FP Octopus UK Multi Cap Income Fund

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FP Octopus UK Multi Cap Income Fund I GBP Inc

Category UK Equity Income
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£1.0162

arrow-down£-0.005 (-0.48%)

Fund Code

OUMII

BG47Q66

GB00BG47Q663

Prices updated as at 28 Feb 2025
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Prices in GBP
Investment objective
The investment objective is to achieve (on a net of fees basis), over a 5 year rolling period, income generation (money paid out by an investment, such as interest from a bond or dividend from a share) which is on average in line with the FTSE All Share Index (the “Target”) and capital growth (the increase in the value of investments) above the Target. The Fund will invest at least 80% (including, to a limited extent, through real estate investment trusts (REITs) and investment companies) in companies that are listed and domiciled in the UK, or incorporated in the UK, or have a significant exposure to the UK.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual performance (%)

YearThis fundUK Equity Income
31 Dec 14 - 31 Dec 15--
31 Dec 15 - 31 Dec 16--
31 Dec 16 - 31 Dec 17--
31 Dec 17 - 31 Dec 18--
31 Dec 18 - 31 Dec 19--
31 Dec 19 - 31 Dec 204.89-12.56
31 Dec 20 - 31 Dec 2125.1117.81
31 Dec 21 - 31 Dec 22-21.60-3.44
31 Dec 22 - 31 Dec 231.806.76
31 Dec 23 - 31 Dec 248.128.08

Trailing returns (%)

YearThis fundUK Equity Income
1 Day-0.480.00
1 Month-1.41-0.36
3 Months-5.262.00
6 Months-10.000.52
1 Year3.4113.73
3 Years annualised-2.506.37
5 Years annualised2.696.76
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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