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.
The Fund Management Centre is Link Asset Services' newly launched platform which enables investors to buy and sell shares in the Blue Whale Growth Fund online.
Submitting this form will redirect you to the Fund Management Centre to register and complete your order.
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"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."
"I'm a big fan of the Blue Whale concentrated portfolio management style."
“Having just read your Monthly Investment report I thought I would drop you just a short note to say that ‘Blue Whale’ is a very exciting investment opportunity for me and my family and friends. Your mission statement is spot on. Your interviews are very clear to understand.”
"I attended @BlueWhaleCap presentation at @mellotrusts and was impressed so it was great to watch it again I’d be happy to have this as a regular monthly investment for my minis"
“Many thanks for the hard work you and your team have obviously put in. As an initial investor who has subsequently allocated more over the last year...I couldn't be more pleased, so once again....Thank you.”
"Congratulations on breaking the £100m mark and an excellent performance record! It’s a pleasure to be investing with you"
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"Funds like this will very likely outperform their peers over the long term because they are not index huggers and invest in a selection of securities so they're high conviction which is what you need to outperform."
"Congratulations on a stellar annual performance and a superb endorsement from Peter. We remain fully committed to your fund and have recently increased our exposure."
"I have been an investor in the Blue Whale since it started on 9/11/2017. And I am going to continue to be an investor and add to my holdings. I have a lot of confidence that it will provide a good return during its second year since launch and thereafter as well."
Past performance is not a guide to future performance
Blue Whale Growth Fund | Daily NAV update: Fund size: c.£437m I Class Acc (GBP) 168.88p I Class Inc (GBP)… https://t.co/fFkzxMGWlF
Blue Whale Growth Fund | Daily NAV update: Fund size: c.£435m I Class Acc (GBP) 168.78p I Class Inc (GBP)… https://t.co/GgfBwuUURZ
Blue Whale Growth Fund | Daily NAV update: Fund size: c.£430m I Class Acc (GBP) 167.68p I Class Inc (GBP)… https://t.co/PfNwDuYt1A
Sell: 168.88p
Buy: 168.88p
0.10p (0.06%)
Prices as at 10 July 2020
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.
