WS Blue Whale Growth Fund I Sterling Accumulation
Category Global Large-Cap Growth Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
259.81p
0.90p (+0.35%)
Fund Code
LBGIA
BD6PG56
GB00BD6PG563
Prices updated as at 14 Nov 2024
Prices in GBX
Investment objective
To achieve capital growth over any five year period, after all costs and charges have been taken. To invest directly (and potentially indirectly) at least 80% of its Scheme Property by value worldwide (including emerging markets) in equities. The portfolio will be concentrated, comprising of 25 to 35 stocks.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Fund status | Open |
Fund type | Open Ended Investment Company |
Fund manager | Stephen Yiu |
259.81 | |
192.41 | |
Fund comparative index | IA Global |
Global | |
- | |
0.84 | |
0.40 | |
0.00 | |
Global Large-Cap Growth Equity | |
No | |
Fund provider | Blue Whale Capital LLP (Waystone) |
Share class launch date | 11 Sep 2017 |
£1.07b | |
- | |
0.00 | |
- | |
Semi-Annually |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.