Fund

WS Blue Whale Growth I Sterling Acc

Last Updated 30 July 2026

Assets Under Management

1 Year Return

5 Year Annualised Return

Our Analyst's View Live Portfolio Data

Key Information

ISIN

GB00BD6PG563

Inception Date

11 September 2017

Annual Reporting Charge

0.83%

Ongoing Cost

0.81%

Management Fee

0.75%

12 Month Yield

0.06%

Source: Morningstar

Past performance is not a reliable indicator of future results

Performance

Cumulative Performance (%)

	YTD	1Mo	3Mo	1Yr	3Yr Ann.	5Yr Ann.	SI
Total Return	20.63%	-12.05%	1.18%	39.57%	29.32%	14.75%	17.24%

As at last close.

Portfolio

Sectors

	Technology	43.83%
	Consumer Cyclical	12.84%
	Industrials	11.67%
	Financial Services	11.66%
	Healthcare	9.39%
	Basic Materials	4.11%
	Communication Services	3.55%
	Consumer Defensive	1.94%
	Real Estate	1.00%

Countries

	United States	73.51%
	Italy	7.01%
	South Korea	5.61%
	Taiwan	5.05%
	Germany	3.92%
	United Kingdom	2.62%
	France	2.28%

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