Investing Made Easier

True Potential Portfolios are a suite of fully-diversified, discretionary-managed investment solutions.

With wide exposure to world-class investment managers, as well as diversifying your investment by asset class and geographic region, you’ll benefit from having more potential to grow your money and manage volatility, all in one Portfolio.

And, as we’re committed to helping you reach your financial goals, we continually monitor our Portfolios to make sure they perform as expected and remain within your chosen risk profile. We also rebalance for the future, rather than the past, taking an active approach to allocating your money where we see the greatest potential for growth.

We offer ten Portfolios, mapped to five Morningstar risk profiles:

Hover/Tap to explore
our risk profiles

Potential Return

Potential Risk

  • Defensive
  • Cautious
  • Balanced
  • Growth
  • Aggressive

Defensive

  • Defensive

Cautious

  • Cautious
  • Cautious +
  • Cautious Income

Balanced

  • Balanced
  • Balanced +
  • Balanced Income

Growth

  • Growth
  • Growth +

Aggressive

  • Aggressive

Why True Potential Portfolios?

The Portfolios are managed by our investment team and regularly scrutinised by our expert Investment Committee. You can be confident we’re always invested in you.

  • Start with your financial goal and risk profile
  • All-in-one investment solutions
  • Wide exposure to world-class asset managers
  • Multi-layer diversification offers more opportunities to grow your money or generate an income
  • Track your investment 24/7
  • Top up your Portfolio on-the-go with impulseSave®

 

Performance Table

 

Portfolio Performance

Portfolio 31 March 16 –
31 March 17
31 March 17 –
31 March 18
31 March 18 –
31 March 19
31 March 19 –
31 March 20
31 March 20-
31 March 21
Since Launch
(01 Oct 15)
Factsheet
Defensive 7.7% 0.5% 1.7% -2.1% 8.4% 20.4% Download
Cautious 11.7% 0.3% 2.9% -5.1% 16.4% 32.2% Download
Cautious + 11.7% 0.8% 3.1% -5.6% 16.9% 32.4% Download
Cautious Income 13.5% -0.4% 5.0% -8.9% 20.6% 34.8% Download
Balanced 16.5% 1.4% 3.3% -7.7% 22.6% 43.6% Download
Balanced + 16.5% 1.4% 4.3% -6.9% 22.3% 48.0% Download
Balanced Income 15.1% -0.2% 5.1% -10.1% 22.8% 39.1% Download
Growth 19.7% 2.1% 4.4% -8.6% 27.4% 57.8% Download
Growth + 18.6% 3.5% 4.6% -9.9% 28.4% 57.0% Download
Aggressive 21.8% 4.1% 3.8% -11.0% 32.8% 66.5% Download

Source: True Potential Investments

Past performance is not a guide to future performance.

Best of All Worlds

We know that investing can feel complicated, with thousands of options to consider, but we don’t think it should be.

Each of our Portfolios brings together funds from our Wealth Strategy Fund Range. This means we’re using a blend of funds that we believe offer you the best combination of management style, diversification, performance and value in one simple solution.

Our current investment partners are:

Interested in Investing?

If you would like to invest in the True Potential Portfolios, speak to your financial adviser about your options or visit www.tpinvestor.com

Find Out More

With investing, your capital is at risk. Investments can fluctuate in value and you may not get back the amount you invest.

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

Financial Conduct Authority Head Office: 12 Endeavour Square, London, E20 1JN
Website: www.fca.org.uk

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