Chelverton Select Consumer Staples Fund USD A Class
Fund
ISIN IE00BQQFW480 / Valor null
NAV (2025-03-07)
USD 111.37+1.30%
Chelverton Select Consumer Staples Fund USD A Class
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General Objective
The 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.
Fund Exposure
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 built over decades.
Risks
The fund faces risks associated with the Consumer Staples sector, including potential changes in consumer preferences, competition, regulatory changes, and economic downturns that could impact the performance of the companies in which it invests. Additionally, stock-specific risks and market volatility may affect the fund's returns.