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You are here: Manager factsheet

True Potential Investments
True Potential Investments
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Manager biography not available
Total return for True Potential Investments
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
113-149m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : True Potential Investments

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
True Potential Investments 4.2 9.4 -3.9 4.6 21.4 -7.7 3.8 1.1 13.6 -0.8
Peer Group Composite 3.1 8.9 -4.7 3.5 21.3 -5.9 3.8 1.0 14.4 -2.4
Over / Under 1.1 0.5 0.8 1.1 0.1 -1.8 0.0 0.1 -0.8 1.6
Performance vs peer group composite: True Potential Investments
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
8 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
True Potential Close Brothers Balanced Lead manager UT Mixed Investment 40-85% Shares since Mar 16 2015 to present
True Potential Close Brothers Cautious Income Lead manager UT Mixed Investment 0-35% Shares since Mar 16 2015 to present
True Potential Close Brothers Cautious Lead manager UT Mixed Investment 0-35% Shares since Mar 17 2015 to present
True Potential Close Brothers Growth Lead manager UT Flexible Investment since Mar 17 2015 to present
True Potential Schroders Balanced Lead manager UT Mixed Investment 40-85% Shares since Mar 17 2015 to present
True Potential SEI Balanced Lead manager UT Mixed Investment 20-60% Shares since Mar 18 2015 to present
True Potential SEI Cautious Lead manager UT Mixed Investment 0-35% Shares since Mar 18 2015 to present
True Potential SEI Growth Lead manager UT Mixed Investment 40-85% Shares since Mar 18 2015 to present
True Potential Schroders Cautious Lead manager UT Mixed Investment 0-35% Shares since Jun 22 2015 to present
True Potential SEI Aggressive Lead manager UT Mixed Investment 40-85% Shares since Jun 22 2015 to present
True Potential Schroders Cautious Income Lead manager UT Mixed Investment 40-85% Shares since Jun 24 2015 to present
True Potential SEI Defensive Lead manager UT Mixed Investment 0-35% Shares since Jun 24 2015 to present
True Potential Threadneedle Monthly Income Lead manager UT Flexible Investment since Jan 08 2016 to present
True Potential 7IM Balanced Lead manager UT Mixed Investment 20-60% Shares since Jan 19 2016 to present
True Potential 7IM Cautious Lead manager UT Mixed Investment 0-35% Shares since Jan 19 2016 to present
True Potential 7IM Defensive Lead manager UT Mixed Investment 0-35% Shares since Jan 19 2016 to present
True Potential 7IM Aggressive Lead manager UT Mixed Investment 40-85% Shares since Jan 20 2016 to present
True Potential 7IM Growth Lead manager UT Global since Jan 20 2016 to present
True Potential UBS Aggressive Lead manager UT Mixed Investment 40-85% Shares since Aug 10 2016 to present
True Potential UBS Balanced Lead manager UT Mixed Investment 20-60% Shares since Aug 10 2016 to present
True Potential UBS Cautious Lead manager UT Mixed Investment 20-60% Shares since Aug 10 2016 to present
True Potential UBS Defensive Lead manager UT Mixed Investment 0-35% Shares since Aug 10 2016 to present
True Potential UBS Growth Lead manager UT Mixed Investment 40-85% Shares since Aug 10 2016 to present
True Potential Goldman Sachs Income Builder Lead manager UT Flexible Investment since Jan 24 2017 to present
True Potential Goldman Sachs Balanced Lead manager UT Mixed Investment 20-60% Shares since Dec 14 2017 to present
Funds managed previously
Fund Periods
SVS TPI Balanced 3 A since Mar 17 2015 to fund close
SVS TPI Cautious 4 A since Jun 22 2015 to fund close
SVS TPI Cautious 5 Income A since Jun 24 2015 to fund close
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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