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FP Octopus UK Future Generations Fund

“To invest in the people, ideas and industries that will change the world” Dominic Weller, Fund Manager

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.

Key risks

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.

Meet the fund managers

We’re one of the most experienced fund management teams in the UK, collectively running over £2bn across our portfolios.

Fund manager updates

Insights

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.

boku. Pay by Mobile

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’.

IA SectorUK All Companies
Fund Launch DateMon 23 August 2021
Fund TypeOEIC
Fund DomicileUnited Kingdom
Expected Number of Holdings40-60
ISIN

C Acc GB00BKPC9J26
C Inc  GB00BKPC9K31
Fund Initial Charge0.00%
Ongoing Charge Figure1.50%
How to invest

How to invest

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 reportDownload
FP Octopus Investments UCITS Funds ProspectusDownload
FP Octopus Investments Funds Supplementary Information DocumentDownload
FP Octopus Investments UCITs funds OEIC and stocks and shares application formDownload
FP Octopus Investments UCITs funds ISA transfer application formDownload
FP Octopus UK Future Generations Fund Key Investor Information Document R Download
FP Octopus UK Future Generations Fund Key Investor Information Document CDownload

Responsible investing documents

FP Octopus UK Future Generation – reportable votesDownload
Octopus Quoted Smaller Companies voting policyDownload
Octopus Quoted Smaller Companies Engagement PolicyDownload

Quoted fund webinars

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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