Global portfolio of some of the best companies from around the world
“Committed to delivering consistent significant outperformance for our investors”
Data as at
29 February 2024
The LF Blue Whale Growth Fund
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.