Chelverton Select Consumer Staples Fund USD A Class header image

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.

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Source

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

Tags:
food and beverage personal care

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OTHER SHARE CLASSES OF THIS FUND

Chelverton Select Consumer Staples Fund EUR A Class
Chelverton Select Consumer Staples Fund EUR A Class Chelverton Select Consumer Staples Fund EUR A Class Valor: 25637602
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Annual Return

-50%0%+50%

Risk level

110
0.32%EUR 106.84
Chelverton Select Consumer Staples Fund EUR Founder Class
Chelverton Select Consumer Staples Fund EUR Founder Class Chelverton Select Consumer Staples Fund EUR Founder Class
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Annual Return

-50%0%+50%

Risk level

110
0.50%EUR 119.06
Chelverton Select Consumer Staples Fund GBP A Class
Chelverton Select Consumer Staples Fund GBP A Class Chelverton Select Consumer Staples Fund GBP A Class Valor: 25637603
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.84%GBP 151.25
Chelverton Select Consumer Staples Fund GBP E Class
Chelverton Select Consumer Staples Fund GBP E Class Chelverton Select Consumer Staples Fund GBP E Class
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Annual Return

-50%0%+50%

Risk level

110
0.84%GBP 115.21