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Octopus Investments – Portfolio Manager

Octopus Investments – Portfolio Manager

Type: Discretionary portfolio management service

Aim: Growth by investing in one of 10 risk-graded portfolios comprising a blend of Octopus Multi-Manager Foundation Fixed Income, Alternative Strategies, UK Equity, International Equity and/or Cash funds

Minimum investment: No minimum

Investment choice: Cash, cash plus, capital preservation, conservative capital growth, moderate capital growth, progressive capital growth, managed equity growth, advance equity growth, global equity opportunities or international equity focus portfolios

Options: Isa wrapper, self-invested personal pension wrapper, investment account

Charges: Initial up to 3%, annual 0.45%, transaction charge for change of risk-rated portfolio £57.50, transfer in to Sipp account £57.50, transfer out cash from investment account and Isa account £57.50, £115 from Sipp account, transfer out share in specie from investment account and Isa account £115, £172.50 from Sipp account, pension payroll and benefits calculation for Sipp account £115 each, annual Sipp administation charge £150 plus VAT

Commission: Initial up to 3%

Tel: 0800 316 2349



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