Hello and welcome to the update
on our True Potential portfolios.
So today I'm gonna discuss the performance
of the portfolios,
what changes we've made,
and also look at what are the key themes
that we're seeing from our four manager partners.
So before we do this,
first thing that I'd like to do is
just to say that True Potential portfolios
now have over £1.8 billion invested
since we launched in October 2015.
I'd like to take this opportunity
to thank you all for your continued support
but actually why are we seeing
such large inflows into the portfolios?
What we're seeing is that both clients and advisors
understand the benefits of advanced diversification
and the results can be seen from
this actually working in practise.
Okay so let's have a look at the performance figures
and as you can see for January
performance in general has been positive.
Equity markets have been performed quite well
but bond markets in general have sold off.
Over the longer terms since launch,
you can see some excellent figures
with investors being rewarded for taking extra risk
with the growth and aggressive portfolios
both posting returns over 20% over the period.
So as you'll know we'll speak to
our four manager partners at least monthly,
looking for any short term key themes
and then we can tilt the portfolios
to take advantage of them.
First, and potentially most contentious theme,
is what's happening in the US.
So one of the main questions our four managers partners
have been asking is now we're moving away
from that Donald Trump honeymoon period,
will he be able to push through
those domestically focused policies through Congress?
This is a real dichotomy of views of here.
Some managers are still confident in Donald Trump's ability,
whilst others have been reducing exposure to the US,
citing high valuations and a potential uptick in volatility
as the world digests whether Trump's policies
will work or not.
Currency has been a major factor
in return over the past few months.
And actually if we look over 2016
sterling depreciation has been one
of the main contributors to return.
The sterling against US dollar exchange rate
is historically at one of the lowest levels
seen for over 30 years.
Our managers are looking at what
could happen should this unwind,
and certain managers are reducing exposure to US dollars.
Others however are still bullish,
believing that there is further to go
and the Trump administration could drive
the currency to an even higher level.
Okay so let's now take a look at
what's taken place over the month.
So rebalances have been placed for the cautious
on balanced plus portfolios.
So within the cautious portfolio,
the True Potential Schroder cautious fund has been added to,
helping to add to diversification
and also reducing the overall model exposure
towards fixed interest and increase exposure towards cash.
With equities, Schroder select funds with a value bias
and they'll also identify funds with alternative strategies.
Again adding to diversification benefits.
The True Potential Allianz cautious fund has been reduced
and that's because the fund
has relatively higher risk levels
and a larger exposure to non sterling currencies
compared to the other True Potential funds in that category.
So within the balanced plus portfolio,
The True Potential Schroder cautious fund has been added to,
and that's for the same reasons that I talked
about before for the cautious portfolio.
This time however, the True Potential SEI
cautious fund was reduced,
and that's due to SEI's exposure
to global minimum volatility equities,
an area of the market that has seen huge inflows during 2016
but was previously mentioned is increasingly associated
with bond proxies which correlate with bond price movements.
Looking at the rest of the True Potential portfolio range,
allocations have been kept the same
with the optimisation of all four factors continuing
to be paramount within the portfolios.
Markets are constantly changing
and the feeling is that we're moving towards
a different market environment.
Diversification is key for investors to reduce risk
and to navigate through different market conditions.
The True Potential portfolios not only offer
diversification by asset class, country, and currency,
they also offer diversification around investment style.
Something we feel is essential in changing markets.
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