CPR Invest Global Disruptive Opportunities Fund

This was our first introduction to the strategy. The instant feel is that this is very different to other global strategies and does not have any of the usual mega caps seen in other funds. They see this as a one stop shop fund which focuses on megatrends and the drivers of disruption. It has more of a bias to mid-cap companies and has an active share class of 95%, with around 60 holdings.

The areas they like are Digital Economy (54.3%), Life Science and Healthcare (26.1%), Industry 4.0 (13.1%) and Earth (6.4%). The primary aim is to identify and invest in disruptive or emerging trends through a blended approach. They have identified 28 sub-sectors and they constantly look to monitor, update, and improve this.

All stocks are rated between A and D to provide the balance between risk and reward:

A – more than 2%
B – 1.5% to 2%
C – 1% to 1.5%
D – less than 1%

Read more….

Fund Facts Morningstar

Notes

Please note...

Shininglights.co.uk is not regulated by the FCA. The information is purely a guide and it is the responsibility of the investor to carry out their own research before making any final decisions. We will ensure that the information is as accurate as possible but we cannot be held accountable for any errors or omissions. No products are sold on this site, nor do we endorse any particular product or investment.

Where there are links to third party sites this is not an endorsement of that site, and we cannot be held responsible for the accuracy of the information on that site.

Where there is reference to performance you should note that past performance is purely a guide and investments can fall as well as rise.

The information on the site belongs to shininglights.co.uk and cannot be replicated or copied without our permission.