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Two Luxury Funds Have Been Involved In Advance.

2015/4/29 17:31:00 20

LuxuryFundBrand Strategy

David Friedman, chairman of UBS joint research group Wealth-X, considers the recent stock price performance of luxury brands as a reflection of optimism in the market.

He said, "according to the survey, 90% of the luxury market brands believe that 2015 is worth looking forward to, and half of them expect 2015 to grow by 10%."

Meanwhile, Fred noted the potential impact of European and American markets on luxury brands.

He said that more and more brands began to turn their attention to the neglected European and American markets. The industry even called the United States the emerging market of luxury brands.

Claude DArpizio, an analyst with Bain, a world-renowned consulting management company, predicts that, despite the 2015 Global

Luxury goods

The industry will not record an astonishing rise, but it will at least stop and remain unchanged from 2014. "At least it means that in the past few years,

Chinese Market

The rapid growth of luxury goods industry will enter a stable development period.

According to a reporter's enquiry, two domestic funds focused on luxury goods have explored the opportunities for the stock price to rise in the industry.

Compared to the fourth quarter of 2014, Wells Fargo, the world's top consumer goods equity investment fund and Yi Fang Da & P's global high-end consumer goods index enhanced securities investment fund, increased the stock of Louis Weedon group in different proportions.

Rich countries, the world's top consumer goods fund,

LVMH group

Shares accounted for the net value of the fund increased from 3.8% to 4.41%; Hermes international shares accounted for 3.59% of the fund's net value; Yi Fang Da & P's global high-end consumer goods index fund also increased holdings of LVMH group in the first quarter of this year, the proportion increased from 5.01% in the 4 quarter of last year to 5.2%.

It is worth noting that Wells Fargo, the world's top consumer goods fund, did not own Kristen Dior's shares in the third and fourth quarters of 2014, but increased 2.8% in the first quarter of 2015, ranking ninth in the fund.

And Yi Fang Da & P's global high-end consumer goods index enhanced securities investment fund also gave a positive evaluation to the Chinese market in 2015. China has become an important source of global luxury sales growth. With the gradual normalization of the Chinese government's anti-corruption policy, the adverse impact on the high-end consumer goods industry is gradually being digested. With the improvement of the global economy, the luxury industry is expected to enter the upturn stage in the second half of the year.


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