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iShares Ageing Population UCITS ETF

Instrument Profile

Short Description

The instrument seeks to track the performance of an index composed of developed and emerging market companies which are generating significant revenues from the growing needs of the world’s ageing population (defined as people aged 60 years and above).

Why We Like It

AGED consolidates investments in companies catering to elderly population (60 years plus). The global ageing trend creates a validated growth case for such investment. Additionally, BlackRock applies its own adverse screening to eliminate big companies involved in controversial industries and/or ESG scandals.

On The Flip Side

AGED includes equities of the companies with a below-average environmental performance. It is not a sustainability fund by design.

Type: Equity ETF Geography: Broad Developed Markets
Sector: Diversified
Index Tracked: STOXX Global Ageing Population Index

Ongoing Charges: 0.40% (Estimated)
Initial Charge: -
Investment Style: Mid-Cap Blend
Fund Size (AUM): EUR 324.21M​

Data by the open sources of the instrument provider. Last update: 3.12.2020

MSCI Sustainability Score

BBB

Source: MSCI Inc.
Last update: Dec 3rd, 2020

Morningstar Sustainability Score

1/5

Source: Morningstar, Inc.
Last update: Dec 3rd, 2020

Rolling performance at 4/12/2020

1 Year: 8.50%

3 Years: 4.50%

Performance data by the open sources of the instrument provider. Last update: 4.12.2020

Top 10 Holdings

Company

Denali Therapeutics Inc

CRISPR Therapeutics AG

Mirati Therapeutics Inc

NovoCure Ltd

Fate Therapeutics Inc

Ensign Group Inc

Halozyme Therapeutics Inc

Sage Therapeutics Inc

Apollo Hospitals Enterprise Ltd

Eaton Vance Corp.

Weighting

0.98%

0.86%

0.80%

0.79%

0.71%

0.61%

0.61%

0.59%

0.59%

0.59%

Top portfolio holdings as of 6.12.2020 | Source: instrument provider.

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