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.
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.
Discrete 1-year performance % return to September
| 2021 | 2020 | 2019 | 2018 | 2017 | |
| FP Octopus UK Micro Cap Growth P Acc | 52.0 | 19.6 | -9.7 | 24.4 | 28.7 |
| IA UK Smaller Companies Total Return | 51.2 | 0.5 | -6.9 | 10.7 | 24.8 |
| Numis Smaller Companies plusAIM (-InvTrust) Total Return | 45.7 | -2.8 | -7.3 | 3.0 | 21.3 |
Past performance is not a reliable indicator of future results. Source: Lipper to 30/09/21. Returns are based on published dealing prices, single price mid to mid with net income reinvested, net of fees, in sterling. Investment Association performance represented by the average fund performance of respective IA total return sectors
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
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.
Chris Mcvey
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
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.
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.
Inspiration Healthcare Group
A global medical technology company focused on the design, manufacture and distribution of neonatal care solutions – Inspiration Healthcare has been held in the Micro Cap Growth portfolio since June 2020.
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)* | 1.25% |
*Calculated as at 31 March 2021 based on the P Acc share class
How to invest
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How to invest
Apply through your preferred platform
Invest directly with us
The minimum initial investment is £1000. 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 is £1000. You can hold this investment in a SIPP or ISA.
Download application form
Download ISA transfer application form
Key documents
| FP Octopus UK Micro Cap Growth Fund prospectus | Download |
| FP Octopus Investments Funds Supplementary Information Document | Download |
| FP Octopus UK Micro Cap Growth Fund Key Investor Information Document P Acc | Download |
| FP Octopus UK Micro Cap Growth Fund Key Investor Information Document S Acc | Download |
| FP Octopus UK Micro Cap Growth factsheet | Download |
| FP Octopus Investments UCITs funds OEIC and stocks and shares application form | Download |
| FP Octopus Investments UCITs funds ISA transfer application form | 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.
Contact our team
Got a question about Octopus funds?