WS Blue Whale Growth

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WS Blue Whale Growth Fund I Sterling Income

Category Global Large-Cap Growth Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

219.62p

arrow-down-10.87p (-4.72%)

Fund Code

LBGII

BD6PG67

GB00BD6PG670

Prices updated as at 04 Apr 2025
|
Prices in GBX
Investment objective
The fund aims to achieve capital growth over any five year period, after all costs and charges have been taken. To invest directly and/or 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.

Annual charges

Product charges
0.83
0.31
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 28 Feb 2025pdf
Key Information Document / Technical Guide 19 Feb 2025pdf
Interim Report 31 Aug 2024pdf
Annual Report 31 Dec 2023pdf
Please note that service charges will also apply. Read more about our fees.


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