Investment Management

Date last reviewed: March 26th, 2024

Over 9,620investment experts.

162 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 9,620 investment experts.

The True Potential Portfolios partner with world-renowned fund managers, providing access to over 9,620 investment professionals in 162 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.

UBS

Experts: 2,566

Goldman Sachs

Experts: 2,038

Experts: 140

Allianz

Experts: 1589

Schroders

Experts: 1,238

Columbia Threadneedle

Experts: 450

Close Brothers

Experts: 796

7iM

Experts: 346

True Potential Growth Aligned

Experts: 15

Experts: 348

Experts: 165

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*31 Mar 23 -
31 Mar 24
31 Mar 22 -
31 Mar 23
31 Mar 21 -
31 Mar 22
31 Mar 20 -
31 Mar 21
31 Mar 19 -
31 Mar 20
Since Launch*Factsheet
Aggressive+8.3%+14.9%-4.57%+7.7%+32.8%-11.02%+96.7%Download
Growth+7.1%+12.6%-4.65%+5.9%+27.4%-8.57%+79.5%Download
Balanced+5.4%+10.2%-5.15%+3.9%+22.6%-7.74%+56.0%Download
Cautious+3.9%+7.7%-4.47%+2.0%+16.4%-5.09%+38.6%Download
Defensive+2.4%+5.5%-4.28%+0.8%+8.4%-2.06%+22.5%Download

* The True Potential Portfolios launched on 1st 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*31 Mar 23 -
31 Mar 24
31 Mar 22 -
31 Mar 23
31 Mar 21 -
31 Mar 22
31 Mar 20 -
31 Mar 21
31 Mar 19 -
31 Mar 20
Since Launch*Factsheet
Growth ++7.2%+14.1%-5.16%+6.3%+28.4%-9.87%+80.5%Download
Balanced ++5.9%+11.0%-4.96%+4.6%+22.3%-6.90%+63.3%Download
Cautious ++4.1%+8.7%-4.98%+2.9%+16.9%-5.61%+40.8%Download

* The True Potential Portfolios launched on 1st 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*31 Mar 23 -
31 Mar 24
31 Mar 22 -
31 Mar 23
31 Mar 21 -
31 Mar 22
31 Mar 20 -
31 Mar 21
31 Mar 19 -
31 Mar 20
Since Launch*Factsheet
Balanced Income+5.2%+10.0%-4.70%+5.1%+22.8%-10.06%+53.3%Download
Cautious Income+4.5%+8.3%-5.29%+5.5%+20.6%-8.88%+45.9%Download

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

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

Source: True Potential Investments

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. Alternatively, you can begin your investment journey yourself using the ‘start investing’ button below.


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. OC356611.