True Potential Portfolios: A performance update | Do More With Your Money

[@Harrybo-ez7me]

Thanks to you all for doing a fantastic job 👍

[@nightjockey3686]

This year is proving to be the second year with a good return after an awful 2022. Keep it up.

[@AndrewKenmare]

Congratulations to all the team at TP 👏 👏 A very informative and encouraging video which in general was free from too much financial jargon and terminology. I understood nearly all of the content apart from the final discussion where I think the experts got a bit carried away 😂😂 Well done again andkeep up the good work 👍

[@TruePotentialLLP]

Thank you Andrew, glad you enjoyed this episode.

[@davidtickle1]

Great to finally see after asking many times and 1:1 with Chris. When will you publish all the data for all portfolios to your clients ?

[@TruePotentialLLP]

Hi David, Pleased you enjoyed this episode, your adviser will be in touch soon.

[@Mikey_NoCap]

Thanks for the intel and review, congrats on the performance of the portfolios and keep it going! 😊. Would be useful to see context around fees across the same group as showing growth post fees feels perhaps a bit manufactured, like the government showing CPI and not CPIH when everyone has some form of housing cost impact in their lives. Don’t expect or want TP to be the cheapest but may add more to the debate of you get what you pay for?

[@TruePotentialLLP]

Please be assured that the ARC data presented is inclusive of both fund and platform fees - this ensures that you have the clearest illustration possible of how the True Potential Portfolios have performed for you, our client, after charges. ARC do not publish the fees of contributing managers. All True Potential Portfolios fees are available on our factsheets, and advice fees would be available from your adviser.

[@jimbo2241]

Informative. Please can you direct clients to the fact sheets for the other portfolios such as Aggressive? This is nice as an indication of process but relatively dismissive for those invested outside the Balanced portfolio. Thanks.

[@rickanderton7830]

interesting viewing, thank you. how come you've only shared the performance of the balanced fund? Doesn't help if one is invested in one of your other funds?

[@chorleyallotmentsociety9000]

Billed as reviewing performance of the portfolios but only saw numbers on Balanced. Praised performance of Schroder which to my understanding has performed the best since I invested in Balanced in 2021 but still only represents a small part of the Balanced portfolio.

[@ADRIANCUMMINGS-t9w]

2.787% increase on balanced portfolio in Q3