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. The fund invests at least 70% of its assets in equities of companies from anywhere in the world. The fund aims to invest in companies that are able to benefit from demographics changes. Investments will include, but are not limited to, health care and consumer industries companies that stand to benefit from the effects of rising life expectancy, expanding middle class and population growth. The fund may also invest in money market instruments on an ancillary basis.
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
04 Nov 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
Annual cost
- Ongoing costs
Includes management fees of 1,50 %
- Platform fee
- Kickback fee
- Annual running costs
Other costs
- Performance-based fee
- Transaction costs
Costs for any currency exchanges are not included.
Allocation
- Stocks 99%Interest 1%
Portfolio
Shows the fund's largest investments.
- Microsoft Corp8.3%
- Amazon.com Inc6.5%
- Taiwan Semiconductor Manufacturing Co Ltd5.6%
- NVIDIA Corp5.5%
- Meta Platforms Inc Class A4.6%
- Apple Inc4.5%
- Boston Scientific Corp4.3%
- Alphabet Inc Class A4.2%
- Essilorluxottica3.2%
- Visa Inc Class A2.8%