FF - Global Demographics Fund A-Acc-USD
Equity fund
1 year
USA
Largest region
Medium
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Description
- The fund aims to achieve capital growth over the long term.
Investment horizon
- FF - Global Demographics Fund A-Acc-USD is a Equity fund. This mutual fund type is suitable for those who plan to save for at least 6 years.
Characteristics
- Minimum amount
- Sharpe 3 years
- Price/NAV
10 Jul 2025
- Start date13 Mar 2012
- ISINLU0528227936
Risk
- Medium (4 of 7)
Morningstar rating
- The Morningstar Rating is an objective standard that tells us how well a fund has done compared to similar funds. If a fund performs better than other funds it is compared with, it receives a high rating. Correspondingly, a fund receives a low rating if it performs worse than similar funds.
Sustainability
- SustainabilityPartial
Costs
- Ongoing costs
Includes management fees of 1,50 %
- Platform fee
- Kickback fee
- Annual running costs
- Performance-based fee
Any transaction costs to the manager are not included in the cost overview. These are stated under cost details on the summary page before you purchase the fund. Costs for any currency exchanges are not included.
Allocation
- Stocks 96%Interest 4%
Portfolio
Shows the fund's largest investments.
- Rolls-Royce Holdings PLC3.3%
- Teledyne Technologies Inc2.7%
- Union Pacific Corp2.7%
- Exxon Mobil Corp2.6%
- Genuine Parts Co2.3%
- Linde PLC2.3%
- Fuchs SE Participating Preferred2.3%
- CSX Corp2.3%
- Siemens Energy AG Ordinary Shares2.2%
- L3Harris Technologies Inc2.2%