UK equity income - seizing the valuation opportunity

For professional advisers and paraplanners only. Not to be relied upon by retail clients.

This on-demand webinar was recorded on 05/11/2025. All information will have been correct at the time, but some statistics and deadlines may now be out of date.

Join Chris McVey, lead fund manager of the Octopus FP UK Multi Cap Income fund, for a concise, timely briefing on the forces propelling UK equities, in particular, faster growth, small and mid-cap, income generating businesses.

The core investment thesis is clear: the interest rate environment is shifting, and as such, investors should be re-considering income and growth strategies focussing on companies delivering profit expansion, and a reliable and growing dividend stream. This, combined with the historic valuation discount of the UK market small cap markets, both from an absolute basis, and versus global peers, offers a compelling and opportune moment for our UK Multi-cap equity income strategy.

The Fund's edge: income + growth

• UK growth equity exposure: leveraging our team’s position as one the largest teams focussed on UK growth equities, and the largest investor in the FTSE AIM market, the Fund takes a different approach to equity income portfolio construction with a dynamic growth focus and a small and mid-cap bias.
• Key themes: the Fund is positioned to benefit from several key themes offering compelling long-term income and growth dynamics, including wealth transfer, infrastructure investment, and technology leadership.
• Dual solution: with an income/growth solution the Fund offers portfolio diversification, especially when compared to much of the traditional UK equity income sector.
• Expected performance drivers: with UK growth equity valuations at a once-in-a-cycle low, we will take a focused look at fund returns, top performers, and key detractors over the period, as well as highlighting the opportunity for valuation recovery across several core holdings.

Whether targeting diversification, dependable income, or long-term growth the session will offer a valuable insight into how the Fund strategy leaves it excitingly positioned for a potential recovery in UK growth equities from current levels, whilst offering investors an attractive income stream.

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Key risks to consider:

• The value of an investment, and any income from it, can fall or rise. You may not get back the full amount you invest
• The shares of smaller companies could fall or rise in value more than other shares listed on the main market of the London Stock Exchange. These shares may also be harder to sell.​
• For the FP Octopus UK Multi Cap Income Fund, 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.​