WS Blue Whale Growth

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WS Blue Whale Growth Fund R Sterling Accumulation

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

246.30p

arrow-up0.25p (+0.10%)

Fund Code

LBGRA

BD6PG78

GB00BD6PG787

Prices updated as at 16 Jul 2024
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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.

Growth of 1,000 as of 17 Jul 2024, 05:07

Trailing returns (%) as of 17 Jul 2024, 05:07

Annual performance (%)

YearThis fundGlobal Large-Cap Growth Equity
30 Jun 13 - 30 Jun 14--
30 Jun 14 - 30 Jun 15--
30 Jun 15 - 30 Jun 16--
30 Jun 16 - 30 Jun 17--
30 Jun 17 - 30 Jun 18--
30 Jun 18 - 30 Jun 1919.538.91
30 Jun 19 - 30 Jun 2017.0812.78
30 Jun 20 - 30 Jun 2121.4423.60
30 Jun 21 - 30 Jun 22-24.17-15.14
30 Jun 22 - 30 Jun 2319.2011.73
30 Jun 23 - 30 Jun 2436.4917.65

Trailing returns (%)

YearThis fundGlobal Large-Cap Growth Equity
1 Day0.410.04
1 Month0.900.70
3 Months4.252.46
6 Months21.5711.00
1 Year35.6217.32
3 Years annualised7.022.77
5 Years annualised10.978.47
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

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.