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Blue Whale Growth Fund

The investment objective of the fund is to achieve capital growth over the long-term by investing in equities on a global basis, with a current focus on developed markets.

Although it is still early days for investment house Blue Whale Capital, it has got off to a rather good start.

Set up in 2016 by investment manager Stephen Yiu and billionaire Peter Hargreaves, the company’s flagship fund – Blue Whale Growth – is quietly doing what it set out to do.

That is to outperform most of its 300-odd global fund rivals and its main benchmark, the MSCI World Index – a proxy for the performance of world equities.

Since launch in September last year, the fund has delivered a return of 12 per cent – in excess of the index (up five per cent) and the average global fund (up two per cent).

For Yiu, it is vindication of his investment process based on a mix of hard work and meticulous research.

For Hargreaves, it represents a handsome paper profit on the £25million of family money he invested in the fund at launch – and confirmation that the wily co-founder of Hargreaves Lansdown is backing a winner in Yiu.

 

For full details of all funds available through a Platform along with Performance, Fact Sheets and Key Investor Information Documents please follow the link below:

https://digital.feprecisionplus.com/aegonc

FUND FACTS
Fund Name LF Blue Whale Growth Fund
Fund Manager(s) Stephen Yiu
Launch Date 11 September 2017
Offer Closes Closed
Product Type OEIC (UK)
Available as an ISA Yes
Distribution Frequency Bi-annual
XD Dates February, August
Pricing Frequency Daily
Fund Size £205m
Share Class I & R Class -FundsNetwork / R Class - Aegon
Available through FundsNetwork & Aegon Yes
Fund Charges
Initial charge: 0.00%
Fund Manager Ongoing Charge: I Class - 0.89% / R Class - 1.14%
Total Service Fee p.a. 0.43%

Documents:

Blue Whale Growth Fund Key Features

Download

Blue Whale Growth Fund Factsheet

Download

Platform Business ISA & Non-ISA Application Form

Download

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Seymour Sinclair Investments Limited is authorised and regulated by the Financial Conduct Authority and offers an execution-only service. Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice. Whilst Seymour Sinclair provide product information, guidance and fund research we cannot recommend which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before investing you must read the Seymour Sinclair and Platforms Terms and Conditions and it is important that you read the specific risk factors on the Key Investor Information Documents for the funds which you are considering investing in.

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