Octopus Investments

Octopus Investments

Investment management focused on sustainable growth

About Octopus Investments

Simplify's Rating
Why Octopus Investments is rated
C+
Rated D+ on Competitive Edge
Rated A on Growth Potential
Rated C on Differentiation

Industries

Venture Capital

Energy

Healthcare

Company Size

201-500

Company Stage

N/A

Total Funding

$65.9M

Headquarters

London, United Kingdom

Founded

2000

Overview

Company Does Not Provide H1B Sponsorship

Octopus Investments focuses on managing investments for both retail and institutional investors, directing funds into sectors that aim to create a positive impact on society and the environment. They handle £12.8 billion in investments, primarily targeting three main themes: empowering people, revitalizing healthcare, and building a sustainable planet. Their products include Venture Capital Trusts, Enterprise Investment Schemes, and funds for UK small and medium-sized companies, which help retail investors achieve various financial goals. For institutional investors, Octopus Investments offers specialized asset classes such as renewable energy, sustainable infrastructure, real estate, healthcare, and venture capital. Unlike many competitors, Octopus Investments emphasizes a clear commitment to socially responsible investing, aligning their investment strategies with broader societal benefits.

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing need for estate planning due to rising inheritance tax receipts.
  • Potential for material share price recovery in UK small and mid-cap companies.
  • Increased interest in green hydrogen projects offers new investment opportunities.

What critics are saying

  • Increased competition in renewable energy could impact Octopus's market share.
  • Potential regulatory changes in UK inheritance tax could affect estate planning products.
  • Volatility in UK small and mid-cap markets poses risks to Octopus's investments.

What makes Octopus Investments unique

  • Octopus Investments focuses on three themes: empowering people, revitalising healthcare, and sustainability.
  • They partner with First Nations in Australia for renewable energy projects.
  • Their diverse product range includes Venture Capital Trusts and Enterprise Investment Schemes.

Help us improve and share your feedback! Did you find this helpful?

Funding

Total Funding

$65.9M

Above

Industry Average

Funded Over

0 Rounds

Benefits

Flexible Work Hours

Company News

IFA Magazine
Apr 10th, 2025
Ask Octopus #1: How Effective Is Gifting As An Estate Planning Strategy?

Welcome to our new Ask Octopus column, written by Tax Product Specialist at Octopus Investments, Toyin Oyeneyin. This is where, each quarter, we will tackle some of the more complex estate and tax planning questions that advisers are asking. Consider this your advice support column for all your estate planning queries!Our first adviser question is: How effective is gifting as an estate planning strategy? More specifically, I have questions around loss of access and how the gifting out of surplus income exemption rule works?Toyin’s answer: Gifting can be an attractive estate planning option because your clients can see their loved ones benefit from their wealth whilst they’re alive.In principle, it is a straightforward concept however, in practice, the rules around making a gift can be rather complex, and the effectiveness of them rests on some key points:Be bold and use as much as you can in exemptions and allowances.This can range from making full use of spousal and charitable gifts, wedding gift allowances, small gift allowances and the annual gifting allowance of up to £3,000 in total each year. These types of gifts attract immediate exemptions from Inheritance Tax (IHT).As for larger, non-regular gifts, they typically take seven years to become completely free from IHT (hence the name, potentially exempt transfers, or “PETs”). This means that if your client dies within seven years of making a PET, they are unlikely to have been effective in reducing the inheritance tax bill due on their estate. So, it’s worth considering the age and health of the individual making such gifts.And of course, regular gifts out of income rules are an opportunity to make certain gifts free from IHT.Have precision in the timing of gifts:It serves to remember that certain gifting allowances are only per tax year, so timing is key

IFA Magazine
Apr 2nd, 2025
Brighter Outlook Ahead For Uk Smaller Companies Finds Latest Octopus Investments’ Dividend Barometer

