Manage Cookie Preferences

To understand how people use our site and improve your experience on our website, we use cookies. Please choose which types of cookies you’re happy with – you can change your selection at any time. To learn more, read our Cookie Policy.

Income Portfolios

Written by Union Room on 29th January 2025 Time to read: 0 minutes

	Annualised*	30 Apr 25 – 30 Apr 26	30 Apr 24 – 30 Apr 25	30 Apr 23 – 30 Apr 24	30 Apr 22 – 30 Apr 23	30 Apr 21 – 30 Apr 22	Since Launch*	Factsheet
Balanced Income Portfolio	+6.0%	+12.9%	+7.3%	+7.3%	-1.6%	+1.3%	+84.5%	Download
Cautious Income Portfolio	+5.6%	+13.1%	+8.5%	+6.3%	-2.9%	+2.1%	+78.5%	Download

Back to blog

Tell us your financial goals and we could help you achieve them.

Find out more

Capital at risk.

You may also like

Five early considerations for retirement planning

Retirement

Five early considerations for retirement planning

ISA or pension – what’s right for your savings goals?

Savings & Investments

ISA or pension – what’s right for your savings goals?

April investment report: Resilience amid global uncertainty

Markets & Insights

April investment report: Resilience amid global uncertainty

Brought to you by True Potential Wealth Management.

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 is subject to an individual’s personal circumstances, and tax rules can change at any time.

True Potential Wealth Management LLP is authorised and regulated by the Financial Conduct Authority, FRN 529810. www.fca.org.uk

Registered in England and Wales as a Limited Liability Partnership No. OC356611.