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  • Why Invest in WS Blue Whale Growth Fund?

    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. 

    Investment Objective

    The Investment Objective of the Fund is to achieve capital growth over any five year period, after all costs and charges have been taken.

    Investment Strategy

    In selecting investments for the portfolio, the Investment Manager will identify companies which, based on its analysis, meet the following criteria:

    • have the ability to grow and improve profitability over the long term;
    • have a current valuation that is attractive relative to their future growth and profitability.

    The Investment Manager will select companies from a broad range of geographies and sectors with no particular sector or style bias.

    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%

    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.

    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%

    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.

    with 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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    Blue Whale Approach

    • Committed to delivering consistent significant outperformance for our investors. Past performance is not a guide to future performance.
    • Our Global approach means we can look into every corner of the world for opportunities.
    • Our investment team comprises six highly experienced professionals.
    • We run a high conviction, concentrated portfolio of 25-35 stocks.
    • We aim to buy high quality businesses at attractive valuations. 

    Investment Strategy

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    Additional information

    Stephen Yiu answers questions from investors as to celebrate Blue Whale's 6th 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.