IM OCTOPUS ALTERNATIVE STRATEGIES

The IM Octopus Alternative Strategies Fund adopts a ‘multi manager’ ‘absolute return’ approach. The Fund is designed to generate a stable and consistent positive return through time, outperforming cash and avoiding capital losses over any twelve month rolling period.

This is achieved through a careful selection of a diverse array of multiple specialist funds (hence ‘multi manager’), each aiming to provide positive returns yet always with capital preservation in mind. These are combined into 15 equally weighted ‘strategies’. Constant monitoring of their performance and current market conditions results in changes to the range of investments making for additional risk control. This feature allows for rapid adaptation to changing market conditions.

As a multi manager fund, it represents a way for investors to invest in the absolute return sector in a highly diversified manner.

How to Invest

Before investing you must read the simplified prospectus for the fund. Additional information is also available on the most up to date fund factsheet.

Application forms are available directly from Octopus or from IFDS Managers Ltd - the Authorised Corporate Director (ACD) of the fund.

Please call us on
0800 316 2349
or contact us online.

FUND MANAGER: COLIN LUNNON

Colin Lunnon is the lead fund manager on the Octopus Alternative Strategies fund. Colin has over 14 years’ experience in manager research and portfolio/fund management, having held roles at Killik & Co, Barclays Wealth and Morley Fund Management.

He holds an MSc in International Securities, Investment and Banking from the ICMA Centre at Reading University and is a CFA charter holder and a Fellow of the Securities Institute.

Fund Share Price

A share price
08 Sep 2010 104.02p

Literature & Application Forms

Fund Overview

Simplified Prospectus

Application Form

ISA Application Form

ISA Transfer Form

Fund Factsheets

August 2010

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.