FP Octopus UK Equity D GBP Acc (0P00015OTF.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
Add to watchlist
At close: 09:00PM BST
FP Octopus UK Equity D GBP Acc
8-9 Lovat Lane, London, EC3R 8DW
4162989
Management information
,Lead manager since 7 September 2009
Bish Limbu, a CFA charterholder, joined Octopus in 2008 and now looks after the UK equity, distribution, balanced and absolute return strategies. Previously he worked as a fund analyst for Bestinvest Brokers and was a member of the multi manager team at Barclays Wealth. Bish graduated with a BA Honours in Engineering and Computing Science from Oxford University.
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryN/A
Fund familyFundRock Partners Limited
Net assets2.28k
YTD return-6.56%
Yield0.91%
Morningstar rating★★★
Inception date1 Apr 2015
Fund operations
Last dividendN/A
Last cap gainN/A
Holdings turnover45.07%
Average for categoryN/A
Fees and expenses
Expense0P00015OTF.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
© 2024 Yahoo. All rights reserved.