SGAM_Vortrag_Lasnier de Lavette - FONDS professionell

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A successful results[ Luxury & Lifestyle Strategy ] Our universe has proven to be more defensive in the 99/02 correction and performed betterduring the 03/06 expansion3503002502001501005095 96 97 98 99 00 01 02 03 04 05 06 07 08MSCI The World Index MSCI World /3/ Textiles & Apparel SGAM Luxury UniverseSource SGAM/JCF – USD – au 11/01/2008January 08Société Générale Asset Management8
What is Luxury?Who buys luxury goods?[ Luxury & Lifestyle Strategy ] The high net worth individuals (defined as individuals with more than USD 1 million infinancial assets)=> They are trends setters and are very important for premium products:o 9.5 million people in the worldo 0.2% of adults world populationo 25% of the world wealth And, the not so rich: middle and upper middle class individuals a target with a significant increaseJanuary 08Société Générale Asset Management9
Page 2: Luxury: a core investment with its
Page 5 and 6: Why is luxury a core investment?
Page 7: Top 10 holdings margin growth[ Luxu
Page 11 and 12: Why is luxury a core investment?3 -
Page 13 and 14: Why is luxury a core investment?4 -
Page 15 and 16: [ Luxury & Lifestyle Strategy ] Gro
Page 17 and 18: 2008 Luxury Sector Outlook
Page 19 and 20: [ Luxury & Lifestyle Strategy ]Oct-
Page 21 and 22: Attractive Luxury Companies’ Valu
Page 23 and 24: Organic Luxury Sales Growth[ Luxury
Page 25 and 26: A dedicated team[ Luxury & Lifestyl
Page 27 and 28: …More diversified in terms of sec
Page 29 and 30: [ Luxury & Lifestyle Strategy ] Cha
Page 31 and 32: Disclaimer[ Luxury & Lifestyle Stra
Page 33: SGAM Invest Secteur Luxe: detailed

SGAM_Vortrag_Lasnier de Lavette - FONDS professionell

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