Octopus Absolute UK Equity Fund

CF Octopus Absolute UK Equity

The CF Octopus Absolute UK Equity Fund is a long/short equity fund with an aim to deliver positive returns over a rolling 12 month timeframe and outperform the equity market over the full stock market cycle (approximately 5-10 years). It is managed against a cash benchmark, rather than any UK equity index.

In order to achieve this investment objective, the fund will invests in derivatives providing both long and short equity positions and will at times also use index futures (long or short) in order to achieve an overall level of market exposure.

The fund manager uses a bottom-up investment approach within a macro-economic framework. This creates opportunities to buy (long) underpriced stocks and to sell (short) overpriced stocks. The manager looks for a catalyst that will see the mispricing being corrected and aims to ascertain the time period over which the correction will take place resulting in positions being held for various time horizons.

Literature and Application Forms

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You can invest from £1,000 (or from £100 per month) and we can accept direct applications as well as ISA, PEP or pension wrapper investments. The fund is priced daily and shares can be bought or sold on any working day.

Please call us on
0800 316 2394
or contact us online.

Performance

Fund Share Price

A share price
03 Feb 2012 152.71p

B share price
03 Feb 2012 158.24p

Notes to the chart

Data provided by Bloomberg. The information in this chart is captured once daily and therefore is not live. Best efforts are made to ensure the data is accurate, but Octopus offers no guarantees to data accuracy. Please note that past performance is no guide to future performance. The value of an investment can go down as well as up, and you may not get back the amount you invested.

Fund Factsheets

Fund Manager: David Crawford

David Crawford joined Octopus in 2006 and has 13 years of investment experience
having previously worked at Hermes Investment Management and M&G Investments.

Whilst at Hermes David co-managed a £500 million portfolio which demonstrated significant out performance of the FTSE Small-Cap and AIM benchmark. David graduated from Durham University with a first class Honours degree in Chemistry.

Read David's blog

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Investments in alternative markets can be more volatile than an investment in fixed income or cash. Past performance is no guide to future performance. The value of investments can decrease as well as increase and you may not get back the full capital invested.