Investment Assets

Defining luxury as an investment sector for the purposes of engineering CHIC has required a re-evaluation of popular thinking in order to align it to the breadth of the opportunity that exists. What constitutes the luxury sector is constantly evolving and has different meanings in different markets and at varying levels of society and income.

The approach taken was to look to both the essence of what constitutes luxury and which companies are best placed to provide consistent and robust returns against the background of a dynamic economic and demographic picture. Some of the defining qualities being:

  • Recognisable brands with strong market position and scalability
  • Premium product range with high innovation potential
  • Dictate price and supply high margins
  • Controlled distribution
  • Predictable growth supported by demographic trends
  • Management competence

The result is a well diversified and well balanced portfolio of highly successful companies who's products are not only well placed for the future but in most cases are also household names to investors in CHIC.


Sector Distribution
 
 
left   right
Geographic Distribution
 
 
left   right

Top Ten Equity Holdings
 
Richemont
5.69 %
L'Oréal
4.94 %
Apple
4.89 %
Diageo
4.87 %
LVMH
4.87 %
Research In Motion
4.85 %
Pernod-Ricard
4.73 %
BMW
4.18 %
Porsche
3.58 %
Adidas
3.37 %
 
left   right