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:

Hover/Tap to explore
our risk profiles

Potential Return

Potential Risk

  • Defensive
  • Cautious
  • Balanced
  • Growth
  • Aggressive

Defensive

  • True Potential UBS Defensive
  • True Potential SEI Conservative

Cautious

  • 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

Balanced

  • 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

Growth

  • 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

Aggressive

  • True Potential UBS Aggressive
  • True Potential SEI Aggressive
  • True Potential 7IM 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:

Why Our Wealth Strategy Fund Range?

With over £5 billion of assets under management, we know what makes a good investment strategy. Our Wealth Strategy Fund Range focuses on you and your future.

  • 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, to ensure they are working with your best interests in mind
  • Track your investments online 24/7
  • Add to your investments from £1 using impulseSave®, our world-first investment top-up technology
  • Access leading investment expertise from an initial investment of just £50

Performance

The table below provides performance figures for the Wealth Strategy Fund Range as measured against the Consumer Price Index (CPI). As the funds are new to the market, these figures refer to simulated performance, net of ongoing fund charges.

Defensive

Annual Percentage Growth
Fund February
12 - 13
February
13 - 14
February
14 - 15
February
15 - 16
February
16 - 17
Factsheet
True Potential SEI Defensive 4.83%* 1.91%* 4.60%* -0.08%* 8.38% Download
True Potential 7IM Defensive 6.06%* 2.67%* 7.68%* -3.10%* 8.75% Download
CPI 2.8% 1.7% 0.0% 0.3% 2.3%

Cautious

Annual Percentage Growth
Fund February
12 - 13
February
13 - 14
February
14 - 15
February
15 - 16
February
16 - 17
Factsheet
True Potential Close Brothers Cautious 6.52%* 6.03%* 7.88%* -1.49%* 9.49% Download
True Potential Close Brothers Cautious Income 7.55%* 6.12%* 5.77%* -1.32%* 13.10% Download
True Potential Schroders Cautious 9.76%* 7.67%* 3.16%* -2.21%* 8.25% Download
True Potential Schroders Cautious Income 12.06%* 8.97%* 3.09%* -0.77%* 8.68% Download
True Potential SEI Cautious 9.14%* 5.80%* 7.90%* -0.95%* 17.89% Download
True Potential 7IM Cautious 6.84%* 2.97%* 8.62%* -3.46%* 9.48% Download
True Potential Allianz Cautious - -0.24%* 10.16%* -3.66%* 18.96%* Download
CPI 2.8% 1.7% 0.0% 0.3% 2.3%

Balanced

Annual Percentage Growth
Fund February
12 - 13
February
13 - 14
February
14 - 15
February
15 - 16
February
16 - 17
Factsheet
True Potential Close Brothers Balanced 7.84%* 12.12%* 9.66%* -1.96%* 11.83% Download
True Potential Schroders Balanced 13.84%* 11.42%* 4.78%* -2.20%* 16.86% Download
True Potential SEI Balanced 11.64%* 7.37%* 8.98%* -2.18%* 24.34% Download
True Potential 7IM Balanced 8.13%* 5.77%* 11.09%* -6.73%* 15.81% Download
True Potential Allianz Balanced - 0.80%* 12.57%* -4.84%* 22.29%* Download
True Potential Goldman Sachs Income Builder - - - -2.50%* 17.95%* Download
CPI 2.8% 1.7% 0.0% 0.3% 2.3%

Growth

Annual Percentage Growth
Fund February
12 - 13
February
13 - 14
February
14 - 15
February
15 - 16
February
16 - 17
Factsheet
True Potential Close Brothers Growth 10.30%* 10.65%* 9.96%* -2.49%* 13.65% Download
True Potential SEI Growth 13.54%* 8.54%* 10.15%* -2.37%* 28.88% Download
True Potential Threadneedle Monthly Income 13.27%* 19.77%* 9.14%* -2.86%* 15.93% Download
True Potential 7IM Growth 8.95%* 8.53%* 12.90%* -8.15%* 21.28% Download
True Potential Allianz Growth - -0.15%* 15.33%* -4.94%* 27.09%* Download
CPI 2.8% 1.7% 0.0% 0.3% 2.3%

Aggressive

Annual Percentage Growth
Fund February
12 - 13
February
13 - 14
February
14 - 15
February
15 - 16
February
16 - 17
Factsheet
True Potential SEI Aggressive 16.91%* 12.67%* 11.69%* -3.89%* 31.66% Download
True Potential 7IM Aggressive 9.53%* 10.60%* 13.57%* -8.85%* 24.16% Download
CPI 2.8% 1.7% 0.0% 0.3% 2.3%

Performance figures in the above tables are sourced from Bloomberg. CPI data is sourced from the Office for National Statistics.

*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. Investments can fluctuate in value and you may get back less than you invest. Past performance is not a reliable indicator of future results. Tax rules can change at any time.

Ready to Invest?

If you are aged 18 or over and would like to invest in the True Potential Wealth Strategy Funds, contact your financial adviser. If you do not have an adviser, you can purchase direct from True Potential Investor or find a local True Potential adviser.

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.

True Potential Investments LLP is authorised and regulated by the Financial Conduct Authority. FRN No. 527444.

Financial Conduct Authority Head Office: 25 The North Colonnade, London E14 5HS
Website: www.fca.org.uk

True Potential Investments LLP is registered in England and Wales as a Limited Liability Partnership No. OC356027.