JPM GLOBAL CONSUMER TRENDS A - Fund overview
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Overview of
JPM GLOBAL CONSUMER TRENDS A
The fund targets long term capital growth by investing primarily in companies throughout the world benefiting from consumer driven opportunities. The manager invests in equities that benefit from three key structural drivers:
Demographics - ageing populations, increased urbanisation;
Aspiration - increased luxury consumption in emerging markets;
Health and Wellness - healthfood, pharmaceutical trends.
Standard Initial Charge
4.25% 0.00%
Invest via Bestinvest
to save 4.25%
Fund summary
| Sector |
Global
|
| Product type |
OEIC
|
| Launched |
April, 2008
|
| Size |
£98m
|
| Yield |
0.8%
|
| Charging basis |
–
|
| Dividends paid |
30/4
|
| Bid price(inc) |
62.75p |
| Bid price(acc) |
65.15p |
Fund Charges
|
Standard Initial charge
|
4.25%
|
|
Initial charge via Bestinvest
|
0.00%
|
|
Additional bid/offer spread
|
0.00%
|
|
Annual management charge
|
1.50%
|
|
Total expense ratio
|
1.68%
|
|
Reduction in yield (10yr)
|
1.68%
|