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Discretionary management means that you are giving someone, usually a fund manager, the power to buy and sell holdings on your behalf. The manager will not ask your permission before changing your investment, however they will be working within a set objective.

At True Potential, our discretionary managed service ensures you remain with a certain risk category whilst aiming to maximise returns. We work with over 9,000 investment experts in 200 locations to help you do more with your money.

It’s important you understand that a fund is a way to invest in stocks, shares and a variety of other asset classes without having to choose the precise holdings to put your money into. This can help you invest in a much wider range of assets than if you were to research and pick each holding yourself. We create our Portfolios from a range of multi-asset funds.

We can also invest in Exchange Traded Funds (ETFs). These are funds that track an index, such as the FTSE 100, by holding a range of assets. The main difference between ETFs and other funds is that ETFs don't try to outperform their index, but replicate its performance.

With both funds and ETFs, your capital is at risk.

It’s important you understand that a fund is a way to invest in stocks, shares and a variety of other asset classes without having to choose the precise holdings to put your money into. This can help you invest in a much wider range of assets than if you were to research and pick each holding yourself. As funds are an investment, your capital is at risk.

At True Potential, we use a range of funds to build our Portfolios. One Portfolio can have many funds within it, which we believe reduces risk and helps us aim to maximise returns.

As you don’t invest regularly, it’s important to understand what happens each time you invest with True Potential. Your money goes into one of our Portfolios, which buy stocks, shares and many other asset classes from around the world.

With investing, your capital is at risk, however our discretionary fund management service aims to maximise returns whilst staying within your risk category. We work with over 9,000 investment experts in 200 locations to help you do more with your money.