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
Potential Return
Potential Risk
-
Defensive
-
Cautious
Cautious +
Cautious Income
-
Balanced
Balanced +
Balanced Income
-
Growth
Growth +
-
Aggressive
- Defensive
- Cautious
- Balanced
- Growth
- Aggressive
Defensive
- Defensive
Cautious
- Cautious
- Cautious +
- Cautious Income
Balanced
- Balanced
- Balanced +
- Balanced Income
Growth
- Growth
- Growth +
Aggressive
- Aggressive
Why True Potential Portfolios?
Our Portfolios are managed by our investment team and regularly scrutinised by our expert Investment Committee. You can be confident we’re always invested in you.
- Start with your personal financial goals
- All-in-one investment solutions
- Wide exposure to world-class asset managers
- Multi-layer diversification offers more opportunities to grow your money or generate an income
- Actively managed and rebalanced
- Track your investment 24/7
- Top up your Portfolio on-the-go with impulseSave®
Performance Table
| Portfolio Performance | |||||||
| Portfolio | 30 Nov 19 – 30 Nov 20 | 30 Nov 20 – 30 Nov 21 | 30 Nov 21 – 30 Nov 22 | 30 Nov 22 – 30 Nov 23 | 30 Nov 23 – 30 Nov 24 | Since Launch (01 Oct 15) | Factsheet |
| Defensive | +2.5% | +3.1% | -5.9% | +0.4% | +8.7% | +26.9% | Download |
| Cautious | +2.9% | +6.7% | -6.6% | +1.4% | +11.6% | +45.0% | Download |
| Cautious + | +2.0% | +8.0% | -7.5% | +2.1% | +12.6% | +47.8% | Download |
| Cautious Income | +0.9% | +8.3% | -5.3% | +2.9% | +12.9% | +55.4% | Download |
| Balanced | +2.7% | +10.0% | -7.5% | +2.5% | +14.3% | +64.5% | Download |
| Balanced + | +2.6% | +11.0% | -7.2% | +2.4% | +15.2% | +72.7% | Download |
| Balanced Income | -0.4% | +9.6% | -5.8% | +3.5% | +13.9% | +62.4% | Download |
| Growth | +3.1% | +13.2% | -6.5% | +2.8% | +17.0% | +90.5% | Download |
| Growth + | +1.4% | +14.4% | -7.1% | +3.3% | +18.9% | +93.1% | Download |
| Aggressive | +2.9% | +15.5% | -4.9% | +2.7% | +20.8% | +111.5% | Download |
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:
Get in Touch
Get in Touch
To experience our unique ‘Beyond Wealth Management’ service and to try out our award-winning client technology, contact me today for a no-obligation consultation.
