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.