THE PORTFOLIOS

We’ve built a range of ten Portfolios, each designed to maximise returns and minimise risk for investors.

Through our world-leading range of fund managers, our Investment Management Team monitors and rebalances the Portfolios, aiming for the best returns for investors, at a level of risk they’re comfortable taking.

The team then uses the power of our technology to analyse data on funds which link to over 120,000 holdings and to dynamically react to markets by strategically rebalancing the allocation of funds within the Portfolios.

The Portfolios are mapped to five clear risk categories, provided by industry leading Morningstar. We rebalance with an investor’s risk profile in mind, whilst still aiming to maximise returns and minimise risk.

The five risk profiles are Defensive, Cautious, Balanced, Growth and Aggressive. Each Portfolio is tailored so it maps to the most appropriate risk category.

the range

We also offer two risk-mapped Income Portfolios Cautious Income Balanced Income

The performance

The table below provides 12 month performance figures for the True Potential Portfolios.

Annual Percentage Growth

Portfolio Oct 15 – Oct 16 Oct 16 – Oct 17 Oct 17 – Oct 18 Factsheet
Defensive 7.2% 3.6% -0.5% Download
Cautious 10.6% 5.0% -1.0% Download
Cautious + 9.0% 6.1% -1.1% Download
Cautious Income 11.4% 6.7% -0.9% Download
Balanced 13.1% 8.1% -1.7% Download
Balanced + 13.9% 8.3% -0.9% Download
Balanced Income 12.2% 8.0% -1.2% Download
Growth 16.0% 10.6% -1.2% Download
Growth + 13.1% 12.7% -0.7% Download
Aggressive 16.2% 13.4% -1.0% Download

Source: True Potential Investments

Past performance is not a guide to future performance.

FIND YOUR PORTFOLIO

Start exploring the True Potential Portfolios by choosing whether you’re investing for Growth or Income, them selecting your risk preference. You’ll then be able to read the full factsheet for the Portfolio, which explains its objective, risk category and fees.

Select your risk profile within the True Potential Portfolios to find out what type of Investor you are.

Defensive

I’m pursuing some growth but don’t want to take much risk.

Cautious

I’m comfortable with a little risk in pursuit of growth.

Balanced

I’m comfortable taking some risks in pursuit of better growth.

Growth

I’m comfortable taking more risks in pursuit of higher growth.

Aggressive

I’m comfortable taking big risks in pursuit of the highest growth.

Select one of our True Potential Portfolios that matches your chosen risk profile.

Go back to choose your Risk Profile.

Defensive

As a Defensive Investor, reducing risk is more important than higher returns.

Cautious

As a Cautious Investor, reducing risk is more important than higher returns.

Cautious +

As a Cautious Investor, higher returns are more important than reducing risk.

Income

As a Cautious Investor, I want my Portfolio to produce an income.

Balanced

As a Balanced Investor, reducing risk is more important than higher returns.

Balanced +

As a Balanced Investor, higher returns are more important than reducing risk.

Income

As a Balanced Investor, I want my Portfolio to produce an income.

Growth

As a Growth Investor, reducing risk is more important than higher returns.

Growth +

As a Growth Investor, higher returns are more important than reducing risk.

Aggressive

As an Aggressive Investor, higher returns are the most important part of investing to me.

Continue View Portfolio

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