Plan & Invest

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Name Your Goal

Saving with True Potential Investor starts with setting your goal. Popular choices include "Retirement", "Mortgage" and "School Fees"

One of the fundamental differences to saving and investing with us is that everything we do is goal-based. By encouraging you to think about and focus on achieving a personal financial dream, we’re tapping into a tried and tested system of success.

Set Goal Amount and Term

How much do you need to meet your goal and when do you need it by?

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calculator

Not sure how much you need? Try our calculators to work it out.

Future Income Calculator

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Lump Sum Calculator

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Choose your level of risk

Read the definitions and choose the risk that best suits you.

Potential Return

Balanced tick

The Balanced Investor may be somewhat concerned with short-term losses and may shift to a more stable option in the event of significant losses. The safeties of investment and return are typically of equal importance to the Balanced Investor.

Cautious tick

The Cautious Investor may be sensitive to short-term losses. A Cautious Investor's potential aversion to losses could compel them to shift into a more stable investment if significant short-term losses occur. Analysing the risk-return choices available, a Cautious Investor is usually willing to accept somewhat lower returns in order to assure greater safety of his or her investment.

Capital Growth tick

The Growth investor may be willing to accept high risk and chance of loss in order to achieve higher returns on his or her investment. Significant losses over an extended period may prompt the Growth Investor to shift to a less risky investment.

Defensive tick

The Defensive Investor may be very sensitive to short-term losses. A Defensive Investor's potential aversion to short-term losses could compel them to sell their investment and hold a zero risk investment instead if losses occur. Defensive Investors would possibly accept lower long-term return in exchange for smaller and less frequent changes in portfolio value. Analysing the risk-return choices available, a Defensive Investor is usually willing to accept a lower return in order to assure the safety of his or her investment.

Aggressive tick

The Aggressive Investor usually aims to maximise long-term expected returns rather than to minimise possible short-term losses. An Aggressive Investor values high returns relatively more and can tolerate both large and frequent fluctuations through time in portfolio value in exchange for a higher return over the long term.

Choose How Much to Invest

Decide how much you can invest today and how much you want to invest each month. We’ll then show you the impact this will have on your goal.

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Goal Projection

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If you are unlikely to reach your goal, you can increase your initial or monthly investment to reduce the shortfall. Or edit your goal amount, invest over a longer time period or adjust your attitude to risk.

Shortfall Calculator

You could reach your goal by either of the two options below:

Choose Your Account Type

You can choose to invest in a Stocks & Shares ISA, TPI Pension or General Investment Account, or a combination of these accounts.

Select investment account below:

Stocks and Shares ISA

A Stocks & Shares ISA is a tax-efficient savings account that allows you to invest up to £15,240 in this tax year free of Income and Capital Gains Tax. Using up your allowance each year can significantly boost your investments and save you tax when compared with other saving and investment products.

You can open a Stocks & Shares ISA if you are a UK resident aged 18 or over.

Read more on Stocks & Shares ISA's

How much can you invest?

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True Potential Personal Pension

A Personal Pension is a tax-efficient savings account that allows you to invest up to £40,000 each year. You can invest up to 100% of your income up to the £40,000 annual limit, so if you earn £35,000 this tax year, you can put it all into your pension.

You can open a Personal Pension if you are aged 16 or over, are a UK resident and are not a US person for tax purposes.

Read more on True Potential Personal Pensions

How much can you invest?

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General Investment Account

A General Investment Account (GIA) is similar to an ISA, but without the tax-efficient treatment of your money. You pay Income and Capital Gains Tax on the money in your account, based on your personal tax circumstances.

You can open a GIA if you are a UK resident aged 18 or over.

Read more on General Investment Accounts

How much can you invest?

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Choose Your Investment Portfolio

Select your investment Portfolio or click on a Portfolio for more information.

Portfolio Objective

The objective of the True Potential Cautious + Portfolio is to provide investors with a way to achieve their investment goals. The Portfolio offers exposure to a select group of investment partners and a range of risk profiles (Defensive to Aggressive), whilst remaining within the Cautious risk profile. We review the Portfolio monthly and, if necessary, rebalance to the allocation of styles that we believe offers the best opportunity for growth within the Cautious risk profile. The Portfolio aims to produce a higher risk-adjusted outcome at a lower average cost, compared to an equally-weighted model of Cautious funds.

Fund Allocation
Asset Allocation

Risk Profile: Cautious

Risk Profile: The Cautious Investor may be sensitive to short-term losses. A Cautious Investor's potential aversion to losses could compel them to shift into a more stable investment if significant short-term losses occur. Analysing the risk-return choices available, a Cautious Investor is usually willing to accept somewhat lower returns in order to assure greater safety of his or her investment.

Charges

Ongoing Charge Figure (OCF): 0.77 %

The OCF payable can fluctuate over time as the underlying investments are variable and can change.

There are no entry or exit charges

Close Fund Details remove
Portfolio Objective

The objective of the True Potential Growth Portfolio is to provide investors with a way to achieve their investment goals. The Portfolio offers full exposure to different manager styles within the Capital Growth risk profile. We review the Portfolio monthly and, if necessary, rebalance to the allocation of styles that we believe offers the best opportunity for growth within the Capital Growth risk profile. The Portfolio aims to produce a higher risk-adjusted outcome at a lower average cost, compared to an equally-weighted model of Capital Growth funds.

Fund Allocation
Asset Allocation

Risk Profile: Capital Growth

Risk Profile: The Growth investor may be willing to accept high risk and chance of loss in order to achieve higher returns on his or her investment. Significant losses over an extended period may prompt the Growth Investor to shift to a less risky investment.

Charges

Ongoing Charge Figure (OCF): 0.76 %

The OCF payable can fluctuate over time as the underlying investments are variable and can change.

There are no entry or exit charges

Close Fund Details remove
Portfolio Objective

The objective of the True Potential Defensive Portfolio is to provide investors with a way to achieve their investment goals. The Portfolio offers full exposure to different manager styles within the Defensive risk profile. We review the Portfolio monthly and, if necessary, rebalance to the allocation of styles that we believe offers the best opportunity for growth within the Defensive risk profile. The Portfolio aims to produce a higher risk-adjusted outcome at a lower average cost, compared to an equally-weighted model of Defensive funds.

