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.
2020 |
2019 | 2018 | |
Blue Whale1 | +26.4% | +27.6% | +8.6% |
IA Global2 | +14.9% | +22.1% | -5.6% |
Outperformance | +11.5% | +5.5% | +14.2% |
Since Launch |
Annualised |
+80.2% | +19.5% |
+38.2% | +10.3% |
+42.0% | +9.2% |
1I class Acc shares, net of fees priced at midday UK time, source: Bloomberg. 2 IA Global Sector average, source: Lipper. Performance data for period 11/09/2017 to 31/12/2020.
Read more about the Blue Whale Approach
The Investment Objective of the Fund is to achieve capital growth over any five year period, after all costs and charges have been taken.
In selecting investments for the portfolio, the Investment Manager will identify companies which, based on its analysis, meet the following criteria:
The Investment Manager will select companies from a broad range of geographies and sectors with no particular sector or style bias.