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True Potential adds Threadneedle income strategies to its platform


True Potential Investments has added four Threadneedle 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, says: “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.”
Threadneedle will be the first manager added to the platform’s income strategy option. The firm is currently reviewing activity across the market with a view to adding more income strategy funds later in the year.

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