JPM Global Consumer Trends Fund
Benefit from the changing consumer landscape
Why Global Consumer Trends?
- The fund aims to benefit from enduring long-term changes in consumer trends around the world, driven by its 3 pillars (see below).
- A truly global and diversified fund that is not constrained by a benchmark, and where all avenues can be explored regardless of size, sector or location.
- One of the fund’s considerable advantages is that Peter Kirkman, the fund’s highly experienced manager, and his team can call on the expertise of 260 regional sector specialists globally.
Peter Kirkman discusses the Fund,
stock pick samples and the three pillars
Changing consumer trends mean new opportunities for Investors
The consumer landscape is changing. Whatever the state of the global economy new long-term consumer trends will emerge, affecting what people buy. The fund aims to capture the profit opportunities from these changes driven by three pillars (click to discover more):
Aspiration >>
By 2030, two billion people are expected to join the middle class, with emerging market consumers aspiring to be more like their western counterparts (Source: Goldman Sachs – The Expanding Middle, 2008).
As a result, growth has already been seen in strong global brands such as Gucci and Louis Vuitton.
Demographics & urbanisation >>
By 2020, it is estimated that half of Japan’s population will be over 65 (Source: United Nations Population Division).
Due to this change in demographics, certain companies should benefit significantly such as Teva, the world’s leading generic drug manufacturer and Zimmer, the hip replacement manufacturer.
Health & wellness >>
In emerging markets, like China, an estimated 90% of its 40 million babies use reusable nappies, we are seeing a move towards disposables (Source: The World Bank, 2008).
In developed markets, like the USA, sales of organic food have increased from US$4bn to US$16bn over 10 years. These suppliers are seeing an increase in demand as fitness and health becomes a priority in day to day life (Source: Organic Trade Association’s 2007 Manufacturer Survey).
Cumulative performance
Source: JPM/JPMorgan Chase as at 30 June 2010. All performance details are nav to nav net of fees with net income reinvested. Past performance is not a guide to the future
For more information on how the latest global trends can benefit your clients’ portfolio, download the latest information or call us on 0800 727 770
For more information on how the latest global trends can benefit your clients’ portfolio, download the latest information or call us on 0800 727 770
Recorded webconference
Peter Kirkman explain how changing consumer patterns can be harnessed by investors in search of long-term returns.