Quick Stats

Bid Price - Offer Price -
Mid Price GBX 119.15 Day Change GBX -0.45 (-0.37%)
Price Date 22 Jun 2018 Crown Rating 1
Shares Class Inc. Yield 1.38 %
Total Expense Ratio 0.93 Fund Size 57,523,300.00
Launch Date 04/09/2009 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.75 Sector Specialist
Min Investment (£) 3,000.00 Total Expense Ratio (%) 0.93
ISIN GB00BW0DKW48 Min TopUp (£) 1,000.00

Fund Objective

The Fund aims to achieve capital growth for investors over the medium to longer term.

Fund Managers

Bish Limbu
Bish Limbu, a CFA charterholder, joined Octopus in 2008 and now looks after the UK equity, distribution, balanced and absolute return strategies. Previously he worked as a fund analyst for Bestinvest Brokers and was a member of the multi manager team at Barclays Wealth. Bish graduated with a BA Honours in Engineering and Computing Science from Oxford University.
Simon Reynolds
Simon Reynolds, an ASIP member of the UK Society of Investment Professionals, began his career as an investment consultant with Mercer and went on to run multi manager portfolios for AXA and Barclays Wealth. Simon moved to Australia in 2005 and spent six years looking after multi manager portfolios for ipac. He joined Octopus on his return to the UK. Simon has a BA Honours in Economics & Management Studies from the University of Leeds.
Danial Azmayesh
Danial Azmayesh, a CFA charterholder, was a member of the implementations team behind the launch of Octopus Portfolio Manager in 2010, by which time he had already been with the company for two years. He developed a number of tools to help advisers and then joined the team as a fund analyst in 2012. Dan has a BSc in Mathematics from King’s College London.