Fund Allocation
Asset Allocation

Risk Profile: Defensive

Risk Profile: The Defensive Investor may be very sensitive to short-term losses. A Defensive Investor's potential aversion to short-term losses could compel them to sell their investment and hold a zero risk investment instead if losses occur. Defensive Investors would possibly accept lower long-term return in exchange for smaller and less frequent changes in portfolio value. Analysing the risk-return choices available, a Defensive Investor is usually willing to accept a lower return in order to assure the safety of his or her investment.

Charges

Ongoing Charge Figure (OCF): 0.71 %

The OCF payable can fluctuate over time as the underlying investments are variable and can change.

There are no entry or exit charges

Close Fund Details remove
Portfolio Objective

The objective of the True Potential Cautious Portfolio is to provide investors with a way to achieve their investment goals. The Portfolio offers full exposure to different manager styles within the Cautious risk profile. We review the Portfolio monthly and, if necessary, rebalance to the allocation of styles that we believe offers the best opportunity for growth within the Cautious risk profile. The Portfolio aims to produce a higher risk-adjusted outcome at a lower average cost, compared to an equally-weighted model of Cautious funds.

Fund Allocation
Asset Allocation

Risk Profile: Cautious

Risk Profile: The Cautious Investor may be sensitive to short-term losses. A Cautious Investor's potential aversion to losses could compel them to shift into a more stable investment if significant short-term losses occur. Analysing the risk-return choices available, a Cautious Investor is usually willing to accept somewhat lower returns in order to assure greater safety of his or her investment.

Charges

Ongoing Charge Figure (OCF): 0.78 %

The OCF payable can fluctuate over time as the underlying investments are variable and can change.

There are no entry or exit charges

Close Fund Details remove
Portfolio Objective

The objective of the True Potential Balanced Income Portfolio is to provide investors with a way to draw a secure, regular and growing income. The Portfolio offers exposure to a select group of investment partners and a range of risk profiles (Cautious to Growth), whilst remaining within the Balanced risk profile. We review the Portfolio monthly and, if necessary, rebalance to the allocation of styles we believe offers the best potential for yield within the Balanced risk profile. The Portfolio aims to produce a higher than average yield, compared to an equally-weighted model of Cautious and Balanced income funds.

Fund Allocation
Asset Allocation

Risk Profile: Balanced

Risk Profile: The Balanced Investor may be somewhat concerned with short-term losses and may shift to a more stable option in the event of significant losses. The safeties of investment and return are typically of equal importance to the Balanced Investor.

Charges

Ongoing Charge Figure (OCF): 0.80 %

The OCF payable can fluctuate over time as the underlying investments are variable and can change.

There are no entry or exit charges

Close Fund Details remove
Portfolio Objective

The objective of the True Potential Cautious Income Portfolio is to provide investors with a way to draw a secure, regular and growing income. The Portfolio offers exposure to a select group of investment partners and a range of risk profiles (Cautious to Growth), whilst remaining within the Cautious risk profile. We review the Portfolio monthly and, if necessary, rebalance to the allocation of styles we believe offers the best potential for yield within the Cautious risk profile. The Portfolio aims to produce a higher than average yield, compared to an equally-weighted model of Cautious and Balanced income funds.

Fund Allocation
Asset Allocation

Risk Profile: Cautious

Risk Profile: The Cautious Investor may be sensitive to short-term losses. A Cautious Investor's potential aversion to losses could compel them to shift into a more stable investment if significant short-term losses occur. Analysing the risk-return choices available, a Cautious Investor is usually willing to accept somewhat lower returns in order to assure greater safety of his or her investment.

Charges

Ongoing Charge Figure (OCF): 0.88 %

The OCF payable can fluctuate over time as the underlying investments are variable and can change.

There are no entry or exit charges

Close Fund Details remove
Portfolio Objective

The objective of the True Potential Growth + Portfolio is to provide investors with a way to achieve their investment goals. The Portfolio offers exposure to a select group of investment partners and a range of risk profiles (Defensive to Aggressive), whilst remaining within the Capital Growth risk profile. We review the Portfolio monthly and, if necessary, rebalance to the allocation of styles that we believe offers the best opportunity for growth within the Capital Growth risk profile. The Portfolio aims to produce a higher risk-adjusted outcome at a lower average cost, compared to an equally-weighted model of Capital Growth funds.

Fund Allocation
Asset Allocation

Risk Profile: Capital Growth

Risk Profile: The Growth investor may be willing to accept high risk and chance of loss in order to achieve higher returns on his or her investment. Significant losses over an extended period may prompt the Growth Investor to shift to a less risky investment.

Charges

Ongoing Charge Figure (OCF): 0.77 %

The OCF payable can fluctuate over time as the underlying investments are variable and can change.

There are no entry or exit charges

Close Fund Details remove
Portfolio Objective

The objective of the True Potential Balanced + Portfolio is to provide investors with a way to achieve their investment goals. The Portfolio offers exposure to a select group of investment partners and a range of risk profiles (Defensive to Aggressive), whilst remaining within the Balanced risk profile. We review the Portfolio monthly and, if necessary, rebalance to the allocation of styles that we believe offers the best opportunity for growth within the Balanced risk profile. The Portfolio aims to produce a higher risk-adjusted outcome at a lower average cost, compared to an equally-weighted model of Balanced funds.

Fund Allocation
Asset Allocation

Risk Profile: Balanced

Risk Profile: The Balanced Investor may be somewhat concerned with short-term losses and may shift to a more stable option in the event of significant losses. The safeties of investment and return are typically of equal importance to the Balanced Investor.

Charges

Ongoing Charge Figure (OCF): 0.77 %

The OCF payable can fluctuate over time as the underlying investments are variable and can change.

There are no entry or exit charges

Close Fund Details remove
Portfolio Objective

The objective of the True Potential Balanced Portfolio is to provide investors with a way to achieve their investment goals. The Portfolio offers full exposure to different manager styles within the Balanced risk profile. We review the Portfolio monthly and, if necessary, rebalance to the allocation of styles that we believe offers the best opportunity for growth within the Balanced risk profile. The Portfolio aims to produce a higher risk-adjusted outcome at a lower average cost, compared to an equally-weighted model of Balanced funds.

