The ATRAM Global Consumer Trends Feeder Fund invests in companies shaping how people around the world shop, travel, and spend, using Philippine pesos. Here's what it holds, who it suits, and how to invest through DragonFi.
What is the ATRAM Global Consumer Trends Feeder Fund?
It's an equity UITF structured as a feeder fund, which means it channels almost all of your money into a single larger fund focused on consumer companies worldwide. Its focus is on discretionary spending, the things people choose to buy rather than have to, and especially on consumer businesses built on technology. It is managed by ATRAM.
What does it invest in?
Through its target fund, it invests in companies around the world predominantly engaged in the design, production, or distribution of products and services related to people's discretionary consumer needs. In practice that spans online retail, travel booking, cars, and the software and hardware that power modern consumer businesses. Its performance is measured against the MSCI World Consumer Discretionary Index, though the target fund is actively managed and not bound by it.
What's the target fund?
At least 90% of the fund's assets are invested in the Invesco Global Consumer Trends Fund, managed by Invesco. As of mid-2026, its largest holdings included names such as Amazon, Tesla, and Booking, Nebius, Modine, Carvana, Corweave, Vertiv alongside specialist companies in areas like data centre equipment and AI computing. The biggest country exposure by far is the United States. For the current, full breakdown, see the fund's page in the DragonFi app.
Who is this fund for?
This fund may suit you if you:
- Believe consumer spending habits will keep shifting toward technology-driven businesses
- Want focused exposure to global consumer and lifestyle companies
- Are comfortable with sharp ups and downs, which are pronounced for this fund
- Are investing for the long term, ideally five years or more
What's the risk level?
This is an aggressive-risk fund, the highest of the three risk bands. It is one of the more volatile funds on the platform: it concentrates on a single sector, holds a relatively small number of companies, and its top positions can each make up a large share of the portfolio. Because the underlying investments are in foreign currencies, exchange rate movements also affect your returns. Returns are not guaranteed.
Can I hold this in a PERA or Regular account?
This fund is available through a Regular DragonFi account. It is not one of DragonFi's PERA-eligible funds.
What are the fees?
Like all UITFs, this fund charges a 1.2% per annum trust fee, already deducted from the fund before the daily price is calculated, so you don't pay it separately. Because it's a feeder fund, you also indirectly shoulder the small expenses of the underlying target fund. Fees can change over time, so for the exact current trust fee, check this fund's page in the DragonFi app.
What's the minimum investment?
You can start investing in this fund for as low as ₱1,000 on DragonFi, and you can add to it any time.
How do I invest in or add to this fund?
You can invest in or top up this fund directly in the DragonFi app in a few taps. You can also set up Auto Invest to invest a fixed amount on a regular schedule. For the full steps, the daily cut-off time, and how your buy-in price (NAVPU) is set, see the "How to invest in a fund" article by DragonFi. One thing to know about feeder funds: because the target fund is based overseas, your order may be priced with a slight delay compared with local funds.
How do I sell or redeem it?
You can redeem some or all of your investment in the app whenever you like, with no fixed lock-in period. Because this is a feeder fund, proceeds usually take a little longer to arrive than they would for a local fund, since the money comes from the overseas target fund. Proceeds are credited within 7 to 8 business days. For details, see the "How to sell or redeem a fund" article by DragonFi.
Where do I see the current NAVPU and returns?
The live price (NAVPU) and the latest returns are always shown on this fund's page in the DragonFi app. We don't list those figures here because they change every day, so the app is your most up-to-date source.
Good to know
- Broader than the name suggests. "Consumer trends" isn't limited to retail brands. The managers also invest in the technology and infrastructure behind modern consumer businesses, so the fund can look more technology-driven than you might expect.
- Concentrated, and it shows. A handful of positions can drive much of the fund's movement, which cuts both ways and makes for a bumpier ride than a broad global fund.
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Currency moves matter. The fund is in pesos while the target fund is in US dollars, and this exposure is not hedged, so exchange rates affect your returns.
Access the fund page here:
ATRAM Global Consumer Trends Feeder Fund | DragonFi
This fund is not a deposit and is not insured by the Philippine Deposit Insurance Corporation (PDIC). Returns are not guaranteed. The fund's price (NAVPU) can rise and fall, so you may get back less than you invested, and past performance is not indicative of future results.