LF Blue Whale Growth R Sterling Acc

Fund

Fund Info

  • Yield History 0.05%
  • 3 Year sharpe -
  • 3 Year alpha -
  • Distribution Type accumulation
  • Benchmark MSCI World NR GBP
  • Legal Structure Open Ended Investment Company
  • Fund Size (month end) Open Ended Investment Company
  • OCF 1.14%
  • Sector Global
  • Manager Group Blue Whale Capital
  • Domicile United Kingdom
  • ISIN GB00BD6PG787

Investment Strategy

To provide capital growth over the longer term. The Sub-fund will invest substantially in listed equities on a global basis that are listed or traded on worldwide recognised exchanges. The Sub-fund is an actively managed concentrated portfolio and is not restricted by reference to any geographical region, sector or benchmark. The Sub-fund may also invest in other transferable securities, collective investment schemes, deposits and money market instruments. The Sub-fund will normally be fully invested however during periods of uncertain or volatile markets, the Investment Manager may choose to hold high levels of cash and near cash.