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: https://t.co/5ELFqIDh8u
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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.£2.65bn
I Class Acc (GBP) 467.75p
I Class Inc (GBP) 464.31p
R Class Acc (GBP) 457.80p
R Class Inc (GBP) 457.16p
Prices as at 4 June 2026
https://t.co/eAr9WEWzdT
WS Blue Whale Growth Fund | Daily NAV update:
Fund size: c.£2.69bn
I Class Acc (GBP) 475.86p
I Class Inc (GBP) 472.37p
R Class Acc (GBP) 465.75p
R Class Inc (GBP) 465.09p
Prices as at 3 June 2026
https://t.co/eAr9WEWzdT
WS Blue Whale Growth Fund | Daily NAV update:
Fund size: c.£2.65bn
I Class Acc (GBP) 468.78p
I Class Inc (GBP) 465.34p
R Class Acc (GBP) 458.82p
R Class Inc (GBP) 458.17p
Prices as at 2 June 2026
WS Blue Whale Growth Fund | Daily NAV update:
Fund size: c.£2.62bn
I Class Acc (GBP) 463.83p
I Class Inc (GBP) 460.42p
R Class Acc (GBP) 453.97p
R Class Inc (GBP) 453.33p
Prices as at 1 June 2026
https://t.co/eAr9WEWzdT
WS Blue Whale Growth Fund | Daily NAV update:
Fund size: c.£2.61bn
I Class Acc (GBP) 463.79p
I Class Inc (GBP) 460.39p
R Class Acc (GBP) 453.95p
R Class Inc (GBP) 453.31p
Prices as at 29 May 2026
https://t.co/eAr9WEWzdT
WS Blue Whale Growth Fund | Daily NAV update:
Fund size: c.£2.6bn
I Class Acc (GBP) 461.28p
I Class Inc (GBP) 457.90p
R Class Acc (GBP) 451.50p
R Class Inc (GBP) 450.86p
Prices as at 28 May 2026
https://t.co/eAr9WEWzdT
WS Blue Whale Growth Fund | Daily NAV update:
Fund size: c.£2.6bn
I Class Acc (GBP) 460.73p
I Class Inc (GBP) 457.35p
R Class Acc (GBP) 450.96p
R Class Inc (GBP) 450.32p
Prices as at 27 May 2026
https://t.co/eAr9WEWzdT
WS Blue Whale Growth Fund | Daily NAV update:
Fund size: c.£2.51bn
I Class Acc (GBP) 446.60p
I Class Inc (GBP) 443.32p
R Class Acc (GBP) 437.13p
R Class Inc (GBP) 436.51p
Prices as at 26 May 2026
https://t.co/eAr9WEWzdT
WS Blue Whale Growth Fund | Daily NAV update:
Fund size: c.£2.5bn
I Class Acc (GBP) 445.04p
I Class Inc (GBP) 441.77p
R Class Acc (GBP) 435.62p
R Class Inc (GBP) 435.00p
Prices as at 22 May 2026
https://t.co/eAr9WEWzdT
WS Blue Whale Growth Fund | Daily NAV update:
Fund size: c.£2.46bn
I Class Acc (GBP) 438.19p
I Class Inc (GBP) 434.97p
R Class Acc (GBP) 428.91p
R Class Inc (GBP) 428.31p
Prices as at 21 May 2026
https://t.co/eAr9WEWzdT
WS Blue Whale Growth Fund | Daily NAV update:
Fund size: c.£2.4bn
I Class Acc (GBP) 428.73p
I Class Inc (GBP) 425.58p
R Class Acc (GBP) 419.66p
R Class Inc (GBP) 419.06p
Prices as at 20 May 2026
https://t.co/eAr9WEWzdT
WS Blue Whale Growth Fund | Daily NAV update:
Fund size: c.£2.42bn
I Class Acc (GBP) 431.75p
I Class Inc (GBP) 428.58p
R Class Acc (GBP) 422.62p
R Class Inc (GBP) 422.02p
Prices as at 19 May 2026
https://t.co/eAr9WEWzdT
WS Blue Whale Growth Fund | Daily NAV update:
Fund size: c.£2.47bn
I Class Acc (GBP) 442.91p
I Class Inc (GBP) 439.66p
R Class Acc (GBP) 433.55p
R Class Inc (GBP) 432.94p
Prices as at 18 May 2026
https://t.co/eAr9WEWzdT
WS Blue Whale Growth Fund | Daily NAV update:
Fund size: c.£2.52bn
I Class Acc (GBP) 450.65p
I Class Inc (GBP) 447.34p
R Class Acc (GBP) 441.13p
R Class Inc (GBP) 440.50p
Prices as at 15 May 2026
https://t.co/eAr9WEWzdT
WS Blue Whale Growth Fund | Daily NAV update:
Fund size: c.£2.5bn
I Class Acc (GBP) 447.14p
I Class Inc (GBP) 443.85p
R Class Acc (GBP) 437.69p
R Class Inc (GBP) 437.08p
Prices as at 14 May 2026
https://t.co/eAr9WEWzdT
WS Blue Whale Growth Fund | Daily NAV update:
Fund size: c.£2.47bn
I Class Acc (GBP) 444.01p
I Class Inc (GBP) 440.75p
R Class Acc (GBP) 434.63p
R Class Inc (GBP) 434.02p
Prices as at 13 May 2026
https://t.co/eAr9WEWzdT
WS Blue Whale Growth Fund | Daily NAV update:
Fund size: c.£2.48bn
I Class Acc (GBP) 445.37p
I Class Inc (GBP) 442.10p
R Class Acc (GBP) 435.97p
R Class Inc (GBP) 435.36p
Prices as at 12 May 2026
https://t.co/eAr9WEWzdT
WS Blue Whale Growth Fund | Daily NAV update:
Fund size: c.£2.44bn
I Class Acc (GBP) 439.05p
I Class Inc (GBP) 435.83p
R Class Acc (GBP) 429.79p
R Class Inc (GBP) 429.18p
Prices as at 11 May 2026
https://t.co/eAr9WEWzdT
WS Blue Whale Growth Fund | Daily NAV update:
Fund size: c.£2.39bn
I Class Acc (GBP) 430.41p
I Class Inc (GBP) 427.25p
R Class Acc (GBP) 421.34p
R Class Inc (GBP) 420.74p
Prices as at 8 May 2026
https://t.co/eAr9WEWzdT
WS Blue Whale Growth Fund | Daily NAV update:
Fund size: c.£2.36bn
I Class Acc (GBP) 427.37p
I Class Inc (GBP) 424.23p
R Class Acc (GBP) 418.36p
R Class Inc (GBP) 417.77p
Prices as at 6 May 2026
https://t.co/eAr9WEWzdT