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

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund ProviderBlue Whale Capital LLP (Link)
Fund SummaryTo achieve capital growth over any five-year period, after all costs and charges have been taken. Capital invested is at risk and there is no guarantee the objective will be achieved over any time period.
SEDOL codeBD6PG56
ISINGB00BD6PG563
Fund codeLBGIA
ManagersStephen Yiu, Daniel Allcock
Manager Tenure3 years
Morningstar CategoryGlobal Large-Cap Growth Equity
IMA SectorGlobal
Fund Size£520 million
Fund TypeOEIC
Management StyleActive
Ongoing Charge Figure (OCF)0.89%
Cavendish ongoing charge0.05%
FundsNetwork Service Fee0.20%
Minimum Initial Investment£25
Minimum Top Up£25
Minimum Monthly Investment£25
Sell Price£1.7139
Buy Price£1.7139
Price Change+0.0993%
Price Date25th September 2020
Yield0.08%
Dividend FrequencySemi-Annually
ISA EligibleYes
SIPP EligibleYes
Inception Date18th March 2019
Fund StatusOPEN
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 Returns20192018
Fund Performance+17.37%+19.83%
Benchmark Performance
(Global Large-Cap Growth Equity)
+12.78%+8.91%
Time PeriodCumulativeBenchmark Performance
(Global Large-Cap Growth Equity)
Fund Compared to Benchmark
1 day0.10%+13.46%-13.36%
1 week-0.68%-0.76%+0.08%
1 month-0.50%+5.20%-5.70%
3 months5.66%+27.19%-21.53%
6 months32.31%+16.76%+15.55%
1 year22.31%+12.71%+9.59%
3 years19.67%+11.23%+8.45%
5 yearsCurrently unavailableCurrently unavailableCurrently unavailable
10 yearsCurrently unavailableCurrently unavailableCurrently unavailable
YTD20.18%-1.11%+21.29%
Since inception19.40%Currently unavailableCurrently unavailable

Currently unavailable

Currently unavailable