Capturing Long-Term Consumer Trends

A fund seeking to capture long-term consumer trends such as: demographic shifts, societal changes, digitisation of the economy.

Fund Infographic

Notation - June 2024
© 2024 Morningstar. All Rights Reserved. The information, data, analyses and opinions (“Information”) contained herein: (1) include the proprietary information of Morningstar; (2) may not be copied or redistributed; (3) do not constitute investment advice; (4) are provided solely for informational purposes; (5) are not warranted to be complete, accurate or timely; and (6) may be drawn from fund data published on various dates. Morningstar is not responsible for any trading decisions, damages or other losses related to the Information or its use. Please verify all of the Information before using it and do not make any investment decision except upon the advice of a professional financial adviser. Past performance is no guarantee of future results. The value and income derived from investments may go down as well as up.

Marketing Communication

Consumer trends are changing faster than ever before

New Lifestyles & opportunities are emerging, turning towards digitalized, flexible, healthy and sustainable solutions.

There are 3 Major evolutions driving these long-term trends

Demographic Shifts
Increase in population age or the purchasing power of the Millennials

Societal changes
Growing middle class, Healthy living, focus on organic food market, enhanced use of sports goods

Digitalisation of the economy
Ecommerce disruption, subscription economy, video & music streaming, adapted travel options

Why CPR Invest – Global Lifestyles? 

A fund seeking to capture these long-term consumer trends.

Focused on 4 dimensions: digital consumption, leisure & entertainment, health & wellness and premium consumption

Experienced investment team, with the same PM since inception 

Detailed product information