Most investment platforms levy an administration charge for holding your funds, which is based on a percentage of your investment or a flat fee. Some platforms also impose a fund dealing charge which you pay when you buy or sell shares in a fund.
By investing in the Blue Whale Growth Fund directly through Link Asset Services there are no platform fees or fund dealing charges to pay.
Stephen Yiu joins Simon Lambert on The Investing Show to discuss the secret to Blue Whale's start-up success and where the Fund is investing now.
Whilst the Fund provided a positive return in 2018 when the market fell, repeating a positive absolute return in more aggressive down markets is unlikely. We believe that our investee companies have long-term resilience and the ability to outperform a falling index, however it should be noted that as a long-only fund, investors may well see losses over shorter periods in falling markets. We do not give investment advice so you need to decide if an investment is suitable for you. If you are unsure whether to invest you should contact a financial adviser. Your capital is at risk. Past performance is not a guide to future performance.