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.
We have put together some information on the LF Blue Whale Growth Fund which we hope provides you with a useful insight into how we do things. We recommend watching the video below on how we approach the management of the Fund.
The Factsheet is the best place to find up-to-date information about the Fund. The Factsheet details the Fund's key features, including performance data, statistics, Top 10 holdings, geographical and sector breakdowns, and other useful information.*
*Prospective investors should refer to the Prospectus, Supplement, Key Investor Information Documents (KIIDs), and the Additional Investor Information Document.
The Fund Manager, Stephen Yiu, regularly writes articles about themes in the investment world, and how these relate to the LF Blue Whale Growth Fund. Below you can find links to three articles that we think give a more detailed description of certain key elements of our investment philosophy.
We like to think one thing setting Blue Whale apart from other fund managers is our proximity to our investors. Along with a monthly email to update our investors (which you can sign up for here), we also run video Q&A sessions where we invite our subscribers to ask the most pressing questions of the moment. You can watch the latest Live Q&A below:
Our primary focus is on delivering outperformance for our investors. The chart below details our performance vs our benchmark (IA Global Sector average) since the Fund launched in September 2017. We believe this demonstrates our success in achieving our aim. Please note that past performance is not a guide to future performance.
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 31/05/2021.
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