Targeting growth? This could be the best opportunity in the last decade
Understanding the potential of smaller UK companies
Richard Power, an expert in smaller company investing, sat down with Simon Rogerson, Co-founder of Octopus Group, to discuss why we think now is the best buying opportunities in UK smaller companies in over a decade.
Personal opinions are our own and should not be seen as advice or recommendation. Past performance is not a reliable indicator of future results. Please see the five year performance table below.
Strong signs sentiment is picking up
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.
Tax relief is not guaranteed
For the Octopus AIM Inheritance Tax Service, tax relief depends on the companies we invest in maintaining BR-qualifying status. Tax treatment depends on individual circumstances and may change in the future.
The investment may be volatile and difficult to sell
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.
Five-year performance comparison of the UK All Share and Small Cap indices
Annual % return to 31 May
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| FTSE Small Cap TR | 15.1 | -5.3 | -5.3 | 53.1 | -9.8 |
| FTSE All Share TR | 15.4 | 0.4 | 8.3 | 23.1 | -11.2 |
Past performance is not a reliable indicator of future results.
Source: Lipper, as of 31 May 2024. 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.