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Our investment partner, True Potential has an investment team which is responsible for actively managing and rebalancing the True Potential Managed Portfolio Series. The team monitors the allocation of funds within the Portfolios and rebalances them to improve performance and manage volatility, whilst ensuring that they are matched to the correct risk profile.
Every month, the Investment Team reports to the True Potential Investments’ Investment Committee, who have oversight over the Managed Portfolio’s. This close relationship, ensures that you are getting an exceptional investment solution.