WS Blue Whale Growth Fund R Sterling Income

Category Global Large-Cap Growth Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

264.37p

arrow-up2.91p (+1.11%)

Fund Code

LBGRI

BD6PG89

GB00BD6PG894

Prices updated as at 06 Jan 2025

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.

Annual performance (%)

Year	This fund	Global Large-Cap Growth Equity
31 Dec 14 - 31 Dec 15	-	-
31 Dec 15 - 31 Dec 16	-	-
31 Dec 16 - 31 Dec 17	-	-
31 Dec 17 - 31 Dec 18	8.37	-4.74
31 Dec 18 - 31 Dec 19	27.33	24.23
31 Dec 19 - 31 Dec 20	26.03	23.70
31 Dec 20 - 31 Dec 21	20.53	14.57
31 Dec 21 - 31 Dec 22	-27.77	-18.08
31 Dec 22 - 31 Dec 23	30.34	16.02
31 Dec 23 - 31 Dec 24	27.90	15.35

Trailing returns (%)

Year	This fund	Global Large-Cap Growth Equity
1 Day	1.04	0.17
1 Month	1.83	-1.35
3 Months	10.38	4.86
6 Months	6.33	4.75
1 Year	30.62	17.02
3 Years annualised	6.71	2.75
5 Years annualised	12.61	9.05

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.

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