Invesco Global Consumer Trends Fund

Opportunities from leisure transformation

How technological progress is impacting our lives

Online segments

Sectors

Fund concept

Online segments continue to gain importance in coronavirus times

The long-term structural shifts in consumer habits are accelerating even more due to the current crisis. Stay-at-home restrictions throughout the world mean that most leisure and business activities are taking place online.

Here are three industries that will benefit from current and long-term developments:

  • E-commerce
    People who stay at home increasingly have goods delivered to them. Food retailers have been among the biggest growth drivers of online commerce in recent years. The current situation has further reinforced this trend over the past few weeks – Amazon is therefore planning to hire an additional 100,000 employees.1
  • Entertainment
    Computer game developers have recorded an increased number of downloads in recent weeks. The current isolation is also supporting online dating services, whose global revenue is forecast to reach EUR 2.2 billion by 2024.2 Furthermore, a recent survey showed that 27% of respondents had been using more online streaming services since the outbreak of the coronavirus crisis.3 Streaming has also helped the music industry, which is back on a growth path after 15 years of declining revenue.
  • Internet services
    Downloads and remote-work apps are registering explosive growth, increasing the time spent online and creating network effects. Internet advertising and Cloud services are also continuing to gain in importance as a result.  
    The Invesco Global Consumer Trends Fund is currently invested in these three industries, which account for more than half of the portfolio.

Benefit from changed leisure habits: the fund concept

Responsible

Promising transformation

The fund offers investors targeted exposure to companies that will benefit from changed consumer behaviour over the long term, based on the fund managers’ assessment. This covers a variety of investment themes, ranging from e-commerce and autonomous driving through to active lifestyles.
Actively managed

Active management

The experienced fund managers specifically look for companies that can sustainably generate above-average returns in a changing market environment. For this purpose, they analyse fundamental data, valuations and potential risk factors.
Pioneer

Flexible approach

Market events have different impacts on various industries. The fund managers monitor the dynamic economic environment very closely and have the flexibility to adapt the portfolio to changed parameters. We believe that an active and flexible approach is the key to investment success in a complex market environment.

  • 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 document is for investors in Switzerland. By accepting this document, you consent to communicate with us in English, unless you inform us otherwise. Data as at 31.03.2021, unless otherwise stated. This document is marketing material and is not intended as a recommendation to invest in 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. The information provided is for illustrative purposes only, it should not be relied upon as recommendations to buy or sell securities.

     

    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. For more information on our funds, please refer to the most up to date relevant fund and share class-specific Key Investor Information Documents, the latest Annual or Interim Reports and the latest Prospectus, and constituent documents. Subscriptions of shares are only accepted on the basis of the most up to date legal offering documents.  These documents are available from our website www.invesco.eu and are without charge. The Key Investor Documents are available in local language. This marketing document is not an invitation to subscribe for shares in the fund and is by way of information only, it should not be considered financial advice. This does not constitute an offer or solicitation by anyone in any jurisdiction in which such an offer is not authorised or to any person to whom it is unlawful to make such an offer or solicitation. Persons interested in acquiring the fund 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. As with all investments, there are associated risks. This document is by way of information only. Asset management services are provided by Invesco in accordance with appropriate local legislation and regulations. The fund is available only in jurisdictions where its promotion and sale is permitted. Not all share classes of this fund may be available for public sale in all jurisdictions and not all share classes are the same nor do they necessarily suit every investor. Fee structure and minimum investment levels may vary dependent on share class chosen. Please check the most recent version of the fund prospectus in relation to the criteria for the individual share classes and contact your local Invesco office for full details of the fund registration status in your jurisdiction. Please be advised that the information provided in this document is referring to Invesco Global Consumer Trends Fund Class A ( accumulation - USD) exclusively. This fund is domiciled in Luxembourg.

     

    This document is issued in Switzerland by Invesco Asset Management (Schweiz) AG, Talacker 34, CH-8001 Zurich, who acts as a representative for the funds distributed in Switzerland. Paying agent for the fund distributed in Switzerland: BNP PARIBAS SECURITIES SERVICES, Paris, succursale de Zurich, Selnaustrasse 16, CH-8002 Zürich.

    EMEA4891/2021