The number of hours we spend on digital networks has risen relentlessly over the years. Through this connectivity we are able to broadcast to others our preferences and attitudes, whether by highlighting recent purchases or, increasingly, signalling our association with certain values or a particular worldview.
External factors such as COVID have also accelerated the pace of change as the new normal has forced people to change their behaviour in ways they otherwise would not have.
*Schroder International Selection Fund is referred to as Schroder ISF.
Find out why this is a theme going from strength to strength.
Portfolio manager Charles Somers weighs in.
How we live keeps transforming as we spend more and more time on digital media. That opens up opportunities for businesses that can spot early on how lifestyle changes impact patterns of spending on goods and experiences and can translate this into value creation.
Benefit from diversification across 4 sub-themes
Opportunities across generations and geographies
While we may associate digital consumption with youth, it’s a strong trend across all generations and regions. So the opportunity set is considerable and we set out to target the very best opportunities.
We look beyond the size of a company
Big companies can have significant impact and help drive change. At the same time, we recognise that all companies start small, and small companies can grow to have a big impact. We invest across the market cap spectrum for this reason.
Seasoned team harnessing our research platform and data insights
Our portfolio manager has over 20 years’ experience of investing in consumer stocks, with backing from over 90 analysts across 11 countries. The team also draws on our dedicated Data Insights Unit which offers a quantitative view and powerful insights to help the team select their best ideas.
You can find more information on the fund including literature and performance data on our fund centre.
Schroder ISF Changing Lifestyles
"Between them, Facebook and Tencent have over 4 billion monthly users. And on average, each of us spends over 6 hours a day with digital media. That’s transforming how we live, work, shop – even look after ourselves. We bring together all of Schroders resources to identify companies making the changes and riding the waves. It’s a fascinating time."