Portfolio

Portfolio 2018-04-13T15:41:17+00:00

The Fund’s ten largest investments in its portfolio as at 31 March 2018 comprised holdings in the following:

 In alphabetical order Sector exposure
Activision Blizzard Inc Gaming
Alibaba eCommerce – products
Alphabet Digital advertising
Amazon eCommerce – products
Baidu Digital advertising
Facebook Digital advertising
Microsoft Software
PayPal Electronic payments
Tencent Digital advertising, Gaming
Zillow Digital advertising

Disclaimer - This website is intended to provide general information only and has been prepared by Walsh & Company Investments Limited (Responsible Entity) without taking into account any particular person’s objectives, financial situation or needs. Investors should, before acting on this information, consider the appropriateness of this information having regard to their personal objectives, financial situation or needs. We recommend investors obtain financial advice specific to their situation before making any financial investment or insurance decision. Neither the Responsible Entity nor the Investment Manager give any warranty, make any representation as to, or accept responsibility for, its accuracy, reliability, timeliness or completeness now or in the future. While the information provided by the Responsible Entity is believed to be accurate the Responsible Entity does not accept responsibility for any inaccuracy or any actions taken upon reliance with the information on this website.

Noted entities Walsh & Company Investments Limited (ACN 152 367 649, AFSL 410 433) (Responsible Entity), Evans and Partners Investment Management Pty Limited (ACN 619 080 045, CAR No: 1255264) (Investment Manager).

Walsh & Company FSG

© Copyright 2018 Walsh & Company Investments Limited (ACN 152 367 649 | AFSL 410 433)