Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

FP Octopus UK Micro Cap Growth S Acc

Ranked 7 out of 51 in - UK Smaller Companies over 12 months
All calculations are in GBP unless stated

Managed by

Chris McVey

Richard Power

Born in London in 1973, Richard Power graduated from Exeter University with a degree in economics and politics. Prior to joining Octopus, he managed investments at Duncan Lawrie and Close Finsbury. Since 2004 Richard has been a fund manager at Octopus where he is head of smaller companies. He exercises a bottom-up, growth investment style in his small-cap universe and rarely uses derivatives. Away from fund management, Richard cites horse racing as one of his top interests.

Dominic Weller

Objective

The investment objective of the Fund is to achieve capital growth by focusing on areas of the UK market where the Investment Manager identifies capital growth opportunities. The Fund will invest predominantly in small cap equities. It is expected that opportunities will be focused on UK incorporated smaller companies with a full market listing, AIM listing or listed on ISDX. The Investment Manager may also choose to invest in a limited amount of bonds and/or collective investment schemes and has the flexibility to hold derivatives for the purposes of efficient portfolio management only.

Performance

UK Smaller Companies over : 31/07/2017 - 31/07/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.6% 13.3%
2017 35.1% 9.9% 9.7% 4.2% 7.6%
2016 10.7% -4.2% -2.4% 15.3% 2.7%
2015 5.5% -2.1% 6.7% -0.4% 1.4%
2014 -4.0% 8.7% -8.4% -2.4% -1.1%
2013 32.3% 7.1% 2.4% 8.5% 11.3%
2012 15.2% 9.1% -3.8% 3.6% 6.0%
2011 4.9% 4.3% 6.7% -7.5% 1.8%
2010 8.5% -3.7% -5.7% 6.5% 12.2%
2009 44.1% -8.0% 30.1% 18.5% 1.6%
2008 -38.3% -4.8% -0.8% -13.2% -24.7%
2007 3.5% -3.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date28/11/2016
  • Share Class size09Mn
  • Base currencyGBP
  • ISIN GB00BYQ7HP66

Purchase Info

  • Min. initial investment3Mn
  • Min. regular additional investment0

Charges

  • Annual management0.50%
  • Initial investment7.50%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).