Octopus Portfolio Manager

Diversified investment portfolios built to match each investor’s risk profile

Octopus Portfolio Manager is our discretionary management service. Access some of the most effective investment strategies within one portfolio. 

Meet our fund managers

Reasons to invest
Reasons to invest

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

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.

Key risks

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.

In the press

Tom Buffham, Fund Manager, explains why the team have increased their exposure to government bonds

Tom Buffham explains how emerging markets bonds can generate an attractive income and diversify portfolios

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 & profiles

Factsheets and profiles

Fund factsheets

FP Octopus Dynamic Mixed Asset FundDownload
FP Octopus UK Equity FundDownload
FP Octopus Fixed Income FundDownload
FP Octopus Global Growth FundDownload
FP Octopus Global Strategies Fund B ClassDownload
FP Octopus International Equity FundDownload

Investment profiles

Investment Profile 1 CashDownload
Investment Profile 2 Cash PlusDownload
Investment Profile 3 Defensive Capital GrowthDownload
Investment Profile 4 Conservative Capital GrowthDownload
Investment Profile 5 Moderate Capital GrowthDownload
Investment Profile 6 Progressive Capital GrowthDownload
Investment Profile 7 Managed Equity GrowthDownload
Investment Profile 8 Advanced Equity GrowthDownload
Investment Profile 9 Global Equity OpportunitiesDownload
Investment Profile 10 International Equity FocusDownload
How to invest

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.

Key documents

Key documents

Octopus Portfolio Manager brochureDownload
Octopus Portfolio Manager prospectusDownload
Octopus Portfolio Manager SIDDownload
NURS Key Investor DocumentsDownload
Octopus Portfolio Manager fees and charges headline documentDownload

Read the latest market views from our fund management team

Contact our team

Got a question about Octopus discretionary portfolio management?