WS Blue Whale Growth R Sterling Acc
This fund can be held in a Dealing accountISALifetime ISAJISASIPPand can be used with Regular investment
Before investing please read:
Asset allocation %
Morningstar style box TM
Equity style
SizeLarge
Mid
Small
Value
Blend
Growth
Style
Size
| Share class size (mil) | 292 GBP (01/05/2024) |
| Fund size (mil) | 1,081 GBP (28/03/2024) |
Morningstar style box TM
Fixed income style
Credit qualityLarge
Mid
Small
Value
Blend
Growth
Interest rate sensit
Top 10 holdings
| Assets in top 10 holdings % | 54.77 |
| Total number of equity holdings | 29 |
| Total number of bond holdings | 0 |
| Holdings 31/12/2023 | % of assets |
|---|---|
| NVIDIA Corp | 8.75 |
| Microsoft Corp | 8.00 |
| Charles Schwab Corp | 6.88 |
| Lam Research Corp | 6.08 |
| Sartorius AG Participating Preferred | 4.88 |
| Mastercard Inc Class A | 4.22 |
| Visa Inc Class A | 4.11 |
| Meta Platforms Inc Class A | 4.05 |
| Nintendo Co Ltd | 3.99 |
| Danaher Corp | 3.81 |