Blue whale funds

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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.

Blue whale funds

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. Show more Markets link Markets. Show more Opinion link Opinion. Show more Personal Finance link Personal Finance.

Also available as income units.

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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.

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 This can be withdrawn, reinvested or simply held on your account.

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Annual Report Expense Ratio net 0. Prices provided by Morningstar, correct as at 14 March All managed funds data located on FT. There is currently no yield information available for this fund. The value of investments and the income from them may fall as well as rise and be affected by changes in exchange rates, and you may not get back the amount of your original investment. Non-UK bond. All rights reserved. Having started his working life in the Hargreaves Lansdown investment team, Stephen left the company in to pursue his interest in asset management. What our investors say Inception Date Jan 13, 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. March February January. United States.

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Non-UK bond. Country Weight United States The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. Read more about browsers and how to update them here. Pricing for ETFs is the latest price and not "real time". FT has not selected, modified or otherwise exercised control over the content of the videos or white papers prior to their transmission, or their receipt by you. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. No ISA. Ready to invest? Financial Times Close. The only material difference is that the OCF excludes any performance fees which would be shown separately on the fund's Key Investor Information Document , whereas the TER includes any performance fees paid over the past year. Show more Companies link Companies. L Category Average. Persons is not permitted except pursuant to an exemption from registration under U.