Fund Allocation
Asset Allocation

Risk Profile: Balanced

Risk Profile: The Balanced Investor may be somewhat concerned with short-term losses and may shift to a more stable option in the event of significant losses. The safeties of investment and return are typically of equal importance to the Balanced Investor.

Charges

Ongoing Charge Figure (OCF): 0.79 %

The OCF payable can fluctuate over time as the underlying investments are variable and can change.

There are no entry or exit charges

Close Fund Details remove
Portfolio Objective

The objective of the True Potential Balanced Income Portfolio is to provide investors with a way to draw a secure, regular and growing income. The Portfolio offers exposure to a select group of investment partners and a range of risk profiles (Cautious to Growth), whilst remaining within the Balanced risk profile. We review the Portfolio monthly and, if necessary, rebalance to the allocation of styles we believe offers the best potential for yield within the Balanced risk profile. The Portfolio aims to produce a higher than average yield, compared to an equally-weighted model of Cautious and Balanced income funds.

Fund Allocation
Asset Allocation

Risk Profile: Balanced

Risk Profile: The Balanced Investor may be somewhat concerned with short-term losses and may shift to a more stable option in the event of significant losses. The safeties of investment and return are typically of equal importance to the Balanced Investor.

Charges

Ongoing Charge Figure (OCF): 0.80 %

The OCF payable can fluctuate over time as the underlying investments are variable and can change.

There are no entry or exit charges

Close Fund Details remove
Portfolio Objective

The objective of the True Potential Cautious Income Portfolio is to provide investors with a way to draw a secure, regular and growing income. The Portfolio offers exposure to a select group of investment partners and a range of risk profiles (Cautious to Growth), whilst remaining within the Cautious risk profile. We review the Portfolio monthly and, if necessary, rebalance to the allocation of styles we believe offers the best potential for yield within the Cautious risk profile. The Portfolio aims to produce a higher than average yield, compared to an equally-weighted model of Cautious and Balanced income funds.

Fund Allocation
Asset Allocation

Risk Profile: Cautious

Risk Profile: The Cautious Investor may be sensitive to short-term losses. A Cautious Investor's potential aversion to losses could compel them to shift into a more stable investment if significant short-term losses occur. Analysing the risk-return choices available, a Cautious Investor is usually willing to accept somewhat lower returns in order to assure greater safety of his or her investment.

Charges

Ongoing Charge Figure (OCF): 0.88 %

The OCF payable can fluctuate over time as the underlying investments are variable and can change.

There are no entry or exit charges

Close Fund Details remove
Portfolio Objective

The objective of the True Potential Aggressive Portfolio is to provide investors with a way to achieve their investment goals. The Portfolio offers full exposure to different manager styles within the Aggressive risk profile. We review the Portfolio monthly and, if necessary, rebalance to the allocation of styles that we believe offers the best opportunity for growth within the Aggressive risk profile. The Portfolio aims to produce a higher risk-adjusted outcome at a lower average cost, compared to an equally-weighted model of Aggressive funds.

Fund Allocation
Asset Allocation

Risk Profile: Aggressive

Risk Profile: The Aggressive Investor usually aims to maximise long-term expected returns rather than to minimise possible short-term losses. An Aggressive Investor values high returns relatively more and can tolerate both large and frequent fluctuations through time in portfolio value in exchange for a higher return over the long term.

Charges

Ongoing Charge Figure (OCF): 0.74 %

The OCF payable can fluctuate over time as the underlying investments are variable and can change.

There are no entry or exit charges

Close Fund Details remove

Choose your funds & allocation

Not sure what model portfolio is right for you?
Try our model comparison to help you decide.

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Select your funds

True Potential Investments - Close Brothers

True Potential Investments - Close Brothers logo

Fund Objective

The investment objective of the True Potential Close Brothers Balanced Fund is to generate capital growth with some income. The Fund will aim to achieve this by investing primarily in equities and fixed income securities. The balance of the Fund will be invested in money market instruments and deposits, cash and near cash. Exposure to the above asset classes may be gained through investment in collective investment schemes and transferable securities (including closed ended and exchange traded funds). There are no geographic restrictions on the investments of the Fund. Derivatives and forward transactions may only be used for Efficient Portfolio Management.

Past Performance

Fees

Total Cost Of Ownership 111.00%
Fund Management Charge 0.71%
Platform Charge 0.40%

Current Asset Allocation

Why True Potential Investments and Close Brothers?

True Potential Close Brothers Funds provide access to the Close Brothers portfolio management team buying direct into company shares, fixed interest investments and other non-traditional investment areas to provide a diversified and actively managed fund. Download the factsheet.

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True Potential Investments - Close Brothers logo

Fund Objective

The investment objective of the True Potential Close Brothers Cautious Fund is to achieve income and moderate capital growth, investing primarily in equities and fixed income securities. The Fund may also invest in money market instruments and deposits, cash and near cash. Exposure to the above asset classes may be gained through investment in collective investment schemes and transferable securities (including closed ended and exchange traded funds). There are no geographic restrictions on the investments in the Fund. Derivatives and forward transactions may only be used for Efficient Portfolio Management.

Past Performance

Fees

Total Cost Of Ownership 112.00%
Fund Management Charge 0.72%
Platform Charge 0.40%

Current Asset Allocation

Why True Potential Investments and Close Brothers?

True Potential Close Brothers Funds provide access to the Close Brothers portfolio management team buying direct into company shares, fixed interest investments and other non-traditional investment areas to provide a diversified and actively managed fund. Download the factsheet.

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True Potential Investments - Close Brothers logo

Fund Objective

The investment objective of the True Potential Close Brothers Cautious Income Fund is to achieve income with capital growth. The Fund aims to have a yield in excess of what ordinarily can be expected from a basket of UK equities, investing primarily in a selection of equities and fixed income securities. The Fund may also invest in money market instruments and deposits, cash and near cash. Exposure to the above asset classes may be gained through investment in collective investment schemes and transferable securities (including closed ended and exchange traded funds). There are no geographic restrictions on the investments of the Fund. The Fund may seek to protect capital through the use of derivatives utilising Efficient Portfolio Management techniques where appropriate.

