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. Morningstar ratings do not constitute investment advice. Copyright © 2021 Morningstar. All Rights Reserved.

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.

20212020201920182017
FP Octopus UK Micro Cap Growth P Acc52.019.6-9.724.428.7
IA UK Smaller Companies Total Return51.20.5-6.910.724.8
Numis Smaller Companies plusAIM (-InvTrust) Total Return45.7-2.8-7.33.021.3

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

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.

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.

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

Fund highlights

Launch date12 July 2007
Fund SectorIA UK Smaller Companies
Number of holdings60-90
ISINGB00BYQ7HN43
Fees and charges

Fees and charges

Fund Initial Charge0.00%
Ongoing Charge Figure (capped)*1.25%

*Calculated as at 31 March 2021 based on the P Acc share class

How to invest

How to invest

Invest through your preferred platform

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

Key documents

FP Octopus UK Micro Cap Growth Fund prospectusDownload
FP Octopus Investments Funds Supplementary Information DocumentDownload
FP Octopus UK Micro Cap Growth Fund Key Investor Information Document P AccDownload
FP Octopus UK Micro Cap Growth Fund Key Investor Information Document S AccDownload
FP Octopus UK Micro Cap Growth factsheetDownload
FP Octopus Investments UCITs funds OEIC and stocks and shares application formDownload
FP Octopus Investments UCITs funds ISA transfer application formDownload

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?