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    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.

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    June Update

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    Factsheet

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    Invest Now

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    4th Anniversary Q&A

    Stephen Yiu and Peter Hargreaves, answer questions from investors as the Fund celebrates its 4th anniversary, hosted by Merryn Somerset Webb.

    Capital at risk. Past performance is not a guide to future performance.

    See the latest on Blue Whale TV >

    What our investors say...

    What Our Investors Say Icon
    “Thank you for the update and to you and your team for your efforts in generating a positive return for my investment during this particularly challenging period.” Nick Armitage
    21 Jul 2020
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    “Congratulations Stephen to you & your team on your AAA rating. Look forward to more growth from your fund” John Morley
    02 Jul 2020
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    "Almost a year for me with BW. Adding monthly. The choppy waters this year have been well navigated." @HelenJanella
    31 May 2020
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    “Thanks for providing clear and detailed answers for each question. I really enjoyed watching them and have learned a lot from them. Moreover it further reinforced my already strong conviction in your fund and your investment philosophy.” Yasir Khan
    07 May 2020
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    “Family and friends and me are very pleased with Blue Whale performance. So thanks to you and the team." Tony & Brenda Jordan
    20 Mar 2020
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    “I much appreciate you taking the time to inform investors such as me and as a result, I assure you that I will leave my Blue Whale investment in your good hands and actually, I am now determined to top up my holding at intervals during the coming weeks.” Peter Adley
    20 Mar 2020
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    “I am only a recent small investor. The ride may be bumpy but I am with you all the way as I trust you implicitly.” David Wilkinson
    19 Mar 2020
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    “I just wanted to thank you personally for the manner that you have carried out your duties to your investors. I'm currently entrusting a large amount of my monthly investments in Blue Whale and am very happy to do so.” Ieuan Edwards
    14 Feb 2020
    What Our Investors Say Icon
    "The current economic and political backdrop indicates that a nimble Global fund would be an investor’s preferred choice. Blue Whale Growth Fund fits the bill; I will be increasing my holding." Peter Hargreaves, Chairman Blue Whale Capital LLP
    10 Sep 2019

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    ESG Title Approach Title Top 10 Icon

    Stephen Yiu and Peter Hargreaves, answer questions from investors as the Fund celebrates its 4th anniversary, hosted by Merryn Somerset Webb.

     
    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. Any research or news article should not be construed as financial advice and any views we express on holdings do not constitute investment recommendations and must not be viewed as such. You should note that capital is at risk with any investment and you may get back less than you invested. Past performance is not a guide to future performance.

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