Portfolio

Portfolio2020-02-20T15:58:03+11:00

The Fund’s ten largest investments in its portfolio as at 31 January 2020 comprised holdings in the following:

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