Wealth Strategy Fund Range.

Our True Potential Wealth Strategy Fund Range is designed to help you manage your wealth in one simple solution. Directly linked to your attitude to investment and risk profile, each of our funds is a complete investment strategy for your future.

Exclusive toTrue Potential clients.

Continuum of Choice.

The True Potential Wealth Strategy Fund Range is a risk-based series of fully-diversified investment solutions. We believe that your goal, and your attitude to investment and risk, are key factors in choosing the right fund.

Our range is mapped to five Morningstar risk profiles:

Potential Return

Potential Risk

  • Defensive
  • Cautious
  • Balanced
  • Growth
  • Aggressive
  • True Potential UBS Defensive
  • True Potential SEI Conservative
  • True Potential Growth-Aligned Defensive
  • True Potential UBS Cautious
  • True Potential Close Brothers Cautious
  • True Potential Close Brothers Cautious Income
  • True Potential SEI Cautious
  • True Potential Schroders Cautious
  • True Potential Schroders Cautious Income
  • True Potential 7IM Cautious
  • True Potential Allianz Cautious
  • True Potential Growth-Aligned Cautious
  • True Potential UBS Balanced
  • True Potential Close Brothers Balanced
  • True Potential SEI Balanced
  • True Potential Schroders Balanced
  • True Potential 7IM Balanced
  • True Potential Allianz Balanced
  • True Potential Growth-Aligned Balanced
  • True Potential UBS Growth
  • True Potential Close Brothers Growth
  • True Potential SEI Growth
  • True Potential Threadneedle Monthly Income
  • True Potential 7IM Growth
  • True Potential Allianz Growth
  • True Potential Growth-Aligned Growth
  • True Potential UBS Aggressive
  • True Potential SEI Aggressive
  • True Potential 7IM Aggressive
  • True Potential Growth-Aligned Aggressive

Expertise of Many.

Through our Wealth Platform, we have access to thousands of investment products – but we feel more isn’t always better. We wanted to offer you a carefully considered and exclusive range of fund sub-managers, who we believe to be the best. Our range is backed by our Investment Committee, who have strong control and governance over our sub-managers.

By using the expertise of many, we’re giving you even more potential to reach your financial goals.

Our current lineup of sub-managers includes:

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

Why Our Wealth Strategy Fund Range?

Exclusive to True Potential clients

Start with your goals and personal attitude to risk

Sub-managed by world-class fund managers

Each fund is a fully-diversified investment solution

We hold sub-managers to account, ensuring they are working to your best interests

Track your investments online 24/7

Top-up your investments with impulseSave®, our world-first technology

Access leading investment expertise from an initial investment of just £1

Performance.

The table below provides performance figures for the Wealth Strategy Fund Range.

