Over 14,000investment experts.
200 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 Diversifications 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.
As part of your financial plan, we’ll recommend one or more True Potential Portfolios best suited to your personal circumstances and goals.
How we created Advanced Diversification
1. Simple Diversification
A basic mixture of equities, cash and bonds with limited range.
2. Multi-Asset Diversification
A much wider range of asset classes and geographic regions for greater diversification.
3. Advanced Diversification
A unique blend of multi-asset investment strategies from a range of expert Fund Managers.
Access to over 14,000 investment experts.
The True Potential Portfolios partner with world-renowned fund managers, providing access to over 14,000 investment professionals in 200 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: 890
Experts: 1,937
Experts: 122
Experts: 781
Experts: 988
Experts: 450
Experts: 75
Experts: 345
Experts: 6
Experts: 2,411
Experts: 348
Experts: 165
More transparent performance.
With over five years of performance, the True Potential Portfolios have produced positive returns in a range of challenging markets.
The Portfolios contain all the funds within their risk category, meaning they are the most diversified of the range.
| Defensive | Cautious | Balanced | Growth | Aggressive | |
| Jun 17 – Jun 18 | 1.5% | 2.2% | 3.6% | 5.4% | 7.7% |
| Jun 18 – Jun 19 | 2.5% | 3.1% | 3.7% | 4.2% | 3.2% |
| Jun 19 – Jun 20 | 0.8% | 0.3% | -1.3% | -1.3% | -3.1% |
| Jun 20 – Jun 21 | 5.3% | 10.8% | 15.7% | 20.6% | 23.6% |
| Jun 21 – Jun 22 | -5.3% | -6.6% | -7.7% | -7.4% | -6.3% |
| Since Launch (01 Oct 15) | 16.3% | 27.2% | 38.3% | 53.1% | 64.4% |
Past performance is not a reliable indicator of future results.
The + Portfolios provide exposure to funds outside their risk category to give greater opportunities for growth.
| Cautious + | Balanced + | Growth + | |
| Jun 17 – Jun 18 | 2.6% | 4.1% | 7.0% |
| Jun 18 – Jun 19 | 3.7% | 4.5% | 4.1% |
| Jun 19 – Jun 20 | -0.6% | -0.7% | -2.9% |
| Jun 20 – Jun 21 | 11.9% | 15.5% | 20.6% |
| Jun 21 – Jun 22 | -7.0% | -7.1% | -7.4% |
| Since Launch (01 Oct 15) | 22.7% | 43.7% | 53.1% |
Past performance is not a reliable indicator of future results.
The Income Portfolios are designed for clients who wish to take a monthly income from their investment.
| Cautious Income | Balanced Income | |
| Jun 17 – Jun 18 | 0.9% | 2.0% |
| Jun 18 – Jun 19 | 4.1% | 3.3% |
| Jun 19 – Jun 20 | -2.7% | -3.7% |
| Jun 20 – Jun 21 | 14.6% | 16.5% |
| Jun 21 – Jun 22 | -4.0% | -5.2% |
| Since Launch (01 Oct 15) | 34.1% | 37.0% |
Past performance is not a reliable indicator of future results.
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
Ready to do more with your money?
If you’d like to find out if our service is right for you and how we can help you do more with your money, please get in touch. There’s no obligation and our friendly team will talk you through your options.
Call us on 0191 625 0350
True Potential Wealth Management offers restricted financial advice. Our service is specifically designed for clients wishing to access their financial affairs online. 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.
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