fund
WS BLUE WHALE GROWTH R GBP
PRICE (INC)
190.08p
PRICE (ACC)
190.1p
INITIAL CHARGE
0%
ANNUAL MANAGEMENT CHARGE
1%
ONGOING CHARGE
1.08%
YIELD
0%
1 YEAR
7.90%Prices as at 16 Nov 2023.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
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.
Fund summary
| Sector | Global |
|---|---|
| Structure | OEIC |
| Launched | September 2017 |
| Size | £823m |
| Yield | 0% |
| Dividends paid | Accumulation units only |
Charges
| Standard Initial Charge | 0% |
|---|---|
| Initial Charge Via BestInvest | 0% |
| Additional Bid/Offer Spread | 0% |
| Annual Management Charge | 1% |
| Ongoing Charges Figure | 1.08% |
Investment Process
The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.
Past performance is not a guide to future performance. View full risk warning