Investment Partners

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.