What is particularly pleasing is the True Potential Portfolios are gaining real traction with the movement from £2 billion to £3 billion only taking five months.
Investors have taken advantage of previously unseen levels of diversification and the expertise from our eight investment partners UBS, Allianz, Goldman Sachs Asset Management, Columbia Threadneedle, Schroders, SEI, Close Brothers and 7IM.
Since we launched in October 2015, the Portfolios have successfully navigated many potentially difficult political and stock market events, continuing to offer strong performance and showing that Advanced Diversification helps investors to receive excellent returns within their specific risk levels.
Performance figures are shown below:
|As of 11 August 2017||One Year||Since Launch|
|True Potential Defensive Portfolio||2.73%||12.04%|
|True Potential Cautious Portfolio||4.43%||17.46%|
|True Potential Cautious + Portfolio||5.24%||17.24%|
|True Potential Cautious Income Portfolio||5.90%||19.31%|
|True Potential Balanced Portfolio||7.35%||23.49%|
|True Potential Balanced + Portfolio||7.33%||25.36%|
|True Potential Balanced Income Portfolio||6.55%||21.96%|
|True Potential Growth Portfolio||9.50%||29.98%|
|True Potential Growth + Portfolio||10.29%||28.52%|
|True Potential Aggressive Portfolio||10.71%||33.80%|
Source: SEI, Custodian, 11 August 2017
Clients have clearly benefited from the True Potential technology-led approach, with complete access to information around their investments at any time, 24/7 tracking against their own personal goals and the power of impulseSave® to top up investments on demand.
Deputy Chief Investment Officer, Chris Leyland said:
“This is an incredible result beating all previous expectations. You can see genuine traction as more and more clients start to use the True Potential Portfolios and enjoy the very real benefits of Advanced Diversification. When I personally think back to when we launched and the position we are in right now, this is indeed a very proud moment and I look forward to the True Potential Portfolios continuing to grow and to offer clients an investment solution that genuinely works.
“I would like to take this opportunity to thank investors for choosing True Potential and we hope to continue working with you for many years to come”.
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