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FP Octopus UK Future Generations Fund
“To invest in the people, ideas and industries that will change the world” Dominic Weller, Fund Manager
Your investment can help create change
We target long-term capital growth by investing in businesses that align with our three strategic investment themes: building a sustainable planet, empowering people, and revitalising healthcare.
We think these businesses have the potential to transform the world for the better as well as deliver the best returns for investors over the coming decades. Why?
- Tackling society’s biggest challenges means there is a huge market opportunity for those who can tackle them.
- The demand for solutions to the planet’s challenges is urgent and growing.
- People increasingly want to buy from and work for businesses that make a positive difference in the world.
10% of all fees Octopus generates from this fund will be paid to our charity, Octopus Giving, in perpetuity.
Building a sustainable planet
These businesses aim to reduce carbon emissions, protect a range of ecosystems, or create a circular economy that removes waste.
Empowering people
These businesses aim to improve access to digital learning, make financial advice available to the masses, or provide valuable cybersecurity solutions.
Revitalising healthcare
These businesses aim to help people conquer addictions or create software that will help to make essential healthcare and digital services more efficient.
Key risks
Risks to bear in mind
Capital at risk
The value of an investment, and any income from it, can fall as well as rise. Investors may not get back the full amount they invest. Please read the prospectus and the Key Investor Information Document when considering one of our funds.
Smaller company share prices can be more volatile
Investments in smaller company shares are likely to fall and rise in value more than shares in larger, more established companies listed on the main market of the London Stock Exchange. They may also be harder to sell.
Fee deductions
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.
Meet the fund managers
We’re one of the most experienced fund management teams in the UK, collectively running over £2bn across our portfolios.
Dominic Weller
Lead Fund Manager
Dominic is a Fund Manager on the Quoted Companies team. He works across sectors and co-manages the FP Octopus UK Micro Cap Growth Fund, FP Octopus UK Multi Cap Income Fund and the Octopus AIM VCTs.
He is a member of the Octopus Investments Responsible Investment Committee and leads the team’s stewardship efforts. He is a CFA charter holder.
He is a member of the Octopus Investments Responsible Investment Committee and leads the team’s stewardship efforts. He is a CFA charter holder.
Chris Mcvey
Co-Fund Manager
Chris is a Fund Manager on the team, joining in December 2016. He has been a specialist within the quoted UK Smaller Company market for almost 20 years. Chris works across all the Quoted Company portfolios.
He is lead manager on the FP Octopus UK Multi Cap Income Fund, and a co-manager on the FP Octopus UK Micro Cap Growth Fund, and FP Octopus UK Future Generations Fund.
He is lead manager on the FP Octopus UK Multi Cap Income Fund, and a co-manager on the FP Octopus UK Micro Cap Growth Fund, and FP Octopus UK Future Generations Fund.
Richard Power
Co-Fund Manager
With overall responsibility for the Quoted Companies team at Octopus, Richard has over 25 years’ experience of smaller company investing. He is lead manager of our FP Octopus UK Micro Cap Growth Fund, also oversees the investment process of the team which include the AIM IHT portfolios, and AIM VCTs. Richard is also a co-manager on the FP Octopus UK Multi Cap Income & FP Octopus UK Future Generation Funds. Richard started his career in 1995 at Duncan Lawrie, where he managed a successful small companies fund. He subsequently joined Close Brothers to manage a smaller companies investment trust before moving to Octopus Investments Limited to head up the Quoted Companies team in 2004.
Fund manager updates
Insights
The Octopus Dividend Barometer
The Dividend Barometer champions the lesser-known dividend credentials of small and mid-cap income stocks.
Summer update from the Octopus Quoted team
Whilst geopolitical risk continues to dominate financial markets the Quoted investment team's Summer update highlights the importance of taking a long-term view.
Poised for a comeback? The opportunity in UK small and mid caps
2022 was a challenging year for the financial markets. But there remains opportunity in the UK, with many businesses trading strongly – plenty of which are in portfolios managed by the Quoted team at Octopus.
Our three investment themes
Building a sustainable planet
Our theme for how we look at climate change. In this recording, Dominic explains more.
Empowering people
Our theme for how we aim to make technology more accessible. In this recording, Dominic explains more.
Revitalising healthcare
Our theme for how we look at making healthcare more efficient. In this recording, Dominic explains more.
Example fund companies
Provides businesses with the ability to accept mobile payments online from consumers often excluded from traditional banking.
Developing the next generation of hydrogen electrolysers.
A better way to deliver gene and cell therapies’.
Key facts, fees and charges
| IA Sector | UK All Companies |
| Fund Launch Date | Mon 23 August 2021 |
| Fund Type | OEIC |
| Fund Domicile | United Kingdom |
| Expected Number of Holdings | 40-60 |
| ISIN | C Acc GB00BKPC9J26 C Inc GB00BKPC9K31 |
| Fund Initial Charge | 0.00% |
| Ongoing Charge Figure | 1.50% |
How to invest
How to invest
Invest through your preferred platform
How to invest
Invest through your preferred platform
Invest directly
The minimum initial investment amount is £1,000. Clients can hold this fund in a SIPP or ISA.
Download application form
Download ISA transfer application form
Apply directly with us
The minimum initial investment amount is £1,000. Clients can hold this fund in a SIPP or ISA.
Download application form
Download ISA transfer application form
Key fund documents
| FP Octopus UK Future Generations Fund report | Download |
| FP Octopus Investments UCITS Funds Prospectus | Download |
| FP Octopus Investments Funds Supplementary Information Document | Download |
| FP Octopus Investments UCITs funds OEIC and stocks and shares application form | Download |
| FP Octopus Investments UCITs funds ISA transfer application form | Download |
| FP Octopus UK Future Generations Fund Key Investor Information Document R | Download |
| FP Octopus UK Future Generations Fund Key Investor Information Document C | Download |
Our other funds
Quoted fund webinars
Upcoming webinarQuoted funds
24 January 2024 11:00amFP Octopus UK Multi Cap Income fund – 5 year anniversary
Duration: 57mins
On demand webinarQuoted fundsCPD activity
Available now on demandOctopus update on UK smaller companies and our approach to UK equity income
Join us where Richard Power, Head of the Quoted Smaller Companies team and Chris McVey, Senior Fund Manager, will provide an update on the Octopus Quoted funds and answer your questions live.
Duration: 1hour 5mins
On demand webinarQuoted funds
Available now on demandReduce your concentration risk – FP Octopus UK Multi Cap Income fund
Join our webinar on Wednesday 28th October at 2pm where Chris McVey, Senior Fund Manager at Octopus, will be explaining his approach to income investing and answering your questions live
Duration: 52mins
Contact our team
Got a question about Octopus funds?