Future generations
The Fund’s investment objective is to achieve medium to long-term capital appreciation through the active management of a diversified portfolio of equity and fixed income funds. The portfolio has a high exposure to equity securities issued by companies that are in the best position to capture the opportunities arising from the development of emerging markets, and the growth of the new middle class of emerging economies. These countries will largely contribute to the increase in global consumption in the coming decades. The portfolio average equity exposure is around 30% for the Conservative risk class, 60% for the Balanced and 90% for the Aggressive.
To find out more about the fund profiles, take a look at the FAQ.
AZ Allocation - Future Generations Conservative
ISIN: LU2279427897
Ticker: AZFGCAE LX Equity
NAV:
Base currency: EUR
Dealing Frequency: Daily
SRI:
ESG Rating
Fund details
Launch date: 10/01/2022
AUM:
Minimum subscription /
Minimum additional deposit:
€10 / €10
Annual management fee: 0,85%
AZ Allocation - Future Generations Balanced
ISIN: LU2279427467
Ticker: AZFGBAE LX Equity
NAV:
Base currency: EUR
Dealing Frequency: Daily
SRI:
ESG Rating
Fund details
Launch date: 10/01/2022
AUM:
Minimum subscription /
Minimum additional deposit:
€10 / €10
Annual management fee: 0,90%
AZ Allocation - Future Generations Aggressive
ISIN: LU2279427111
Ticker: AZFGAAE LX Equity
NAV:
Base currency: EUR
Dealing Frequency: Daily
SRI:
ESG Rating
Fund details
Launch date: 10/01/2022
AUM:
Minimum subscription /
Minimum additional deposit:
€10 / €10
Annual management fee: 1,00%