What is Octopus Portfolio Manager?

Octopus Portfolio Manager is a low cost, high specification, discretionary managed portfolio, with no minimum investmen, that's available exclusively through financial advisers.

It gives investors access to a wide range of underlying funds within a single managed portfolio structure. Octopus Portfolio Manager continually reviews an investor's portfolio of investments and can adjust where their money is invested to ensure it always meets their requirements. It provides the peace of mind that their money is invested in the right place, working hard to provide consistent returns.

In short, Octopus Portfolio Manager offers investors a tailored product and a high level of service, without the costs traditionally associated with such a personalised approach.

How Does Octopus Portfolio Manager Work?

Click here for step-by-step guide

Get in touch

Please call us on
0800 294 6855
or contact us online.

The Benefits

Octopus Portfolio Manager is an innovative service which provides a customised portfolio of investments in a way that offers a number of compelling benefits:

Delivers investment performance through a diversified, risk-appropriate portfolio of investments
Fund management by an experienced and professional team with a track record of success
Regular portfolio rebalancing at no cost
A low cost solution with a high level of service
Transparent pricing
Detailed quarterly reporting, with a full breakdown of your portfolio
Available through tax efficient wrappers including an ISA and SI PP

Ultimately, Octopus Portfolio Manager is designed to be flexible, tax efficient and able to evolve with investors as their requirements change. It has been created to offer a lifetime solution to their investment needs.

Important Information

Past performance is no guide to future performance. Please remember that the value of an investment in this product may fall as well as rise and an investor may not get back the full amount invested.