Past Performance

Fees

Total Cost Of Ownership 128.00%
Fund Management Charge 0.88%
Platform Charge 0.40%

Current Asset Allocation

Why True Potential Investments and Close Brothers?

True Potential Close Brothers Funds provide access to the Close Brothers portfolio management team buying direct into company shares, fixed interest investments and other non-traditional investment areas to provide a diversified and actively managed fund. Download the factsheet.

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True Potential Investments - Close Brothers logo

Fund Objective

The investment objective of the True Potential Close Brothers Growth Fund is to generate capital growth by investing primarily in equities and fixed interest securities. The balance of the Fund will be invested in money market instruments and deposits, cash and near cash. Exposure to the above asset classes may be gained through investment in collective investment schemes and transferable securities (including closed ended and exchange traded funds). There are no geographic restrictions on the investments of the Fund. Derivatives and forward transactions may only be used for Efficient Portfolio Management.

Past Performance

Fees

Total Cost Of Ownership 110.00%
Fund Management Charge 0.70%
Platform Charge 0.40%

Current Asset Allocation

Why True Potential Investments and Close Brothers?

True Potential Close Brothers Funds provide access to the Close Brothers portfolio management team buying direct into company shares, fixed interest investments and other non-traditional investment areas to provide a diversified and actively managed fund. Download the factsheet.

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True Potential Investments - Schroders

True Potential Investments - Schroders logo

Fund Objective

The SVS TPI Cautious 5 Income Fund seeks to deliver long term (five years plus) total return in excess of inflation (UK Consumer Price Index) from exposure, directly or indirectly, to a diversified portfolio of investments while also aiming to provide an income distribution of 4 per cent per annum. There is no guarantee that the Sub-Fund will achieve a positive return over this, or any other, period and investors should be aware that their capital is at risk. Although the investment policy of the Sub-Fund is to invest predominately in collective investment schemes, the Sub-Fund can also invest in closed-ended funds, individual transferable securities, money market instruments, deposits or near cash, exchange traded funds, including funds that invest in private equity, property and commodities. The Sub-Fund will have exposure to both United Kingdom and overseas markets and may utilise derivatives and forward transactions for the purposes of efficient portfolio management. The Sub-Fund may also hold up to 100% of its Scheme Property in collective investment vehicles. The Sub-Fund will not maintain an interest in immovable property or tangible moveable property.

Past Performance

Fees

Total Cost Of Ownership 138.00%
Fund Management Charge 0.98%
Platform Charge 0.40%

Current Asset Allocation

Why True Potential Investments and Schroders?

True Potential Schroders Funds provide a diversified approach designed to deliver long term capital growth, the Schroders Multi Manager team chose the underlying investments from a wide fund universe. Download the factsheet.

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True Potential Investments - Schroders logo

Fund Objective

The True Potential Schroders Balanced Fund seeks to deliver long term capital growth and income from exposure, directly or indirectly, to a diversified portfolio of investments including equities, fixed interest, and cash. The Fund will invest in other collective investment schemes and exchange traded funds, including funds that invest in private equity, property and commodities. The Fund will have exposure to both United Kingdom and overseas markets. It may seek to protect capital through active asset allocation and the use of derivatives utilising efficient portfolio management techniques where appropriate. The Fund may hold up to 100% of its Scheme Property in collective investment vehicles.

Past Performance

Fees

Total Cost Of Ownership 165.00%
Fund Management Charge 1.25%
Platform Charge 0.40%

Current Asset Allocation

Why True Potential Investments and Schroders?

True Potential Schroders Funds provide a diversified approach designed to deliver long term capital growth, the Schroders Multi Manager team chose the underlying investments from a wide fund universe. Download the factsheet.

Close Fund Details x
True Potential Investments - Schroders logo

Fund Objective

The SVS TPI Cautious 4 Fund seeks to deliver long term capital growth over a rolling five-year period in excess of inflation (UK Consumer Price Index) from exposure, directly or indirectly, to a diversified portfolio of investments. There is no guarantee that the Sub-Fund will achieve a positive return over this, or any other, period and investors should be aware that their capital is at risk. Although the Investment Policy of the Sub-Fund is to invest mainly in collective investment schemes, the Sub-Fund can also invest in closed-ended funds, individual transferable securities, money market instruments, deposits or near cash, exchange traded funds, including funds that invest in private equity, property and commodities. The Sub-Fund will have exposure to both United Kingdom and overseas markets and may utilise derivatives and forward transactions for the purposes of efficient portfolio management. The Sub-Fund may hold up to 100% of its Scheme Property in collective investment vehicles. The Sub-Fund will not maintain an interest in immovable property or tangible moveable property.

Past Performance

Fees

Total Cost Of Ownership 159.00%
Fund Management Charge 1.19%
Platform Charge 0.40%

Current Asset Allocation

Why True Potential Investments and Schroders?

True Potential Schroders Funds provide a diversified approach designed to deliver long term capital growth, the Schroders Multi Manager team chose the underlying investments from a wide fund universe. Download the factsheet.

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True Potential Investments - SEI

True Potential Investments - SEI logo

Fund Objective

The investment objective of the True Potential SEI Growth Fund is to provide capital growth through diversified exposure, directly or indirectly to global equity markets. The Fund will aim to achieve this by investing predominately in other collective investment schemes which themselves have a global equity focus. The Fund may seek to protect capital through the use of derivatives utilising Efficient Portfolio Management techniques where appropriate.

Past Performance

Fees

Total Cost Of Ownership 149.00%
Fund Management Charge 1.09%
Platform Charge 0.40%

Current Asset Allocation

Why True Potential Investments and SEI?

True Potential SEI Funds are diversified funds designed to maximise return, limit volatility and manage investment risk by utilising SEI's asset allocation expertise and manager of manager selection process. Download the factsheet.

