Blue Whale Growth Fund

How many stocks should a fund really hold — 25, 60, or 1,300? In this episode of Outperformance Matters, Stephen Yiu dives into why concentration can build wealth while over-diversification can quietly erode it. He also tackles why the London Stock Exchange is losing its edge, whether the AI boom is a bubble or just beginning, and bust one of investing’s oldest myths — that equity income always pays. Listen to the full episode now: …haleoutperformancematters.podbean.com #OutperformanceMattersPodcast #BlueWhaleGrowthFund Your Capital is at risk. Past performance is not a guide to future performance. Views we express on companies, markets and asset classes do not constitute Investment Recommendations and must not be viewed as such. Blue Whale Capital LLP is authorised and regulated by the Financial Conduct Authority.

WS Blue Whale Growth Fund | Daily NAV update: Fund size: c.£1.93bn I Class Acc (GBP) 367.12p I Class Inc (GBP) 364.43p R Class Acc (GBP) 359.50p R Class Inc (GBP) 358.99p Prices as at 20 March 2026 bluewhale.co.uk/factsheet?mtm_…

WS Blue Whale Growth Fund | Daily NAV update: Fund size: c.£1.94bn I Class Acc (GBP) 367.05p I Class Inc (GBP) 364.35p R Class Acc (GBP) 359.43p R Class Inc (GBP) 358.92p Prices as at 19 March 2026 bluewhale.co.uk/factsheet?mtm_…

WS Blue Whale Growth Fund | Daily NAV update: Fund size: c.£1.96bn I Class Acc (GBP) 371.76p I Class Inc (GBP) 369.03p R Class Acc (GBP) 364.05p R Class Inc (GBP) 363.54p Prices as at 18 March 2026 bluewhale.co.uk/factsheet?mtm_…

WS Blue Whale Growth Fund | Daily NAV update: Fund size: c.£1.93bn I Class Acc (GBP) 365.19p I Class Inc (GBP) 362.51p R Class Acc (GBP) 357.61p R Class Inc (GBP) 357.11p Prices as at 17 March 2026 bluewhale.co.uk/factsheet?mtm_…

WS Blue Whale Growth Fund | Daily NAV update: Fund size: c.£1.91bn I Class Acc (GBP) 362.50p I Class Inc (GBP) 359.84p R Class Acc (GBP) 354.98p R Class Inc (GBP) 354.48p Prices as at 16 March 2026 bluewhale.co.uk/factsheet?mtm_…

WS Blue Whale Growth Fund | Daily NAV update: Fund size: c.£1.91bn I Class Acc (GBP) 362.61p I Class Inc (GBP) 359.95p R Class Acc (GBP) 355.10p R Class Inc (GBP) 354.60p Prices as at 13 March 2026 bluewhale.co.uk/factsheet?mtm_…

WS Blue Whale Growth Fund | Daily NAV update: Fund size: c.£1.94bn I Class Acc (GBP) 368.31p I Class Inc (GBP) 365.61p R Class Acc (GBP) 360.68p R Class Inc (GBP) 360.18p Prices as at 12 March 2026 bluewhale.co.uk/factsheet?mtm_…

WS Blue Whale Growth Fund | Daily NAV update: Fund size: c.£1.93bn I Class Acc (GBP) 367.25p I Class Inc (GBP) 364.55p R Class Acc (GBP) 359.65p R Class Inc (GBP) 359.14p Prices as at 11 March 2026 bluewhale.co.uk/factsheet?mtm_…

WS Blue Whale Growth Fund | Daily NAV update: Fund size: c.£1.92bn I Class Acc (GBP) 366.33p I Class Inc (GBP) 363.64p R Class Acc (GBP) 358.75p R Class Inc (GBP) 358.24p Prices as at 10 March 2026 bluewhale.co.uk/factsheet?mtm_…

WS Blue Whale Growth Fund | Daily NAV update: Fund size: c.£1.84bn I Class Acc (GBP) 350.11p I Class Inc (GBP) 347.54p R Class Acc (GBP) 342.87p R Class Inc (GBP) 342.39p Prices as at 9 March 2026 bluewhale.co.uk/factsheet?mtm_…

WS Blue Whale Growth Fund | Daily NAV update: Fund size: c.£1.92bn I Class Acc (GBP) 365.87p I Class Inc (GBP) 363.18p R Class Acc (GBP) 358.31p R Class Inc (GBP) 357.80p Prices as at 6 March 2026 bluewhale.co.uk/factsheet?mtm_…

WS Blue Whale Growth Fund | Daily NAV update: Fund size: c.£1.95bn I Class Acc (GBP) 371.56p I Class Inc (GBP) 368.83p R Class Acc (GBP) 363.88p R Class Inc (GBP) 363.37p Prices as at 5 March 2026 bluewhale.co.uk/factsheet?mtm_…

WS Blue Whale Growth Fund | Daily NAV update: Fund size: c.£1.91bn I Class Acc (GBP) 363.11p I Class Inc (GBP) 360.44p R Class Acc (GBP) 355.61p R Class Inc (GBP) 355.11p Prices as at 4 March 2026 bluewhale.co.uk/factsheet?mtm_…

WS Blue Whale Growth Fund | Daily NAV update: Fund size: c.£1.96bn I Class Acc (GBP) 373.00p I Class Inc (GBP) 370.26p R Class Acc (GBP) 365.30p R Class Inc (GBP) 364.78p Prices as at 3 March 2026 bluewhale.co.uk/factsheet?mtm_…

WS Blue Whale Growth Fund | Daily NAV update: Fund size: c.£2.01bn I Class Acc (GBP) 381.85p I Class Inc (GBP) 379.05p R Class Acc (GBP) 373.98p R Class Inc (GBP) 373.45p Prices as at 27 February 2026 bluewhale.co.uk/factsheet?mtm_…

WS Blue Whale Growth Fund | Daily NAV update: Fund size: c.£2.04bn I Class Acc (GBP) 387.03p I Class Inc (GBP) 384.22p R Class Acc (GBP) 379.05p R Class Inc (GBP) 378.52p Prices as at 26 February 2026 bluewhale.co.uk/factsheet?mtm_…

WS Blue Whale Growth Fund | Daily NAV update: Fund size: c.£2bn I Class Acc (GBP) 379.74p I Class Inc (GBP) 376.98p R Class Acc (GBP) 371.91p R Class Inc (GBP) 371.39p Prices as at 25 February 2026 bluewhale.co.uk/factsheet?mtm_…

WS Blue Whale Growth Fund | Daily NAV update: Fund size: c.£1.97bn I Class Acc (GBP) 376.96p I Class Inc (GBP) 374.22p R Class Acc (GBP) 369.20p R Class Inc (GBP) 368.68p Prices as at 24 February 2026 bluewhale.co.uk/factsheet?mtm_…

WS Blue Whale Growth Fund | Daily NAV update: Fund size: c.£1.97bn I Class Acc (GBP) 376.44p I Class Inc (GBP) 373.70p R Class Acc (GBP) 368.68p R Class Inc (GBP) 368.16p Prices as at 23 February 2026 bluewhale.co.uk/factsheet?mtm_…

WS Blue Whale Growth Fund | Daily NAV update: Fund size: c.£1.96bn I Class Acc (GBP) 373.70p I Class Inc (GBP) 370.98p R Class Acc (GBP) 366.01p R Class Inc (GBP) 365.50p Prices as at 20 February 2026 bluewhale.co.uk/factsheet?mtm_…