FP Octopus UK Micro Cap Growth Fund P IncRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | - | - | -6.6 | 9.3 |
![]() | +/-Cat | - | - | - | -6.4 | 0.7 |
![]() | +/-B’mrk | - | - | - | -13.5 | 6.2 |
Category: UK Small-Cap Equity | ||||||
Category Benchmark: Morningstar UK Small Cap TM... |
Key Stats | ||
NAV 15/07/2024 | GBP 0.85 | |
Day Change | 0.12% | |
Morningstar Category™ | UK Small-Cap Equity | |
IA (formerly IMA) Sector | UK Smaller Companies | |
ISIN | GB00BLFJQB18 | |
Fund Size (Mil) 28/06/2024 | GBP 98.99 | |
Share Class Size (Mil) 15/07/2024 | GBP 0.00 | |
Max Initial Charge | - | |
Ongoing Charge 17/02/2023 | 1.16% |
Investment Objective: FP Octopus UK Micro Cap Growth Fund P Inc |
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 09/05/2022 |
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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 Inc | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 4.90 |
![]() | ![]() | 4.14 |
![]() | ![]() | 4.14 |
![]() | ![]() | 4.12 |
![]() | ![]() | 4.02 |
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FP Octopus UK Micro Cap Growth Fund P Inc |