Invesco Global Income Fund
Focus Fund

Invesco Global Consumer Trends Fund

A research-based, global portfolio of equities focused on capturing changes in consumer trends.

Important Information

    • The Fund invests in a global portfolio of investments in companies predominantly engaged in the design, production or distribution of products and services related to the discretionary consumer needs of individuals.
    • Investors should note the concentration risk of investing in companies predominantly engaged in the design, production or distribution of products and services related to the leisure time activities of individuals, currency exchange risk, equities risk, volatility risk, and general investment risk.
    • Financial derivative instruments (FDI) may be used for efficient portfolio management purposes or to hedge or reduce the overall risk of investments. Risks associated with FDI include counterparty/credit risk, liquidity risk, valuation risk, volatility risk and over-the counter transaction risk. The leverage element/component of a FDI can result in a loss significantly greater than the amount invested in the FDI by the Fund. Exposure to FDI may lead to a high risk of significant loss by the Fund.
    • The value of the Fund can be volatile and could go down substantially.
    • Investors should not base their investment decision on this material alone. 

Five consumer trends that are shaping our daily lives

Generative AI

Generative AI

Generative AI will add US$2.6 trillion to US$4.4 trillion annually to the global economy, resulting in a significant effect across all sectors of industry. 1
e-Commerce

e-Commerce

The pandemic lockdowns accelerated the shift to eCommerce, bringing new users to the platforms, and expanding the types of goods we buy online.
Electronic vehicles (EVs)

Electronic vehicles (EVs)

Advances in technology are improving the range and performance of EVs. Government incentives and regulations promoting EVs further stimulated adoption.
Video streaming

Video streaming

Internet/Mobile based media distribution (social media, OTT video, apps and Internet publishing) will continue to take share from traditional media distribution.
Video games

Video games

The video game industry has been growing for more than a decade, fueled by demographics including a massive generation of Millennials and the digital-first Generation Z.

Source: 1. McKinsey & Company, June 14, 2024
For illustrative purposes only.

Why Invesco Global Consumer Trends Fund?

A multi-thematic fund capturing dynamic trends in consumer behavior

A multi-thematic fund capturing dynamic trends in consumer behavior

  • Broad leeway to capture growth in companies driven by a consumer decision on how to spend their time or money
  • Versatility to invest in attractive consumer trends, regardless of sector, and to be dynamic as the trends and market environment change
  • Themes can include social internet, artificial intelligence applications, eCommerce, digital media, electric vehicles (EVs), automation, experiences, durables, healthy lifestyle
Strategically positioned to the changing macro environment

Strategically positioned to the changing macro environment

  • Given an expectation of slowing economic growth which tends to favor growth-biased stocks, the fund has dialed up exposure to secular growth themes.
  • Focused on high conviction secular share takers with an emphasis on resilient growth companies managing the economic environment through cost control, earnings stability, and innovation.
  • Currently de-emphasizing cyclical areas such as autos & housing.
Invest in global consumer giants and regional market champions

Invest in global consumer giants and regional market champions

  • The fund targets market leaders and market share takers, predominately in consumer discretionary and communications sectors.
  • A preference for investing in global leaders
  • Top 10 holdings include powerhouses such as Amazon and MercadoLibre, Meta and Netflix.

Source: Invesco as at March 31, 2025.
Portfolio holdings are subject to change without notice.

Top 10 holdings

1. Tesla

2. Amazon

3. Meta Platforms ‘A’ 

4. MercadoLibre

5. Netflix

 

Total holdings: 46  

10.3%

10.2%

9.8%

5.5%

5.1%

6. Nvidia

7. Booking

8. DraftKings

9. Sea ADR 

10. Nebius

4.6%

4.2%

4.2%

4.0%

3.7%

Source: Invesco as at March 31, 2025. Portfolio holdings are subject to change without notice.