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True Potential Investments - SEI logo

Fund Objective

The investment objective of the SVS TPI Defensive 2 Fund is to generate some capital growth and income growth while seeking to protect against the risk of a significant loss of capital, through diversified exposure, directly or indirectly, to equity and fixed income markets. The Sub-Fund will aim to achieve this by investing almost exclusively in other collective investment schemes which themselves have an equity and fixed income focus. The Sub-Fund may seek to protect capital through the use of derivatives utilising Efficient Portfolio Management techniques where appropriate. The Sub-Fund may hold up to 100% of its Scheme Property in collective investment vehicles. There are no geographic restrictions on the investments of the Sub-Fund.

Past Performance

Fees

Total Cost Of Ownership 126.00%
Fund Management Charge 0.86%
Platform Charge 0.40%

Current Asset Allocation

Why True Potential Investments and SEI?

True Potential SEI Funds are diversified funds designed to maximise return, limit volatility and manage investment risk by utilising SEI's asset allocation expertise and manager of manager selection process. Download the factsheet.

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True Potential Investments - SEI logo

Fund Objective

The investment objective of the SVS TPI Aggressive 1 Fund is to provide capital growth through exposure to equities globally. This will be achieved through investing almost exclusively in collective investment schemes which themselves have a global focus. The Sub-Fund may seek to protect capital through the use of derivatives utilising Efficient Portfolio Management techniques where appropriate. The Sub-Fund may hold up to 100% of its Scheme Property in collective investment vehicles.

Past Performance

Fees

Total Cost Of Ownership 150.00%
Fund Management Charge 1.10%
Platform Charge 0.40%

Current Asset Allocation

Why True Potential Investments and SEI?

True Potential SEI Funds are diversified funds designed to maximise return, limit volatility and manage investment risk by utilising SEI's asset allocation expertise and manager of manager selection process. Download the factsheet.

Close Fund Details x
True Potential Investments - SEI logo

Fund Objective

The investment objective of the True Potential SEI Balanced Fund is to provide capital growth and income through diversified exposure, directly or indirectly, to global equity and fixed income markets. The Fund will aim to achieve this by investing predominately in collective investment schemes which themselves have a global equity and fixed income focus. The Fund may seek to protect capital through the use of derivatives utilising Efficient Portfolio Management techniques where appropriate.

Past Performance

Fees

Total Cost Of Ownership 145.00%
Fund Management Charge 1.05%
Platform Charge 0.40%

Current Asset Allocation

Why True Potential Investments and SEI?

True Potential SEI Funds are diversified funds designed to maximise return, limit volatility and manage investment risk by utilising SEI's asset allocation expertise and manager of manager selection process. Download the factsheet.

Close Fund Details x
True Potential Investments - SEI logo

Fund Objective

The investment objective of True Potential SEI Cautious Fund is to provide the opportunity for capital growth and income through diversified exposure, directly or indirectly, to global equity and fixed income markets. The Fund will aim to achieve this by investing predominately in other collective investment schemes which themselves have a global equity and fixed income focus. The Fund may seek to protect capital through the use of derivatives utilising Efficient Portfolio Management techniques where appropriate.

Past Performance

Fees

Total Cost Of Ownership 140.00%
Fund Management Charge 1.00%
Platform Charge 0.40%

Current Asset Allocation

Why True Potential Investments and SEI?

True Potential SEI Funds are diversified funds designed to maximise return, limit volatility and manage investment risk by utilising SEI's asset allocation expertise and manager of manager selection process. Download the factsheet.

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True Potential Investments - Threadneedle

True Potential Investments - Threadneedle logo

Fund Objective

The aim of this this fund is to provide income with the potential to grow the amount invested as well. The fund invests at least two-thirds of its assets in shares of small, medium and large companies in the UK.

Past Performance

Fees

Total Cost Of Ownership 112.00%
Fund Management Charge 0.72%
Platform Charge 0.40%

Current Asset Allocation

Why True Potential Investments and Threadneedle?

The True Potential Threadneedle fund is suited to clients seeking to generate regular income payments whilst preserving the value of their capital. The Columbia Threadneedle team invests primarily in equities both in the UK and Globally, focusing on those with a high dividend yield and growth. Download the factsheet.

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True Potential Investments - 7IM

True Potential Investments - 7IM logo

Fund Objective

This Fund aims to provide a balance of income and capital appreciation. There may be some risk to capital. The Fund is made up of three portfolios: a core international bond and equity portfolio, a core portfolio of alternative investments and a tactical overlay that may be made up of any asset class.

Past Performance

Fees

Total Cost Of Ownership 107.00%
Fund Management Charge 0.67%
Platform Charge 0.40%

Current Asset Allocation

Why True Potential Investments and 7IM?

True Potential 7IM funds are best suited to those investors who prefer the expertise of a single manager and one that follows a disciplined passive investment approach. 7IM believe that the correct asset allocation is the most important performance factor and as such their investment committee reviews global markets before tactically altering the strategic asset allocation of any of their funds. Download the factsheet.

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True Potential Investments - 7IM logo

Fund Objective

This fund aims to provide a long-term total return from investment in a range of asset classes. The Fund has been designed to be potentially suitable for defensive investors or for investment by or on behalf of individuals who have been granted personal injury awards. There may be moderate risk to capital but the Fund will be managed with the intention of limiting volatility to relatively low levels in normal circumstances. The portfolio is based on a strategic asset allocation that offers an optimal combination of investments intended to deliver long-term growth while keeping a risk profile that is appropriate for investors with a cautious approach.

Past Performance

Fees

Total Cost Of Ownership 111.00%
Fund Management Charge 0.71%
Platform Charge 0.40%

Current Asset Allocation

Why True Potential Investments and 7IM?

True Potential 7IM funds are best suited to those investors who prefer the expertise of a single manager and one that follows a disciplined passive investment approach. 7IM believe that the correct asset allocation is the most important performance factor and as such their investment committee reviews global markets before tactically altering the strategic asset allocation of any of their funds. Download the factsheet.

Close Fund Details x
True Potential Investments - 7IM logo

Fund Objective

This Fund aims to provide a total return, substantially by way of income though with some capital appreciation. There may be a moderate risk to capital. The Fund is made up of three portfolios: a core international bond and equity portfolio, a core portfolio of alternative investments and a tactical overlay that may be made up of any asset class.

