LF Blue Whale Growth

TBC15

Not bad results for the short time it’s been up and running, worth a punt?

A_T

Seems to have an approach like Fundsmith and Lindsell Train Global with a bit of added FAANGs. Definitely one to consider IMO.

Wildsound

As taken from their key investor information document: "Past performance is not necessarily a guide to future performance. The value of investments and the income from them may fall as well as rise and be affected by changes in exchange rates, and you may not get back the amount of your original investment."

Jargon aside, for me personally I need more historical information and tenure before I make any decision to invest in a new fund, regardless of where the manager has come from.

Same reason why I didn't invest in Woodford when he set up his new fund. A perfect example: in his first year, it was pretty high up the leader board. Look what happened since...

A cautious thought for all...

TBC15

I’ll pass the wisdom on to Peter. It might not be too late to get out.

Alexland

Wildsound wrote: »

Same reason why I didn't invest in Woodford when he set up his new fund. A perfect example: in his first year, it was pretty high up the leader board. Look what happened since.

Interesting article about how retail investors are still chucking money into Fundsmith despite signs that the market is shifting away from growth style which might cause him a period of underperformance.

https://www.ftadviser.com/investments/2018/11/12/fund-buyers-back-terry-smith-despite-sentiment-shift/

I made money on both LTGE and Fundsmith but sold as they are now looking too hot.

Alex.

Prism

Blue Whale looks ok but not something I want to invest in while also in another high growth fund - Scottish Mortgage.

At this stage I am much happier continuing investing in Fundsmith and Lindsell Train as they are much more conservative growth funds - both have about 50% allocation to defensive stocks. Might struggle a little with their bond proxy tag but should survive crashes quite well as they have this year

Blue Whale took quite a hit over the last few months