FP Octopus Fixed Income D

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 104.11 Day Change GBX +0.04 (0.04%)
Price Date 24 Mar 2017 Crown Rating 1
Shares Class Inc. Yield 3.11 %
Total Expense Ratio 1.19 Fund Size 65,200,000.00
Launch Date 04/09/2009 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 (%) 1.19
ISIN GB00BW0DKS02 Min TopUp (£) 1,000.00

Fund Objective

The Fund aims to achieve a balance of income and capital growth over the medium to longer term, the total of which is in excess of that of the Global Fixed Interest market, hedged into £-Sterling.

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.