Home Investments Wealth Strategy Fund Range
Services provided by

Wealth Strategy Fund Range

Continuum of Choice

The True Potential Wealth Strategy Fund Range is a risk-based series of fully-diversified investment solutions. We believe that your goal, and your attitude to investment and risk, are key factors in choosing the right fund.

Our range is mapped to five Morningstar risk profiles:

Hover/Tap to explore
our risk profiles

Potential Return

Potential Risk

  • True Potential
    UBS Defensive

    True Potential
    SEI Defensive

    True Potential
    7IM Defensive

    True Potential
    Growth-Aligned Defensive

    True Potential
    Pictet Defensive

  • True Potential
    UBS Cautious

    True Potential
    Close Brothers Cautious

    True Potential
    Close Brothers Cautious Income

    True Potential
    SEI Cautious

    True Potential
    Schroders Cautious

    True Potential
    Schroders Cautious Income

    True Potential
    7IM Cautious

    True Potential
    Allianz Cautious

    True Potential
    Growth-Aligned Cautious

    True Potential
    Pictet Cautious

  • True Potential
    UBS Balanced

    True Potential
    Close Brothers Balanced

    True Potential
    SEI Balanced

    True Potential
    Schroders Balanced

    True Potential
    7IM Balanced

    True Potential
    Allianz Balanced

    True Potential
    Growth-Aligned Balanced

    True Potential
    UBS Income

    True Potential
    Pictet Balanced

  • True Potential
    UBS Growth

    True Potential
    Close Brothers Growth

    True Potential
    SEI Growth

    True Potential
    Threadneedle Monthly Income

    True Potential
    7IM Growth

    True Potential
    Allianz Growth

    True Potential
    Growth-Aligned Growth

    True Potential
    Pictet Growth

  • True Potential
    UBS Aggressive

    True Potential
    SEI Aggressive

    True Potential
    7IM Aggressive

    True Potential
    Growth-Aligned Aggressive

    True Potential
    Pictet Aggressive

  • Defensive
  • Cautious
  • Balanced
  • Growth
  • Aggressive

Defensive

  • True Potential UBS Defensive
  • True Potential SEI Conservative
  • True Potential Growth-Aligned Defensive

Cautious

  • True Potential UBS Cautious
  • True Potential Close Brothers Cautious
  • True Potential Close Brothers Cautious Income
  • True Potential SEI Cautious
  • True Potential Schroders Cautious
  • True Potential Schroders Cautious Income
  • True Potential 7IM Cautious
  • True Potential Allianz Cautious
  • True Potential Growth-Aligned Cautious

Balanced

  • True Potential UBS Balanced
  • True Potential Close Brothers Balanced
  • True Potential SEI Balanced
  • True Potential Schroders Balanced
  • True Potential 7IM Balanced
  • True Potential Allianz Balanced
  • True Potential Growth-Aligned Balanced

Growth

  • True Potential UBS Growth
  • True Potential Close Brothers Growth
  • True Potential SEI Growth
  • True Potential Threadneedle Monthly Income
  • True Potential 7IM Growth
  • True Potential Allianz Growth
  • True Potential Growth-Aligned Growth

Aggressive

  • True Potential UBS Aggressive
  • True Potential SEI Aggressive
  • True Potential 7IM Aggressive
  • True Potential Growth-Aligned Aggressive

Expertise of Many

Through our Wealth Platform, we have access to thousands of investment products – but we feel more isn’t always better. We wanted to offer you a carefully considered and exclusive range of fund sub-managers, who we believe to be the best. Our range is backed by our Investment Committee, who have strong control and governance over our sub-managers.

By using the expertise of many, we’re giving you even more potential to reach your financial goals.

Our current lineup of sub-managers includes:

Why Our Wealth Strategy Fund Range?

With over £29 billion of assets under management, we know what makes a good investment strategy. Our Wealth Strategy Fund Range focuses on you and your future.

