3
SECTOR PREFERENCE & STOCK PICKING
2
SUB-THEME ALLOCATION
4
Portfolio construction
1
ELIGIBLE
UNIVERSE
Investment process in four steps
Download the infographic
Want to know more about
CPR INVEST GLOBAL LIFESTYLES?
Go to the Fund Page
IMPORTANT INFORMATION
The information provided herein does not constitute investment advice or financial analysis. Full information on the product range can be found in the proposed sale or key investor information documents, supplemented by the latest audited annual report and the corresponding semi-annual report, if the latter is more recent than the annual report. These documents constitute the only binding basis for a purchase. They can be obtained in Switzerland free of charge from CACEIS (Switzerland) SA, 35, route de Signy, CH-1260 Nyon, Switzerland, representative in Switzerland, or on amundi.ch. The payment service in Switzerland is CACEIS Bank, Paris, Nyon / Switzerland branch, 35, route de Signy, CH-1260 Nyon, Switzerland. This announcement does not constitute an offer to buy or sell in countries where such an offer would not be legal. Amundi Switzerland is an Amundi Group company. Amundi Asset Management is a simplified management company under French law (“Société par Actions Simplifiée”) SAS with capital of €1,086,262,605 - Portfolio Management Company approved by the AMF under number GP 04000036, 90 boulevard Pasteur - 75015 Paris.
AMUNDI, YOUR THEMATIC PARTNER
Download PDF
“Ageing populations, parenting Millennials, rising middle class in emerging countries, strong digitalization of our lives… The needs are changing for end consumers and we seek to invest in the companies following this dynamic and meeting these changes”
Anne Le Borgne, Thematic Equity Portfolio Manager, CPR AM
CPR INVEST
Seeking to capturing long-term consumer trends
of Assets under management
in thematic equities
<€20
in our fund range, covering technological dimension, social & demographic issues as well as environmental solutions
Thematic funds
GLOBAL LIFESTYLES
A powerful theme driven by major societal & demographic evolutions in developed and developing countries
A global universe comprising all sectors & companies meeting the end-consumer needs
A growth potential as consumption needs evolve with the ageing population and the redefinition of our lifestyles
The decision of the investor to invest in the fund should take into account all the characteristics or objectives of the fund
PRODUCE MORE, BETTER AND
SUSTAINABLY
<
2°C*
THE CHALLENGE OF FEEDING THE WORLD HAS NEVER BEEN AS URGENT.
Watch the video
We exclude the companies not fitting our main & sustainable criteria
A 4 DIMENSION UNIVERSE
E-Commerce
Food delivery platforms
Digital payments
Indoor Leisure*
Home & Deco
Outdoor Leisure
Restaurants
Travels
Sports
Nutrition
Cosmetics
Health
Pet Segment
We seek to identify the trending sub-themes to structure the fund through the 4 dimensions
We analyze stocks from a qualitative & quantitative point of view
We rank stocks based on our convictions & monitor risk
~ 60 to 80
stocks
~ 550
stocks
For illustrative purposes only
powered by CPR Asset Management
AGEING
DISRUPTION
MEDICAL
TECHNOLOGIES
WELL-BEING
AND LIFESTYLES
EDUCATION
GLOBAL FOOD CHALLENGE
MEGATRENDS
100% equities
REDUCED
INEQUALITIES
HYDROGEN
SUSTAINABLE
URBANISATION
CLIMATE ACTION
100% equities
100% fixed income
multi-asset classes
THEMATIC
EXPERTISE
Marketing Communication
Billions
<10
Themes
100%
8 9
Articles
or
Source: CPR AM as of 31/01/2022
100% equities
100% fixed income
multi-asset classes
Click on the icons in the chart to discover the themes
DIGITAL
CONSUMPTION
LEISURE & ENTERTAINMENT
HEALTH & WELLNESS
LET'S TAKE IT UP TOGETHER.
Luxury goods
Fashion
Automobiles
Wealth Management
PREMIUM CONSUMTPION
Source: CPR AM as at February 2022
*Subscription services, video games…