We highlighted this fund when it first was launched in September 2017 and since then it has gone on to be one of the best performing funds in its sector.

The WS Blue Whale Growth Fund represents a premier choice for clients seeking high-conviction, alpha-generating global equity exposure. Amid macroeconomic shifts and an evolving technology landscape, lead manager Stephen Yiu’s disciplined focus on high-quality, structural growth has driven significant market outperformance.

Excellent Recent Results

The Blue Whale fund has done a fantastic job of growing our clients’ money over the past year, significantly beating the average global investment fund:

• Strong Growth: Over the last 12 months, the fund grew by +25.38%. To put that into perspective, the average global fund grew by just +5.89% over the same period.
• Growing Trust: Because of these excellent results, investors put £338 million of new money into the fund in the first half of 2026 alone.
• A Large, Stable Fund: The fund now manages a total of £2.9 billion, making it a substantial and well-trusted choice for investors.

Why We Like This Fund

1. Focusing Only on the Best Companies ~ Many large funds spread your money thinly across hundreds of different companies. Blue Whale does the opposite. The manager carefully selects just 25 to 35 of the absolute best companies in the world. This means your money is focused only on businesses that the manager has total confidence in.
2.  Avoiding Risky Tech Bets ~ You have likely heard a lot about Artificial Intelligence (AI) in the news. Many technology companies are spending billions of pounds trying to build AI, which could be risky. Blue Whale has wisely avoided this by investing in the “behind-the-scenes” companies that make the computer chips and hardware. Companies like Nvidia and Broadcom are making guaranteed profits because everyone else has to buy from them.
3. High Quality ~ The fund only buys massive, financially rock-solid companies that have proven track records of making money, even during tough economic times.

What sort of fund is this?

We wouldn’t label the fund as any single type but as your one stop shop for navigating the markets. This is a fund that aims to compound returns, with the sole intention of delivering consistent outperformance of the index.

They can invest where they like. That usually means a quality business benefitting from the tailwinds of sector growth. They did it with Alphabet and digital advertising, Microsoft and digital transformation, Nvidia and AI. They are already looking for the next great companies, in the next exciting sectors. They believe that they have already found them.

So, if you are going to consider the past, judge a manager through a cycle, through good times and bad, high interest rates, low interest rates, crises etc. Can they outperform under these circumstances? If you look back, you will see that Blue Whale have.