Octopus Portfolio Manager is permanently closed for investment.
Your assets have now been transferred to FundRock Partners Limited and are no longer held by Octopus. Please contact us or see the below FAQs.
Octopus Portfolio Manager is our discretionary management service. Access some of the most effective investment strategies within one portfolio.
Meet our fund managers
Simon Reynolds
Danial Azmayesh
Reasons to invest
Risk managed
Risk management is at the heart of our process. We build portfolios that reflect the level of risk an investor is comfortable with. There are ten risk profiles to choose from.
Diversified investments
Each portfolio comprises a wide range of onshore and offshore assets that are usually unavailable to most retail investors, providing a high level of diversification.
Flexible and transparent
There’s no minimum investment. There are no hidden charges or undisclosed costs. We’re always transparent about targets, return objectives and pricing.
Comprehensive support
Octopus Portfolio Manager is available through a number of platforms and also off platform. We can map our investment profiles to the output of a selected risk profiling tool, as well as provide suitability paragraphs to help with report writing.
Reasons to invest
Risk managed
Risk management is at the heart of our process. We build portfolios that reflect the level of risk an investor is comfortable with. There are ten risk profiles to choose from.
Diversified investments
Each portfolio comprises a wide range of onshore and offshore assets that are usually unavailable to most retail investors, providing a high level of diversification.
Flexible and transparent
There’s no minimum investment. There are no hidden charges or undisclosed costs. We’re always transparent about targets, return objectives and pricing.
Risks to bear in mind
Capital at risk
The value of investments, and any income from it, can fall as well as rise and investors may not get back the full amount.
Markets can be volatile
The volatility of financial markets means the value of your investment will fluctuate. Any investment in Octopus Portfolio Manager should be considered a medium to long-term investment.
Objectives aren’t guaranteed
We will manage the portfolio according to the agreed investment profile. However, investment objectives are not guaranteed.
Fees & charges
We don’t take a discretionary portfolio management fee if you choose to invest in Octopus Portfolio Manager via a third-party platform.
Investing directly with Octopus
Annual discretionary portfolio management fee | 0.65% |
VAT | 0.13% |
Underlying annual cost investment (no VAT) | 0.95% |
Total annual cost (including VAT) | 1.73% |
(Average costs based on audited Total Expense Ratio (TER) as stated in the Annual Report & Accounts at 30 April 2019.)
Investing through a platform
Discretionary portfolio management fee | No charge |
Underlying annual cost investment (no VAT) | 1.05% |
Total annual cost (including VAT): | 1.05% |
(Average costs based on the audited Total Expense Ratio (TER) stated in the Annual Report & Accounts at 30 April 2019.)
Investment profiles 1 and 2 are not available through platforms.
Factsheets and profiles
Investment profiles
| Investment Profile 1 Cash | Download |
| nvestment Profile 2 Cash Plus | Download |
| Investment Profile 3 Defensive Capital Growth | Download |
| Investment Profile 4 Conservative Capital Growth | Download |
| Investment Profile 5 Moderate Capital Growth | Download |
| Investment Profile 6 Progressive Capital Growth | Download |
| Investment Profile 7 Managed Equity Growth | Download |
| Investment Profile 8 Advanced Equity Growth | Download |
| Investment Profile 9 Global Equity Opportunities | Download |
| Investment Profile 10 International Equity Focus | Download |
How to invest
There’s no minimum investment, making it suitable for people with investments of all sizes, and within ISA and SIPP wrappers.
Available through the following platforms:
How to invest
Octopus Portfolio Manager is an adviser-only product and available within ISA and SIPP wrappers.
Please talk to your Financial Adviser if you are interested in Octopus Portfolio Manager.
Contact our team