Investment Management

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Date last reviewed: June 12th, 2025

Over 9,109investment experts.

160 locationsaround the world.

Unrivalledglobal diversification.

More opportunities to maximise your returns.

We understand that you want two things from your investments, to maximise your returns and reduce risk. Our chosen investment solution, the True Potential Portfolios, aim to achieve both these goals whilst driving down costs.

The Portfolios use a pioneering approach known as Advanced Diversification to find opportunities for growth that others can’t replicate. They do this by expertly blending tried-and-tested multi-asset investment strategies from a range of fund managers.

The different types of diversification

1. Simple Diversification.

A mixture of equities, cash and bonds.

2. Multi-Asset Diversification

A full range of asset classes and geographic regions from one Fund Manager.

3. Advanced Diversification

A unique blend of multi-asset investment strategies from a range of expert Fund Managers.

Our global reach has access to over 9,109 investment experts.

The True Potential Portfolios partner with world-renowned fund managers, providing access to over 9,109 investment professionals in 160 locations around the world, all working to grow your money. This unrivalled network of expertise reports directly to the True Potential Investments team, who manage the Portfolios against their objectives.

Experts: 2,566

Experts: 2,038

Experts: 140

Experts: 1589

Experts: 1,238

Experts: 450

Experts: 796

Experts: 15

Experts: 348

Annualised performance since launch.

Below are the True Potential Portfolio performance figures from the last five years.

The Portfolios contain all the funds within their risk category, meaning they are the most diversified of the range.

	Annualised*	30 Jun 24 - 30 Jun 25	30 Jun 23 - 30 Jun 24	30 Jun 22 - 30 Jun 23	30 Jun 21 - 30 Jun 22	30 Jun 20 - 30 Jun 21	Since Launch*	Factsheet
Aggressive Portfolio	+8.1%	+6.9%	+15.0%	+5.3%	-6.3%	+23.6%	+112.8%	Download
Capital Growth Portfolio	+7.0%	+6.6%	+12.5%	+4.5%	-7.1%	+19.2%	+93.2%	Download
Balanced Portfolio	+5.4%	+6.6%	+10.6%	+2.8%	-7.7%	+15.7%	+67.7%	Download
Cautious Portfolio	+4.1%	+6.0%	+8.7%	+0.9%	-6.6%	+10.8%	+47.9%	Download
Defensive Portfolio	+2.6%	+4.5%	+6.5%	-0.7%	-5.3%	+5.3%	+28.5%	Download

* The True Potential Portfolios launched on 1^st October 2015.

Performance after fund fees. Past performance is not a reliable indicator of future results.

Source: True Potential Investments

The + Portfolios provide exposure to funds outside their risk category to give greater opportunities for growth.

	Annualised*	30 Jun 24 - 30 Jun 25	30 Jun 23 - 30 Jun 24	30 Jun 22 - 30 Jun 23	30 Jun 21 - 30 Jun 22	30 Jun 20 - 30 Jun 21	Since Launch*	Factsheet
Capital Growth + Portfolio	+7.1%	+6.9%	+14.0%	+4.6%	-7.4%	+20.6%	+95.3%	Download
Balanced + Portfolio	+5.9%	+6.5%	+11.2%	+3.0%	-7.1%	+15.5%	+75.3%	Download
Cautious + Portfolio	+4.2%	+5.8%	+9.4%	+1.6%	-7.0%	+11.9%	+50.1%	Download

* The True Potential Portfolios launched on 1^st October 2015.

Performance after fund fees. Past performance is not a reliable indicator of future results.

Source: True Potential Investments

The Income Portfolios are designed for clients who wish to take a monthly income from their investment.

	Annualised*	30 Jun 24 - 30 Jun 25	30 Jun 23 - 30 Jun 24	30 Jun 22 - 30 Jun 23	30 Jun 21 - 30 Jun 22	30 Jun 20 - 30 Jun 21	Since Launch*	Factsheet
Balanced Income Portfolio	+5.7%	+9.8%	+11.6%	+2.0%	-5.2%	+16.5%	+71.1%	Download
Cautious Income Portfolio	+5.2%	+10.5%	+10.2%	+0.5%	-4.0%	+14.6%	+64.1%	Download

* The True Potential Portfolios launched on 1^st October 2015.

Performance after fund fees. Past performance is not a reliable indicator of future results.

Source: True Potential Investments

Our Investment Management team.

At True Potential Investments, our UK-based analysts combine technology and expertise to make informed investment decisions that aim to maximise returns for investors within their chosen risk profile and reduce the risk of volatility. Learn more about our Investment Management team.

Meet the team

Our fees.

We believe in keeping fees simple, transparent and great value for money. We’ll talk you through all costs before you sign up and you’ll always be able to see them in your account.

Try our fee calculator

With investing your capital is at risk. Investments can fluctuate in value and you could get back less than you invest. Tax rules can change at any time.

Brought to you by True Potential Investments LLP.

True Potential Investments LLP is authorised and regulated by the Financial Conduct Authority,
FRN 527444. www.fca.org.uk

Registered in England and Wales as a Limited Liability Partnership No. OC356027.

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Investment Management

Over 9,109investment experts.

160 locationsaround the world.

Unrivalledglobal diversification.

More opportunities to maximise your returns.

The different types of diversification

1. Simple Diversification.

2. Multi-Asset Diversification

3. Advanced Diversification

Our global reach has access to over 9,109 investment experts.

Annualised performance since launch.

Our Investment Management team.

Our fees.

Helping our clients do more