Our portfolios
At Octopus Money, we can take the guesswork out of investing by building and managing a range of investment portfolios for you.
Our track record
Trusted for decades
Octopus was founded in 2000 as an investment company – today Octopus Group is trusted by investors all over the UK to manage £9.6 billion.*
Managed by experts
Our portfolios are built by industry experts. We monitor and adjust them continually, so you don’t have to worry about daily market movements.
Performance
Our managed portfolios are globally diversified and have delivered returns that often beat benchmarks (based on data from Asset Risk Consultants).
See how we perform
Here’s just a few of our ready-made portfolios and their performance over the past 5 years.
Cautious
From to
Octopus Money Cautious
Competitor Equivalent
The graph above shows the performance of the Octopus Money portfolio for the 5 years between 30/09/2020 and 30/09/2025 vs. average peer group performance over the same time period. Past performance is no indicator of future performance. The peer group data is taken from Asset Risk Consultants’ (ARC) Sterling Cautious Private Client Index (PCI). The performance does not take into account the impact of fees. When you invest with us, you’ll receive a detailed fact sheet and projection including the impact of fees on your investments.
Balanced
From to
Octopus Money Balanced
Competitor Equivalent
The graph above shows the performance of the Octopus Money portfolio for the 5 years between 30/09/2020 and 30/09/2025 vs. average peer group performance over the same time period. Past performance is no indicator of future performance. The peer group data is taken from Asset Risk Consultants’ (ARC) Sterling Balanced Asset Private Client Index (PCI). The performance does not take into account the impact of fees. When you invest with us, you’ll receive a detailed fact sheet and projection including the impact of fees on your investments.
Adventurous
From to
Octopus Money Adventurous
Competitor Equivalent
The graph above shows the performance of the Octopus Money portfolio for the 5 years between 30/09/2020 and 30/09/2025 vs. average peer group performance over the same time period. Past performance is no indicator of future performance. The peer group data is taken from Asset Risk Consultants’ (ARC) Sterling Equity Risk Private Client Index (PCI). The performance does not take into account the impact of fees. When you invest with us, you’ll receive a detailed fact sheet and projection including the impact of fees on your investments.
*Octopus as of September 2025. – Funds Under Management data includes undrawn commitments, funds under advisory mandates and funds monitored, and is based upon the latest information available at the time of the calculation. The figure includes Octopus Investments, Octopus AIF Management and Octopus Investments Australia.