Past Performance

Fees

Total Cost Of Ownership 112.00%
Fund Management Charge 0.72%
Platform Charge 0.40%

Current Asset Allocation

Why True Potential Investments and 7IM?

True Potential 7IM funds are best suited to those investors who prefer the expertise of a single manager and one that follows a disciplined passive investment approach. 7IM believe that the correct asset allocation is the most important performance factor and as such their investment committee reviews global markets before tactically altering the strategic asset allocation of any of their funds. Download the factsheet.

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True Potential Investments - 7IM logo

Fund Objective

This Fund aims to provide capital growth by applying active asset allocation techniques to passive investments. There is a risk of fluctuations in capital values. The Fund is made up of three portfolios: a core international bond and equity portfolio, a core portfolio of alternative investments and a tactical overlay that may be made up of any asset class.

Past Performance

Fees

Total Cost Of Ownership 110.00%
Fund Management Charge 0.70%
Platform Charge 0.40%

Current Asset Allocation

Why True Potential Investments and 7IM?

True Potential 7IM funds are best suited to those investors who prefer the expertise of a single manager and one that follows a disciplined passive investment approach. 7IM believe that the correct asset allocation is the most important performance factor and as such their investment committee reviews global markets before tactically altering the strategic asset allocation of any of their funds. Download the factsheet.

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True Potential Investments - 7IM logo

Fund Objective

This Fund aims to provide capital growth by applying active asset allocation techniques to passive investments. There is a risk of wide fluctuations in capital values. The Fund is made up of three portfolios: a core international bond and equity portfolio, a core portfolio of alternative investments and a tactical overlay that may be made up of any asset class.

Past Performance

Fees

Total Cost Of Ownership 107.00%
Fund Management Charge 0.67%
Platform Charge 0.40%

Current Asset Allocation

Why True Potential Investments and 7IM?

True Potential 7IM funds are best suited to those investors who prefer the expertise of a single manager and one that follows a disciplined passive investment approach. 7IM believe that the correct asset allocation is the most important performance factor and as such their investment committee reviews global markets before tactically altering the strategic asset allocation of any of their funds. Download the factsheet.

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True Potential Investments - Allianz

True Potential Investments - Allianz logo

Fund Objective

The True Potential Allianz RiskMaster Cautious seeks to provide a total return, substantially by way of income, with some capital appreciation. The majority of the Fund will be invested in fixed income and equity instruments using actively allocated, but, passively implemented strategies (that is, strategies designed to track the performance of particular indices, market sectors or asset classes). The Fund will also be invested in other asset classes such as property (indirectly), commodities (indirectly), hedge funds (indirectly, for example via listed securities) and private equities (indirectly, for example via listed securities). Exposure to the above asset classes will be gained through direct holdings of securities, collective investment schemes, exchange traded funds, or derivatives with the objective of improving returns and controlling risk by increasing diversification within the portfolio. The Fund may also be invested in deposits, cash and near cash and money market instruments. Derivatives and forward transactions may only be used for Efficient Portfolio Management (EPM). EPM can be defined as a portfolio that provides the greatest expected return for a given level of risk.

Past Performance

Fees

Total Cost Of Ownership 120.00%
Fund Management Charge 0.80%
Platform Charge 0.40%

Current Asset Allocation

Why True Potential Investments and Allianz?

If you are attracted to funds with predetermined risk parameters and have the backing of one of the world's largest fund management groups, the True Potential Allianz RiskMaster funds may be right for you. Two management teams are based in Germany and bring a different outlook and process into play. One decides on how much risk is acceptable while the other manages your investment within the set risk parameters using passive investments that are bought and sold to track the return of an index, for example the FTSE 100, rather than to beat it. Download the factsheet.

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True Potential Investments - Allianz logo

Fund Objective

The True Potential Allianz RiskMaster Balanced Fund seeks to provide a balance of income and capital appreciation. The majority of the Fund will be invested in fixed income and equity instruments using actively allocated, but, passively implemented strategies (that is, strategies designed to track the performance of particular indices, market sectors or asset classes). The Fund may be invested in other asset classes such as property (indirectly), commodities (indirectly), hedge funds (indirectly, for example via listed securities) and private equities (indirectly, for example via listed securities). Exposure to the above asset classes will be gained through direct holdings of securities, collective investment schemes, exchange traded funds or derivatives with the objective of improving returns and controlling risk by increasing diversification within the portfolio. The Fund may also be invested in deposits, cash and near cash, and money market instruments. Derivatives and forward transactions may only be used for Efficient Portfolio Management (EPM). EPM can be defined as a portfolio that provides the greatest expected return for a given level of risk.

Past Performance

Fees

Total Cost Of Ownership 120.00%
Fund Management Charge 0.80%
Platform Charge 0.40%

Current Asset Allocation

Why True Potential Investments and Allianz?

If you are attracted to funds with predetermined risk parameters and have the backing of one of the world's largest fund management groups, the True Potential Allianz RiskMaster funds may be right for you. Two management teams are based in Germany and bring a different outlook and process into play. One decides on how much risk is acceptable while the other manages your investment within the set risk parameters using passive investments that are bought and sold to track the return of an index, for example the FTSE 100, rather than to beat it. Download the factsheet.

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True Potential Investments - Allianz logo

Fund Objective

The True Potential Allianz RiskMaster Growth Fund seeks to provide a total return of capital and income with a focus on capital growth. The majority of the Fund will be invested in equity instruments using predominantly actively allocated, but, passively implemented strategies (that is, strategies designed to track the performance of particular indices, market sectors or asset classes). The Fund may also be invested in other asset classes such as fixed income (directly and indirectly), property (indirectly), commodities (indirectly), hedge funds (indirectly, for example via listed securities) and private equities (indirectly, for example via listed securities). Exposure to the above asset classes will be gained through direct holdings of securities, collective investment schemes, exchange traded funds or derivatives with the objective of improving returns and controlling risk by increasing diversification within the portfolio. The Fund may also be invested in deposits, cash and near cash and money market instruments. Derivatives and forward transactions may only be used for Efficient Portfolio Management (EPM). EPM can be defined as a portfolio that provides the greatest expected return for a given level of risk.

