Fidelity Funds - Sustainable Demographics Fund A-Acc-HUF
Fund
ISIN LU1295422767 / Valor null
NAV (2025-02-12)
HUF 8,800.00-1.01%
Fidelity Funds - Sustainable Demographics Fund A-Acc-HUF
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General Objective
The fund aims to provide long-term capital growth with a low level of expected income, focusing on investing in companies that are likely to benefit from demographic trends such as ageing, growth of the middle classes, and population growth.
Fund Exposure
At least 70% of the fund is invested in companies worldwide that can benefit from demographic changes, including health care and consumer industry companies that stand to benefit from growing life expectancy in ageing populations and wealth creation in emerging markets. The fund may also invest up to 30% of its assets in emerging markets and has the freedom to invest outside its principal geographies, market sectors, industries, or asset classes.
Risks
Investing in this fund may involve fluctuations in the value of investments and potential losses. The fund invests in a relatively small number of companies, which can make it more volatile compared to more diversified funds. Additionally, the use of financial derivative instruments within the fund may result in increased gains or losses.