LF Blue Whale Growth R Sterling Acc (Accumulation)

Price as at 23 November 2020
170.83 GBX
Last change
icon-down-small -1.42%
1 year change
icon-up-small 22.43%
5 year annualised return
12 month yield
Morningstar rating
Risk level

Risk considerations

Past performance is not a guide to future performance. Please remember the value of your investment may go down as well as up and you may not get back the full amount you invest. We don't provide advice so if you are in any doubt about buying and selling shares or making your own investment decisions we recommend you seek advice from a suitably qualified Financial Advisor. For full information about the sources of data we use, please read the page footer.

Discrete calendar year performance

Discrete calendar year performance
Investment 30/09/14 to 30/09/15 30/09/15 to 30/09/16 30/09/16 to 30/09/17 30/09/17 to 30/09/18 30/09/18 to 30/09/19
LF Blue Whale... N/A N/A N/A 25.35% 11.17%
Global Large-Cap... 6.12% 20.36% 17.02% -4.74% 24.23%
MSCI ACWI... 7.43% 23.18% 18.75% -2.42% 27.60%

Trailing returns


Trailing returns
Investment 3 months 6 months 1 year 3 years * 5 years *
LF Blue Whale... 0.95% 10.11% 22.43% 17.71% N/A
Global Large-Cap... 2.79% 15.52% 17.70% 10.72% 13.94%
MSCI ACWI... 3.28% 18.68% 23.17% 14.36% 17.18%

Fees and Charges

Fees and Charges
Initial charge: 0.00%
Ongoing Charges: 1.14%
Performance Fee: N/A
Typical transaction cost: 0.5% of your investment (you'll be provided with the exact cost before investing in a fund)
*Online dealing commission: £12.50

Asset Allocation

Fund Objective

The Investment Objective of the Fund is to achieve capital growth over any five year period, after all costs and charges have been taken.

IA Sector:


Manager name:

Stephen Yiu

Manager start date:

11 September 2017

Manager Biography:

Stephen is the lead manager of the LF 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. Previous funds he has directly managed or co-managed are - Citywire's AA-rated Artemis UK Growth Fund (now Artemis UK Select Fund), Artemis Pan-European Hedge Fund (nominated for EuroHedge Awards 2010) and New Star UK Gemini Hedge Fund (nominated for EuroHedge Awards 2007). Stephen setup his own fund management business in 2017 with a £25m backing from Peter Hargreaves, the co-founder of Hargreaves Lansdown.

Morningstar® Category:

Global Large-Cap Growth Equity

Morningstar Sector:


Region (geographical):


Top 10 Holdings

Top 10 Holdings
Security Weight
Microsoft Corp 8.20%
Adobe Inc 7.86%
Visa Inc Class A 6.00%
Autodesk Inc 5.40%
Amazon.com Inc 5.19%
Mastercard Inc A 4.91%
PayPal Holdings Inc 4.73%
Dassault Systemes SE 4.57%
SAP SE 4.55%
Intuit Inc 4.45%


Sectors Weight
Technology 49.69%
Financial Services 16.43%
Healthcare 13.35%
Consumer Defensive 7.35%
Communication Services 6.33%
Consumer Cyclical 5.45%
Industrials 1.40%

World regions

World regions
Country Weight
USA 74.06%
NLD 8.04%
FRA 4.70%
DEU 4.68%
GBR 2.76%
ITA 2.14%
CHE 2.05%
AUS 1.57%
Investment style
Unit type
Morningstar analyst rating™
Morningstar sustainability rating™
  • Yes Share dealing
  • Yes SIPP
  • No ShareBuilder
  • Yes ISA

Compare our accounts

Whether you're looking for a Share Dealing Account, Stocks and Shares ISA or a Self-Invested Personal Pension (SIPP), we've got an account to suit your needs.

Markets and insights

Get the latest market and company data. Read expert commentary and news.

Shares centre

Research thousands of shares on UK and international stock markets.

Getting started

Our useful guides will help you set up and manage your account online.

Important legal information

Halifax Share Dealing Limited. Registered in England and Wales no. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.

The information published on this website is accurate to the best of our knowledge. However, we do not assume any liability whatsoever for the accuracy and completeness of the information and any reliance you place on such information is at your own risk.

The information contained within this website is provided by Web Financial Group, a parent company of Digital Look, unless otherwise stated. The information is not intended to be advice or a recommendation to buy, sell or hold any of the shares, companies or investment vehicles mentioned, nor is it information meant to be a research recommendation.

This is a solution powered by Digital Look Ltd incorporating their prices, data, news, charts, fundamentals and investor tools on this site. Terms and Conditions Prices and trades are provided by Web Financial Group and are delayed by at least 15 minutes.

Logo Morning Star

The investments' operational and portfolio data on this website is sourced by Morningstar and is believed to be correct, but cannot be guaranteed.   You should check any information you rely upon to make an investment decision to ensure that it is accurate and up to date. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Any views and opinions made by Morningstar do not represent those of Lloyds Bank.