What is Octopus Portfolio Manager?

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.

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.

Documents

Investment Profiles & Fund Fact Sheets

Multi Manager Market Update

Multi Manager Market Update
Multi Manager Market Commentary Jan 2012