LF Blue Whale Growth Class I - Income (GBP)
Our view on this Fund
This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »
The fund is managed by Stephen Yiu, who has over a decade of experience in the investment industry. He prides himself on having built a highly experienced and well-resourced investment team that focus solely on one fund.
The team focuses on a small universe of less than 100 high-quality companies. Yiu believes that this allows the team to remain nimble enough to pounce on new opportunities but also allows each team member the chance to spend a significant amount of time analysing each companies' potential.
Blue Whale was co-founded by Peter Hargreaves, a significant shareholder in Hargreaves Lansdown Plc, which prohibits the fund from inclusion in the Wealth Shortlist. The manager also does not currently have a long enough track record to satisfy our quantitative analysis criteria.