Past Performance

Fees

Total Cost Of Ownership 120.00%
Fund Management Charge 0.80%
Platform Charge 0.40%

Current Asset Allocation

Why True Potential Investments and Allianz?

If you are attracted to funds with predetermined risk parameters and have the backing of one of the world's largest fund management groups, the True Potential Allianz RiskMaster funds may be right for you. Two management teams are based in Germany and bring a different outlook and process into play. One decides on how much risk is acceptable while the other manages your investment within the set risk parameters using passive investments that are bought and sold to track the return of an index, for example the FTSE 100, rather than to beat it. Download the factsheet.

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True Potential Investments - UBS

True Potential Investments - UBS logo

Fund Objective

The investment objective of the Fund is to achieve capital growth over the long term (5 years or longer) through active management of a diversified investment portfolio whilst seeking to control the overall level of portfolio risk. The sub-investment manager will seek to diversify the Fund's exposures across asset classes and vary the total market exposure as required. To achieve the objective the Fund will be invested in a range of higher and lower risk assets. Higher risk assets include domestic and international equities, property, commodities and absolute return strategies. Exposure to these higher risk assets will be achieved indirectly through eligible collective investment schemes (this may include collective investment schemes managed by the investment manager or sub-investment manager), listed securities or eligible derivatives. Exposure to higher risk assets is expected to represent between 30% and 80% of assets reflecting the balanced nature of the Fund. Lower risk assets include domestic and international government and, corporate and supranational institution bonds, money market instruments and cash or near cash instruments. Exposure to lower risk assets may be achieved directly, through investment in listed securities and money market instruments, or indirectly, through eligible collective investment schemes and eligible derivatives. The Fund may also use spot and forward foreign exchange instruments to manage currency exposure. There are no geographical restrictions on the countries of investment. Derivatives may be used for investment purposes and Efficient Portfolio Management. A significant proportion of the Fund's Scheme Property may be invested in derivatives. The use of derivatives for investment purposes may increase the volatility and risk profile of the Fund. Please be aware that there is no guarantee that capital will be preserved.

Past Performance

Fees

Total Cost Of Ownership 99.00%
Fund Management Charge 0.59%
Platform Charge 0.40%

Current Asset Allocation

Why True Potential Investments and Allianz?

If you are looking for low cost multi-asset innovative funds from one of the World's leading investment banks and wealth managers, the True Potential UBS fund range may be right for you. The funds can use the UBS pedigree and knowledge base in order to provide innovative products not normally seen from traditional fund managers, all at an incredibly low cost of 0.6% OCF. Download the factsheet.

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True Potential Investments - UBS logo

Fund Objective

The investment objective of the Fund is to achieve capital growth over the long term (5 years or longer) through active management of a diversified investment portfolio whilst seeking to control the overall level of portfolio risk. The sub-investment manager will seek to diversify the Fund's exposures across asset classes and vary the total market exposure as required. To achieve the objective the Fund will be invested in a range of higher and lower risk assets. Higher risk assets include domestic and international equities, property, commodities and absolute return strategies. Exposure to these higher risk assets will be achieved indirectly through eligible collective investment schemes (this may include collective investment schemes managed by the investment manager or sub-investment manager), listed securities or eligible derivatives. Exposure to higher risk assets is expected to represent between 40% and 90% of assets reflecting the growth nature of the Sub-Fund. Lower risk assets include domestic and international government and, corporate and supranational institution bonds, money market instruments and cash or near cash instruments. Exposure to lower risk assets may be achieved directly, through investment in listed securities and money market instruments, or indirectly, through eligible collective investment schemes and eligible derivatives. The Fund may also use spot and forward foreign exchange instruments to manage currency exposure. There are no geographical restrictions on the countries of investment. Derivatives may be used for investment purposes and Efficient Portfolio Management. A significant proportion of the Fund's Scheme Property may be invested in derivatives. The use of derivatives for investment purposes may increase the volatility and risk profile of the Fund. Please be aware that there is no guarantee that capital will be preserved.

Past Performance

Fees

Total Cost Of Ownership 99.00%
Fund Management Charge 0.59%
Platform Charge 0.40%

Current Asset Allocation

Why True Potential Investments and Allianz?

If you are looking for low cost multi-asset innovative funds from one of the World's leading investment banks and wealth managers, the True Potential UBS fund range may be right for you. The funds can use the UBS pedigree and knowledge base in order to provide innovative products not normally seen from traditional fund managers, all at an incredibly low cost of 0.6% OCF. Download the factsheet.

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True Potential Investments - UBS logo

Fund Objective

The investment objective of the Fund is to achieve capital growth over the long term (5 years or longer) through active management of a diversified investment portfolio whilst seeking to control the overall level of portfolio risk. The sub-investment manager will seek to diversify the Fund's exposures across asset classes and vary the total market exposure as required. To achieve the objective the Fund will be invested in a range of higher and lower risk assets. Higher risk assets include domestic and international equities, property, commodities and absolute return strategies. Exposure to these higher risk assets will be achieved indirectly through eligible collective investment schemes (this may include collective investment schemes managed by the investment manager or sub-investment manager), listed securities or eligible derivatives. Exposure to higher risk assets is expected to represent between 20% and 60% of assets reflecting the defensive nature of the Fund. Lower risk assets include domestic and international government and, corporate and supranational institution bonds, money market instruments and cash or near cash instruments. Exposure to lower risk assets may be achieved directly, through investment in listed securities and money market instruments, or indirectly, through eligible collective investment schemes and eligible derivatives. The Fund may also use spot and forward foreign exchange instruments to manage currency exposure. There are no geographical restrictions on the countries of investment. Derivatives may be used for investment purposes and Efficient Portfolio Management. A significant proportion of the Fund's Scheme Property may be invested in derivatives. The use of derivatives for investment purposes may increase the volatility and risk profile of the Fund. Please be aware that there is no guarantee that capital will be preserved.

Past Performance

Fees

Total Cost Of Ownership 99.00%
Fund Management Charge 0.59%
Platform Charge 0.40%

Current Asset Allocation

Why True Potential Investments and Allianz?

