UBS and True Potential partner up to launch multi-asset range

UBS Asset Management and investment management firm True Potential Investments are teaming up to launch five multi-asset funds.

UBS and True Potential partner up to launch multi-asset range

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The range consists of the True Potential UBS Defensive, Cautious, Balanced, Growth and Aggressive funds. They are priced at 0.60%, with a minimum investment of £50. UBS will actively manage the funds.

The funds are aligned to individual risk profiles defined by Morningstar, and aim to “deliver the appropriate balance of risk and return to meet investors’ objectives.” Each fund will seek to manage volatility and capitalise on opportunities for growth, said the partners.

“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,” said Mark Henderson, senior partner at True Potential Investments.

Richard Lloyd, head of portfolio management, Research & Risk, investment solutions at UBS AM said: “The funds are globally-diversified across and within asset classes benefitting from our active views across markets and currencies. In addition, they incorporate a range of next generation ‘smart-beta’ funds to achieve smarter, low-cost implementation and strive for better outcomes for clients.”

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