True Potential, UBS AM partner for multi-asset fund range launch

London based boutique True Potential Investments has partnered with UBS Asset Management (UBS) to launch five new multi-asset funds, in its wealth strategy fund range.

The five True Potential UBS Funds have fees of 0.60%, with a minimum investment of just £50 and include profiles such as Defensive, Cautious, Balanced, Growth and Aggressive.

Each fund will be actively managed within its risk banding to navigate changing markets, seeking to manage volatility and capitalise on opportunities for growth.

UBS is to provide investment expertise to sub-manage the funds.

Mark Henderson, senior partner at True Potential Investments, said: “We are excited to have partnered with UBS to build a fund range that can quickly adapt to the challenges and opportunities that global markets present. Our aim is to put clients first in every decision we make and we believe that long-term investing in multi-asset funds may put clients in a better position to reach their investment goals.

“By using the investment expertise, precision and heritage of UBS, alongside our philosophy of providing low-cost funds with low minimum investment amounts, we have produced a range of funds that adapt to the market, always seeking to get the best returns for investors.”

Richard Lloyd, head of Portfolio Management, Research & Risk, Investment Solutions at UBS Asset Management said: “The True Potential UBS fund range will be fully diversified across multiple asset classes, geographic regions, industries and currencies to enable us to capture opportunities from a wide range of sources.

“We will make use of a wide spectrum of investments including a range of ‘next generation’ smart beta passive funds. Our investment strategy uses agile, active asset allocation to target optimal performance in all market conditions.”

Adrien Paredes-Vanheule
Adrien Paredes-Vanheule is French-Speaking Europe Correspondent for InvestmentEurope, covering France, Belgium, Geneva and Monaco. Prior to joining InvestmentEurope, he spent almost five years writing for various publications in Monaco, primarily as a criminal and financial court reporter. Before that, he worked for newspapers and radio stations in France, in particular in Lyon.

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