FP Octopus UK Multi Cap Income Fund

We are taking a progressive approach to UK equity income by investing in growing companies capable of predictable, attractive dividends and long term capital progression.

The Fund will invest in, and provide support to companies from across the entire UK equity market. We are looking for business which are capable of delivering on at least of one three key characteristics: better than market earnings growth, better than market dividend growth or better than market dividend yield.

The fund is a diversifier to more traditional UK equity income funds.

Reasons to invest

Reasons to invest

Genuinely Multi Cap

An actively managed fund that blends companies from across the entire UK equity market.

Nimble

Well positioned, with the ability to take advantage of compelling opportunities as they arise.

Dynamic Portfolio Construction

Focused on faster growth income-generating businesses, capable of paying a progressive, growing dividend.

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.

Fee deductions

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

Experience matters when investing in smaller companies. The fund management team is one of the most experienced in the UK.

Jon Simmons, Head of Quoted Sales at Octopus Investments discusses the investment strategy of the fund as well as the importance of taking a multi cap approach to income investing with Chris McVey, Senior Fund Manager.

Core: Established companies

•The portfolio core is constructed of companies we believe can grow earnings and dividends ahead of the market.

•Businesses with superior prospects for profit growth, quality management, an appropriate balance sheet and good earnings visibility

Satellite: Income

Sustainable dividends underpinning income generation.

Satellite: Growth

Growth opportunities boosting capital performance.

The mention of stocks, or the use of their logos, is for illustrative purposes only and should not be seen as an investment recommendation.

Fund highlights

Launch date12/12/2018
Fund SectorIA UK Equity Income
Number of holdings60-80
ISINI Acc GB00BG47Q556
I Inc GB00BG47Q663
Fees and charges

Fees and charges

Fund Initial Charge0.00%
Ongoing Charge Figure0.90%
How to invest

How to invest

Invest through your preferred platform

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

In the press

Finding the best dividends outside the FTSE 100

Citywire profile FP Octopus UK Multi Cap Income in a piece looking at UK dividends

Key documents

Key documents

FP Octopus Investments UCITS Funds ProspectusDownload
FP Octopus Investments Funds Supplementary Information DocumentDownload
FP Octopus UK Multi Cap Income factsheetDownload
FP Octopus UK Multi Cap Income Fund Key Investor Information Document S IncomeDownload
FP Octopus UK Multi Cap Income Fund Key Investor Information Document S AccumulationDownload
FP Octopus Investments UCITs funds OEIC and stocks and shares application formDownload
FP Octopus Investments UCITs funds ISA transfer application formDownload

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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 quoted funds?