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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

Sustainability - Regulation on sustainability-related disclosures in the financial services sector (SFDR).

 

Article 3: Description of policies on integration of sustainability risks in the investment decision-making process

Blue Whale Capital specializes in the management of products which invest in global equity markets.  Its investment process is therefore focused on bringing together (i) fundamental analysis of companies  listed on global stock exchanges with (ii) an understanding of market conditions and prices. 

The firm considers sustainability risks carefully in its investment process as an integral part of its fundamental company analysis.   In particular, the firm deems the analysis of environmental, social, and governance (ESG) factors to be an essential component of its investment process, because research shows environmental degradation, social conflict, and poor governance to be inconsistent with the kind of sustainable growth, sound capital allocation, and reduced tail risk which the firm’s investment process seeks to identify.

 

Article 4: Principal Adverse Sustainability Impacts

Blue Whale Capital takes into consideration the impact of investment decisions on sustainability factors within its investment research function as part of its holistic company fundamental research process. This includes identifying potential sustainability impacts through sources including but not limited to: risk disclosures in corporate filings, reporting in mainstream media or industry publications, and proprietary fundamental analysis. Priority is assigned based on the materiality of sustainability factors’ impact on the company’s ability to sustainably grow revenues and cashflow.

In applying the above, none of the investment decisions at Blue Whale have had adverse sustainability impacts.

Blue Whale Capital has significantly less access to management compared to larger investment firms and this limits our ability to engage at the highest levels with the companies we invest in. Nevertheless, we engage on sustainability issues where we can when we speak with corporate investor relations when these issues are material to an investment case or if they pose an investment risk.

Whilst Blue Whale Capital supports the objectives that underly the UK Stewardship Code 2020, it is not in a position to commit to the Code in its entirety.

 

 

 

 

 

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