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
our risk profiles
Potential Return
Potential Risk
-
True Potential
UBS DefensiveTrue Potential
SEI DefensiveTrue Potential
7IM DefensiveTrue Potential
Growth-Aligned DefensiveTrue Potential
Pictet Defensive -
True Potential
UBS CautiousTrue Potential
Close Brothers CautiousTrue Potential
Close Brothers Cautious IncomeTrue Potential
SEI CautiousTrue Potential
Schroders CautiousTrue Potential
Schroders Cautious IncomeTrue Potential
7IM CautiousTrue Potential
Allianz CautiousTrue Potential
Growth-Aligned CautiousTrue Potential
Waverton IncomeTrue Potential
Pictet Cautious -
True Potential
UBS BalancedTrue Potential
Close Brothers BalancedTrue Potential
SEI BalancedTrue Potential
Schroders BalancedTrue Potential
7IM BalancedTrue Potential
Allianz BalancedTrue Potential
Growth-Aligned BalancedTrue Potential
UBS IncomeTrue Potential
Pictet Balanced -
True Potential
UBS GrowthTrue Potential
Close Brothers GrowthTrue Potential
SEI GrowthTrue Potential
Threadneedle Monthly IncomeTrue Potential
7IM GrowthTrue Potential
Allianz GrowthTrue Potential
Growth-Aligned GrowthTrue Potential
Pictet Growth -
True Potential
UBS AggressiveTrue Potential
SEI AggressiveTrue Potential
7IM AggressiveTrue Potential
Growth-Aligned AggressiveTrue 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 | Oct 19-20 |
Oct 20-21 |
Oct 21-22 |
Oct 22-23 |
Oct 23-24 |
Factsheet |
| True Potential SEI Defensive | -1.3% | +4.6% | -5.8% | 0.0% | +9.0% | Download |
| True Potential 7IM Defensive | +2.0% | +4.2% | -10.6% | -2.4% | +9.5% | Download |
| True Potential UBS Defensive | -2.1% | +8.8% | -6.0% | +0.8% | +9.9% | Download |
| True Potential Pictet Defensive | - | - | - | +0.5% | +10.0% | Download |
| True Potential Growth-Aligned Defensive | +1.3% | +5.5% | -7.0% | -0.6% | +10.8% | Download |
Cautious
| Annual Percentage Growth | ||||||
| Fund | Oct 19-20 |
Oct 20-21 |
Oct 21-22 |
Oct 22-23 |
Oct 23-24 |
Factsheet |
| True Potential Close Brothers Cautious | -1.2% | +13.0% | -11.2% | -1.4% | +13.2% | Download |
| True Potential Close Brothers Cautious Income | -0.3% | +10.7% | -6.4% | +0.4% | +16.8% | Download |
| True Potential Schroders Cautious | - | +18.5% | +0.2% | +7.3% | +12.1% | Download |
| True Potential Schroders Cautious Income | - | +24.2% | -2.4% | +5.5% | +14.0% | Download |
| True Potential SEI Cautious | -3.4% | +12.4% | -7.2% | +0.2% | +14.0% | Download |
| True Potential 7IM Cautious | +1.3% | +7.8% | -10.8% | -1.2% | +10.9% | Download |
| True Potential Allianz Cautious | +0.6% | +10.9% | -12.5% | +1.7% | +13.1% | Download |
| True Potential UBS Cautious | -4.8% | +14.0% | -8.9% | +1.0% | +14.1% | Download |
| True Potential Waverton Income | - | - | - | +0.4% | +12.5% | Download |
| True Potential Pictet Cautious | - | - | - | -0.5% | +13.1% | Download |
| True Potential Growth-Aligned Cautious | +0.9% | +10.0% | -7.8% | -0.1% | +13.0% | Download |
Balanced
| Annual Percentage Growth | ||||||
| Fund | Oct 19-20 |
Oct 20-21 |
Oct 21-22 |
Oct 22-23 |
Oct 23-24 |
Factsheet |
| True Potential Close Brothers Balanced | -2.8% | +18.9% | -12.3% | -0.2% | +15.9% | Download |
| True Potential Schroders Balanced | - | +27.2% | -0.4% | +9.2% | +13.9% | Download |
| True Potential SEI Balanced | -4.5% | +20.0% | -7.7% | +1.1% | +17.0% | Download |
| True Potential 7IM Balanced | -0.9% | +14.5% | -8.3% | -0.9% | +12.4% | Download |
| True Potential Allianz Balanced | -1.1% | +16.1% | -11.0% | +3.3% | +15.9% | Download |
| True Potential Goldman Sachs Income Builder | -4.6% | +17.3% | -12.1% | +2.6% | +16.8% | Download |
| True Potential UBS Balanced | -6.0% | +19.0% | -11.2% | +0.9% | +16.8% | Download |
| True Potential Goldman Sachs Balanced | +0.2% | +18.6% | -13.3% | +1.2% | +18.1% | Download |
| True Potential UBS Income | - | - | - | -0.7% | +18.8% | Download |
| True Potential Pictet Balanced | - | - | - | -0.7% | +16.3% | Download |
| True Potential Growth-Aligned Balanced | +0.9% | +15.0% | -8.3% | +0.2% | +15.9% | Download |
Growth
| Annual Percentage Growth | ||||||
| Fund | Oct 19-20 |
Oct 20-21 |
Oct 21-22 |
Oct 22-23 |
Oct 23-24 |
Factsheet |
| True Potential Close Brothers Growth | -1.1% | +23.8% | -13.4% | +0.9% | +17.6% | Download |
| True Potential SEI Growth | -5.7% | +24.7% | -5.4% | +2.4% | +20.1% | Download |
| True Potential Threadneedle Monthly Income | -11.5% | +26.2% | -7.7% | +4.7% | +14.7% | Download |
| True Potential 7IM Growth | -2.6% | +20.5% | -6.1% | -0.2% | +13.1% | Download |
| True Potential Allianz Growth | -2.6% | +21.6% | -10.2% | +4.5% | +18.5% | Download |
| True Potential UBS Growth | -6.4% | +24.0% | -13.9% | +2.0% | +20.6% | Download |
| True Potential Pictet Growth | - | - | - | 0.0% | +18.5% | Download |
| True Potential Growth-Aligned Growth | +0.3% | +20.3% | -7.7% | +1.7% | +18.0% | Download |
Aggressive
| Annual Percentage Growth | ||||||
| Fund | Oct 19-20 |
Oct 20-21 |
Oct 21-22 |
Oct 22-23 |
Oct 23-24 |
Factsheet |
| True Potential SEI Aggressive | -7.6% | +31.5% | -2.3% | +3.2% | +23.9% | Download |
| True Potential 7IM Aggressive | -2.5% | +24.2% | -5.3% | -1.2% | +15.0% | Download |
| True Potential UBS Aggressive | -7.5% | +29.2% | -14.7% | +3.0% | +23.7% | Download |
| True Potential Pictet Aggressive | - | - | - | -0.7% | +21.6% | Download |
| True Potential Growth-Aligned Aggressive | 0.0% | +25.3% | -8.2% | +2.8% | +20.4% | 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.
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.
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