LF Blue Whale Growth R Sterling Acc (FUND:BD6PG78) - Fund price


Fund Report

LF Blue Whale Growth Fund R Sterling Accumulation

Management
Name of CompanyBlue Whale Capital LLP (Link)
Fund CompanyBlue Whale Capital
Phone+44 20 77342562
Websitewww.bluewhale.co.uk
Address22-23 Old Burlington Street,
London W1S 2JJ
United Kingdom
Fund
DomicileUnited Kingdom
Legal StructureOpen Ended Investment Company
UCITSYes
Inception Date11/09/2017

Fund Advisor(s)

Blue Whale Capital LLP
Managers
Fund ManagerStephen Yiu
Manager Start Date11/09/2017
BiographyStephen is the lead manager of the LF Blue Whale Growth Fund and the Blue Whale Growth Fund (ICAV). 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. The firm's flagship LF Blue Whale Growth Fund has grown to manage over £600m in assets and was recently voted Best Fund of 2020 at the Shares Magazine Awards.
Fund ManagerDaniel Allcock
Manager Start Date01/10/2019
BiographyDaniel Allcock is the co-manager of the Blue Whale Growth Fund since October 2019. He joined Blue Whale Capital as an investment analyst in 2017. After graduating from the University of Warwick with a Mathematics degree, he qualified as a Chartered Accountant with PWC before joining Nevsky Capital as an equity analyst.
AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
© Copyright 2021 Morningstar. All rights reserved.