Blue Whale Growth Fund

07/03/2025

View our Factsheet and Top 10 holdings for the latest WS Blue Whale Growth Fund performance data, including breakdowns, prices and fund charges.

https://links.bluewhale.co.uk/uh8V7

Blue Whale Capital LLP is authorised and regulated by the Financial Conduct Authority. Risk of loss. Past performance is not a guide to future performance. Views we express on companies do not constitute Investment Recommendations and must not be viewed as such.

21/02/2025

WS Blue Whale Growth Fund | Daily NAV update:

Fund size: c.£1.33bn

I Class Acc (GBP) 281.42p
I Class Inc (GBP) 279.57p
R Class Acc (GBP) 276.31p
R Class Inc (GBP) 275.92p

Prices as at 21 February 2025

https://links.bluewhale.co.uk/uh6hr

Blue Whale Capital LLP is authorised and regulated by the Financial Conduct Authority. Your capital is at risk.

21/02/2025

Join Stephen Yiu on the Finimize Podcast to discover Blue Whale's approach to identifying growth companies and maximising investment returns. Yiu will cover key trends for 2025, his top stock picks poised for growth, and strategies to optimise your investments.

📅 Date: Monday, 24th February
⏰ Time: 17:00 - 17:30 GMT
📍 Location: Online

Register here:
https://links.bluewhale.co.uk/uh57c

Blue Whale Capital LLP is authorised and regulated by the Financial Conduct Authority. Your capital is at risk. Past performance is not a guide to future performance. Views we express on companies do not constitute Investment Recommendations and must not be viewed as such.

19/02/2025

Ganesh Rao of CNBC interviewed Stephen Yiu on his outlook for Broadcom’s investment potential.

Find out more in the full article:
https://links.bluewhale.co.uk/uh5vL

17/02/2025

In a Telegraph article on the video gaming sector, Stephen Yiu shared his insights on Nintendo.

Discover more in the full article:
https://links.bluewhale.co.uk/uh4Y9

14/02/2025

WS Blue Whale Growth Fund | Daily NAV update:

Fund size: c.£1.32bn

I Class Acc (GBP) 282.74p
I Class Inc (GBP) 280.88p
R Class Acc (GBP) 277.62p
R Class Inc (GBP) 277.23p

Prices as at 14 February 2025

https://links.bluewhale.co.uk/uh4Qo

Blue Whale Capital LLP is authorised and regulated by the Financial Conduct Authority. Your capital is at risk.

View our Factsheet for the latest WS Blue Whale Growth Fund performance data, including the Top 10 holdings, prices and Fund charges.

13/02/2025

Hargreaves Lansdown has revealed the best-selling funds of January 2025.

Explore the list on Boring Money:
https://links.bluewhale.co.uk/uh4qd

12/02/2025

For the first time, Interactive Investor has identified the Top 10 most popular active funds.
Explore the list:

11/02/2025

Andrew Wilkinson from Interactive Brokers sits down with Stephen Yiu to discuss the WS Blue Whale Growth Fund’s investment approach and Stephen’s global outlook. Yiu shares insights on key megatrends, including the rise of artificial intelligence and the emergence of new players like DeepSeek. He also highlights Philip Morris and its transition to smoke-free products, alongside the growth potential in US sports gaming.

Watch the full interview here:
https://links.bluewhale.co.uk/uh3Se

Blue Whale Capital LLP is authorised and regulated by the Financial Conduct Authority. Your capital is at risk. Past performance is not a guide to future performance. Views we express on companies do not constitute Investment Recommendations and must not be viewed as such.

24/01/2025

In a recent interview with David Lin, Stephen Yiu shared insights into the evolving technology landscape, addressing key questions about the sector. Yiu discussed comparisons between today’s market and the dot-com bubble, while analysing current tech valuations and performance. He also explained why Blue Whale had sold certain tech holdings due to concerns over AI spending, and outlined his bullish outlook on AI infrastructure, highlighting Nvidia and Broadcom as key players in this space.

Watch the full interview here:
https://links.bluewhale.co.uk/uhZy2

Blue Whale Capital LLP is authorised and regulated by the Financial Conduct Authority. Your capital is at risk. Past performance is not a guide to future performance. Views we express on companies do not constitute Investment Recommendations and must not be viewed as such.

20/01/2025

Ben Yearsley from Fairview Investing shared his pick for adventurous investors with Trustnet.

Discover more in the full article:
https://links.bluewhale.co.uk/uhX39

17/01/2025

WS Blue Whale Growth Fund | Daily NAV update:

Fund size: c.£1.29bn

I Class Acc (GBP) 282.58p
I Class Inc (GBP) 280.72p
R Class Acc (GBP) 277.51p
R Class Inc (GBP) 277.12p

Prices as at 17 January 2025

https://links.bluewhale.co.uk/uhXUj

Blue Whale Capital LLP is authorised and regulated by the Financial Conduct Authority. Your capital is at risk.

View our Factsheet for the latest WS Blue Whale Growth Fund performance data, including the Top 10 holdings, prices and Fund charges.