True Potential Investments currently works with these world-class investment fund managers:

SEI utilise a manager of manager investment approach, creating funds composed of different investment managers according to their expertise in specific markets or investment styles, providing an emphatically diverse investment solution. SEI seek to gain exposure to three distinct, long-term drivers of market performance known as Alpha Sources, in the context of a long-term Strategic Asset Allocation; Value, Momentum and Stability.

Close Brothers utilise an actively managed investment process, across four multi-asset funds, including one income generating fund. They deploy their investment mandate by directly holding equities, fixed interest investments and alternative assets, such as precious metals. By investing in directly held securities, clients gain access to a clinical and incisive investment approach, that leverages the research capability of the manager and provides exposure to a growth-oriented investment style.

UBS Asset Management are one of True Potentials top down fundamentally driven managers, pining investment rationale on developments in key economic data points such as employment and inflation. The range utilises futures, ETF’s, smart beta and actively managed position to gain exposure to equity and fixed income markets and an inhouse currency hedge fund. The fund range takes full advantage of these liquid building blocks with a dynamic risk overlay allowing for agile risk management in volatile environments.

True Potential Growth-Aligned provides investors with a global, diversified blend of active and passive investments at a low cost. Managed in-house by True Potential, the Growth-Aligned range capitalises on the economies of scale built up with our investment manager partners while drawing on the wealth of intellectual resource available through our sub fund managers.

Allianz offer investors a risk-based approach investing globally in all major asset classes, complimenting passive implementation with their active inhouse strategies. Allianz have the ability to be very dynamic in their approach, increasing or decreasing total investment exposure depending on volatility levels within markets. Allianz have a huge research and fund management base they can draw upon, being one of the largest fund managers currently in Europe.

7IM offer investors a global active-passive approach to fund management. This means they are active at the asset allocation level with a team of highly skilled fund managers choosing the areas to invest, but largely passive in the implementation by using funds that track a specific Index or part of that Index. By using this approach, 7IM can offer a low cost multi-asset solution to investors with a global reach.

Goldman Sachs Asset Management have two funds with True Potential ran by internationally renowned experts. These are the True Potential Goldman Sachs Balanced and Income Builder funds, both positioned within the balanced risk profile. The True Potential Goldman Sachs Balanced fund employs a factor-based approach, evaluating the patterns of asset class behaviour, and the drivers behind them to form a balanced portfolio that includes exposure to both traditional and non-traditional asset classes such as alternatives. Income Builder invests across a broad spectrum of global bonds and equities aiming to build a portfolio that generates sustainable, stable income and capital appreciation.

Schroders are True Potentials contrarian manager with the team at Schroders looking to invest into the areas of the market which are away from the consensus. This currently has led them to invest into value names predominately within the UK, Japan and Europe. This value philosophy extends into the fixed income market, where they largely replace the diversification benefits of credit with alternatives to offer uncorrelated returns to the equities within the portfolio. Many of the investment decisions made within the fund such as the lower weighting to bonds and large investment into real assets makes the fund well suited to act as a hedge against any inflationary pressure which may arise.

Columbia Threadneedle’s investment approach gives True Potential clients access to a UK focussed, multi-asset income generating solution. The manager invests in UK equities and both global and domestic credit. Threadneedle utilise their fundamental, bottom-up security selection approach to build positions in assets whose longer-term prospects are under-valued by the market.

How True Potential Investments Choose Who to Work With

True Potential Investments selects and monitors fund managers against strict and exhaustive criteria, so that only the best have the privilege of investing your money. The managers answer to True Potential Investments. If they don’t think they’re working for you, they find out why and, if necessary, replace them. Their governance procedures ensure you come first.

To be a part of the investment lineup, managers must pass strict selection criteria.


Initial screening

Due diligence

Due diligence

True Potential Investments
Board sign off

How We Manage Our Partners

True Potential Investments has ongoing oversight to assess what their investments partners have done for you. This is stronger than the usual process of asking them what they plan to do, giving you greater assurance.

They continually monitor the True Potential Wealth Strategy Funds and True Potential Managed Portfolios to make sure they perform as expected and remain within your chosen risk profile.


Here’s how True Potential Investments assess their partners:

  • Continual: Monitor your investment against its objective and risk profile
  • Monthly: Meet partners to assess and discuss performance, review whether to rebalance Managed Portfolios
  • Quarterly: Investment Committee meet to review Wealth Strategy Funds and Managed Portfolios
  • Annually: Review client profile characteristics and apply to fund objectives for coming year

If you have any questions about True Potential Investments’ selection or ongoing management of their investment partners, please contact me.

Your capital is at risk. Investments can fluctuate in value and you may not get back the amount you invest. Past performance is not a guide to future performance. Tax rules can change at any time.

True Potential Investments LLP is authorised and regulated by the Financial Conduct Authority. FSR No. 527444. Registered in England and Wales as a Limited Liability Partnership No. OC356027.