FP Octopus UK Future Generations Fund

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

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 £2.6bn across our smaller company portfolios.

Reasons to invest

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.

Leader in solid state batteries, fast charging, long cycle & non-flammable.

Provides businesses with the ability to accept mobile payments online from consumers often excluded from traditional banking.

Leading technology provider connecting primary care into the wider healthcare system.

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.

IA SectorUK All Companies
Fund Launch DateMon 23 August 2021
Fund TypeOEIC
Fund DomicileUnited Kingdom
Expected Number of Holdings40-60
ISINC Acc GB00BKPC9J26
C Inc  GB00BKPC9K31
Fees and Charges
Fund Initial Charge0.00%
Ongoing Charge Figure 1.50%
How to invest

How to invest

*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

Invest directly

The minimum initial investment amount is £1,000.

Download application form
Download ISA transfer application form

Apply directly with us

The minimum initial investment amount is £1,000.

Download application form
Download ISA transfer application form

Key documents

Key documents

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 C ACCDownload
FP Octopus UK Future Generations Fund Key Investor Information Document C INCDownload

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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