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FP Octopus UK Multi Cap Income – fund positioning and update

Overview

Date Tuesday, 25th July 2023, 11:00am Duration 1 hour

Register to attend

For professional advisers and paraplanners only

You'll hear from the fund manager, Chris McVey, who will give an update on the fund and answer any questions you may have.

The webinar will also cover:

  • Benefits of the fund’s broad investment universe and our ability to scale back stock-specific risks.
  • How portfolio positioning and diversification has helped returns.
  • How the team are adapting to challenging market conditions.

Some risks to keep in mind:

  • The value of an investment, and any income from it, could fall or rise. Investors may not get back the full amount invested.
  • Shares of smaller companies are likely to fall and rise in value more than shares listed on the main market of the London Stock Exchange. They may also be harder to sell.
  • For the FP Octopus UK Multi Cap Income Fund, fees will be deducted from capital which will increase the amount of income available for distribution. However, this will erode capital and may hinder capital growth.

Personal opinions may change and should not be seen as advice or a recommendation. This product is not suitable for everyone. We do not offer investment advice. We recommend investors seek professional advice before deciding to invest. Any recommendation should be based on a holistic review of your client's financial situation, objectives and needs. Investors in the FP Octopus UK Multi Cap Income Fund should read the Key Investor Information Document before deciding to invest. This is available at octopusinvestments.com. Issued by Octopus Investments Limited, which is authorised and regulated by the Financial Conduct Authority. Registered office: 33 Holborn, London EC1N 2HT. Registered in England and Wales No. 3942880.