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FP Octopus UK Future Generations Class C - Accumulation (GBP)

Sell:78.40p Buy:78.40p Change: 0.50p (0.64%)
Prices as at 24 December 2024
Sell:78.40p
Buy:78.40p
Change: 0.50p (0.64%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 24 December 2024
Sell:78.40p
Buy:78.40p
Change: 0.50p (0.64%)
Prices as at 24 December 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

The UK stock market is home to lots of world-class companies. From international giants to a diverse array of smaller businesses. This provides a rich hunting ground for fund managers in this sector. They all try to grow investors' money over the long term, but each goes about it in a different way. Some focus on larger companies in the FTSE 100 index, others invest in medium-sized or smaller companies, and some have the flexibility to invest in any company, regardless of size. Some aim to match or deliver a return similar to the broader UK stock market. Others have the freedom to try and make as much money as possible for investors and take more risks. That could mean investing in only a small number of companies, for instance. A fund that invests in UK shares is normally the first port of call for UK-based investors. But with such a variety on offer, investors should make sure a fund is right for their circumstances before investing.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

24/12/19 to 24/12/20 24/12/20 to 24/12/21 24/12/21 to 24/12/22 24/12/22 to 24/12/23 24/12/23 to 24/12/24
Annual return n/a n/a -23.70% -0.06% 8.18%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

Manager Name: Chris McVey
Manager start date: 23 August 2021
Manager located in: TBC

Chris joined Octopus in 2016, from Citigroup, where he was most recently a specialist UK Small and Mid-Cap Equity research analyst operating across a variety of sectors. Previously, he was an investment manager and analyst at Gartmore for almost seven years, working across a variety of mandates, again wholly focused on AIM and UK small cap equities.

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Manager Name: Richard Power
Manager start date: 23 August 2021
Manager located in: London

Richard has over 20 years' experience of smaller company investment and has been responsible for small caps at Octopus since 2004. He is the primary fund manager of the FP Octopus UK Micro-Cap Growth Fund and oversees the investment process of the team. Prior to joining Octopus, Richard managed small-cap funds at both Close Brothers and Duncan Lawrie, where he ran an award-winning fund.

manager photo
Manager Name: Dominic Weller
Manager start date: 23 August 2021
Manager located in: London

Dominic joined the Smaller Companies team as an analyst in 2015, having previously gained in management consulting as well as with several start-ups. He is currently studying towards the CFA designation, and provides analytical support across the different product lines.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account