The WS Blue Whale Growth Fund is a concentrated, long-only global equity fund holding 25-35 stocks, with a focus on large cap companies in developed markets. The Fund is authorised as a UK UCITS by the Financial Conduct Authority. Since its launch in September 2017, the Fund has returned over 140% to date (I Class Acc shares for period 11/09/2017 to 28/03/2024). Please note that past performance is not a guide to future performance.
2024 To Date |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | Since Launch |
Annualised | |
---|---|---|---|---|---|---|---|---|---|
Blue Whale1 | +14.0% | +30.7% | -27.6% | +20.8% | +26.4% | +27.6% | +8.6% | +134.8% | +14.1% |
IA Global2 | +4.2% | +12.7% | -11.1% | +18.0% | +14.8% | +22.1% | -5.6% | +70.1% | +8.6% |
Outperformance | +9.8% | +18.0% | -16.5% | +2.8% | +11.6% | +5.5% | +14.2% | +64.8% | +5.6% |
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.
Stephen Yiu answers questions from investors as to celebrate Blue Whale's 6th anniversary, hosted by Merryn Somerset Webb.