LF Blue Whale Growth Class R Accumulation

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Sell: 138.54p | Buy: 138.54p | ( +0.49% )

Summary

At a glance

Objective The fund aims to provide capital growth over the longer term.
Fund launch date September 2017
OCF 1.14%
Initial charge 0%
Fund size £210 million
Sector IA Global
Benchmark IA Global
Number of holdings 30
Accumulation/income Accumulation
Historic Yield 0.04%

Discrete Performance

Past Performance (% Growth)
18/11/18 - 18/11/19 18/11/17 - 18/11/18 18/11/16 - 18/11/17 18/11/15 - 18/11/16 18/11/14 - 18/11/15
18.82% 10.63% - - -

Cumulative Performance

Past Performance (% Growth)
3 months 6 months 1 year 3 years 5 years
-1.71% 1.70% 18.82% - -

Fund Manager

Stephen Yiu

Stephen is the lead manager of the LF Blue Whale Growth Fund. Having started his working life in the Hargreaves Lansdown investment team, Stephen left the company in 2007 to pursue his interest in asset management. Working at New Star (now Janus Henderson), Artemis, and most recently under Martin Taylor at Nevsky Capital, Stephen has gained broad and varied experience within the investment industry. Previous funds he has directly managed or co-managed are – Citywire’s AA-rated Artemis UK Growth Fund (now Artemis UK Select Fund), Artemis Pan-European Hedge Fund (nominated for EuroHedge Awards 2010) and New Star UK Gemini Hedge Fund (nominated for EuroHedge Awards 2007). Stephen setup his own fund management business in 2017 with a £25m backing from Peter Hargreaves, the co-founder of Hargreaves Lansdown.

Performance Chart

Fund Performance

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Fund Analysis

Asset allocation
International Equities 75.89%
Cash & Equivalent 13.79%
Other 4.53%
UK Equities 4.00%
Managed Funds 1.79%
Top 10 holdings
MICROSOFT CORP 7.89%
ADOBE INC 5.47%
VEEVA SYSTEMS INC 5.32%
AUTODESK INC 4.15%
WYNDHAM HOTELS & RESORTS INC 4.01%
ANSYS INC 3.87%
SALESFORCE.COM INC 3.81%
SMITH & NEPHEW 3.80%
AMAZON.COM INC 3.66%
PAYPAL HLDGS INC 3.48%
Sector breakdown
Technology 40.44%
Consumer Discretionary 14.50%
Cash and Equivalents 13.79%
Industrials 10.42%
Health Care 8.83%
Non-Classified 4.53%
Consumer Staples 2.92%
Telecommunications 2.77%
Managed Funds 1.79%
Country breakdown
United States 71.86%
Cash and Equivalents 13.79%
Non-Classified 4.53%
United Kingdom 4.00%
Germany 3.26%
Managed Funds 1.79%
Switzerland 0.17%
Ireland 0.16%
Japan 0.13%
France 0.09%
Netherlands 0.08%
Belgium 0.04%
Canada 0.03%
Australia 0.02%
Sweden 0.02%
Denmark 0.01%
Hong Kong 0.01%
New Zealand 0.00%
Norway 0.00%
Singapore 0.00%
Italy 0.00%
Portugal 0.00%
Market capitalisation
Mega (>50bn) 47.16%
Large (3bn-50bn) 36.59%
Medium (1bn-3bn) 0.00%
Small (50m-1bn) 0.00%
Micro (<50m) 0.00%
Cash & Equivalent 13.79%
Unknown 2.45%
Risk factors
Charges to Capital No
Emerging Markets No
Concentrated Portfolio Yes
Smaller Companies No
High Yield Bonds No
Geared Investments No
Property No
Exchange Rate Yes
Performance Charges No
Derivative Exposure No

The value of investments could go down as well as up. You may get back less than the amount you invested. The growth rates stated refer to the past and past performance is not a reliable indicator of future results.

All fund data is provided by FundsLibrary, with the exception of price and performance data, which is provided by FE.

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