Blue whale funds

Submitting this form will redirect you to the Fund Management Centre to register and complete your order.

Submitting this form will redirect you to the Fund Management Centre to register and complete your order. Most investment platforms levy an administration charge for holding your funds, which is based on a percentage of your investment or a flat fee. Some platforms also impose a fund dealing charge which you pay when you buy or sell shares in a fund. Follow BlueWhaleCap Follow us to receive daily price updates. Following a quiet start to the second half of the year, the fund forged ahead in the final few months to deliver healthy returns over the full year. From September 30th to December 31st the fund increased from p to p per unit I class Acc shares.

Blue whale funds

This means our website may not look and work as you would expect. Read more about browsers and how to update them here. With income units, any income is paid as cash. This can be withdrawn, reinvested or simply held on your account. With accumulation units any income is retained within the fund; the number of units remains the same but the price of each unit increases by the amount of income generated within the fund. Generally accumulation units offer a slightly more efficient way to reinvest income, although many investors will choose to hold income units and reinvest the income to buy extra units. We believe all loyalty bonuses are tax-free and we are challenging HMRC's interpretation. If we are successful in our challenge we will return this money to clients. If we are unsuccessful we will use the money to pay over any amounts due to HMRC. If loyalty bonuses are taxable then the value of our ongoing saving to you could be reduced, depending on the rate of tax you pay. The below table gives an indication of how this may affect you. In this case, the ongoing saving is 0. The tax that could be payable on this loyalty bonus, and therefore the value of this saving to you, is shown below.

In some cases the ongoing savings are provided by our loyalty bonus. Non-UK bond. This data is provided by Broadridge.

This prospectus is provided by the fund company, which is responsible for its content and for obtaining any regulatory approvals that are required by law for the issuance of the prospectus. Financial Times Close. Search the FT Search. Show more World link World. Show more US link US. Show more Companies link Companies. Show more Tech link Tech.

Submitting this form will redirect you to the Fund Management Centre to register and complete your order. Most investment platforms levy an administration charge for holding your funds, which is based on a percentage of your investment or a flat fee. Some platforms also impose a fund dealing charge which you pay when you buy or sell shares in a fund. Stephen Yiu answers questions from investors as to celebrate Blue Whale's 6th anniversary, hosted by Merryn Somerset Webb. No ISA. No Platform Fees Most investment platforms levy an administration charge for holding your funds, which is based on a percentage of your investment or a flat fee. Sign up for exclusive news, updates and investor information from Blue Whale. Capital at risk. Past performance is not a guide to future performance. What our investors say

Blue whale funds

This means our website may not look and work as you would expect. Read more about browsers and how to update them here. With income units, any income is paid as cash.

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FT has not selected, modified or otherwise exercised control over the content of the videos or white papers prior to their transmission, or their receipt by you. Ready to take your first step? United Kingdom. Diversification Asset type. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. Past performance is no guarantee of future results. Compare accounts. While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Factsheet Download Factsheet Data as at 29 February Actions Add to watchlist Add to portfolio. Price USD Also, loyalty bonuses received by overseas investors, companies and charities are not required to be paid with the deduction of tax. Daniel Allcock. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. Read more about browsers and how to update them here.

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Cancel Continue. Diversification Asset type. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. The Investment Manager will select companies from a broad range of geographies and sectors with no particular sector or style bias. Please note that even where a full saving is offered a dilution levy could be applied on the way in or out of the fund. Search the FT Search. Stephen Yiu answers questions from investors as to celebrate Blue Whale's 6th anniversary, hosted by Merryn Somerset Webb. Currency in GBp 0. Financial Times Close. Generally accumulation units offer a slightly more efficient way to reinvest income, although many investors will choose to hold income units and reinvest the income to buy extra units. Technology Per cent of portfolio in top 5 holdings: In selecting investments for the portfolio, the Investment Manager will identify companies which, based on its analysis, meet the following criteria:.