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    LF Blue Whale Investment Funds 




  • Key Investor Information Documents (KIIDs)


    These documents provide you with key investor information about this fund. They are not marketing material. The information is required by law to help you understand the nature and risks of investing in this fund. You are advised to read them so you can make an informed decision about whether to invest. If you are unsure about the suitability of this fund, please consult a financial adviser.


    I Sterling Accumulation 

    I Sterling Income 


    R Sterling Accumulation 

    R Sterling Income 


    R Euro Accumulation



  • Costs & Charges

  • Firms subject to the revised Markets in Financial Instruments Directive ("MiFID II") are required to provide clients with "appropriate information in good time" about "all costs and related charges" both before investing and on a periodic basis thereafter. This information is made available using a standarised spreadsheet, referred to as an "EMT" file (for "European MiFID Template"). The EMT file is available to download below and is accompanied by the Costs and charges disclosure which provides a breakdown of the cost types.


    Costs and Charges Disclosure


    European MIFID Template (EMT)







  • Other Documents

  • Other documents, including annual and interim reports can be obtained by contacting Link Asset Services:
    Phone: 0345 307 3439






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