Portfolio

Portfolio2019-12-17T10:31:36+11:00

The Fund’s ten largest investments in its portfolio as at 31 August 2019 comprised holdings in the following:

 In alphabetical order
Adobe Microsoft Corp
Alibaba Paypal Holdings Inc
Alphabet Inc Salesforce.com Inc
Amazon.com Inc ServiceNow
Facebook Inc TSMC

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Noted entities Evans & Partners Global Disruption Fund (ARSN 619 350 042), 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).

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