Investments built to suit your clients
With Octopus Portfolio Manager, investors can choose from ten different investment profiles, each aiming to generate the maximum level of return for the amount of risk taken. Investments are diversified and regularly rebalanced across multiple asset classes, regions and funds. There’s no minimum investment, no hidden charges and no undisclosed costs.
Some things to keep in mind
Your clients should understand the risks involved before making any investment decisions. An investment in Octopus Portfolio Manager puts your clients’ capital at risk. The volatility of financial markets means the value of their investment will fluctuate. We will manage your portfolio according to the investment profile you have agreed with your client. However, investment objectives are not guaranteed. Any investment in Octopus Portfolio Manager should be considered a medium to long-term investment.
For more information on risks, as well as details of fees, charges and suggested minimum holding periods, please read the Octopus Portfolio Manager brochure below. If you’d like to speak to one of our investment managers, get in touch.