PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Stephen Yiu

 FE fundinfo Alpha Manager
Blue Whale Capital LLP, Blue Whale Investment Funds IC
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Stephen is the lead manager of the WS Blue Whale Growth Fund and the Blue Whale Growth Fund (ICAV). Having started his working life in the Hargreaves Lansdown investment team, Stephen left the company in 2007 to pursue his interest in asset management. Having worked at New Star (now Janus Henderson), Artemis, and under Martin Taylor at Nevsky Capital, Stephen has gained broad and varied experience within the investment industry. Stephen set up his own fund management business in 2017 with a £25m backing from Peter Hargreaves, the co-founder of Hargreaves Lansdown. The firm's flagship WS Blue Whale Growth Fund has grown to manage over £1bn in assets and was voted Best Fund of 2020 at the Shares Magazine Awards.
Total return for Stephen Yiu
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Stephen Yiu

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Stephen Yiu 40.7 9.3 -26.3 27.7 21.8 18.6 9.7 - - -
Peer Group Composite 20.8 2.8 -9.2 27.3 5.7 10.6 0.7 - - -
Over / Under 19.9 6.5 -17.1 0.4 16.1 8.0 9.0 - - -
Performance vs peer group composite: Stephen Yiu
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
6 years
out of a possible 7
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
WS Blue Whale Growth Lead manager UT Global since Sep 11 2017 to present
Blue Whale Growth Lead manager FO Equity - International since Sep 25 2020 to present
Funds managed previously
Fund Periods
Artemis UK Select since Jul 01 2009 to Feb 28 2013
Artemis Pan European Hedge since Sep 01 2009 to Feb 28 2013
HL Multi Manager Balanced Managed since Jan 31 2004 to Jan 31 2006
HL Multi Manager Special Situations since Jan 31 2004 to Jan 31 2006
HL UK Income since Jan 31 2004 to Jan 31 2006
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Fund The equity funds on track to beat the market for the sixth year in a row By Gary Jackson  21-Nov-2024
Sector The ‘hidden gem’ funds you may not know yet By Patrick Sanders  20-Nov-2024
Fund Blue Whale’s Yiu: Semiconductor stocks are becoming less cyclical and more valuable By Matteo Anelli  05-Nov-2024
Sector A manager’s dilemma: Is Nvidia the next Cisco? By Matteo Anelli  31-Oct-2024
Fund Smoking hot: Why fund managers are lighting up tobacco stocks By Matteo Anelli  31-Oct-2024
Sector Brunner’s Bishop: Quality and growth are meaningless without value By Matteo Anelli  25-Oct-2024
Sector Scottish Mortgage and other underperforming trusts to hold on to By Matteo Anelli  16-Oct-2024
Sector The cheapest and most expensive investment trusts out there By Emma Wallis  09-Oct-2024
Sector Scottish Mortgage’s buybacks top board’s £1bn target By Jonathan Jones  07-Oct-2024
Sector Nine funds and trusts gain Square Mile’s seal of approval By Emma Wallis  04-Oct-2024
Sector Scottish Mortgage replaced by commodities trust as most-bought on ii; Fundsmith gets back into the top 10 By Matteo Anelli  02-Oct-2024
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2024. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc