Blue Whale Investment Funds ICAV - Blue Whale Growth Fund GBP R Class
ISIN IE00BJM0BC98 / Valor null
Blue Whale Investment Funds ICAV - Blue Whale Growth Fund GBP R Class
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The Blue Whale Growth Fund focuses on achieving capital growth by holding a concentrated selection of 25 to 35 carefully chosen listed stocks across various sectors and regions, including both developed and emerging markets. The portfolio is primarily composed of equity and equity-related securities, with no more than 20% invested in emerging markets. Additionally, the fund may allocate up to 10% of its assets to other open-ended investment schemes and maintain liquidity through money market instruments. All investment decisions are driven by detailed research to ensure a diverse and well-managed equity portfolio without favoring any specific sector or geographic area.
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