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

259.46p

arrow-down-0.04p (-0.02%)

Fund Code

LBGIA

BD6PG56

GB00BD6PG563

Prices updated as at 12 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.

Fund status	Open
Fund type	Open Ended Investment Company
Fund manager	Stephen Yiu
	259.5
	189.84
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.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.