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YOUR ACCOUNT

David Smith

ID: 123456789

PORTFOLIO BALANCE

$53,456.23

FUND RETURNS

6.34%

EVARVEST GROWTH FUND

INVESTMENT NAME

CURRENCY . TICKER . EXCHANGE

Afterpay Touch Group Ltd

AUD$ . APT . ASX

Netflix Inc.

USD$ . NFLX . NASDAQ

Apple

USD$ . APPL . NASDAQ

Hello Fresh SE

EUR$ . HFG . FWB

Atlassian Corporation

USD$ . TEAM . NASDAQ

Aston Martin Lagonda

GBP$ . AML . LSE

What does $100K in Evarvest Growth Fund look like?

The above portfolio is a representation of the largest equity exposures of the Evarvest Growth Fund investment option as at 31 March 2020, assuming a portfolio balance of $100,000.00. Only equity exposures greater than 0.3% of the portfolio are included, therefore members may have additional exposure to other assets not represented. The dollar amounts are an estimate only and provide an indication of the exposure to these equities based upon the strategic asset allocation.

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© Copyright 2020 by Evarvest Limited

Evarvest Limited is an appointed representative (FCA firm reference No. 928416) of WealthKernel Limited. WealthKernel Limited is authorised and regulated by the Financial Conduct Authority (Firm Reference No. 723719).

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