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JPM Global Consumer Trends Fund

• The fund aims for long-term capital growth by investing in companies throughout the world that benefit from changing consumer trends
• Focuses on three areas: demographics & urbanisation, aspiration, and health & wellness
• Freedom to invest anywhere in the world, benefitting from consumer-driven opportunities
• Proven team with extensive back up

Peter Kirkman discusses the fund, gives stock examples and explains the three categories.

Points to consider

• Investors in this fund should want to stay invested for at least five years
• The value of investments and the income from them may fall as well as rise and investors may not get back the full amount invested
• The fund invests in emerging markets, which may be subject to additional political and economic risks, poor transparency, greater financial risks and it may be harder to sell certain shares
• Shares in smaller companies may be harder to sell than shares of larger companies as a result of inadequate trading volume or restrictions on trading. Smaller companies may possess greater potential for growth, but can also involve greater risks, such as limited product lines and markets, and financial or managerial resources. Trading in such securities may be subject to more abrupt price movements and greater fluctuations in availability than trading in the securities of larger companies
• The underlying assets of the fund are denominated in currencies other than sterling and are not hedged back to sterling. Investors will therefore be exposed to the currency risk of fluctuations between sterling and the currency denomination of the underlying assets

Fund management

Fund manager Peter Kirkman is a global portfolio manager in the Global Equities Team in New York and was previously the chief investment officer and the senior portfolio manager of the Fleming Japan Team.