Our Portfolios
At Octopus Money, we can take the guesswork out of investing by matching you with the portfolio that’s right for you and your goals.
Scroll down to see 10 of our portfolios and what we do to manage your hard-earned money.
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 £13.4 billion.*
Managed by experts
Our portfolios are created and managed by industry experts. We continually monitor, adjust and look after your investment portfolios so you don’t have to worry about the daily movements of the markets.
Performance
Our managed portfolios are globally diversified and have delivered returns that often beat competitive benchmarks (based on data from Asset Risk Consultants).
See how we perform
Here’s 10 of our portfolios and their performance over the past 5 years. Portfolio 1 represents our most conservative approach (for those who prefer taking lower levels of risk to prevent potential losses) and Portfolio 10 represents our most adventurous approach (for those willing to take higher levels risk for potentially greater returns).
Portfolio 1
From to
Octopus Money Portfolio 1
Competitor Equivalent
The graph above shows the performance of the Octopus Money portfolio for the 5 years between 31/03/2019 and 31/03/2024 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.
Portfolio 2
From to
Octopus Money Portfolio 2
Competitor Equivalent
The graph above shows the performance of the Octopus Money portfolio for the 5 years between 31/03/2019 and 31/03/2024 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.
Portfolio 3
From to
Octopus Money Portfolio 3
Competitor Equivalent
The graph above shows the performance of the Octopus Money portfolio for the 5 years between 31/03/2019 and 31/03/2024 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.
Portfolio 4
From to
Octopus Money Portfolio 4
Competitor Equivalent
The graph above shows the performance of the Octopus Money portfolio for the 5 years between 31/03/2019 and 31/03/2024 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.
Portfolio 5
From to
Octopus Money Portfolio 5
Competitor Equivalent
The graph above shows the performance of the Octopus Money portfolio for the 5 years between 31/03/2019 and 31/03/2024 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.
Portfolio 6
From to
Octopus Money Portfolio 6
Competitor Equivalent
The graph above shows the performance of the Octopus Money portfolio for the 5 years between 31/03/2019 and 31/03/2024 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.
Portfolio 7
From to
Octopus Money Portfolio 7
Competitor Equivalent
The graph above shows the performance of the Octopus Money portfolio for the 5 years between 31/03/2019 and 31/03/2024 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 Steady Growth 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.
Portfolio 8
From to
Octopus Money Portfolio 8
Competitor Equivalent
The graph above shows the performance of the Octopus Money portfolio for the 5 years between 31/03/2019 and 31/03/2024 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 Steady Growth 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.
Portfolio 9
From to
Octopus Money Portfolio 9
Competitor Equivalent
The graph above shows the performance of the Octopus Money portfolio for the 5 years between 31/03/2019 and 31/03/2024 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.
Portfolio 10
From to
Octopus Money Portfolio 10
Competitor Equivalent
The graph above shows the performance of the Octopus Money portfolio for the 5 years between 31/03/2019 and 31/03/2024 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.
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*Octopus as of 31 December 2023 – Funds Under Management data includes undrawn commitments, funds under advisory mandates and funds monitored. It also includes funds under the management of Octopus Renewables Limited.