WS Blue Whale Growth Fund I Sterling Income
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The WS Blue Whale Growth Fund aims to achieve capital growth by primarily investing at least 80% in shares of companies worldwide that have strong growth potential and are not overvalued. Additionally, up to 20% of the portfolio may be allocated to government bonds, money market instruments, and cash to provide stability. The fund is actively managed, allowing the investment manager to select a diverse range of companies across various geographic regions and industry sectors. This active management approach enables the fund to adapt to market opportunities and invest in other funds when beneficial, all geared towards enhancing the fund’s overall growth prospects.
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active managementglobal equities
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OTHER SHARE CLASSES OF THIS FUND
WS Blue Whale Growth Fund R Euro Accumulation
WS Blue Whale Growth Fund R Euro Accumulation
WS Blue Whale Growth Fund R Euro Accumulation
Annual Return
-50%0%+50%
Risk level
110
-3.71%EUR 2.50
WS Blue Whale Growth Fund R Sterling Accumulation
WS Blue Whale Growth Fund R Sterling Accumulation
WS Blue Whale Growth Fund R Sterling Accumulation
Annual Return
-50%0%+50%
Risk level
110
-3.63%GBP 3.11
WS Blue Whale Growth Fund R Sterling Income
WS Blue Whale Growth Fund R Sterling Income
WS Blue Whale Growth Fund R Sterling Income
Valor: 39611658
Annual Return
-50%0%+50%
Risk level
110
-3.63%GBP 3.11
WS Blue Whale Growth Fund I Sterling Accumulation
WS Blue Whale Growth Fund I Sterling Accumulation
WS Blue Whale Growth Fund I Sterling Accumulation
Valor: 39611618