• Luxury
  • Ecommerce
  • Managed
  • Managed Plus
  • Managed Pro

Ecommerce is how...

Investing in the Future

There is no doubt that ecommerce is one of the most exciting investment sectors that exists today. Every aspect of our lives is affected by ecommerce. Ecommerce is fast, high profile, and the numbers are breathtaking.

VISA
Amazon
Facebook
Apple

Amazing as those number are, they pale into insignificance when you consider that the total ecommerce market was estimated to be $1.6 trillion in 2015. The really exciting part, however, is just how fast it is growing; 20 years ago it didn’t exist, but it is forecast to grow to $3.5 trillion per annum by 2019.

The whole world in the palm of your hand

The potential of ecommerce is exponential growth - for those companies that get it right. The investment opportunities within the sector are incredibly diverse and encompass almost every industry from start-up companies to the world’s largest corporations allowing for well a well-diversified portfolio for holdings that by their very nature are highly liquid and transparent. Given the disruptive and viral nature of ecommerce it is also very fast moving and requires dynamic investment strategies.

“We are going to make some history together today”

Steve Jobs, iPhone launch 2007

The world in the palm of your hand

It is easy to underestimate just how much of a global game changer the smartphone has been, and how it has changed ecommerce for everyone. You now carry a digital shopping mall in your pocket that offers every product in the world at the very best prices, all of which are available at the click of button and delivered to your front door. It is compelling and it is convenient for people of all ages but, for younger people, it is simply how things work. For those companies that understand this fact, the potential to grow is unparalleled; for those that don’t, there is no future.

“We are going to make some history together today”

Steve Jobs, iPhone launch 2007

Stop and have a look at your (digital) life

  • Amazon
  • XBOX
  • Trip Advisor
  • net a porter
  • FedEx
  • Netflix
  • iTunes
  • Worldpay
  • Spotify
  • facebook
  • Kindle
  • Paypal

Most of us are completely unaware of just how fast our individual everyday habits are changing toward becoming digital citizens of a global economy. Our every communication is an email, a text, a post or a tweet. Every photo now rests comfortably in the cloud; every book is now read on a Kindle or iPad. The music we listen to is streamed through the ether as we browse flights and hotels, manage our bank accounts, pay our taxes or even video chat with our friends and relatives in distant parts of the world on our devices. When you stop and look around, you start to realize that without ever making a conscious decision, your life has become digital and there is no going back.

You are the demographic

A common misunderstanding is that ecommerce is all about shopping, social media and music sales. The reality is if you own a credit card, a mobile phone, book a flight, make a payment, surf, stream, message, tweet, Google or post a photo on Instagram you are bang in the middle of the ecommerce revolution and it is changing the world as we know it. You may be surprised to see just how many of the companies Ecommerce Fund invests in that you are a regular customer of: find out by playing the game on our Holdings section above.

Ecommerce 21st century business

21st century business

Perhaps one of the biggest challenges that ecommerce brings is for the business community. The internet has made the world a smaller place and ecommerce provides the platform that allows businesses, wherever they exist, to address a global market. But it is not without its challenges. Having an appropriate digital strategy is no longer optional, it is a business imperative. Logistics, payment platforms and cyber security are among the long list of new disciplines that have to be mastered, and even CEO’s have to learn to Tweet. It is a different world, but a very exiting one in which size still matters, but can be attained, with the right idea, almost overnight.

"If you don’t have a digital strategy, you don’t have a business"

Angela Ahrendts
Apple Retail VP and former Burberry CEO

  • Google
  • Ebay
  • SalesForce

Did you know?

We now send more than 100 billion emails every day! 4

The video gaming market is now significantly bigger than Hollywood and the Music Industry - combined! 5

In 2015 only 50% of the world have access to the Internet and only 30% have a smart phone so far... 6

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*Source: 1: Visa & Mastercard, 2: Amazon, 3: Facebook, 4: Worldometer, 5: Bloomberg, 6: Statistica

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