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Targeting positive returns with low volatility in any market environment

The FP Octopus Global Strategies Fund is designed to deliver better-than-cash returns with low volatility over a three-year period, with a strong focus on capital preservation. The fund does not rely on rising equity or bond markets to deliver returns.

Returns are achieved through a diversified portfolio of different specialist funds managed by other leading investment companies. The fund is managed with a defensive focus and it is not expected to participate in large market falls or rises. This reduced sensitivity to market conditions is key to delivering smooth, consistent returns.

Some risks to keep in mind

  • The value of an investment, and any income from it, can fall or rise. Investors may not get back the full amount they invest.
  • Certain securities could become hard to value or sell, or they may cease to trade altogether. Fluctuations in exchange rates may affect the value of your investment.

 

Why invest?

With continued doubt over the prospects for global markets, the increased versatility of an absolute return strategy, and its potential for sustainable performance irrespective of wider economic conditions, make this an appealing approach.

  • Designed to manage uncertainty
  • Targeting better-than-cash returns with low volatility
  • Multi manager approach
  • Real diversification
  • Long-term track record

 
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What type of investors could this fund be suitable for?

This fund should be considered by investors seeking positive returns regardless of market conditions or who are looking to ‘shelter’ their capital from the volatility within equity markets. Investors seeking steady growth over the long-term (in excess of typical returns from a deposit account), will get exposure to a variety of different alternative investment strategies all within a globally diversified portfolio.

This fund is not suitable for investors who don’t want to take any risk with their capital. It is not for investors seeking either short-term gains or a regular income.

Fees and charges

 

One-off charges taken before or after you invest

Class Y Acc Class B Acc
Entry charge 0.00% 0.00%
Exit charge 0% 0%

 

Charges taken from the fund over a year

Class Y Acc Class B Acc
Ongoing charge* 1.26% 1.26%

 

The fund does not charge a performance fee.

*The ongoing charges figure is based on expenses for the period ending 31 October 2017. Ongoing charges may vary from year to year.

Please make sure your clients read the prospectus and the Key Investor Information Document when considering the FP Octopus Global Strategies Fund.

Get in touch

Our fund managers would be happy to talk with you; meet the Multi Manager team here, or call +44 (0)800 316 2295.

How to buy

Buying direct

FundRock Partners Limited – Octopus, Cedar House,
3 Cedar Park, Cobham Road, Wimborne BH21 7SB
Dealing number: 01202 855 856
Fax: 01202 855 850
Email: customerservice@fundrock.co.uk

 

Via a funds platform

  • Aegon
  • Ascentric
  • Aviva
  • AXA Elevate
  • CoFunds
  • Fidelity/FundsNetwork
  • FundsDirect
  • Hargreaves Landsdown
  • Novia
  • Nucleus
  • Pershing
  • SEI Investments
  • Standard Life
  • Transact
  • Zurich
Fund codes of available share classes

 

FP Octopus Global Strategies Y Acc

SEDOL: B54S598
ISIN: GB00B54S5982

FP Octopus Global Strategies B Acc

SEDOL: B66SL39
ISIN: GB00B66SL396

Related Documents

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FP Octopus Investment Funds Prospectus

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FP Octopus Investment Funds Application Form

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FP Octopus Investment Funds SID July 2018

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FP Octopus Global Strategies Factsheet

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FP Octopus Investment Funds ISA Transfer Application Form

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FP Octopus Global Strategies Fund Key Investor Information Document

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Please read

These products are not suitable for everyone. Any recommendation should be based on a holistic review of a client’s financial situation, objectives and needs.

Nothing on this page constitutes investment, tax or legal advice. Personal opinions may change and should not be seen as advice or a recommendation. This investment may not be suitable for everyone, so we recommend investors speak to a financial adviser before deciding whether to invest.