CFIC Octopus UK Micro Cap Growth S

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 166.67 Day Change GBX -0.17 (-0.10%)
Price Date 25 Nov 2016 Crown Rating 1
Shares Class Inc. Yield 0.11 %
Total Expense Ratio 0.81 Fund Size 18,248,693.40
Launch Date 12/07/2007 Standard Initial Charge (%) 7.50
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.50 Sector IMA UK Equity Income
Min Investment (£) 2,500,000.00 Total Expense Ratio (%) 0.81
ISIN GB00B1VK1L35 Min TopUp (£) 0.00

Fund Objective

The CFIC Octopus UK Micro Cap Growth Fund aims to achieve capital growth by investing in a portfolio of 40–70 high-quality UK smaller companies quoted on the Official List of the main market of the London Stock Exchange, AIM and ISDX markets. Over 70% of quoted UK companies have a market value of less than £100 million, and in comparison with larger companies, this is a relatively underresearched area of the UK market. We believe that this smaller end of the market is becoming increasingly inefficient, providing the opportunity to invest in fast-growing companies at attractive valuations which have the potential to offer investors substantial upside.

Fund Managers

Richard Power
Richard has invested in smaller companies since 1995 and has been responsible for small caps at Octopus since 2004. He is the primary fund manager of the CFIC Octopus UK Micro Cap Growth Fund and oversees the investment process of the team. Prior to joining Octopus, Richard managed small cap funds at both Close Brothers and Duncan Lawrie, where he managed an award-winning fund.