“Committed to delivering consistent significant outperformance for our investors”

Data as at
29 February 2024

The LF Blue Whale Growth Fund

Global portfolio of some of the best companies from around the world

High conviction investing

Employing the best of value and growth strategies

In-house proprietary research

Committed to delivering significant outperformance
To Date
2024

2023

2022

2021

2020

2019

2018
Blue Whale1 +14.0% +30.7% -27.6% +20.8% +26.4% +27.6% +8.6%
IA Global2 +4.2% +12.7% -11.1% +18.0% +14.8% +22.1% -5.6%
Outperformance +9.8% +18.0% -16.5% +2.8% +11.6% +5.5% +14.2%
Since
Launch
Annualised
+134.8% +14.1%
+70.1% +8.6%
+64.8% +5.6%

Past performance is not a guide to future performance.


1 I class Acc shares, net of fees priced at midday UK time, source: Bloomberg. 
2 IA Global Sector average, source: FE Fundinfo.
Performance data for period 11/09/2017 to 29/02/2024.

Fund Manager’s Comment


Peter Hargreaves Blog


No Platform Fees

Whale Tail
Whale Tail

If you are unsure about suitability of the investment, contact a financial adviser.

The Fund Management Centre is a platform operated by Waystone Management (UK) which enables investors to buy and sell shares in the WS Blue Whale Growth Fund online.

Submitting this form will redirect you to the Fund Management Centre to register and complete your order.

No Platform Fees

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 WS Blue Whale Growth Fund directly through Waystone Management UK there are no platform fees or fund dealing charges to pay.

 

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Or with any of these providers

No Platform Fees

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.