FP Octopus UK Future Generations Fund
“To invest in the people, ideas and industries that will change the world” Dominic Weller, Fund Manager
Your investment can help create change
We target long-term capital growth by investing in businesses that align with our three strategic investment themes: building a sustainable planet, empowering people, and revitalising healthcare.
We think these businesses have the potential to transform the world for the better as well as deliver the best returns for investors over the coming decades. Why?
- Tackling society’s biggest challenges means there is a huge market opportunity for those who can tackle them.
- The demand for solutions to the planet’s challenges is urgent and growing.
- People increasingly want to buy from and work for businesses that make a positive difference in the world.
10% of all fees Octopus generates from this fund will be paid to our charity, Octopus Giving, in perpetuity.
Building a sustainable planet
These businesses aim to reduce carbon emissions, protect a range of ecosystems, or create a circular economy that removes waste.
Empowering people
These businesses aim to improve access to digital learning, make financial advice available to the masses, or provide valuable cybersecurity solutions.
Revitalising healthcare
These businesses aim to help people conquer addictions or create software that will help to make essential healthcare and digital services more efficient.
Risks to bear in mind
Capital at risk
The value of an investment, and any income from it, can fall as well as rise. Investors may not get back the full amount they invest. Please read the prospectus and the Key Investor Information Document when considering one of our funds.
Smaller company share prices can be more volatile
Investments in smaller company shares are likely to fall and rise in value more than shares in larger, more established companies listed on the main market of the London Stock Exchange. They may also be harder to sell.
Fee deductions
Fees will be deducted from capital which will increase the amount of income available for distribution. However, this will erode capital and may hinder capital growth.
Meet the fund managers
We’re one of the most experienced fund management teams in the UK, collectively running over £2bn across our portfolios.
Dominic Weller
Lead Fund Manager
Dominic is a Fund Manager on the Quoted Companies team. He works across sectors and co-manages the FP Octopus UK Micro Cap Growth Fund, FP Octopus UK Multi Cap Income Fund and the Octopus AIM VCTs.
He is a member of the Octopus Investments Responsible Investment Committee and leads the team’s stewardship efforts. He is a CFA charter holder.
He is a member of the Octopus Investments Responsible Investment Committee and leads the team’s stewardship efforts. He is a CFA charter holder.
Chris Mcvey
Deputy Head of Octopus Quoted Companies
Chris is the Deputy Head of Octopus Quoted Companies, joining in December 2016. He has been a specialist within the quoted UK Smaller Company market for almost 20 years. Chris works across all the Quoted Company portfolios.
He is lead manager on the FP Octopus UK Multi Cap Income Fund, and a co-manager on the FP Octopus UK Micro Cap Growth Fund, and FP Octopus UK Future Generations Fund.
He is lead manager on the FP Octopus UK Multi Cap Income Fund, and a co-manager on the FP Octopus UK Micro Cap Growth Fund, and FP Octopus UK Future Generations Fund.
Richard Power
Co-Fund Manager
With overall responsibility for the Quoted Companies team at Octopus, Richard has over 25 years’ experience of smaller company investing. He is lead manager of our FP Octopus UK Micro Cap Growth Fund, also oversees the investment process of the team which include the AIM IHT portfolios, and AIM VCTs. Richard is also a co-manager on the FP Octopus UK Multi Cap Income & FP Octopus UK Future Generation Funds. Richard started his career in 1995 at Duncan Lawrie, where he managed a successful small companies fund. He subsequently joined Close Brothers to manage a smaller companies investment trust before moving to Octopus Investments Limited to head up the Quoted Companies team in 2004.
Fund manager updates
Insights
UK Growth Equities – Solid fundamentals fuelling a recovery
If you haven’t reconsidered your allocation to UK growth equities as part of your client’s portfolio, now could be the perfect time. Following…
Targeting growth? This could be the best opportunity in the last decade
Richard Power, an expert in smaller company investing, sat down with Simon Rogerson, Co-founder of Octopus Group, to discuss why we think now is the best buying opportunities in UK smaller companies in over a decade.
A nation of innovation
Dom Weller, Octopus Investments Lead Fund Manager speaks with Neil Crabb, Chief Exec and founder of Frontier IP Group, on the importance of tech companies and university spin-outs to UK innovation
Future Generations Fund report
Read our latest report on how the portfolio is looking to build
a sustainable planet, empower people and revitalise healthcare.
Our three investment themes
Building a sustainable planet
Our theme for how we look at climate change. In this recording, Dominic explains more.
Empowering people
Our theme for how we aim to make technology more accessible. In this recording, Dominic explains more.
Revitalising healthcare
Our theme for how we look at making healthcare more efficient. In this recording, Dominic explains more.
Example fund companies
Provides businesses with the ability to accept mobile payments online from consumers often excluded from traditional banking.
Developing the next generation of hydrogen electrolysers.
A better way to deliver gene and cell therapies’.
Key facts, fees and charges
| IA Sector | UK All Companies |
| Fund Launch Date | Mon 23 August 2021 |
| Fund Type | OEIC |
| Fund Domicile | United Kingdom |
| Expected Number of Holdings | 40-60 |
| ISIN | C Acc GB00BKPC9J26 C Inc GB00BKPC9K31 |
| Fund Initial Charge | 0.00% |
| Ongoing Charge Figure | 1.50% |
How to invest
Invest through your preferred platform
How to invest
Invest through your preferred platform
Invest directly
The minimum initial investment amount is £1,000. Clients can hold this fund in a SIPP or ISA.
Download application form
Download ISA transfer application form
Apply directly with us
The minimum initial investment amount is £1,000. Clients can hold this fund in a SIPP or ISA.
Download application form
Download ISA transfer application form
Key fund documents
| FP Octopus UK Future Generations Fund report | Download |
| FP Octopus Investments UCITS Funds Prospectus | Download |
| FP Octopus Investments Funds Supplementary Information Document | Download |
| FP Octopus Investments UCITs funds OEIC and stocks and shares application form | Download |
| FP Octopus UK Future Generations Fund Key Investor Information Document R | Download |
| FP Octopus Investments UCITs funds ISA transfer application form | Download |
| FP Octopus UK Future Generations Fund Key Investor Information Document C Accumulation | Download |
| SDR Consumer Facing Disclosure | Download |
| FP Octopus UK Future Generations Fund factsheet | Download |
Our other funds
Quoted fund webinars
On demand webinarQuoted fundsCPD activity
Available now on demandA ‘Nation of Innovation’ – Investing in UK ideas and creating a better tomorrow for Future Generations
Watch our webinar to gain insights from our fund manager on why investing in UK innovation can create long term value.
Duration: 1hour 2mins
Please note: Awards and ratings are based on past events and are not an indication of future performance. Ratings are not a recommendation and do not constitute investment advice. As such, they should not be used as the sole basis for making any investment decision.
Contact our team
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