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What is the average annual ROI With Blue Whale?.

 

The Blue Whale Growth Fund is a global long-only fund. We run a highly concentrated portfolio of 25-35 stocks, with an aim to outperform the MSCI World Index (net GBP).
 
The MSCI World Index (net GBP) has delivered an average annual return of 10% per year for the last 10 years. Since inception, the Fund has outperformed this benchmark.
 
Please note that past performance is not a guide to future performance.
 

 

 

 

 

 

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