FundDec 18 - Dec 19Dec 19 - Dec 20Dec 20 - Dec 21Dec 21 - Dec 22Dec 22 - Dec 23
True Potential SEI Defensive
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6.2%1.0%3.0%-6.3%4.1%
True Potential 7IM Defensive
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6.1%5.4%0.9%-10.2%3.7%
True Potential UBS Defensive
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7.4%1.5%5.0%-6.3%4.8%
True Potential Pictet Defensive
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4.6%
True Potential Growth-Aligned Defensive
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5.3%4.4%2.0%-7.1%5.0%
FundDec 18 - Dec 19Dec 19 - Dec 20Dec 20 - Dec 21Dec 21 - Dec 22Dec 22 - Dec 23
True Potential Close Brothers Cautious
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12.2%3.1%7.8%-12.0%5.2%
True Potential Close Brothers Cautious Income
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9.4%1.2%8.7%-6.0%5.4%
True Potential Schroders Cautious
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-5.7%8.0%4.6%7.7%
True Potential Schroders Cautious Income
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--0.6%11.4%0.2%6.9%
True Potential SEI Cautious
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10.7%1.4%7.5%-7.8%5.9%
True Potential 7IM Cautious
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7.2%5.7%2.9%-9.3%4.1%
True Potential Allianz Cautious
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13.1%4.7%5.7%-12.2%6.9%
True Potential UBS Cautious
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11.6%0.8%7.7%-9.1%6.5%
True Potential Waverton Income
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6.3%
True Potential Pictet Cautious
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5.5%
True Potential Growth-Aligned Cautious
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7.8%5.1%4.7%-8.0%6.2%
FundDec 18 - Dec 19Dec 19 - Dec 20Dec 20 - Dec 21Dec 21 - Dec 22Dec 22 - Dec 23
True Potential Close Brothers Balanced
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16.3%2.7%11.7%-13.8%7.0%
True Potential Schroders Balanced
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-
1.1%11.8%5.4%8.5%
True Potential SEI Balanced
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14.0%2.1%12.0%-8.3%7.9%
True Potential 7IM Balanced
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9.5%5.4%7.1%-7.3%4.2%
True Potential Allianz Balanced
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15.3%4.2%9.0%-10.7%8.6%
True Potential Goldman Sachs Income Builder
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16.5%1.7%9.9%-12.5%10.3%
True Potential UBS Balanced
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15.7%1.4%10.3%-11.4%7.3%
True Potential Goldman Sachs Balanced
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12.6%7.1%10.4%-13.9%10.5%
True Potential UBS Income
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7.5%
True Potential Pictet Balanced
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7.9%
True Potential Growth-Aligned Balanced
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10.3%6.5%7.6%-8.5%7.3%
FundDec 18 - Dec 19Dec 19 - Dec 20Dec 20 - Dec 21Dec 21 - Dec 22Dec 22 - Dec 23
True Potential Close Brothers Growth
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21.0%5.1%16.0%-15.7%8.5%
True Potential SEI Growth
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15.9%1.6%15.3%-6.1%9.1%
True Potential Threadneedle Monthly Income
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19.7%-3.9%14.1%-6.4%8.7%
True Potential 7IM Growth
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11.7%5.5%10.7%-5.0%4.0%
True Potential Allianz Growth
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17.3%3.5%12.7%-10.0%10.0%
True Potential UBS Growth
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18.7%1.7%13.8%-14.5%10.2%
True Potential Pictet Growth
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9.2%
True Potential Growth-Aligned Growth
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13.4%6.8%10.9%-7.8%8.8%
FundDec 18 - Dec 19Dec 19 - Dec 20Dec 20 - Dec 21Dec 21 - Dec 22Dec 22 - Dec 23
True Potential SEI Aggressive
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18.1%0.9%19.9%-3.4%9.9%
True Potential 7IM Aggressive
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14.1%5.7%13.3%-4.7%3.9%
True Potential UBS Aggressive
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21.5%2.0%16.5%-15.3%12.2%
True Potential Pictet Aggressive
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11.0%
True Potential Growth-Aligned Aggressive
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16.1%7.4%14.0%-8.2%9.8%

Performance figures in the above tables are sourced from Bloomberg.

Investments can fluctuate in value and you may get back less than you invest. Past performance is not a reliable indicator of future results.

*These figures refer to simulated past performance, net of ongoing fund charges. As such, the indicated fund performance shown is based on the actual fund performance of the sub-manager’s original fund. Please refer to the fund factsheets for further information.

Your capital is at risk. Tax rules can change at any time.

Looking for financial advice that helps you do more?

Our highly qualified advisers will create a financial plan that’s personal to you and designed to help you reach your long-term goals. We’ll check in with you at least once a year to review your progress, plus we’re here for you whenever you want to talk.

