FP Octopus Global Strategies D

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 100.29 Day Change GBX +0.04 (0.04%)
Price Date 24 Oct 2016 Crown Rating 3
Shares Class Inc. Yield 0.50 %
Total Expense Ratio 1.51 Fund Size 58,657,000.00
Launch Date 07/11/2011 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 3,000.00 Total Expense Ratio (%) 1.51
ISIN GB00BW0DKX54 Min TopUp (£) 1,000.00

Fund Objective

The Fund aims to provide an absolute return over a 12-month rolling period, at a level comparable to long term equity type returns, regardless of the prevailing market conditions. Capital invested in the Fund is at risk and there is no guarantee that the investment objective will be met over the 12-month rolling period or in respect of any other period.

Fund Managers

Colin Lunnon
Colin is a fund manager on the multi-manager team at Octopus. Prior to joining Octopus in 2008 he held roles at Killik & Co., Barclays Wealth and Morley Fund management. His most recent focus has been on equity risk management and multi-manager risk monitoring. Colin has over 13 years' experience in manager research and portfolio/fund management. Colin holds an MSc in International Securities, Investment and Banking from the ICMA Centre at Reading University. He is a Chartered Financial Analyst charterholder and a Fellow of the Securities Institute.