FP Octopus UK Micro Cap Growth Fund P AccRegister to Unlock Ratings |
Performance History | 30/06/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -2.9 | 19.7 | 34.7 | 17.9 | -26.1 |
![]() | +/-Cat | 9.1 | -5.5 | 27.4 | -4.9 | -2.8 |
![]() | +/-B’mrk | 10.9 | 2.1 | 33.0 | -13.3 | -9.7 |
Category: UK Small-Cap Equity | ||||||
Category Benchmark: FTSE Small Cap Ex Invest Tr... |
Key Stats | ||
NAV 06/07/2022 | GBX 309.12 | |
Day Change | -0.01% | |
Morningstar Category™ | UK Small-Cap Equity | |
IA (formerly IMA) Sector | UK Smaller Companies | |
ISIN | GB00BYQ7HN43 | |
Fund Size (Mil) 31/05/2022 | GBP 237.95 | |
Share Class Size (Mil) 06/07/2022 | GBP 200.16 | |
Max Initial Charge | - | |
Ongoing Charge 18/02/2022 | 1.25% |
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 |
Numis SC plus AIM, Ex IT | FTSE Small Cap Ex Invest Trust TR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for FP Octopus UK Micro Cap Growth Fund P Acc | 31/05/2022 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 3.61 |
![]() | ![]() | 2.98 |
![]() | ![]() | 2.50 |
![]() | ![]() | 2.47 |
![]() | ![]() | 2.37 |
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FP Octopus UK Micro Cap Growth Fund P Acc |