  • Exclusive to True Potential clients
  • Start with your goals and personal attitude to risk
  • Sub-managed by world-class fund managers
  • Each fund is a fully-diversified investment solution
  • We hold sub-managers to account, to ensure they are working with your best interests in mind
  • Track your investments online 24/7
  • Add to your investments from £1 using impulseSave®, our world-first investment top-up technology
  • Access leading investment expertise from an initial investment of just £1

Performance

The table below provides performance figures for the Wealth Strategy Fund Range.

Defensive

Annual Percentage Growth
Fund Nov
19-20		 Nov
20-21		 Nov
21-22		 Nov
22-23		 Nov
23-24		 Factsheet
True Potential SEI Defensive +0.5% +3.2% -5.1% +0.7% +8.3% Download
True Potential 7IM Defensive +4.8% +1.6% -8.8% -1.3% +7.0% Download
True Potential UBS Defensive +1.3% +4.7% -4.5% +1.2% +9.4% Download
True Potential Pictet Defensive - - - +1.1% +8.5% Download
True Potential Growth-Aligned Defensive +3.7% +2.6% -5.5% +0.7% +9.8% Download

Cautious

Annual Percentage Growth
Fund Nov
19-20		 Nov
20-21		 Nov
21-22		 Nov
22-23		 Nov
23-24		 Factsheet
True Potential Close Brothers Cautious +1.9% +8.9% -9.9% +0.4% +12.9% Download
True Potential Close Brothers Cautious Income +1.9% +7.3% -4.1% +2.1% +13.3% Download
True Potential Schroders Cautious - +8.6% +5.7% +5.6% +9.7% Download
True Potential Schroders Cautious Income - +10.7% +3.2% +3.3% +12.2% Download
True Potential SEI Cautious +0.4% +8.1% -5.7% +0.9% +13.0% Download
True Potential 7IM Cautious +5.3% +3.2% -8.0% -0.5% +8.4% Download
True Potential Allianz Cautious +3.7% +6.1% -9.9% +2.0% +10.7% Download
True Potential UBS Cautious +0.4% +7.4% -6.3% +1.4% +13.1% Download
True Potential Pictet Cautious - - - +1.0% +10.9% Download
True Potential Growth-Aligned Cautious +4.5% +5.2% -5.6% +1.1% +11.9% Download

Balanced

Annual Percentage Growth
Fund Nov
19-20		 Nov
20-21		 Nov
21-22		 Nov
22-23		 Nov
23-24		 Factsheet
True Potential Close Brothers Balanced +1.5% +12.8% -10.8% +1.7% +15.8% Download
True Potential Schroders Balanced - +12.5% +6.9% +6.5% +10.9% Download
True Potential SEI Balanced +1.0% +13.0% -5.6% +1.8% +15.8% Download
True Potential 7IM Balanced +4.7% +7.1% -5.1% -0.8% +10.6% Download
True Potential Allianz Balanced +3.3% +9.1% -7.6% +3.5% +13.2% Download
True Potential Goldman Sachs Income Builder +1.6% +7.7% -8.5% +4.9% +13.5% Download
True Potential UBS Balanced +0.8% +9.9% -7.8% +1.2% +15.5% Download
True Potential Goldman Sachs Balanced +5.8% +10.6% -11.1% +4.4% +14.6% Download
True Potential UBS Income - - - +2.1% +14.8% Download
True Potential Pictet Balanced - - - +1.7% +14.0% Download
True Potential Growth-Aligned Balanced +5.7% +8.1% -5.4% +1.5% +14.5% Download

