Blue whale funds

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This prospectus is provided by the fund company, which is responsible for its content and for obtaining any regulatory approvals that are required by law for the issuance of the prospectus. Financial Times Close. Search the FT Search. Show more World link World. Show more US link US. Show more Companies link Companies. Show more Tech link Tech.

Blue whale funds

Submitting this form will redirect you to the Fund Management Centre to register and complete your order. 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. Follow BlueWhaleCap Follow us to receive daily price updates. Following a quiet start to the second half of the year, the fund forged ahead in the final few months to deliver healthy returns over the full year. From September 30th to December 31st the fund increased from p to p per unit I class Acc shares. We remind you that past performance is not a guide to the future. Such events are further proof that it is important to find businesses that are able to transcend the macro-economic environment. Once again, investment in high quality businesses, benefitting from global structural trends such as AI and automation, drove returns during the quarter. The Investment Objective of the Fund is to achieve capital growth over any five year period, after all costs and charges have been taken. In selecting investments for the portfolio, the Investment Manager will identify companies which, based on its analysis, meet the following criteria:. The Investment Manager will select companies from a broad range of geographies and sectors with no particular sector or style bias. No ISA. 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.

This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested, blue whale funds. Per cent of portfolio in top 5 holdings:

This means our website may not look and work as you would expect. Read more about browsers and how to update them here. With income units, any income is paid as cash. This can be withdrawn, reinvested or simply held on your account. With accumulation units any income is retained within the fund; the number of units remains the same but the price of each unit increases by the amount of income generated within the fund.

Submitting this form will redirect you to the Fund Management Centre to register and complete your order. 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. Stephen Yiu answers questions from investors as to celebrate Blue Whale's 6th anniversary, hosted by Merryn Somerset Webb. No ISA. 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. Sign up for exclusive news, updates and investor information from Blue Whale. Capital at risk. Past performance is not a guide to future performance.

Blue whale funds

This means our website may not look and work as you would expect. Read more about browsers and how to update them here. With income units, any income is paid as cash. This can be withdrawn, reinvested or simply held on your account. With accumulation units any income is retained within the fund; the number of units remains the same but the price of each unit increases by the amount of income generated within the fund. Generally accumulation units offer a slightly more efficient way to reinvest income, although many investors will choose to hold income units and reinvest the income to buy extra units. We believe all loyalty bonuses are tax-free and we are challenging HMRC's interpretation. If we are successful in our challenge we will return this money to clients.

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I'm currently entrusting a large amount of my monthly investments in Blue Whale and am very happy to do so. In this case, the ongoing saving is 0. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Consumer Cyclical. The securities listed above are not registered and will not be registered for sale in the United Sates and cannot be purchased by U. The Investment Manager will select companies from a broad range of geographies and sectors with no particular sector or style bias. Prospectus Net Expense Ratio 0. In selecting investments for the portfolio, the Investment Manager will identify companies which, based on its analysis, meet the following criteria:. Most investment platforms levy an administration charge for holding your funds, which is based on a percentage of your investment or a flat fee. To invest in , you'll need to have an account.

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HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Prospectus Gross Expense Ratio 0. Tax rules can change and benefits depend on individual circumstances. We do not give investment advice so you need to decide if an investment is suitable for you. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U. If we are successful in our challenge we will return this money to clients. Top 5 sectors. Inception Date Jan 13, In some cases the ongoing savings are provided by our loyalty bonus. Blue Whale Capital LLP does not offer investment advice or make any recommendations regarding the suitability of its products. The ride may be bumpy but I am with you all the way as I trust you implicitly. If you are unsure whether to invest you should contact a financial adviser. Where no data is shown, figures are not available. Morningstar categories help investors and investment professionals make meaningful comparisons between funds.