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True Potential Portfolios

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

    Cautious +

    Cautious Income

  • Balanced

    Balanced +

    Balanced Income

  • Growth

    Growth +

  • Aggressive

  • 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

The table below provides 12 month performance figures for the True Potential Portfolios.

Annual Percentage Growth
Portfolio September 16 –September 17 Factsheet
Defensive 3.24% Download
Cautious 4.91% Download
Cautious + 5.82% Download
Cautious Income 6.61% Download
Balanced 8.27% Download
Balanced + 8.24% Download
Balanced Income 7.82% Download
Growth 10.63% Download
Growth + 12.05% Download
Aggressive 12.85% Download

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.

If you’re a financial adviser, call us on 0191 500 9171 or find out more below.

Find Out More

Literature

The Science of Advanced Investing: True Potential Portfolios

True Insight - Spring 2016

True Insight - Summer 2016

True Insight - Autumn 2016

True Insight - Winter 2016

True Insight - Issue 6

True Insight - Issue 7

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: 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.

Quick Links

Registered Head Office

Gateway West
Newburn Riverside
Newcastle upon Tyne
NE15 8NX

Legal

True Potential LLP is registered in England & Wales as a Limited Liability Partnership No. OC380771.

impulseSave® and True Potential One® are registered trademarks of True Potential Investments LLP.

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