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FP Octopus Global Strategies Class Y - Accumulation (GBP)

Sell:116.25p Buy:116.25p Change: 0.13p (0.11%)
Prices as at 15 October 2019
Sell:116.25p
Buy:116.25p
Change: 0.13p (0.11%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 15 October 2019
Sell:116.25p
Buy:116.25p
Change: 0.13p (0.11%)
Prices as at 15 October 2019
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on our Wealth 50 list of what we believe are the best funds in each sector. If a fund is not within our Wealth 50 this is not necessarily a recommendation to sell. However, if you are thinking of adding to your investments we believe Wealth 50 funds are superior alternatives. View funds on the Wealth 50 »

Our view on the sector

Funds in this sector generally try to make a positive return in any market condition. But they go about it in different ways. Some focus on one type of asset, such as shares or bonds, while others invest in a variety of different assets. Some stick to one geographical area, like the UK or Europe, while others invest globally. Some also take 'short' positions, which can allow the fund to benefit from falling prices. It can be difficult to compare funds in this sector because they're so different, so each one should be considered on its own merits. Some have been more volatile than others, some have sheltered investors' money well but not done as well when markets have risen, while others have performed poorly. Like any investment, there's still a degree of risk and they're not guaranteed to make money.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

14/10/14 to 14/10/15 14/10/15 to 14/10/16 14/10/16 to 14/10/17 14/10/17 to 14/10/18 14/10/18 to 14/10/19
Annual return 3.65% 2.05% 1.81% -2.14% 0.67%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Dan Azmayesh
Manager start date: 16 March 2018
Manager located in: London

Danial Azmayesh, a CFA charterholder, was a member of the implementations team behind the launch of Octopus Portfolio Manager in 2010, by which time he had already been with the company for two years. He developed a number of tools to help advisers and then joined the team as a fund analyst in 2012. Dan has an MSc in Mathematics from King's College London.

manager photo
Manager Name: Simon Reynolds
Manager start date: 12 August 2013
Manager located in: London

Simon Reynolds, an ASIP member of the UK Society of Investment Professionals, began his career as an investment consultant with Mercer and went on to run multi manager portfolios for AXA and Barclays Wealth. Simon moved to Australia in 2005 and spent six years looking after multi manager portfolios for ipac. He joined Octopus on his return to the UK. Simon has a BA Honours in Economics & Management Studies from the University of Leeds.

manager photo
Manager Name: Bish Limbu
Manager start date: 7 November 2011
Manager located in: London

Bish Limbu, a CFA charterholder, joined Octopus in 2008 and now looks after the UK equity, distribution, balanced and absolute return strategies. Previously he worked as a fund analyst for Bestinvest Brokers and was a member of the multi manager team at Barclays Wealth. Bish graduated with a BA Honours in Engineering and Computing Science from Oxford University.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account