Growth

Annual Percentage Growth
Fund Nov
19-20		 Nov
20-21		 Nov
21-22		 Nov
22-23		 Nov
23-24		 Factsheet
True Potential Close Brothers Growth +3.6% +16.9% -11.8% +2.8% +18.0% Download
True Potential SEI Growth +0.5% +16.1% -3.1% +2.9% +19.7% Download
True Potential Threadneedle Monthly Income -3.3% +14.0% -3.0% +3.9% +14.6% Download
True Potential 7IM Growth +4.5% +10.5% -2.4% +0.7% +11.7% Download
True Potential Allianz Growth +2.8% +12.3% -6.4% +4.7% +15.6% Download
True Potential UBS Growth +1.1% +13.0% -10.2% +2.9% +19.1% Download
True Potential Pictet Growth - - - +2.8% +16.3% Download
True Potential Growth-Aligned Growth +6.0% +11.3% -4.1% +2.9% +16.7% Download

Aggressive

Annual Percentage Growth
Fund Nov
19-20		 Nov
20-21		 Nov
21-22		 Nov
22-23		 Nov
23-24		 Factsheet
True Potential SEI Aggressive -0.3% +20.4% +0.3% +3.5% +24.5% Download
True Potential 7IM Aggressive +5.0% +13.1% -1.4% -1.6% +13.6% Download
True Potential UBS Aggressive +1.3% +15.6% -10.1% +3.7% +22.2% Download
True Potential Pictet Aggressive - - - +3.6% +18.9% Download
True Potential Growth-Aligned Aggressive +6.4% +14.2% -3.9% +3.4% +19.7% Download

Performance figures in the above tables are sourced from Bloomberg.

Investments can fluctuate in value and you may get back less than you invest. Past performance is not a reliable indicator of future results.

*These figures refer to simulated past performance, net of ongoing fund charges. As such, the indicated fund performance shown is based on the actual fund performance of the sub-manager’s original fund. Please refer to the fund factsheets for further information.

Your capital is at risk. Tax rules can change at any time.

Looking for financial advice?

Whether you’re new to investing or looking for a full review of your financial plan, we’re here to help.

Our expert financial advice, innovative investments, dedicated support and award-winning technology all aim to help you do more with your money.

Find out more

Fund Factsheets

True Potential SEI Defensive Factsheet

True Potential UBS Defensive Factsheet

True Potential 7IM Defensive Factsheet

True Potential Close Brothers Cautious Factsheet

True Potential Close Brothers Cautious Income Factsheet

True Potential SEI Cautious Factsheet

True Potential Schroders Cautious Factsheet

True Potential Schroders Cautious Income Factsheet

True Potential UBS Cautious Factsheet

True Potential 7IM Cautious Factsheet

True Potential Close Brothers Balanced Factsheet

True Potential SEI Balanced Factsheet

True Potential Schroders Balanced Factsheet

True Potential Goldman Sachs Balanced Factsheet

True Potential UBS Balanced Factsheet

True Potential 7IM Balanced Factsheet

True Potential Global Managed Factsheet

True Potential Close Brothers Growth Factsheet

True Potential SEI Growth Factsheet

True Potential UBS Growth Factsheet

True Potential 7IM Growth Factsheet

True Potential SEI Aggressive Factsheet

True Potential UBS Aggressive Factsheet

True Potential 7IM Aggressive Factsheet

True Potential Threadneedle Monthly Income Factsheet

True Potential Allianz Cautious Factsheet

True Potential Allianz Balanced Factsheet

True Potential Allianz Growth Factsheet

True Potential Goldman Sachs Income Builder Factsheet

True Potential Growth-Aligned Growth

True Potential Growth-Aligned Balanced

True Potential Growth-Aligned Aggressive

True Potential Growth-Aligned Cautious

True Potential Growth-Aligned Defensive

True Potential UBS Income

True Potential Pictet Aggressive Factsheet

True Potential Pictet Balanced Factsheet

True Potential Pictet Cautious Factsheet

True Potential Pictet Defensive Factsheet

True Potential Pictet Growth Factsheet

Your capital is at risk. Investments can fluctuate in value and you may not get back the amount you invest. Past performance is not a guide to future performance. Tax rules can change at any time.

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.

© 2024 True Potential LLP. All rights reserved.