FP Octopus UK Future Generations Fund
“To invest in the people, ideas and industries that will change the world” Dominic Weller, Fund Manager
What if we invested capital to create the change?
We’re targeting long-term capital growth by focusing on investing in companies, aligned with our sustainable investment themes, which are solving problems for the planet and people.
The fund will invest in and provide support to businesses which look to contribute to solving problems within our three strategic investment themes: building a sustainable planet, empowering people and revitalising healthcare. The fund is aligned with the United Nations Sustainable Development Goals.
We’re on a mission to tackle the climate emergency by investing in supporting entrepreneurial companies at the forefront of clean energy and sustainable consumption.
We’re on a mission to transform our society for the better by investing in future digital infrastructure and, supporting entrepreneurial, innovative tech companies that are reshaping the world we live in.
We’re on a mission to improve the health and wellbeing of people around the world by investing in modern healthcare infrastructure and supporting entrepreneurial companies at the forefront of innovation in physical and mental wellness.
Meet the fund managers
Experience matters when investing in smaller companies. We’re one of the most experienced fund management teams in the UK, collectively running £2.2bn across our smaller company portfolios.
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 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 Micro Cap Growth Fund, and a co-manager on the FP Octopus UK Multi Cap Income and FP Octopus UK Future Generation Funds.
Learn more about the fund
In this recording, Dominic introduces the fund, talks about our 3 investment themes and explains why he’s so passionate about sustainable investing.
Building a sustainable planet, one of our three fund themes, is our theme for how we look at climate change. In this recording Dominic explains more
Sustainable investing: Why your capital matters
We look for businesses working on solutions in areas like sustainable energy generation, energy storage, ecosystem integrity, circular economy and emissions.
We look for businesses which are re-imagining the future for society. This covers everything from research, digital infrastructure, how we make things, how we communicate, improving living standards, how we stay secure, how we entertain and how we democratise finance.
We look for businesses which cover everything from our physical and mental wellbeing, how our healthcare systems are run to how we discover and develop new, innovative diagnostics and treatment.
10% of all fees Octopus generates from this fund will be paid to our charity, Octopus Giving, in perpetuity.
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’.
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.
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.
Fund key facts
|IA Sector||UK All Companies|
|Fund Launch Date||Mon 23 August 2021|
|Fund Domicile||United Kingdom|
|Expected Number of Holdings||40-60|
|ISIN||C Acc GB00BKPC9J26|
C Inc GB00BKPC9K31
Fees and charges
|Fund Initial Charge||0.00%|
|Ongoing Charge Figure||1.50%|
How to invest
Invest through your preferred platform
*We are currently working with all fund platforms to have the fund added. Once terms are agreed we will add the platform logos below*
How to invest
Invest through your preferred platform
|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 Investments UCITs funds ISA transfer application form||Download|
|FP Octopus UK Future Generations Fund Key Investor Information Document R||Download|
|FP Octopus UK Future Generations Fund Key Investor Information Document C||Download|
|FP Octopus UK Future Generations Fund Factsheet||Download|
Our other funds
FP Octopus UK Multi Cap Income Fund
Find companies with long-term income and growth potential.
FP Octopus UK Micro Cap Growth Fund
UK investors seeking long-term growth have some great opportunities on their doorstep.
Contact our team
Got a question about Octopus funds?