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

435.00p

arrow-up6.69p (+1.56%)

Fund Code

LBGRI

BD6PG89

GB00BD6PG894

Prices updated as at 22 May 2026

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.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide or Product Summary document , 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.

Company name

Blue Whale Capital LLP

Fund launch date

11 Sep 2017

Domicile

United Kingdom

UCITS

Yes

Lead manager

Stephen Yiu

Lead manager start date

11 Sep 2017

Lead fund manager biography

Stephen Yiu CFA, Chief Investment Officer, Lead Manager Stephen is the lead manager of the WS Blue Whale Growth Fund and Blue Whale Growth Fund since inception. Having started his career on 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 at Nevsky Capital, Stephen has gained broad and varied experience within the investment industry over the past 25 years. Previous funds he directly managed or co-managed included – 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).

Head office

25 Sackville Street

London

United Kingdom

W1S 3AX

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