"The current economic and political backdrop indicates that a nimble Global fund would be an investor’s preferred choice. Blue Whale Growth Fund fits the bill; I will be increasing my holding."
Stephen Yiu joins Simon Lambert on The Investing Show to discuss the secret to Blue Whale's start-up success and where the Fund is investing now.
Whilst the Fund provided a positive return in 2018 when the market fell, repeating a positive absolute return in more aggressive down markets is unlikely. We believe that our investee companies have long-term resilience and the ability to outperform a falling index, however it should be noted that as a long-only fund, investors may well see losses over shorter periods in falling markets. We do not give investment advice so you need to decide if an investment is suitable for you. If you are unsure whether to invest you should contact a financial adviser. Your capital is at risk. Past performance is not a guide to future performance.