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Wealth Strategy Fund Range

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:

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our 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
    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

Defensive

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

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
  • True Potential Growth-Aligned 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
  • True Potential Growth-Aligned 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
  • True Potential Growth-Aligned Growth

Aggressive

  • 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:

Why Our Wealth Strategy Fund Range?

With over £4 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.

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.

Find an Adviser Purchase now

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Adaptive Intelligence

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.

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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.

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