# iShares Ageing Population UCITS ETF (AGES)

**Source:** https://fundology.uk/fund/ages · ISIN IE00BYZK4669 · Data: TradingView (LSE closes and returns, delayed), issuer documents, ONS CPIH, FCA FIRDS

## At a glance

> Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.

As of 30/09/2026, AGES (iShares Ageing Population UCITS ETF, ISIN IE00BYZK4669) closed at £7.84 on the London Stock Exchange. Its ongoing charge is 0.40% a year (about £40 on £10,000). Over the five years to 30/09/2026 its total return was +38.4%, or +8.2% after UK CPIH inflation.

## Summary

iShares Ageing Population UCITS ETF is an exchange-traded fund (ETF) from iShares, launched in 2016. It tracks the iSTOXX FactSet Ageing Population. You buy and sell it through a share-dealing account or platform during stock-market hours, like a share. Its ongoing charge is 0.4% a year — about £40 a year on every £10,000 invested, taken from the fund's value rather than billed to you. Income from its investments is reinvested inside the fund, so it shows up as a rising price rather than cash paid to you.

Latest close: **£7.84** (30/09/2026).

## Key facts

| Fact | Value |
|---|---|
| Ticker (LSE) | AGES |
| ISIN | IE00BYZK4669 |
| Category | Healthcare |
| Type | ETF |
| Provider | iShares |
| Tracks | iSTOXX FactSet Ageing Population |
| Income | Accumulating |
| Ongoing charge | 0.40% a year (£40 per £10,000) |
| Fund size | £509m |
| Launched | 2016 |
| Domicile | Ireland |

## Past returns (periods to 30/09/2026)

After the fund's ongoing charges. "Income reinvested" is total return; "price only" leaves out income paid out. Real returns are after ONS CPIH inflation.

| Window | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 1 year | +17.05% | +13.38% | income reinvested |
| 3 years | +51.76% | +36.95% | income reinvested |
| 5 years | +38.38% | +8.18% | income reinvested |

Returns: TradingView (delayed data). Inflation: ONS CPIH, latest month published.

## Calendar-year returns

Calendar-year returns of iShares Ageing Population UCITS ETF in pounds (price, with income reinvested in the fund): 2022 −3.9%, 2023 +2.8%, 2024 +9.8%, 2025 +18.9%; 2026 to 30/09/2026 +9.5%. Returns of iShares Ageing Population UCITS ETF in pounds (price, with income reinvested in the fund) over the 12 months to 30/09/2026: +18.1%; to 30/09/2025: +12.1%; to 30/09/2024: +14.0%; to 30/09/2023: −2.9%; to 30/09/2022: −6.1%.

| Year | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 2022 | -3.9% | -12.0% | Price |
| 2023 | +2.8% | -1.3% | Price |
| 2024 | +9.8% | +6.1% | Price |
| 2025 | +18.9% | +14.8% | Price |
| 2026 to 30/09/2026 | +9.5% | +6.4% | Price |

## Risk metrics

| Window | Volatility | Max drawdown |
|---|---|---|
| 1 year | 11.76% | -6.78% |
| 3 years | 12.37% | -14.54% |
| 5 years | 13.34% | -17.17% |

## Largest fall

Volatility of iShares Ageing Population UCITS ETF in pounds, annualised from weekly returns to 30/09/2026: 11.8% over 1 year, 12.4% over 3 years, 13.3% over 5 years. Largest fall in the price of iShares Ageing Population UCITS ETF since October 2021, in pounds: −17.2% from 05/11/2021 to 17/06/2022. The lowest 12-month return of iShares Ageing Population UCITS ETF in pounds (price, with income reinvested in the fund) since January 2021 was −14.8% (12 months to 17/06/2022); the highest was +30.0% (12 months to 17/04/2026). On 30/09/2026 the price of iShares Ageing Population UCITS ETF was 4.3% below its highest weekly close since October 2021 (04/09/2026), in pounds.

## Charges compared with similar funds

Ongoing charge of iShares Ageing Population UCITS ETF 0.40% a year, as of 01/10/2026: 3 of the 17 other healthcare funds charge more, 0 the same and 14 less (share classes counted once).

## Charges & eligibility

- Ongoing charges figure (OCF): **0.40%** per year
- ISA eligible: yes
- SIPP eligible: yes

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Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.