Fund overview

The Evans & Partners Global Disruption Fund is a managed investment scheme which aims to provide investors with capital growth over the long-term through exposure to global companies that will benefit from disruptive innovation.

Investment objective and strategy

The Fund will target a concentrated portfolio of investments (primarily listed companies) which exhibit some or all of the following characteristics:

  • a proven ability to disrupt, and continue to disrupt, existing markets and businesses;
  • the ability to utilise new technology to disrupt existing industries;
  • demonstrated growth potential and scalability; and
  • an appropriate capital structure to fund research and developments, as well as growth.

Complementing a relatively large exposure to major listed global companies will be a selection of smaller positions identified by the Investment Manager that have the potential to successfully disrupt existing industries and companies.

*Past performance is not a reliable indicator of future performance

Risks

Like all investments, an investment in the Fund carries risks which may result in the loss of income or principal invested. In addition to the general risks of investing, specific risks associated with investing in the Fund include, but not limited to, investment selection and strategy risk, concentration risk and currency risk. For further information about the risks of investing in the product see Section 5 of the Product Disclosure Statement (IPO PDS).

Fund facts and performance

Inception date

June 2017