Investing Made Easier
Our True Potential Portfolios offers 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 True Potential 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:
our risk profiles
- Cautious +
- Cautious Income
- Balanced +
- Balanced Income
- Growth +
The table below provides 12 month performance figures for the True Potential Portfolios.
Annual Percentage Growth
|Portfolio||May 16 – May 17||May 17 – May 18||May 18 – May 19||May 19 – May 20||Factsheet|
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 standalone, fully-diversified True Potential Portfolios bring together funds from True Potential Investments’ Wealth Strategy Fund Ranges. 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: