Investment Management
Over 9,620investment experts.
162 locationsaround the world.
Unrivalledglobal diversification.
More opportunities to maximise your returns.
We understand that you want two things from your investments, to maximise your returns and reduce risk. Our chosen investment solution, the True Potential Portfolios, aim to achieve both these goals whilst driving down costs.
The Portfolios use a pioneering approach known as Advanced Diversification to find opportunities for growth that others can’t replicate. They do this by expertly blending tried-and-tested multi-asset investment strategies from a range of fund managers.
Our global reach has access to over 9,620 investment experts.
The True Potential Portfolios partner with world-renowned fund managers, providing access to over 9,620 investment professionals in 162 locations around the world, all working to grow your money. This unrivalled network of expertise reports directly to the True Potential Investments team, who manage the Portfolios against their objectives.
Experts: 2,566
Experts: 2,038
Experts: 140
Experts: 1589
Experts: 1,238
Experts: 450
Experts: 796
Experts: 346
Experts: 15
Experts: 348
Experts: 165
Annualised performance since launch.
Below are the True Potential Portfolio performance figures from the last five years.
The Portfolios contain all the funds within their risk category, meaning they are the most diversified of the range.
Annualised* | 28 Feb 23 - 29 Feb 24 | 28 Feb 22 - 28 Feb 23 | 28 Feb 21 - 28 Feb 22 | 29 Feb 20 - 28 Feb 21 | 28 Feb 19 - 29 Feb 20 | Since Launch* | Factsheet | |
Aggressive | +7.9% | +9.4% | -0.8% | +9.3% | +13.0% | +2.5% | +90.0% | Download |
Growth | +6.8% | +8.4% | -1.8% | +6.6% | +10.8% | +4.2% | +74.3% | Download |
Balanced | +5.1% | +7.1% | -3.5% | +4.6% | +8.6% | +3.7% | +51.9% | Download |
Cautious | +3.7% | +5.2% | -3.6% | +2.7% | +6.6% | +3.3% | +35.5% | Download |
Defensive | +2.2% | +4.0% | -4.2% | +1.6% | +2.9% | +3.0% | +20.6% | Download |
* The True Potential Portfolios launched on 1st October 2015.
Performance after fund fees. Past performance is not a reliable indicator of future results.
Source: True Potential Investments
The + Portfolios provide exposure to funds outside their risk category to give greater opportunities for growth.
Annualised* | 28 Feb 23 - 29 Feb 24 | 28 Feb 22 - 28 Feb 23 | 28 Feb 21 - 28 Feb 22 | 29 Feb 20 - 28 Feb 21 | 28 Feb 19 - 29 Feb 20 | Since TPP Inception (01.10.2015) | Factsheet | |
Growth + | +6.8% | +9.5% | -2.4% | +7.5% | +10.2% | +4.0% | +74.7% | Download |
Balanced + | +5.7% | +7.8% | -3.3% | +5.6% | +8.1% | +4.8% | +59.0% | Download |
Cautious + | +3.9% | +6.5% | -4.1% | +3.6% | +6.0% | +3.8% | +37.6% | Download |
* The True Potential Portfolios launched on 1st October 2015.
Performance after fund fees. Past performance is not a reliable indicator of future results.
Source: True Potential Investments
The Income Portfolios are designed for clients who wish to take a monthly income from their investment.
Annualised* | 28 Feb 23 - 29 Feb 24 | 28 Feb 22 - 28 Feb 23 | 28 Feb 21 - 28 Feb 22 | 29 Feb 20 - 28 Feb 21 | 28 Feb 19 - 29 Feb 20 | Since TPP Inception (01.10.2015) | Factsheet | |
Balanced Income | +4.8% | +5.6% | -3.4% | +7.4% | +5.0% | +3.7% | +48.4% | Download |
Cautious Income | +4.3% | +4.6% | -3.5% | +6.9% | +4.9% | +3.6% | +42.5% | Download |
* The True Potential Portfolios launched on 1st October 2015.
Performance after fund fees. Past performance is not a reliable indicator of future results.
Source: True Potential Investments
Our fees.
We believe in keeping fees simple, transparent and great value for money. We’ll talk you through all costs before you sign up and you’ll always be able to see them in your account.
Try our fee calculatorReady to do more with your money?
If you’d like to find out if our service is right for you and how we can help you do more with your money, please get in touch. There’s no obligation and our friendly team will talk you through your options. Alternatively, you can begin your investment journey yourself using the ‘start investing’ button below.
Call us on 0191 625 0350
Start investingWith investing your capital is at risk. Investments can fluctuate in value and you could get back less than you invest. Tax rules can change at any time.
Brought to you by True Potential Investments LLP.
True Potential Investments LLP is authorised and regulated by the Financial Conduct Authority,
FRN 527444. www.fca.org.uk
Registered in England and Wales as a Limited Liability Partnership No. OC356611.