Octopus Portfolio Manager

Investors want solutions that provide the best opportunity to grow their investment given their own personal circumstances. They want the best return for the level of investment risk they feel comfortable with. They also want to understand where their money is being invested, who is looking after it, and how it is performing over time.

Octopus Portfolio Manager is our response to investors who want a solution that works for them, from a company that cares about them as customers, and as people. Octopus Portfolio Manager is an innovative service which provides a customised portfolio of investments in a way that offers a range of compelling benefits.

How Does Octopus Portfolio Manager Work?

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Features and Benefits

Octopus Portfolio Manager constructs a set of investments that is closely aligned to your investment profile as determined by you and your adviser. It gives you access to a wide range of investment funds and experienced fund managers, within a single managed portfolio structure.

Octopus Portfolio Manager uses an approach that provides diversification of your investment portfolio, meaning you spread your money across many different funds and reduce the impact of any particular fund underperforming

Octopus Portfolio Manager reviews the underlying investment portfolios on a regular basis, and can adjust where your money is invested to ensure the best possible positioning in the markets. It gives you the peace of mind that your money is invested in the right place, working hard to provide you with consistent returns, without the costs traditionally associated with such a personalised service.

We offer you a choice of ways to invest within Octopus Portfolio Manager, including a SIPP and ISA, along with clear, straightforward and detailed reporting and communications, so you always know where your money is and how your investments are performing.

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

Investment Profile Factsheets

International Equity Focus

Global Equity Opportunities

Advanced Equity Growth

Managed Equity Growth

Progressive Capital Growth

Moderate Capital Growth

Conservative Capital Growth

Capital Preservation

Cash Plus

Cash