Advantages of 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.

Advantages of our Fully Managed Investment Portfolios

One of the things we are most proud of at True Potential Investor is our range of Fully-Managed Investment Portfolios. We believe these Portfolios offer an excellent investment for anyone looking to do more with their money, and there are several advantages to investing with us.

1. Our team

Our investment team are based at our head office, bringing together years of experience and talent.

Chris Leyland and Barney Hawkins are our Investment Directors, making the investment decisions for he Fully-Managed Investment Portfolios. Chris has two decades of experience within fund management, and Barney’s career has spanned over 30 years.

The rest of our investment team includes senior partners and investment analysts, all working together to make the decisions that will enable your money to do more.

2. Our partners

Our investment team spread your investments across thousands of holdings, partnering with world class fund managers and partners to ensure the portfolios offer unique growth opportunities.

You’ve probably heard of some our partners, as the fund managers we are working with are some of the biggest names in our industry – UBS, Allianz, Goldman Sachs Asset Management, Columbia Threadneedle, Schroders, SEI, Close Brothers and 7IM.

By blending multi-asset investment strategies on a global scale, our investment team and partners are aiming to maximise your returns and reduce your risk.

3. Global Diversification

Through our partners, we have access to 9,000 staff in 200 locations around the globe. This level of global diversification is one of the key advantages of our Fully Managed Investment Portfolios, as it brings together global knowledge at the same time as spreading your investment across thousands of global holdings. You’ve heard the saying “don’t put all of your eggs in one basket”, our global diversification is this on a massive scale.

4. Our online assessment

Before opening an investment with us, you’ll be guided through our online assessment. This will help you to determine what you can afford to invest and what level of risk is most suitable for you.

Our Fully Managed Investment Portfolios are Defensive, Cautious, Balanced, Growth, and Aggressive.

By taking our online assessment, you have the advantage of knowing that you’ve got the investment that is right for you.

5. Our technology

Our award-winning technology allows you track and top-up your investment anytime, anywhere, 24/7.

We believe that technology is key for investors to achieve success with their goals. By giving you the ability to track and top-up, you have full control and insight into your Fully-Managed Investment Portfolio. You can educate yourself further on investing and our technology by subscribing to the True Potential Investor YouTube channel.

With investing, your capital is at risk. Investments can fluctuate in value and you may get back less than you invest. Past performance is not a guide to future performance. Tax rules can change at any time. This blog is not personal financial advice.

Personal Finance