|Bid Price||-||Offer Price||-|
|Mid Price||GBX 232.06||Day Change||GBX +0.89 (0.39%)|
|Price Date||21 Feb 2018||Crown Rating|
|Shares Class||Inc.||Yield||0.00 %|
|Total Expense Ratio||1.58||Fund Size||31,498,600.00|
|Launch Date||12/07/2007||Standard Initial Charge (%)||0.00|
|Annual Management Charge (%)||0.50||Sector||UK Smaller Companies|
|Min Investment (£)||2,500,000.00||Total Expense Ratio (%)||1.58|
|ISIN||GB00BYQ7HP66||Min TopUp (£)||0.00|
The investment objective of the Fund is to achieve capital growth by focusing on areas of the UK market where the Investment Manager identifies capital growth opportunities.
Richard has over 20 years’ experience of smaller company investment and has been responsible for small caps at Octopus since 2004. He is the primary fund manager of the FP 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 ran an award-winning fund.
Chris joined the team as a fund manager in December 2016 having worked within the quoted UK Smaller Company equity market for over 16 years. He joined Octopus from Citigroup, where he was most recently a specialist UK Small and Mid-Cap Equity research analyst operating across a variety of sectors. Previously to this, he was an Investment Manager and Analyst at Gartmore for almost seven years working across a variety of mandates, again wholly focused on FTSE AIM and UK Small Cap equities. Chris works primarily on the AIM IHT portfolios and is a co-manager on the FP Octopus UK Micro-Cap Growth Fund.
Dominic Weller is a co-manager of the FP Octopus UK Micro Cap Growth Fund and a member of the small cap team managing over £1.5 billion. He is responsible for qualitative and quantitative analysis and is lead developer on the team’s quant tool, Octopus Edge. His professional background is in strategy consulting with Roland Berger and Clevis Research. Furthermore, he worked for Rocket Internet in international venture development. He holds a degree in International Management and has completed the CFA program.