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Whether you like to take lots of risk, or very little, our fund managers will build a portfolio tailored to your requirements and with the aim of giving you a consistent level of return. There’s no hidden charges or undisclosed costs, and you can start investing with as little as £100 a month. Octopus Portfolio Manager is available as an Individual Savings Account (ISA).

Some things to keep in mind

Octopus Portfolio Manager is only available through a financial adviser, and you can find an adviser in your area here.

This product is not suitable for everyone and it’s important that you fully understand the risks involved.

An investment in Octopus Portfolio Manager puts your capital at risk. The volatility of financial markets means the value of your investment will fluctuate. We will manage your portfolio according to the investment profile you have agreed with your adviser. However, investment objectives are not guaranteed. Any investment in Octopus Portfolio Manager should be considered a medium to long-term investment.

Please read the ‘Explaining the risks’ section below, and for more information on suggested minimum holding periods, read the Octopus Portfolio Manager brochure.

 

Reasons to consider investing in Octopus Portfolio Manager

A single, professionally-managed portfolio
We do all the hard work, assembling and managing an investment portfolio made up of a wide range of investment funds and fund managers. We select funds from a universe of 15,000 products across Europe, North America and Asia, including emerging markets.

Risk managed
Your investment is based on achieving the best possible returns for the level of risk you feel comfortable taking. This means your money is always invested in a way that reflects your requirements.

Tax-efficient
Octopus Portfolio Manager allows you to make use of tax-efficient wrappers including Individual Savings Accounts (ISAs) and Self Invested Personal Pension (SIPPs). Your financial adviser can discuss which tax-efficient structure, if any, is right for you.

Experienced team
Our multi manager team is responsible for 19 multi manager funds and manages around £1.3 billion*. The team also has access to wider investment resources at Octopus, including over 100 dedicated investment professionals.

*Octopus as at 30 June 2018.

Totally transparent
There are no hidden charges or undisclosed costs, and we’re always transparent about targets, return objectives and pricing.

Explaining the risks

Your capital is at risk and you could lose money
The value of your investment, and any income from it, can fall as well as rise and you may not get back the full amount you invest.

Investment markets can be volatile
As the value of markets goes up and down, the value of your Octopus Portfolio Manager portfolio will change, too. The extent to which the value will fluctuate depends on the mix of assets in your portfolio. Especially in the higher risk profiles, portfolios may be more significantly volatile.

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 your investment – and therefore the returns – will be affected by the fees and charges payable for Octopus Portfolio Manager, as well as by the costs incurred by investing in the underlying funds that form your portfolio.

Related Documents

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Octopus Portfolio Manager brochure

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Octopus Portfolio Manager fees and charges

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Explaining risk return and volatility

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Nothing on this page constitutes investment, tax or legal advice.