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 LF Blue Whale Growth Fund directly through Link Fund Solutions there are no platform fees or fund dealing charges to pay.
You may notice various references to Link Fund Solutions (LF) on the Blue Whale site. Link Fund Solutions 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.
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 Fund Management Centre (FMC) is Link Groups' 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.
Information on fees can be found in the Costs and Charges section on our Documents page
Yes. You can invest in the LF 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 Groups' Fund Management Centre, and there are no platform fees or charges for dealing in shares in the Fund, when using this service.
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.