0345 307 3439   |
EMAIL US

Invest Now  .
    No Platform Fees

ISA.

ISA allowance 2019/20

£20,000

ISA deadline

Midnight 5th April

 

Tax rules for ISAs can change and their benefits depend on your circumstances. Nothing on this page should be construed as investment or tax advice. If you are unsure of an investment’s suitability for your circumstances, please seek financial advice. Investments can go down as well as up so you could get back less than you invest.

Data as at 30 November 2019

 

Why Blue Whale?

 

01

The Blue Whale Growth Fund exists for one reason – we aim to achieve market beating returns for our investors. Since the Fund launched in September 2017 we have delivered a return of 43.2%, vs 19.3% for our sector (IA Global).

02

It is our intention to be the best Global fund available to UK investors over the next 5 years. This is a bold ambition, however we believe our pragmatic, concentrated approach to managing your investments will deliver strong returns when compared to the market.

03

Our first year has been good, but we strive to be better, building on our current success over the coming years to provide our loyal investors with the return they deserve on their investment.

1I class Acc shares, net of fees priced at midday UK time, source: Bloomberg. 2IA Global Sector, source: Lipper. Chart performance data for period 11/09/2017 to 31/10/2019. Past performance is not a guide to future performance.

 

 

CHARGES

  • No initial charge
  • No performance fee
  • OCF – 1.14% (R class unit)
  • View the monthly Factsheet


    Global
    Approach

    Unconstrained by
    geography

    Active

    Aiming to buy the best companies at the best valuations

    High
    Conviction

    Proprietary research underpinning confident stock picking

     

    Where can I buy the
    Blue Whale Growth Fund?

    Invest Now  .     No Platform Fees

    OR with any of these providers

    By providing your details you agree to be contacted by us with occasional e-newsletters containing insights, updates and the latest Factsheet. All emails include an unsubscribe link and you may opt-out at any time. Check our Privacy Policy for information on how we protect and manage your data.

    Follow Us.