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Portfolio Holdings

Full portfolio holdings for the Octagon Investment Funds are submitted and uploaded to the Disclose Register every six months. For ease of access, we replicate this information below.

The full portfolio holdings for the Octagon Investment Funds as at 31 March 2026 can be downloaded from the links below. These are CSV files and were uploaded to the Disclose Register in May 2026.

The latest top 10 investments for each fund can be viewed on each of the Investment Fund pages.

Learn more about our selection of funds

Grow and manage your wealth with our range of carefully selected funds chosen to help you achieve your specific goals.

How to invest in Octagon funds

Becoming an Octagon client is straightforward. Get started today.