WS Blue Whale Growth Fund R Sterling Accumulation header image

WS Blue Whale Growth Fund R Sterling Accumulation

Fund

ISIN GB00BD6PG787 / Valor null

NAV (2025-11-14)
GBP 3.23-4.33%

WS Blue Whale Growth Fund R Sterling Accumulation
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive

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.

Content summarized by AI chatbot
Tags:
active management global equities

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-4.51%EUR 2.59
WS Blue Whale Growth Fund I Sterling Income
WS Blue Whale Growth Fund I Sterling Income WS Blue Whale Growth Fund I Sterling Income
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-4.33%GBP 3.27
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-4.33%GBP 3.22
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-4.33%GBP 3.29