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

ISA.

 

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 July 2020

 

Why Blue Whale?

 

01

Blue Whale 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 65.3% vs 21.2% for our sector (IA Global) average. Please note that past performance is not a guide to future performance.

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 two 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.

 

 

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
    LF Blue Whale Growth Fund?

    No Platform Fees

    OR with any of these providers

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