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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

FAQ.

 

 


 

How can I contact you?

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    For individual investor enquiries please contact Link Investor Services at 0345 307 3439


    For institutional investor enquiries please contact Eduard Mallia at investor.relations@bluewhale.co.uk
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    For general enquiries regarding the Blue Whale Growth Fund or our investment strategy, please check our FAQ or email info@bluewhale.co.uk

     

     

  • Who are Link Asset Services?


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    You may notice various references to Link Asset Services (LF) on the Blue Whale site.

    Link is the Authorised Corporate Director (ACD) or "operator" of LF Blue Whale Investment Funds.

     

    Blue Whale Capital is the appointed Investment Manager of LF Blue Whale Investment Funds. 

     
    All stock research and investment decisions are undertaken by the Blue Whale Investment Team.

  • What is the relationship between Peter Hargreaves, Blue Whale Capital and Hargreaves Lansdown?

  • Peter Hargreaves co-founded both Hargreaves Lansdown and Blue Whale Capital. Although Peter remains a shareholder in Hargreaves Lansdown, he is no longer an employee or Director, having retired in 2015. Peter is the Chairman of Blue Whale Capital.

    The Blue Whale Growth Fund is not promoted by Hargreaves Lansdown on their Wealth 50 list.

  • What is the Fund Management Centre?


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    The Fund Management Centre (FMC) is Link Asset Services' newly launched platform which enables investors to buy and sell shares in the Blue Whale Growth Fund online.

    When you complete the Invest Now form on the Blue Whale website, you are redirected to the FMC to register and complete your order.

    As the Funds are bought and sold via Link, there are no platform fees or charges for dealing in shares in the Fund, when using this service. 


    For FMC enquiries please contact Link Investor Services

    If you have any feedback regarding the Fund Management Centre, please email us: info@bluewhale.co.uk
  • What fees do you charge?

  • Our costs and charges are outlined in the documents below.

     

    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)

                 

                

      


     

     

     

  • Where can I access Fund documentation?

  • Fund documentation including the Prospectus, Costs & Charges disclosure, KIIDs and Application forms can be found on our Documents page.
     
    Other documents, including annual and interim reports can be obtained by contacting Link Asset Services:
     
    Phone: 0345 307 3439
  • Where can I buy the Blue Whale Growth Fund?

  • You can invest in the Blue Whale Growth Fund directly in just a few easy steps, by completing the 'Invest Now' form at the top of this page.
     
    The fund is also available through the platforms listed at the bottom of this page.
     
  • Is it possible to invest in the Blue Whale Growth Fund directly?

  • Yes. You can invest in the Blue Whale Growth Fund directly in just a few easy steps, by completing the 'Invest Now' form at the top of this page. Your investment is managed through the Link Asset Services Fund Management Centre, and there are no platform fees or charges for dealing in shares in the Fund, when using this service.

  • Can I hold the Blue Whale Growth Fund in an ISA/pension account?

  • Yes. The fund can be held in various investment vehicles including an ISA and SIPP.
     
  • What is the minimum investment in the LF Blue Whale Growth Fund?

  • The minimum investment criteria are detailed below:
     
  • What is the cheapest way of investing in the Blue Whale Growth Fund?

  • To assess the cheapest way of investing in the Fund, you will need to take into account all the charges payable in respect of the investment.
     
    At fund level, different fees are charged per share class. For example, R (Retail) class shares have an Annual Management Charge (AMC) of 1.0%, whereas I (Institutional) class shares have a lower AMC of 0.75%, but carry a minimum initial investment requirement of £10m. Full details of these costs and charges can be found in the "What fees do you charge" section of this FAQ.
     
    In addition to the charges at fund level, you will also need to take into account any platform fees payable. 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.
     
    There are no platform fees or fund dealing charges to pay when investing in the Blue Whale Growth Fund directly through Link Asset Services. However, when assessing whether this is cheaper than investing through a platform, you would need to take into account which share class the platform offers. Some platforms offer their customers cheaper share classes, which would need to be offset against any platforms fees they charge when assessing the total cost.
     
    Please note that Blue Whale is not permitted to advise investors on the most suitable manner of investing.  Investors should always consider the financial strength of service providers.
  • Is there a minimum investment period and how easy is it to sell my shares and withdraw my money?

  • Equity investment should be seen as a long term investment, normally of at least 5 years.

    Shares in the Fund can be bought or sold on a daily basis [excluding days when the London Stock Exchange is closed] and are settled T+4, i.e. proceeds from any sale will settle 4 business days after selling your shares.

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