If you are looking for low cost multi-asset innovative funds from one of the World's leading investment banks and wealth managers, the True Potential UBS fund range may be right for you. The funds can use the UBS pedigree and knowledge base in order to provide innovative products not normally seen from traditional fund managers, all at an incredibly low cost of 0.6% OCF. Download the factsheet.

Close Fund Details x
True Potential Investments - UBS logo

Fund Objective

The investment objective of the Fund is to achieve capital growth over the long term (5 years or longer) through active management of a diversified investment portfolio whilst seeking to control the overall level of portfolio risk. The sub-investment manager will seek to diversify the Fund's exposures across asset classes and vary the total market exposure as required. To achieve the objective the Fund will be invested in a range of higher and lower risk assets. Higher risk assets include domestic and international equities, property, commodities and absolute return strategies. Exposure to these higher risk assets will be achieved indirectly through eligible collective investment schemes (this may include collective investment schemes managed by the investment manager or sub-investment manager), listed securities or eligible derivatives. Exposure to higher risk assets is expected to represent between 25% and 65% of assets reflecting the cautious nature of the Fund. Lower risk assets include domestic and international government and, corporate and supranational institution bonds, money market instruments and cash or near cash instruments. Exposure to lower risk assets may be achieved directly, through investment in listed securities and money market instruments, or indirectly, through eligible collective investment schemes and eligible derivatives. The Fund may also use spot and forward foreign exchange instruments to manage currency exposure. There are no geographical restrictions on the countries of investment. Derivatives may be used for investment purposes and Efficient Portfolio Management. A significant proportion of the Fund's Scheme Property may be invested in derivatives. The use of derivatives for investment purposes may increase the volatility and risk profile of the Fund. Please be aware that there is no guarantee that capital will be preserved.

Past Performance

Fees

Total Cost Of Ownership 99.00%
Fund Management Charge 0.59%
Platform Charge 0.40%

Current Asset Allocation

Why True Potential Investments and Allianz?

If you are looking for low cost multi-asset innovative funds from one of the World's leading investment banks and wealth managers, the True Potential UBS fund range may be right for you. The funds can use the UBS pedigree and knowledge base in order to provide innovative products not normally seen from traditional fund managers, all at an incredibly low cost of 0.6% OCF. Download the factsheet.

Close Fund Details x
True Potential Investments - UBS logo

Fund Objective

The investment objective of the Fund is to achieve capital growth over the long term (5 years or longer) through active management of a diversified investment portfolio whilst seeking to control the overall level of portfolio risk. The sub-investment manager will seek to diversify the Fund's exposures across asset classes and vary the total market exposure as required. To achieve the objective the Fund will be invested in a range of higher and lower risk assets. Higher risk assets include domestic and international equities, property, commodities and absolute return strategies. Exposure to these higher risk assets will be achieved indirectly through eligible collective investment schemes (this may include collective investment schemes managed by the investment manager or sub-investment manager), listed securities or eligible derivatives. Exposure to higher risk assets is expected to represent between 40% and 100% of assets reflecting the aggressive nature of the Fund. Lower risk assets include domestic and international government and, corporate and supranational institution bonds, money market instruments and cash or near cash instruments. Exposure to lower risk assets may be achieved directly, through investment in listed securities and money market instruments, or indirectly, through eligible collective investment schemes and eligible derivatives. The Fund may also use spot and forward foreign exchange instruments to manage currency exposure. There are no geographical restrictions on the countries of investment. Derivatives may be used for investment purposes and Efficient Portfolio Management. A significant proportion of the Fund's Scheme Property may be invested in derivatives. The use of derivatives for investment purposes may increase the volatility and risk profile of the Fund. Please be aware that there is no guarantee that capital will be preserve

Past Performance

Fees

Total Cost Of Ownership 99.00%
Fund Management Charge 0.59%
Platform Charge 0.40%

Current Asset Allocation

Why True Potential Investments and Allianz?

If you are looking for low cost multi-asset innovative funds from one of the World's leading investment banks and wealth managers, the True Potential UBS fund range may be right for you. The funds can use the UBS pedigree and knowledge base in order to provide innovative products not normally seen from traditional fund managers, all at an incredibly low cost of 0.6% OCF. Download the factsheet.

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True Potential Investments - Goldman Sachs

True Potential Investments - Goldman Sachs logo

Fund Objective

True Potential Goldman Sachs Income Builder Acc

Past Performance

Fees

Total Cost Of Ownership 121.00%
Fund Management Charge 0.81%
Platform Charge 0.40%

Current Asset Allocation

Why True Potential Investments and Goldman Sachs?

If you are looking for a monthly income paying fund, with ability to look for income from both traditional and non-traditional sources, from one of the World's leading investment banks, the True Potential Goldman Sachs Income Builder Fund may be right for you. The fund accesses Goldman Sachs leading fund management and research expertise, all at a low cost of 0.89%. Download the factsheet.

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True Potential Investments - Goldman Sachs logo

Fund Objective

True Potential Goldman Sachs Income Builder Inc

Past Performance

Fees

Total Cost Of Ownership 121.00%
Fund Management Charge 0.81%
Platform Charge 0.40%

Current Asset Allocation

Why True Potential Investments and Goldman Sachs?

If you are looking for a monthly income paying fund, with ability to look for income from both traditional and non-traditional sources, from one of the World's leading investment banks, the True Potential Goldman Sachs Income Builder Fund may be right for you. The fund accesses Goldman Sachs leading fund management and research expertise, all at a low cost of 0.89%. Download the factsheet.

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True Potential Investments - Goldman Sachs logo

Fund Objective

True Potential Goldman Sachs Balanced Acc

Past Performance

Fees

Total Cost Of Ownership 131.00%
Fund Management Charge 0.91%
Platform Charge 0.40%

Current Asset Allocation

Why True Potential Investments and Goldman Sachs?

If you are looking for a monthly income paying fund, with ability to look for income from both traditional and non-traditional sources, from one of the World's leading investment banks, the True Potential Goldman Sachs Income Builder Fund may be right for you. The fund accesses Goldman Sachs leading fund management and research expertise, all at a low cost of 0.89%. Download the factsheet.

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