PIONEERING INVESTMENT SCIENCE

Our scientific approach to investments targets maximum returns for investors while minimising risk.

ADVANCED DIVERSIFICATION

By using Advanced Diversification, we’re able to find opportunities for growth that others can’t replicate. We achieve this with a pioneering blend of behavioural and data science that underpins our investment philosophy.

Building on the tried and tested multi-asset strategies of leading fund managers and over 120,000 individual holdings, the True Potential Portfolios are the next generation of investment solutions.

BEHAVIORAL SCIENCE

Each of the fund managers we partner with has their own differentiated investment strategy for growing investors’ money. While all of these managers share our belief in maximising returns and reducing risk with multi-asset diversification, we also believe in diversifying by investment strategy.

That’s because each strategy behaves differently in different types of markets. In today’s volatile world, the power to quickly rebalance from one strategy to another as markets change is invaluable.

By selecting funds across the active-passive spectrum, we aim to maximise performance using low-cost strategies alongside active strategies that exploit market inefficiencies.

True Potential Portfolios offer investors a blend of strategies from world-class fund managers in a single solution. By drawing on the combined strategic expertise of  expert fund managers, our Investment Team can:

  • discover core themes for the short, medium and long-term investment future;
  • manage volatility; and
  • find opportunities for growth.

We use this information, available to us at all times, to shift and rebalance the Portfolios to put investors in what we believe is the strongest position for the future. All of this sits within a robust and independently-monitored overriding strategy that ensures we remain true to our investment objectives.

INVESTMENT PARTNERS

The world-class fund managers we work with each have a distinct investment strategy, which we use to further diversify the Portfolios.

(Agile, low-cost value investing)

(Momentum with volatility control)

(Alternative dynamic and income funds)

(Income Focused)

(Fund of Funds)

(Manager of Managers)

(Directly equity and bond investing)

(Active management with passive implementation)

DATA SCIENCE

As we use our own funds in the Portfolios, we can monitor and analyse highly differentiated investments styles and strategies spread across over 120,000 holdings. We do this faster and more cost-effectively than anyone else. With our world-class fund manager partners, we create ten Portfolios with what we call ‘Advanced Diversification’.

Here’s what that looks like:

asset-table

Download Asset Table PDF

 

Even for the most talented and capable financial minds, this amount of data would be impossible to analyse for opportunities and create a single Portfolio from.

We do this at speed and without adding costs to investors, in fact we don’t charge a fee for discretionary fund management.

WHAT THIS MEANS FOR INVESTORS

Using our pioneering ‘Advanced Diversification’ approach, we create and rebalance the True Potential Portfolios with the aim of getting the best results for investors. Through our partnerships and investment intelligence, we’ve built Portfolios that are stronger than the sum of their parts.

That’s the Science of Advanced Investing.

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