LF Blue Whale Growth R Sterling Inc


Fund Info

  • Yield History0.00%
  • 3 Year sharpe-
  • 3 Year alpha-
  • Distribution Typeincome
  • BenchmarkMSCI World NR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.14%
  • SectorGlobal
  • Manager GroupBlue Whale Capital
  • DomicileUnited Kingdom
  • ISINGB00BD6PG894

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.