Octopus Investments has released its bi-annual Dividend Barometer which highlights why investors should consider UK small and mid cap companies for income.Looking away from the FTSE 100, the Barometer reveals that several attractive dynamics are at play. For both 2025 and 2026, yields within the FTSE Small Cap Index and the FTSE 250 are expected to be above the FTSE 100. Yields in the FTSE Small Cap are expected to climb from 4.03% in 2025 to 4.41% in 2026. Meanwhile, dividend cover ratios across all growth indexes are forecast to surpass the FTSE 100 by 2026.When it comes to earnings growth potential, current forecast consensus estimates suggest that both the FTSE AIM index and the Deutsche Numis Smaller Companies Index are expected to deliver a compelling 22% compounded annual earnings growth for the two years to December 2025. This growth rate is comparable to the Nasdaq Composite, yet Nasdaq trades at around a 23.9x price to earnings multiple, whereas the FTSE AIM and Deutsche Numis UK Smaller Companies Index trade at far lower multiples – around 13x and 10.8x, respectively. This valuation gap presents an interesting opportunity: investors looking outside of the FTSE 100 for equity income can benefit from a growing dividend stream with the potential for material share price recovery as the market adjusts.As for MA, the Barometer highlights that in 2024, over 55 approaches were made to UK-listed businesses, with an average approach premium of almost 50%

IFA Magazine
Feb 12th, 2025
The Journey Of A Venture Capital Trust And The Octopus Future Generations Vct

For professional advisers only. Not to be relied upon by retail clients.The journey of a Venture Capital Trust and the Octopus Future Generations VCTVenture Capital Trusts (VCTs) were introduced in 1995 to support the UK’s fledgling, entrepreneurial companies with vital capital growth.In the 30 years since launching, VCTs have delivered more than £12 billion in funding to start-up companies.[1] Today, more than 50 VCTs manage over £6 billion in assets under management (AUM)[1], each with its own investment approach and points of difference. Take Octopus Future Generations VCT, which launched in 2022. The VCT invests in businesses across three investment themes; building a sustainable planet, empowering people, or revitalising healthcare. Though still young, the VCT offers investors exposure to innovative companies early in their journey.Remember, VCTs are high-risk investments placing investors capital at risk.The Venture Capital J-curve and Octopus Future Generations VCTVCTs invest in early-stage companies which means successful investment performance tends to follow a specific pattern. In investment jargon this is often referred to as the ‘J-curve’, because it looks like a capital J

Proactive Investors
Jan 23rd, 2024
Frontier IP portfolio group Alusid secures £1.1m in new funding

Frontier IP Group PLC (AIM:FIPP) portfolio company Alusid has secured £500,000 in funding from Octopus Investments through the Octopus AIM VCT and Octopus...

Renewable Energy Magazine
Aug 30th, 2023
Hydrogen - Desert Springs Octopus Announces New Renewable Energy Agreement With Australian Indigenous Communities - Renewable Energy Magazine, At The Heart Of Clean Energy Journalism

Wednesday, 30 August 2023The two communities are connected to Country around Darwin and Katherine, with the combined area of this Country being equivalent in size to 25 percent of the UK land mass. This also includes Australia's closest major port to Asia, one critical for hydrogen export potential.The agreements with Larrakia Nation and Jawoyn Association Aboriginal Corporation (Jawoyn) detail how renewable energy projects can be developed in partnership with First Nations communities to include co-ownership of projects, job creation, and skills training for the emerging green sector.These landmark agreements, endorsed by the Northern Territory Indigenous Business Network, were signed by representatives from Desert Springs Octopus, Jawoyn and Larrakia Nation.Desert Springs Octopus has been created to lead the way on renewable energy projects that are developed on Country, by walking with community to co-design Australia's energy future in the spirit of self-determination and reconciliation. This is done with a shared vision for Country and an acknowledgement of the restorative importance of this initiative for First Nations peoples.The company will work with Jawoyn and Larrakia Nation, to take advantage of the Territory's excellent renewable energy resource by pursuing a near-term A$1billion investment opportunity. This will provide grid connected renewable energy along the Darwin-Katherine Electricity System, with the potential to be backed by Government, Defence and mining offtake. The future will see Desert Springs Octopus and First Nations community partners pursue development of green hydrogen projects, which are a key driver of the Northern Territory Government's ambition for a A$40 billion economy by 2030. They aim to achieve this by leveraging the significant land, natural renewable energy resources and access to Northern Territory export infrastructure.“Larrakia Nation, which represents the Traditional Owners of the greater Darwin region, is ready to jump into this partnership with Desert Springs Octopus” said Michael Rotumah, CEO of Larrakia Nation

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Octopus Investments is Hiring for 16 Jobs on Simplify!

Find jobs on Simplify and start your career today

💡
We update Octopus Investments's jobs every few hours, so check again soon! Browse all jobs →

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