Services provided by 
True Potential Portfolios
Investing Made Easier
True Potential Portfolios are a suite of fully-diversified, discretionary-managed investment solutions.
With wide exposure to world-class investment managers, as well as diversifying your investment by asset class and geographic region, you’ll benefit from having more potential to grow your money and manage volatility, all in one Portfolio.
And, as we’re committed to helping you reach your financial goals, we continually monitor our Portfolios to make sure they perform as expected and remain within your chosen risk profile. We also rebalance for the future, rather than the past, taking an active approach to allocating your money where we see the greatest potential for growth.
We offer ten Portfolios, mapped to five Morningstar risk profiles:
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our risk profiles
our risk profiles
Potential Return
Potential Risk
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Defensive
-
Cautious
Cautious +
Cautious Income
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Balanced
Balanced +
Balanced Income
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Growth
Growth +
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Aggressive
- Defensive
- Cautious
- Balanced
- Growth
- Aggressive
Defensive
- Defensive
Cautious
- Cautious
- Cautious +
- Cautious Income
Balanced
- Balanced
- Balanced +
- Balanced Income
Growth
- Growth
- Growth +
Aggressive
- Aggressive
Why True Potential Portfolios?
The Portfolios are managed by our investment team and regularly scrutinised by our expert Investment Committee. You can be confident we’re always invested in you.
- Start with your financial goal and risk profile
- All-in-one investment solutions
- Wide exposure to world-class asset managers
- Multi-layer diversification offers more opportunities to grow your money or generate an income
- Track your investment 24/7
- Top up your Portfolio on-the-go with impulseSave®
Performance Table
| Portfolio Performance | |||||||
| Portfolio | 31 Oct 19 – 31 Oct 20 | 31 Oct 20 – 31 Oct 21 | 31 Oct 21 – 31 Oct 22 | 31 Oct 22 – 31 Oct 23 | 31 Oct 23 – 31 Oct 24 | Since Launch (01 Oct 15) | Factsheet |
| Defensive | 0.0% | +5.8% | -7.3% | -0.5% | +9.9% | +24.8% | Download |
| Cautious | -1.1% | +11.9% | -9.1% | +0.7% | +13.1% | +42.0% | Download |
| Cautious + | -2.3% | +13.8% | -9.7% | +1.0% | +14.0% | +44.5% | Download |
| Cautious Income | -4.2% | +15.9% | -8.5% | +1.7% | +15.8% | +53.2% | Download |
| Balanced | -2.6% | +17.5% | -10.4% | +1.3% | +16.2% | +60.4% | Download |
| Balanced + | -2.4% | +18.1% | -10.0% | +1.5% | +16.6% | +67.8% | Download |
| Balanced Income | -6.8% | +19.2% | -9.5% | +2.3% | +16.2% | +58.6% | Download |
| Growth | -2.9% | +22.3% | -9.8% | +1.9% | +18.4% | +84.7% | Download |
| Growth + | -4.8% | +24.2% | -10.4% | +2.4% | +20.2% | +86.5% | Download |
| Aggressive | -4.4% | +27.1% | -8.8% | +2.0% | +21.7% | +103.2% | Download |
Source: True Potential Investments
Past performance is not a guide to future performance.
Best of All Worlds
We know that investing can feel complicated, with thousands of options to consider, but we don’t think it should be.
Each of our Portfolios brings together funds from our Wealth Strategy Fund Range. This means we’re using a blend of funds that we believe offer you the best combination of management style, diversification, performance and value in one simple solution.
Our current investment partners are:
With investing, your capital is at risk. Investments can fluctuate in value and you may not get back the amount you invest.
True Potential Investments LLP is authorised and regulated by the Financial Conduct Authority. FRN No. 527444.
Financial Conduct Authority Head Office: 12 Endeavour Square, London, E20 1JN
Website: www.fca.org.uk
True Potential Investments LLP is registered in England and Wales as a Limited Liability Partnership No. OC356027.
Quick Links
Registered Head Office
Gateway West
Newburn Riverside
Newcastle upon Tyne
NE15 8NX
Legal
True Potential LLP is registered in England & Wales as a Limited Liability Partnership No. OC380771.
impulseSave® is a registered trademark of True Potential Investments LLP. True Potential One® is a registered trademark of True Potential LLP.
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