5 Things you need to know about our Fully-Managed Investment Portfolios
Please note this blog post was published over 12 months ago and so may not include the most up-to-date information, for example where regulation around investing has changed.
At True Potential Investor, we’re passionate about helping you to do more with your money. That’s why we developed Fully-Managed Investment Portfolios, with the aim to maximise your returns and reduce your risk. Our expert in-house team make the investment decisions, spreading your investments across thousands of global holdings.
One of our core beliefs is that investing should be affordable and accessible for everyone, which is why we developed our quick online assessment to make sure that investing is the right thing for your money. Here’s some of the key things to know about investing in our Fully-Managed Investment Portfolios.
The aim of our Fully-Managed Investment Portfolios
The aim of our Fully-Managed Investment Portfolio is to maximise your returns and reduce your risk. Our access to a global team of experts with thousands of holdings allows us to blend multi-asset investment strategies and create unique opportunities for growth.
What makes our Fully-Managed Investment Portfolios special
What sets us apart is not only the expertise of our head office investment team, but the fact that we have access to experts and locations around the world. Our in-house investment team work with eight world-class fund managers to blend multi-asset investment strategies and create unique opportunities for growth. The fund partners we work with are UBS, Allianz, Goldman Sachs Asset Management, Columbia Threadneedle, Schroders, SEI, Close Brothers and 7IM.
This gives us access to over 9,000 experts in 200 locations around the world. We believe there is strength in numbers, and this level of globally diversified expertise is one of the ways we do more with your money.
The benefit of Global diversification
Global diversification means your investment is spread across the globe. Our scale of world-class fund managers has allowed us to create unique growth opportunities, with our network and global outlook meaning your investment isn’t limited to one region.
When it comes to reducing risk, our global diversification strategy means that all of your eggs aren’t in one basket. If one region did underperform, it could be the case that a different region would be able to compensate for this. With over 9,000 experts in 200 locations, you can rest assured that our global diversification is sufficient to create unique opportunities for growth.
Five risk portfolios to choose from
There are five portfolios and these are based upon level of risk. Our online assessment will ask you a series of questions to determine your attitude to risk and your affordability for investing, which will then calculate the portfolio that is more suited to you. Our five portfolios are defensive, cautious, balanced, growth and aggressive.
An aggressive investor values high returns and tolerates short term losses. A defensive investor would possibly accept lower long-term return in exchange for smaller and less frequent changes in portfolio value. Consider where you would fit on the scale, and get a better idea of your ideal portfolio by taking our online assessment.
A fully managed service for you
Our service is fully managed for you, meaning you can relax while our expert in-house team make the important decisions on your investment.
Our investment team includes Investment Directors Chris Leyland and Barney Hawkins. Chris is a seasoned investment professional with over 19 years experience within fund management having looked after all client sizes. Barney’s 30 year career has involved working for stockbroking houses such as Brewin Dolphin and within the wealth management divisions of multinational investment banks Merrill Lynch and UBS.
Tracking and topping up your portfolio is easy with our award-winning technology. Log-in via desktop or the True Potential Investor app, you’ll find everything you need in one place to track your investments 24/7. Through the app and desktop you’ll also be able to use impulseSave®, our world-first investment feature that allows you to top up your accounts on the go from as little as £1.