FP Octopus UK Micro Cap Growth Fund
For investors targeting long-term capital growth through exposure to progressive, growth companies.
The FP Octopus UK Micro Cap Growth Fund targets long-term capital growth by investing in a portfolio of the UK’s best small and micro companies. An actively managed, highly diversified fund which seeks to produce excellent risk-adjusted returns.
Please note: Awards and ratings are based on past events and are not an indication of future performance. Ratings are not a recommendation. FE Crown Fund Ratings do not constitute investment advice offered by FE and should not be used as the sole basis for making any investment decision.
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.
Reasons to invest
Smaller companies grow faster
That means share prices have a better chance of increasing at a faster rate over the long term.
Portfolio diversification
Smaller companies behave differently to larger ones. They tend to be more nimble and so can take advantage of new opportunities quickly.
Invest ahead of the mainstream
An investment team that specialises in smaller company investing can find undiscovered value across the AIM spectrum.
Meet the fund managers
Experience matters when investing in AIM. The fund management team is one of the most experienced in the UK.
Richard Power
Lead 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.
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.
Dominic Weller
Co-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.
Learn more about the fund
In this recording, Richard introduces the fund, talks about finding high growth, progressive companies and outlines the importance of our core/satellite approach.
Fund manager updates
Insights
31 Oct 2024
An update following the Budget
The Chancellor’s first Budget included a clear focus on growth and set a direction for how this government intends to get there. Following…
5 Sep 2024
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…
3 Jul 2024
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.
The fund takes a core / satellite approach
Core: Established companies
Established, cash-generative leaders in their field
Seasoned management targeting superior growth
Satellite: Emerging stars
Initial public offering
Exceptional growth opportunities
Market inefficiencies
Example Core fund companies
Next Fifteen Communications Group
A digital and data led growth consultancy and marketing agency. Next Fifteen has been held in the Micro Cap Growth portfolio since October 2008.
Bloomsbury Publishing
An independent publishing house with authors who have won Nobel, Pulitzer and Booker Prizes. Originating publisher and custodian of the Harry Potter series. Bloomsbury Publishing has been held in the Micro Cap Growth portfolio since December 2018.
Renew Holdings
A leading engineering services group supporting UK infrastructure. Renew has been held in the Micro Cap Growth portfolio since July 2009.
Fund highlights
| Launch date | 12 July 2007 |
| Fund Sector | IA UK Smaller Companies |
| Number of holdings | 60-90 |
| ISIN | GB00BYQ7HN43 |
Fees and charges
| Fund Initial Charge | 0.00% |
| Ongoing Charge Figure (capped)* | 1.10% |
*Calculated as at 9 May 2022 based on the P Acc share class
How to invest
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How to invest
Apply through your preferred platform
Apply directly
The minimum initial investment is £1000. Clients can hold this fund in a SIPP or ISA.
Download application form
Download ISA transfer application form
Key documents
| FP Octopus UK Micro Cap Growth Fund Key Investor Information Document P | Download |
| FP Octopus UK Micro Cap Growth Fund Key Investor Information Document S | Download |
| FP Octopus UK Micro Cap Growth factsheet | Download |
| FP Octopus UK Micro Cap Growth Fund ESG Policy | Download |
| FP Octopus Investments UCITs funds ISA transfer application form | Download |
| FP Octopus Investments UCITs funds OEIC and stocks and shares application form | Download |
| FP Octopus Investments Funds Supplementary Information Document | Download |
| FP Octopus Investments UCITS Funds Prospectus | Download |
Our other funds
FP Octopus UK Multi Cap Income Fund
Find companies with long-term income and growth potential.
FP Octopus UK Future Generations Fund
For investors targeting long-term capital growth with a focus on companies looking to solve problems for the planet and people.
Quoted fund webinars
On demand webinarQuoted fundsCPD activity
Available now on demandHow to take the small cap bull by the horns
Hear from Simon Rogerson, co-founder of the Octopus Group and Richard Power, who has over 25 years’ experience of smaller company investing, on why signals are showing the time for UK smaller companies is now.
Duration: 53mins
Contact our team
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