Connect with us

Global Banking and Finance Review is an online platform offering news, analysis, and opinion on the latest trends, developments, and innovations in the banking and finance industry worldwide. The platform covers a diverse range of topics, including banking, insurance, investment, wealth management, fintech, and regulatory issues. The website publishes news, press releases, opinion and advertorials on various financial organizations, products and services which are commissioned from various Companies, Organizations, PR agencies, Bloggers etc. These commissioned articles are commercial in nature. This is not to be considered as financial advice and should be considered only for information purposes. It does not reflect the views or opinion of our website and is not to be considered an endorsement or a recommendation. We cannot guarantee the accuracy or applicability of any information provided with respect to your individual or personal circumstances. Please seek Professional advice from a qualified professional before making any financial decisions. We link to various third-party websites, affiliate sales networks, and to our advertising partners websites. When you view or click on certain links available on our articles, our partners may compensate us for displaying the content to you or make a purchase or fill a form. This will not incur any additional charges to you. To make things simpler for you to identity or distinguish advertised or sponsored articles or links, you may consider all articles or links hosted on our site as a commercial article placement. We will not be responsible for any loss you may suffer as a result of any omission or inaccuracy on the website. .

Top Stories


general news

True Potential Investments has added four Thread needle Income Strategies to its Wealth Platform, featuring an exclusive price cap.

The firm says the new Income Strategy funds will appeal to investors using its platform who are seeking a regular income or dividend from their portfolios.

The purpose of each strategy fund is to generate income above the yield on FTSE 100 and preserve the real value of the investment over the medium- to long-term.

The four funds are mapped to suit specific risk profiles – Monthly Extra Income is ‘Balanced’, Global Equity Income and UK Equity Income are ‘Growth’ and UK Equity Alpha Income is ‘Aggressive’. They are all based on clean share classes and feature a price cap that is exclusive to True Potential.

Mark Henderson, Senior Partner at True Potential LLP, said: “With UK interest rates at a historic low and many clients being disadvantaged as a result, in addition to those effectively losing with cash ISAs, we are pleased to announce an addition to our strategy range with the release of these four Threadneedle funds.

“There are a number of reasons why Income Strategy funds are growing in popularity – investors are becoming increasingly aware of the potential for re-invested income to act as a driver, enhancing the total returns from their portfolios.

“Alternatively, the rising cost of living has prompted some investors to look for a regular income from their investments in order to help them meet their household bills. Likewise, retirees are increasingly looking to supplement their pension arrangements by drawing a regular income from their investment.

“Before being added to the Wealth Platform, each strategy fund manager must meet our strict selection criteria and provide significant value to our investors.

“After considering the wide range of income funds on the market and upon completion of our rigorous due diligence process, we identified Thread needle as being one of the best. They are well established and have a solid history of delivering growing income from primarily equity-based funds. Their ability to offer exclusive charges for True Potential clients was also instrumental. It’s always important for us that we can secure the best price possible for clients.

“Threadneedle will be the first manager we add to our platform Income Strategy option – we are currently reviewing activity across the market with a view to adding more Income Strategy Funds later in the year.”

In January 2014, True Potential announced its latest financial performance for the 2013 calendar year, revealing a turnover of £27.5 m, an increase of 112% on the previous year, and net profit of £5.3 m – 47% up on 2012.  

Global Banking & Finance Review


Why waste money on news and opinions when you can access them for free?

Take advantage of our newsletter subscription and stay informed on the go!

By submitting this form, you are consenting to receive marketing emails from: Global Banking & Finance Review │ Banking │ Finance │ Technology. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact

Recent Post