WS Blue Whale Growth

Select share classes

WS Blue Whale Growth Fund R Sterling Income

Category Global Large-Cap Growth Equity


star-filledstar-filledstar-filledstar-filledstar-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

335.53p

arrow-up0.53p (+0.16%)

Fund Code

LBGRI

BD6PG89

GB00BD6PG894

Prices updated as at 12 Dec 2025
|
Prices in GBX

Investment objective
The fund aims to achieve capital growth over any five year period, after all costs and charges have been taken. To invest directly and/or 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.

Annual charges

Product charges
1.07
0.11
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 30 Nov 2025pdf
Key Information Document / Technical Guide 29 Oct 2025pdf
Interim Report 30 Jun 2025pdf
Annual Report 12 May 2025pdf
Please note that service charges will also apply. Read more about our fees.


Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and 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.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2025 Morningstar. All rights reserved.