FP Octopus UK Micro Cap Growth Fund P AccRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 34.7 | 17.9 | -33.2 | -6.6 | 11.7 |
![]() | +/-Cat | 27.4 | -4.9 | -9.2 | -6.3 | -1.5 |
![]() | +/-B’mrk | - | - | - | -13.5 | 1.1 |
Category: UK Small-Cap Equity | ||||||
Category Benchmark: Morningstar UK Small Cap TM... |
Key Stats | ||
NAV 13/08/2024 | GBX 288.52 | |
Day Change | 0.06% | |
Morningstar Category™ | UK Small-Cap Equity | |
IA (formerly IMA) Sector | UK Smaller Companies | |
ISIN | GB00BYQ7HN43 | |
Fund Size (Mil) 31/07/2024 | GBP 112.12 | |
Share Class Size (Mil) 13/08/2024 | GBP 92.01 | |
Max Initial Charge | - | |
Ongoing Charge 17/02/2023 | 1.16% |
Investment Objective: FP Octopus UK Micro Cap Growth Fund P Acc |
The investment objective of the Fund is to achieve capital growth (the increase in the value of investments), net of fees, over a period of 5 years or more. The Fund will focus on areas of the UK market where the Investment Manager identifies capital growth opportunities. The Fund will invest at least 80% in the shares of companies, which at the point of investment, are micro-caps (i.e. has a market capitalization of less than £250 million). |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Richard Power 12/07/2007 | ||
Chris McVey 10/12/2016 | ||
Click here to see others | ||
Inception Date 13/07/2007 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Deutsche Numis SC Pl AIM ExIvt Cm TR GBP | Morningstar UK Small Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for FP Octopus UK Micro Cap Growth Fund P Acc | 31/07/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 4.13 |
![]() | ![]() | 3.95 |
![]() | ![]() | 3.84 |
![]() | ![]() | 3.65 |
![]() | ![]() | 3.42 |
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FP Octopus UK Micro Cap Growth Fund P Acc |