Portfolio

Portfolio2019-07-16T15:50:36+10:00

The Fund’s ten largest investments in its portfolio as at 30 June 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
Merck & Co. Inc Tencent Holdings Ltd

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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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