LSE - Delayed Quote GBp

FP Octopus Global Growth C (0P0000UHUJ.L)

227.23 -0.29 (-0.13%)
At close: April 14 at 9:00:00 PM GMT+1

Fund Summary

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FP Octopus Global Growth C

8-9 Lovat Lane, London, EC3R 8DW
4162989

Fund Overview

Category --
Fund Family FundRock Partners Limited
Net Assets 6.33k
YTD Return -7.04%
Yield 0.52%
Morningstar Rating
Inception Date Apr 01, 2015

Fund Operations

Fees & Expenses

Expense 0P0000UHUJ.L Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

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.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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