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Investments built to suit your clients

With Octopus Portfolio Manager, investors can choose from ten different investment profiles, each aiming to generate the maximum level of return for the amount of risk taken. Investments are diversified and regularly rebalanced across multiple asset classes, regions and funds. There’s no minimum investment, no hidden charges and no undisclosed costs.

Some things to keep in mind

Your clients should understand the risks involved before making any investment decisions. An investment in Octopus Portfolio Manager puts your clients’ capital at risk. The volatility of financial markets means the value of their investment will fluctuate. We will manage the portfolio according to the investment profile you have agreed with your client. However, investment objectives are not guaranteed. Any investment in Octopus Portfolio Manager should be considered a medium to long-term investment.

For more information on risks, as well as details of fees, charges and suggested minimum holding periods, please read the Octopus Portfolio Manager brochure below. If you’d like to speak to one of our investment managers, get in touch.

Reasons to consider Octopus Portfolio Manager

We do the hard work
We construct and actively manage portfolios from a wide range of global investment funds and fund managers.

Risk managed
Portfolios are built to reflect the level of risk your client is comfortable with. Their money is always invested in a way that suits their requirements.

Designed with you in mind
There’s no minimum investment, making it suitable for people with investments of all sizes. There are no hidden charges or undisclosed costs, and we’re always transparent about targets, return objectives and pricing.

All the help you need
It’s available either off platform or through a number of platforms. We can map our investment profiles to the output of your selected risk profiling tool, as well as provide suitability paragraphs to help with report writing.

Experienced team
Our multi manager team manages around £1.2 billion.*

Octopus Portfolio Manager is an adviser-only product. It is available within ISA and SIPP wrappers. For more information, please read the product brochure.

*Octopus as at 30 September 2017.

Explaining the risks

Investors could lose money
Investor capital is at risk, which means the value of their investment, and any income from it, can fall as well as rise and investors may not get back the full amount they invested.

Investment markets can be volatile
As the value of markets goes up and down, the value of Octopus Portfolio Manager investments will change too. The extent to which they fluctuate depends on the mix of assets in an investor’s portfolio.

Investment objectives are not guaranteed
There is no guarantee the investment profiles will meet their investment objectives. Changing market conditions mean that, for short periods of time, the risk of the investment profiles can deviate from the long-term target.

Impact of fees and charges
The performance of investments – and therefore the returns – will be affected by the fees and charges payable for Octopus Portfolio Manager, as well as the costs incurred by investing in the underlying funds that form a client’s portfolio.

Important information

Investors could lose money
Investor capital is at risk, which means the value of their investment, and any income from it, can fall as well as rise and investors may not get back the full amount they invested.

Investment markets can be volatile
As the value of markets goes up and down, the value of Octopus Portfolio Manager investments will change too. The extent to which they fluctuate depends on the mix of assets in an investor’s portfolio.

Investment objectives are not guaranteed
There is no guarantee the investment profiles will meet their investment objectives. Changing market conditions mean that, for short periods of time, the risk of the investment profiles can deviate from the long-term target.

Impact of fees and charges
The performance of investments – and therefore the returns – will be affected by the fees and charges payable for Octopus Portfolio Manager, as well as the costs incurred by investing in the underlying funds that form a client’s portfolio.

Related Documents

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Octopus Portfolio Manager brochure

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Explaining risk return and volatility

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Octopus Portfolio Manager fees and charges headline document

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Nothing on this page constitutes investment, tax or legal advice. This investment may not be suitable for everyone, so we recommend investors speak to a financial adviser, and read the product brochure, which is available on this webpage, before deciding whether to invest.