Luceo Asset Management

Luceo Asset Management

Investment made simple for everyone

Luceo Asset Management Limited is a wholly owned subsidiary of Lighthouse Group plc and was established in April 2016 to provide people all over the UK with a better way to invest for their future. The philosophy of Luceo Asset Management is that high quality investment portfolios should be available to everyone, not just the very wealthy or those with financial knowledge and past investment experience. Luceo Asset Management provides people from all walks of life with access to investments made to suit their needs.

For more information, visit the Luceo Asset Management website.

Octopus Investments Limited is the appointed Investment Adviser for the Luceo Asset Management fund range – being FP Luceo 3, FP Luceo 4, FP Luceo 5, FP Luceo 6 and FP Luceo 7. All of these funds are actively managed, “fund of funds” solutions. As you would expect from one of the UK’s leading providers of financial advice, Lighthouse has the knowledge and expertise to provide practical, informed advice on your financial affairs

“Fund of funds” means that the Investment Advisers assembles portfolios of suitable funds to invest in, based on clients’ investment objectives and risk profiles and the goals discussed and agreed with their financial adviser.

Luceo Asset Management chose to partner with Octopus as it is an award-winning fund manager which manages more than £8 billion on behalf of more than 150,000 customers, and manage over £8.6 billion* across all Octopus Group businesses*. Octopus has built leading positions in the tax-efficient investment, smaller company financing, renewable energy and healthcare markets.

Through the actively-managed, fund of fund investment structure deployed, investors in Luceo Investment Funds gain access to a wide range of asset classes, geographic regions and investment styles, all within a single portfolio, managed in a consistent and reliable way which is at the heart of the Octopus investment philosophy. As a result, investors can feel confident that they are getting access to high levels of investment management expertise

Luceo Asset Management will continue to provide investment solutions that are appropriate to clients’ needs and objectives and that match, both at the time of initial investment and on an on-going basis, the client’s agreed risk profile. Luceo Asset Management does not provide financial advice. It is important to speak to a financial adviser before making an investment so if you require financial advice this can be obtained by contacting a Lighthouse financial adviser.

*Octopus at 30th June 2019

For further information on Luceo Asset Management Limited and the Fund range available through it please visit the Luceo Asset Management website via the link above.


View Luceo Website

Important Information: The value of your investments can go down as well as up, so you could get back less than you invested. The value of your income from your investment can go down as well as up. Tax advice which contains no investment element is not regulated by the Financial Conduct Authority.