Fund

WS Blue Whale Growth

Blue Whale Growth invests in strong companies that can sustain strong growth.
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 14.27% -12.26% 1.40% 11.77% 30.28% 12.71% 15.98%
As at last close.

Portfolio

Sectors

Technology 63.96%
Industrials 16.59%
Communication Services 5.39%
Financial Services 4.40%
Healthcare 3.77%
Consumer Cyclical 2.92%
Basic Materials 2.22%
Energy 0.74%

Countries

United States 76.54%
South Korea 10.58%
Netherlands 3.27%
Italy 2.99%
Germany 2.44%
France 2.33%
United Kingdom 1.11%
Canada 0.74%

About the Author

Jean-Baptiste Andrieux
[email protected]
Jean-Baptiste joined Kepler in August 2024 as an investment trust research analyst. Prior to this, he worked as a reporter for Money Marketing and Trustnet where he wrote news, features and opinion pieces. He graduated from the University of Vienna with a BA in History and from City, University of London with an MA in Newspaper Journalism. He also holds the Investment Management Certificate.
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Disclaimer

Disclaimer

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