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LF Blue Whale Growth I GBP Acc

Ranked 2 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Stephen Yiu

Stephen Yiu is lead manager of the CF Blue Whale Growth fund. Having started his working life in the Hargreaves Lansdown investment team, Stephen left the company in 2007 to pursue his interest in asset management. Working at New Star (now Janus Henderson), Artemis and most recently under Martin Taylor at Nevsky Capital, Stephen has gained broad and varied experience within the investment industry. Stephen Yiu set up his own fund management business in 2017 with a £25 million backing from Peter Hargreaves, the co-founder of Hargreaves Lansdown.

Objective

The Sub-fund will invest substantially in listed equities on a global basis that are listed or traded on worldwide recognised exchanges.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 12.9%
2018 8.6% -1.0% 14.5% 8.2% -11.4%
2017 2.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date11/09/2017
  • Share Class size79Mn
  • Base currencyGBP
  • ISIN GB00BD6PG563

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment0.00%

Related News

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Stephen Yiu has a dig at his fellow fund managers after strong first year on his new global equity fund.

Blue Whale attacks top Nick Train and Terry Smith stock Sage

'The competition is killing it slowly', says Blue Whale Growth manager Stephen Yiu, as Nick Train addresses Sage's troubles.

Blue Whale makes a splash by beating Fundsmith

Peter Hargreaves had Fundsmith in his sights when backing Blue Whale Capital and its global fund has beaten Terry Smith in its first year.

Blue Whale's Yiu: how Mifid II could spell end for sell-side

Blue Whale fund manager Stephen Yiu talks with Joshua Thurston about on how Mifid II could be the beginning of the end for sell-side research.

Scottish Mortgage tops FTSE as Amazon amazes

Global investment trust jumps to top of FTSE 100 as top holding Amazon smashes profit expectations.

Peter Hargreaves-backed firm hits out at 'active' fund managers

Blue Whale founder and CIO Stephen Yiu believes the funds industry is 'stuck in a bygone age of opaqueness', with little justification for the fees charged.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).