New Wealth Strategy Funds in Partnership With UBS

True Potential and UBS Asset Management join forces to launch innovative multi-asset fund range

Next generation of actively managed, lower-cost funds for all market conditions

We are delighted to announce that our investment management firm, True Potential Investments, has partnered with UBS Asset Management (UBS) to launch five new innovative multi-asset funds, in our Wealth Strategy Fund Range, and as part of our True Potential Portfolios, making them our eighth fund manager partner in this already diverse offering. Concentrating on quality and price for the consumer, the five new True Potential UBS Funds are competitively priced at 0.60%, with a minimum investment of just £50.

UBS Asset Management

The scope of this partnership and the opportunities now presented to our clients is underpinned by the prestige, expertise and globally recognised reputation of UBS. With a presence in 22 countries, it represents a truly global force. It is a leading fund house in Europe, the largest mutual fund manager in Switzerland, the third-largest international asset manager in Asia, the second largest fund of hedge funds manager and one of the largest real estate investment managers in the world.

The Funds

The five new funds are mapped to MorningStar risk categories, in line with our other Wealth Strategy Funds and True Potential Portfolios. The True Potential UBS funds include Defensive, Cautious, Balanced, Growth and Aggressive risk categories, offering a range of recognisable risk profiles to help investors meet their own investment objectives.

Each fund will be actively managed within its risk banding to navigate changing markets, seeking to manage volatility and capitalise on opportunities for growth. UBS will provide their investment expertise to sub-manage the funds, aiming for the best returns in all market conditions.

What We Had To Say

Commenting on the launch of the new fund range, Mark Henderson, Senior Partner at True Potential Investments added: “We are excited to have partnered with UBS to build a fund range that can quickly adapt to the challenges and opportunities that global markets present. Our aim is to put clients first in every decision we make and we believe that long-term investing in multi-asset funds may put clients in a better position to reach their investment goals. By using the investment expertise, precision and heritage of UBS, alongside our philosophy of providing low-cost funds with low minimum investment amounts, we have produced a range of funds that adapt to the market, always seeking to get the best returns for investors.”

What UBS Had To Say

Richard Lloyd, Head of Portfolio Management, Research & Risk, Investment Solutions at UBS Asset Management said: “The True Potential UBS Funds target a range of five risk profiles and seek to capture opportunities for growth through a risk-managed, active asset allocation process. The Funds are globally-diversified across and within asset classes benefitting from our active views across markets and currencies. In addition, they incorporate a range of next generation ‘smart-beta’ funds to achieve smarter, low-cost implementation and strive for better outcomes for clients.”

Steve Hutton, Head of UK & Ireland Wholesale at UBS Asset Management added: “This new fund range will unite the global reach, investment expertise and technology of True Potential Investments and UBS. We are delighted to have partnered with True Potential to offer these expertly and dynamically managed funds, at a competitively low fee.”

Find out more about these fund as part of our Wealth Strategy Fund Range or our True Potential Portfolios.

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