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