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

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.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , 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 (Waystone)

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 is the lead manager of the WS Blue Whale Growth Fund and the Blue Whale Growth Fund (ICAV). Having started his working life in the Hargreaves Lansdown investment team, Stephen left the company in 2007 to pursue his interest in asset management. Having worked at New Star (now Janus Henderson), Artemis, and 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 set up his own fund management business in 2017 with a £25m backing from Peter Hargreaves, the co-founder of Hargreaves Lansdown. The firm's flagship WS Blue Whale Growth Fund has grown to manage over £1bn in assets and was voted Best Fund of 2020 at the Shares Magazine Awards.

Head office

21-22 Grosvenor St

London

United Kingdom

W1K 4QJ

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