	+17.4%	+1.7%	-3.7%	+7.5%

Fund	Mar 19 - Mar 20	Mar 20 - Mar 21	Mar 21 - Mar 22	Mar 22 - Mar 23	Mar 23 - Mar 24
True Potential Close Brothers Balanced Download	-6.1%	+21.2%	+2.8%	-5.5%	+10.3%
True Potential Schroders Balanced Download	-	+37.3%	+5.7%	+5.4%	+7.8%
True Potential SEI Balanced Download	-9.7%	+24.7%	+5.7%	-4.3%	+11.0%
True Potential 7IM Balanced Download	-6.5%	+19.3%	+2.7%	-4.3%	+6.5%
True Potential Allianz Balanced Download	-8.7%	+25.0%	+3.4%	-4.8%	+10.8%
True Potential Goldman Sachs Income Builder Download	-10.5%	+25.5%	+2.9%	-5.5%	+9.3%
True Potential UBS Balanced Download	-4.3%	+16.6%	+5.7%	-7.8%	+11.1%
True Potential Goldman Sachs Balanced Download	-8.3%	+25.2%	+3.4%	-6.8%	+11.7%
True Potential UBS Income Download	-	-	-	-8.8%	+11.5%
True Potential Pictet Balanced Download	-	-	-	-5.8%	+9.6%
True Potential Growth-Aligned Balanced Download	-7.3%	+23.5%	+3.5%	-3.7%	+9.4%

Fund	Mar 19 - Mar 20	Mar 20 - Mar 21	Mar 21 - Mar 22	Mar 22 - Mar 23	Mar 23 - Mar 24
True Potential Close Brothers Growth Download	-4.9%	+25.8%	+4.8%	-5.6%	+13.0%
True Potential SEI Growth Download	-12.1%	+30.5%	+7.9%	-2.6%	+13.8%
True Potential Threadneedle Monthly Income Download	-10.1%	+23.1%	+7.0%	-1.4%	+12.0%
True Potential 7IM Growth Download	-9.2%	+25.9%	+4.9%	-2.1%	+7.0%
True Potential Allianz Growth Download	-11.6%	+31.3%	+5.6%	-4.1%	+13.4%
True Potential UBS Growth Download	-5.4%	+21.1%	+7.0%	-9.2%	+14.3%
True Potential Pictet Growth Download	-	-	-	-5.8%	+12.6%
True Potential Growth-Aligned Growth Download	-9.7%	+31.0%	+5.2%	-2.8%	+11.9%

Fund	Mar 19 - Mar 20	Mar 20 - Mar 21	Mar 21 - Mar 22	Mar 22 - Mar 23	Mar 23 - Mar 24
True Potential SEI Aggressive Download	-14.5%	+37.6%	+10.7%	-0.8%	+17.4%
True Potential 7IM Aggressive Download	-10.7%	+30.8%	+6.8%	-1.6%	+7.0%
True Potential UBS Aggressive Download	-7.6%	+26.9%	+8.2%	-9.0%	+17.0%
True Potential Pictet Aggressive Download	-	-	-	-5.9%	+15.9%
True Potential Growth-Aligned Aggressive Download	-11.0%	+36.7%	+7.0%	-3.1%	+14.0%

Performance figures in the above tables are sourced from Bloomberg.

Investments can fluctuate in value and you may get back less than you invest. Past performance is not a reliable indicator of future results.

*These figures refer to simulated past performance, net of ongoing fund charges. As such, the indicated fund performance shown is based on the actual fund performance of the sub-manager’s original fund. Please refer to the fund factsheets for further information.

Your capital is at risk. Tax rules can change at any time.

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