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GB00BZ2YMT70

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Analysis and statistics

  • Open
    185.8807$
  • Previous Close
    185.8807$
  • 52 Week Change
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  • Day Range
    0.00$
  • 52 Week High/Low
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  • Dividend Per Share
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  • Market cap
    --$
  • EPS
    --
  • Beta
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  • Volume
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About

GB00BZ2YMT70 is the SEDOL code for the LF Blue Whale Growth Fund I Inc GBP, an equity fund managed by Link Fund Solutions Limited and investment managed by Blue Whale Capital LLP. The fund aims to achieve long-term capital growth by investing primarily in a concentrated portfolio of global equities, specifically targeting companies with strong brands, sustainable business models, and pricing power. Its investment strategy is based on bottom-up stock selection and a long-term investment horizon.

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Factors

Fund Performance: The fund's historical and current performance significantly impacts its price. Strong returns attract investors, increasing demand and price.

Market Conditions: Overall market sentiment, economic growth, and geopolitical events influence investor confidence and affect demand for the fund.

Fund Holdings: The performance of the underlying assets (stocks, bonds, etc.) within the fund's portfolio directly affects its net asset value (NAV) and price.

Expense Ratio: The fund's expense ratio, which covers management fees and operating costs, impacts the fund's net returns and consequently its price.

Investor Demand: High investor demand can drive up the fund's price, while decreased demand can lead to a price decline.

Interest Rates: Changes in interest rates can impact the value of fixed-income securities held within the fund, affecting its price.

Currency Fluctuations: For funds investing in foreign assets, currency exchange rates can influence returns and impact the fund's price.

Management Expertise: The skill and experience of the fund manager can influence investment decisions and fund performance, affecting the price.

Fund Size: Larger funds may face challenges in generating outsized returns, potentially impacting price appreciation.

Economic Indicators: Key economic indicators such as inflation, unemployment, and GDP growth can influence investor sentiment and affect the fund's price.

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