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Venture capital trusts

We’re the UK’s largest venture capital trust (VCT) provider*, managing more than £750 million for 26,000 investors. Note that tax treatment depends on individual circumstances and may change in the future. Tax reliefs depend on the portfolio companies maintaining their qualifying status.
 
*Source: The Association of Investment Companies, April 2017.

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Inheritance tax solutions

As the UK’s largest manager of investments that qualify for Business Property Relief*, we’re helping families to plan for their financial future. Note that tax treatment depends on individual circumstances and may change in the future. Tax reliefs depend on the portfolio companies maintaining their qualifying status.
 
* Source: Tax Efficient Review, April 2017.

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FP Octopus UK Micro Cap Growth Fund

Our Smaller Companies team invests in some of the UK’s most promising growth companies. Note that the shares of smaller companies could fall or rise in value more than other shares listed on the main market of the London Stock Exchange. They may also be harder to sell.

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FP Octopus Global Strategies Fund

Growth doesn’t have to be volatile. Our diversified mix of low risk, alternative assets aim for positive returns, regardless of market uncertainty, all within one fund.

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FP Octopus UK Multi Cap Income Fund

We believe investing in companies paying dividends is one of the best ways to grow your wealth. If you are looking for income, the attraction is obvious. However, if you’re seeking growth then reinvesting dividends can significantly boost returns over the long term.

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Octopus Portfolio Manager

Our Multi Manager team builds well-diversified investment portfolios.

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Octopus Choice

Loans backed by bricks and mortar Octopus Choice could give your clients something that is intended to sit between cash savings and stock market investments in terms of targeted risk/return profile. It’s a smart way to add another asset class to their portfolio: property-backed peer-to-peer (P2P) lending. Clients like cash. But they also know low…

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Octopus Cash

We work with partner banks to help your clients find top-tier savings rates – year in, year out – without the hassle of switching. Octopus Cash is a fixed-term savings product. Your clients won’t be able to access your deposits before the end of the one-year term.

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