Chelverton Global Consumer Franchise UCITS Fund GBP E Class

The Chelverton Global Consumer Franchise Fund aims to consistently beat inflation with low risk and low volatility by investing in high-quality Consumer Staples stocks that have the potential for long-term earnings and cash flow growth.

The fund is exposed solely to global food, beverages, household, and personal care companies in the Consumer Staples sector. It maintains a concentrated portfolio of 20-25 stocks with low turnover, focusing on companies with strong brands and franchises that have historically provided higher long-term returns with lower volatility.

Some of the risks associated with this fund include potential short-term share price movements due to corporate newsflow, such as regulatory challenges or legal issues faced by portfolio companies. Additionally, the fund may face dilution risks in the event of company demergers or disposals, which could impact existing shareholders.

https://www.chelvertonam.com/fund/chelverton-global-consumer-franchise-fund/