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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

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.

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.

Reasons to invest

Genuinely Multi Cap

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


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.

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.

New Dividend Barometer report

Dividend Barometer 2024

Where should investors look for growing dividends that can be sustained? This quarter’s report from the Quoted Funds team sheds light on the current and forecast performance of the UK equity income sector across the market cap spectrum. It also highlights two ‘Dividend Diamonds’ – two companies held in our portfolio that offer growth potential at attractive valuations.

Meet the fund managers

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

Learn more about the fund

In this recording, Chris introduces the fund, talks about our progressive approach and explains why he’s so passionate about the multi cap approach.

Fund manager updates


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

Fund Initial Charge0.00%
Ongoing Charge Figure0.90%

How to invest

Invest through your preferred platform

How to invest

Invest through your preferred platform

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Apply directly

The minimum initial investment amount is £1,000. 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 amount is £1,000.

Download application form
Download ISA transfer application form

In the press

Fund and investment trust ideas to play a small-cap comeback

2022 was a challenging year for the financial markets, but has this triggered one of the best buying opportunities for UK small and mid-cap stocks in over a decade?

New dividend barometer shines a light on income opportunities among small and mid caps

UK equity income conversation is focused on a narrow set of large companies. This article takes a look at businesses outside the FTSE 100.

FTSE Small Cap set to compete with FTSE 100 on dividends in 2023

The new Octopus Dividend barometer identifies ‘Dividend concentration’ as a long-term concern in the FTSE 100 – just a handful of stocks have generated the majority of the UK market’s blue-chip dividends.

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 Multi Cap Income factsheetDownload
FP Octopus UK Multi Cap Income Fund ESG PolicyDownload
FP Octopus UK Multi Cap Income Fund Key Investor Information Document S Income & AccumulationDownload
FP Octopus UK Multi Cap Income Fund Key Investor Information Document RDownload
FP Octopus UK Multi Cap Income Fund Key Investor Information Document IDownload

FP Octopus UK Micro Cap Growth Fund

UK investors seeking long-term growth have some great opportunities on their doorstep. 

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

Contact our team

Got a question about Octopus quoted funds?