True Potential launches new range of portfolios with no management fee
True Potential Investments LLP has launched a new range of multi-manager discretionary portfolios, designed to provide clients with a dynamic way to maximise returns, manage volatility and lower costs. There will not be an investment management fee applied to the portfolios as True Potential again seeks to reduce costs for investors.
The True Potential Managed Portfolio Series is the product of a more personalised approach to goal-based investments. The series brings together funds from True Potential’s exclusive Strategy and Wealth Strategy fund ranges, where managers include Goldman Sachs, Schroders, SEI, 7IM, Allianz Global Investors, Close Brothers Asset Management, Columbia Threadneedle and True Potential Investments.
By blending already-diversified funds, True Potential can offer clients and their advisers opportunities of different manager styles, asset and geographic regions in their professionally-managed portfolios.
The Portfolios are actively managed and rebalanced on a forward looking basis by True Potential Investments in-house team, led by Colin Beveridge, Chief Investment Officer and Chris Leyland, Deputy Chief Investment Officer, in conjunction with the True Potential Investments’ Investment Committee.
True Potential describes the new portfolio series as a premium HNW solution for all clients. With a minimum investment of £50, all advised clients can benefit from a proposition that rivals those often reserved for only the very wealthy. Clients can also make ongoing top ups to their Managed Portfolios 24/7 with impulseSave®, True Potential’s world-first technology.
The new series comprises 10 portfolios across five risk profiles. Clients have the option of selecting a portfolio that has full exposure to the different management styles of each of the True Potential Strategy and Wealth Strategy Funds in the respective risk profile or, in the Dynamic Portfolio, exposure to a select group of investment partners and a range of risk profiles whilst remaining in their chosen risk level.
For investors who want to draw a secure, regular and growing income from their investments, two income portfolios are available.
Mark Henderson, senior partner at True Potential Investments LLP said:
“We are pleased to launch our new True Potential Managed Portfolio Series and we’re excited about what it means for clients and their advisers. Each of our investment solutions offers multi-layer diversification across management styles, asset classes and geographic regions. That means clients have greater potential for growth and managed volatility, we believe it is a powerful proposition that brings together the best of all worlds.
“Our aim was to create one of the most diverse and dynamically-managed series in the market. It is a simple proposition that gives all clients access to a premium discretionary investment solution, without a prohibitive entry point which puts this type of investment management out of reach for many investors in the UK.”
True Potential Investments, part of the True Potential group of companies, has over 45,000 private clients and works with close to 20 per cent of UK financial advisers.