Chelverton Select Consumer Staples Fund EUR A Class

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.

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.

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.

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