No Platform Fees

INVEST NOWNo Platform Fees

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.

Documents

Documents

Portfolio Information

The latest LF Blue Whale Growth Fund performance data, including information on our Top 10 holdings and a breakdown of sector and geographic weightings.

Key Investor Information Docs (KIID)

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.

Other Regulatory Documents

This document constitutes the Prospectus for LF Blue Whale Investment Funds which has been prepared in accordance with the Collective Investment Schemes Sourcebook.

Costs and 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.

Application Forms

To be used for all individual investment applications and submitted with the relevant Self-Certification form.

Best Execution Reporting

Information on the identity of execution venues and on the quality of execution under Commission Delegated Regulation (EU) 2017/576 of 8 June 2016 (‘RTS 28’)

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