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LF Blue Whale Growth Fund I Sterling Acc (Restricted Fund)

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider Blue Whale Capital LLP (Link)
Fund Summary The fund aims to provide capital growth over the longer term
SEDOL code BD6PG56
ISIN GB00BD6PG563
Fund code LBGIA
Managers Stephen Yiu
Manager Tenure 2 years
Morningstar Category Global Large-Cap Blend Equity
IMA Sector Global
Fund Size £210 million
Fund Type OEIC
Management Style Active
Total Expense Ratio (TER) 0.89%
Cavendish ongoing charge 0.05%
FundsNetwork Service Fee 0.20%
Minimum Initial Investment £25
Minimum Top Up £25
Minimum Monthly Investment £25
Sell Price £1.3880
Buy Price £1.3880
Price Change +0.1227%
Price Date 14th November 2019
Yield 0.08%
Dividend Frequency Semi-Annually
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 18th March 2019
Fund Status OPEN
Stephen is the lead manager of the LF Blue Whale Growth Fund. Having started his working life in the Hargreaves Lansdown investment team, Stephen left the company in 2007 to pursue his interest in asset management. Working at New Star (now Janus Henderson), Artemis, and most recently under Martin Taylor at Nevsky Capital, Stephen has gained broad and varied experience within the investment industry. Previous funds he has directly managed or co-managed are - Citywire's AA-rated Artemis UK Growth Fund (now Artemis UK Select Fund), Artemis Pan-European Hedge Fund (nominated for EuroHedge Awards 2010) and New Star UK Gemini Hedge Fund (nominated for EuroHedge Awards 2007). Stephen setup his own fund management business in 2017 with a £25m backing from Peter Hargreaves, the co-founder of Hargreaves Lansdown.

3-year Mean Monthly Return: Currently unavailable

Annual Returns 2018 2017
Fund Performance +11.44% +25.66%
Benchmark Performance
(Global Large-Cap Blend Equity)
+4.10% +9.72%
Time Period Cumulative Benchmark Performance
(Global Large-Cap Blend Equity)
Fund Compared to Benchmark
1 day 0.66% +18.25% -17.59%
1 week 1.43% +2.77% -1.33%
1 month 0.93% 0.00% +0.94%
3 months -3.70% +7.74% -11.43%
6 months 4.26% +12.17% -7.90%
1 year 20.21% +6.01% +14.20%
3 years Currently unavailable Currently unavailable Currently unavailable
5 years Currently unavailable Currently unavailable Currently unavailable
10 years Currently unavailable Currently unavailable Currently unavailable
YTD 24.08% +0.41% +23.66%
Since inception 16.24% Currently unavailable Currently unavailable

Currently unavailable

Currently unavailable