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.
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 31 March 2021
Blue Whale exists for one reason – we aim to achieve market beating returns for our investors. Since the Fund launched in September 2017 the I-Acc share class has delivered a return of 74.9% vs 42.8% for our sector average (IA Global). Please note that past performance is not a guide to future performance.
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 outperformance when compared to the market.
Our first three years have 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. 2 IA Global Sector average, source: Lipper. Performance data for period 11/09/2017 to 31/03/2021.