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:
|Fund Name||LF Blue Whale Growth Fund|
|Fund Manager(s)||Stephen Yiu|
|Launch Date||11 September 2017|
|Product Type||OEIC (UK)|
|Available as an ISA||Yes|
|XD Dates||February, August|
|Share Class||I & R Class -FundsNetwork / R Class - Aegon|
|Available through FundsNetwork & Aegon||Yes|
|Fund Manager Ongoing Charge:||I Class - 0.89% / R Class - 1.14%|
|Total Service Fee p.a.||0.43%|
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