Introducing the Invesco Global Consumer Trends Fund

Introducing the Invesco Global Consumer Trends Fund

A research-based, global strategy of equities focused on capturing changes in consumer trends, including those driven by increased digital connectivity, shifting demographics, improving standards of living and evolving artificial intelligence.

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Change is the fuel for growth

We believe it is a compelling time to invest in the consumer space because we are in a period of disruption. Technology is changing where we shop, how we shop, how we consume media, how we travel, and as a result: how we spend our discretionary income.

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Research-driven

We select companies through fundamental analysis, valuation, and timeliness.

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Diversified strategy

We construct the strategy by consistently applying diversification practices and strict sell disciplines.

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Multi-theme approach

We aim to benefit from trends in areas such as artificial intelligence, eCommerce and automation.

Why this fund?

The fund invests in companies which are capturing changes in how consumers globally spend either their time or their money. This opportunity set changes over time along with consumer trends, but includes companies across market capitalizations and sectors but especially in the consumer discretionary and communication services sectors.

We currently see opportunities in a number of themes, such as

  1. artificial intelligence (AI): AI content recommendation, content creation and task/productivity assistants will change the way consumers interact and consume.

  2. eCommerce: As digital shopping tools improve and fulfilment capabilities are enhanced through better infrastructure and automation, we see eCommerce continuing to gain significant share with increasing profitability.

  3. automation: We see significant monetization potential from companies that can leverage technology to automate and control physical things, such as robots that perform tasks, or vehicles that provide transportation. 

The strategy managers use a continuous process of identifying companies with high-quality earnings growth and potential for favourable capital appreciation. The investment team employs a three-pillar approach to the investment process:

  1. research-driven security selection applied through fundamental analysis, valuation, and timeliness;

  2. strategy construction determined by consistent diversification practices and strict sell disciplines;

  3. risk management and analysis of external thematic factors integrated at every stage of the strategy process.

Unprecedented technology shifts call for forward thinking and active management that is better equipped to capture tomorrow’s market share winners than backward looking passive strategies.

Access the Invesco Global Consumer Trends product page to view KIDs/KIIDs and factsheets. The investment concerns the acquisition of units in an actively managed fund and not in a given underlying asset.

 

  • 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.
Find out more about the fund

Meet the team

Ido Cohen and Juan Hartsfield have managed the strategy for over 10 years, and they have a combined 50+ years of industry experience. 

Our process is a bottom-up fundamental research approach, which is crucial when looking for disruptive trends. You need to conduct company-level research to understand which products are gaining market share and why, and how consumer behavior is changing.

  • This marketing communication is exclusively for use by Professional Clients in Dubai. It is not intended for and should not be distributed to the public.

    Data as at 30.11.2024, unless otherwise stated.

    This is marketing material and not financial advice. It is 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.

    Further information on our products is available using the contact details shown.
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