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True Potential SEI Defensive Factsheet

True Potential SEI Defensive Factsheet

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True Potential 7IM Defensive Factsheet

True Potential 7IM Defensive Factsheet

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True Potential UBS Defensive Factsheet

True Potential UBS Defensive Factsheet

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True Potential Pictet Defensive Factsheet

True Potential Pictet Defensive Factsheet

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True Potential Growth-Aligned Defensive Factsheet

True Potential Growth-Aligned Defensive Factsheet

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True Potential Close Brothers Cautious Factsheet

True Potential Close Brothers Cautious Factsheet

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True Potential Close Brothers Cautious Income Factsheet

True Potential Close Brothers Cautious Income Factsheet

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True Potential SEI Cautious Factsheet

True Potential SEI Cautious Factsheet

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True Potential Schroders Cautious Factsheet

True Potential Schroders Cautious Factsheet

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True Potential Schroders Cautious Income Factsheet

True Potential Schroders Cautious Income Factsheet

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True Potential UBS Cautious Factsheet

True Potential UBS Cautious Factsheet

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True Potential 7IM Cautious Factsheet

True Potential 7IM Cautious Factsheet

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True Potential Allianz Cautious Factsheet

True Potential Allianz Cautious Factsheet

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True Potential Growth-Aligned Cautious Factsheet

True Potential Growth-Aligned Cautious Factsheet

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True Potential Pictet Cautious Factsheet

True Potential Pictet Cautious Factsheet

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True Potential Close Brothers Balanced Factsheet

True Potential Close Brothers Balanced Factsheet

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True Potential SEI Balanced Factsheet

True Potential SEI Balanced Factsheet

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True Potential Schroders Balanced Factsheet

True Potential Schroders Balanced Factsheet

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True Potential Goldman Sachs Balanced Factsheet

True Potential Goldman Sachs Balanced Factsheet

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True Potential UBS Balanced Factsheet

True Potential UBS Balanced Factsheet

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True Potential 7IM Balanced Factsheet

True Potential 7IM Balanced Factsheet

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True Potential Allianz Balanced Factsheet

True Potential Allianz Balanced Factsheet

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True Potential Growth-Aligned Balanced Factsheet

True Potential Growth-Aligned Balanced Factsheet

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True Potential Pictet Balanced Factsheet

True Potential Pictet Balanced Factsheet

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True Potential Goldman Sachs Income Builder Factsheet

True Potential Goldman Sachs Income Builder Factsheet

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True Potential Close Brothers Growth Factsheet

True Potential Close Brothers Growth Factsheet

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True Potential SEI Growth Factsheet

True Potential SEI Growth Factsheet

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True Potential UBS Growth Factsheet

True Potential UBS Growth Factsheet

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True Potential 7IM Growth Factsheet

True Potential 7IM Growth Factsheet

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True Potential Allianz Growth Factsheet

True Potential Allianz Growth Factsheet

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True Potential Growth-Aligned Growth Factsheet

True Potential Growth-Aligned Growth Factsheet

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True Potential Pictet Growth Factsheet

True Potential Pictet Growth Factsheet

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True Potential Threadneedle Monthly Income Factsheet

True Potential Threadneedle Monthly Income Factsheet

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True Potential UBS Income Factsheet

True Potential UBS Income Factsheet

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True Potential Waverton Income Factsheet

True Potential Waverton Income Factsheet

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True Potential UBS Aggressive Factsheet

True Potential UBS Aggressive Factsheet

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True Potential SEI Aggressive Factsheet

True Potential SEI Aggressive Factsheet

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True Potential 7IM Aggressive Factsheet

True Potential 7IM Aggressive Factsheet

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True Potential Growth-Aligned Aggressive Factsheet

True Potential Growth-Aligned Aggressive Factsheet

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True Potential Pictet Aggressive Factsheet

True Potential Pictet Aggressive Factsheet

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Stocks & Shares ISA and General Investment Account Key Features and Terms & Conditions

Stocks & Shares ISA and General Investment Account Key Features and Terms & Conditions

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Personal Pension Key Features and Terms & Conditions

Personal Pension Key Features and Terms & Conditions

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Personal Pension Key Features and Terms & Conditions All Eligible Securities

Personal Pension Key Features and Terms & Conditions All Eligible Securities

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Personal Pension Drawdown Terms & Conditions

Personal Pension Drawdown Terms & Conditions

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Dealing & Custody Service Agreement

Dealing & Custody Service Agreement

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FRN 527444. www.fca.org.uk

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