Aging-population businesses
Companies whose business benefits from the world getting older: drug makers, retirement-home operators, financial services for retirees, and consumer brands geared to older shoppers. Slow, demographic-driven theme rather than a hype trade.
Returns shown in USD (your base currency). Past performance is not a reliable guide to future results.
- Rides a guaranteed demographic megatrend
- Diversified across pharma, services, consumer
- Less hype-driven than tech themes
- Has lagged broad markets for years
- Slow-moving theme: needs patience
- Higher fee (0.40%) than broad-market funds
About this fund
Pharma, healthcare facilities, financial services for retirees, and consumer staples geared to older demographics.
Available on Interactive Brokers
Low-cost access to Aging-population businesses and 10,000+ funds worldwide.
Frequently asked questions
Is AGED.L accumulating or distributing?
iShares Ageing Population UCITS ETF (AGED.L) is an accumulating ETF, so its dividends are reinvested automatically inside the fund instead of paid out as cash. The value compounds in the share price, which keeps things simple since the dividends are reinvested for you instead of arriving as cash you would otherwise have to reinvest yourself.
What is the annual fee (TER) for AGED.L?
AGED.L has a total expense ratio (TER) of 0.40% per year. On a $10,000 holding that is roughly $40 a year, charged inside the fund rather than billed to you separately. A lower fee leaves more of the return compounding for you over time.
Can I buy AGED.L on Interactive Brokers?
Yes. AGED.L trades on LSE, USD and is available to investors worldwide through Interactive Brokers (IBKR). IBKR is the most popular way to buy UCITS ETFs because of its low FX conversion cost (around 0.03%) and low trading commissions.
What does AGED.L invest in?
iShares Ageing Population UCITS ETF (AGED.L) tracks the iSTOXX FactSet Ageing Population. Companies whose business benefits from the world getting older: drug makers, retirement-home operators, financial services for retirees, and consumer brands geared to older shoppers. You buy one fund and get the whole basket in a single trade.
Is AGED.L a UCITS ETF, and where is it domiciled?
Yes, AGED.L is a UCITS ETF domiciled in Ireland. For non-US investors, Irish-domiciled UCITS ETFs are usually preferred over US-domiciled ones: US dividend withholding tax is 15% under the tax treaty (versus 30% on US-domiciled funds for many non-US investors), and the holdings sit outside US estate tax.
How risky is AGED.L?
On the TickerCompare 1 to 5 scale, AGED.L is rated medium risk (3/5), based on how much its price has moved historically. Higher-risk funds can fall further in a downturn, so match the choice to your time horizon and how much volatility you can stomach.