This page should be read in conjunction with the investment risks below
Technological innovation has ushered in a period of disruption within the consumer sector, where market share is shifting between companies, creating new winners and losers, with some of yesteryear’s heroes fading away as new stars rise.
In our opinion, disruption yields opportunities. We believe this makes for a compelling investment case for the consumer sector – one that our Invesco Global Consumer Trends Fund seeks to capitalize on over the long-term.
- Technology has changed the way we behave as consumers. Not long ago, people had to travel to shop, rent a movie or buy a video game, but today, the world of consumption is only ever one click away.
- These changes are global, not regional. Being able to see technology drive changes in consumer behaviour at a global scale makes this theme particularly powerful from an investment standpoint.
- As a result of these changes, market share is shifting between companies, and this creates opportunities for stock pickers, like us.
In addition to monitoring long-term trends, we also keep an eye on cyclical trends (short/medium-term bull and bear market swings) such as US housing and household durables.
- Flexible approach
The fund managers closely monitor changing leisure and consumer trends globally. As a result, they can react quickly and invest in companies that they see as promising.
- Experienced team with proven track record
The fund managers, Ido Cohen (lead) and Juan Hartsfield offer clients an average of over 22 years’ fund management experience.
Past performance does not predict future returns
The value of investments and any income will fluctuate (this may partly be the result of exchange-rate fluctuations) and investors may not get back the full amount invested. As this fund is invested in a particular sector, you should be prepared to accept greater fluctuations in the value of the fund than for a fund with a broader investment mandate.
This marketing communication is for use in Switzerland. Investors should read the legal documents prior to investing. This is marketing material and not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication. Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals and are subject to change without notice. This material should not be considered financial advice. Persons interested in acquiring the products should inform themselves as to (i) the legal requirements in the countries of their nationality, residence, ordinary residence or domicile; (ii) any foreign exchange controls and (iii) any relevant tax consequences. Data as of 27.06.2022.
For further information on our funds and the corresponding risks, please refer to the share class-specific key investor information (available in the local language), the annual or interim reports, the prospectus and the constituent documents, available at www.invesco.eu. A summary of investor rights is available in English at www.invescomanagementcompany.lu. The management company may terminate distribution agreements. The Invesco Global Consumer Trends Fund is domiciled in Luxembourg. Invesco Asset Management (Schweiz) AG, Talacker 34, 8001 Zurich, Switzerland, who acts as representative for the funds distributed in Switzerland. Paying agent for the funds distributed in Switzerland: BNP PARIBAS SECURITIES SERVICES, Paris, succursale de Zurich, Selnaustrasse 16, CH-8002 Zürich.