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Playlists – Alternative Opportunities

& Alternative Income Opportunities

Only on Gather

Featuring a dynamic selection of funds managed by

New ways to make money and build resilience in your portfolio

Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.

Alternative Investments can add diversification and resilience to a traditional portfolio. As a community of passionate investors, we offer a wide suite of investment styles and asset classes, in order to find unique ways to make money and build resilience in your portfolio.

Why do we think alternative investments are so important? Because, at Gather, we are continuously looking for innovative ways to help you build performing investment portfolios. One way to do this is to expand our universe by offering diversified asset classes and styles. Alternatives can behave in uncorrelated ways to traditional global equity markets, and, as a result, can provide additional diversification.

Our Alternative Opportunities Playlist comprises both Alternative assets and Alternative strategies:

  • Alternative assets include real estate, infrastructure and private equity. Unlike traditional assets – stocks and bonds – these investments are not typically traded on public markets.
  • Alternative investment strategies may invest in traditional stocks and bonds, but they use non-traditional strategies, such as those used by hedge funds.

One advantage of alternatives is that they can prove more resilient during periods of turbulence in the global equity and bond markets as they can provide a cushion and different sources of performance.

Both our Alternative Playlists feature a dynamic selection of funds managed by BlackRock that can contain complex investment products.

These Playlists have been designed so you can also make the most of your tax allowances by investing in these playlists using our Gather ISA and Junior ISA accounts (coming soon).

Playlist
Diversification3
Overall Risk4
ESG5
Board Independence6
Board Diversity7
Carbon Intensity8
Alternative Opportunities1
6 / 7
4.6 / 7
6.9 / 10
79.5%
 30.3%
 681.9
Alternative Income Opportunities2
6 / 7
4.6 / 7
7.2 / 10
92.0%
35.0%
808.9

(Data last updated 24th June 2022)

You can invest as much as you want in these cutting-edge playlists starting from £30 per month with no upper limit.

Visit our app and discover how many of your friends, Gather Experts and Inspiring Investors already invest in our Alternative Playlists. Explore why they invest in these playlists and what overall percentage of their portfolio they allocate to them.

A hypothetical example of how our Alternative Playlists have performed in the recent past.

Playlist
1 Jan 2021 – 31 Dec 2021
1 Jan 2020 – 31 Dec 2021
1 Jan 2019 – 31 Dec 2021
1 Jan 2018 – 31 Dec 2021
1 Jan 2017 – 31 Dec 2021
Alternative Opportunities
+2.6%
+9.5%
+20.2%
 +15.6%
 +24.0%
Alternative Income Opportunities
+4.4%
+10.0%
 +21.5%
 +16.6%
 +24.3%

Our Investment Playlists feature a dynamic selection of funds managed by BlackRock

IMPORTANT

These simulated performance returns are gross returns and do not include all costs and dividends received. Where the components of the portfolio have a shortened performance history, we have not used it to simulate performance so past and future performance may not include all components of the portfolio. This information does not constitute financial advice, the decision to invest is your choice.

Modelled past performance is not a reliable indicator of future performance. We have back tested the hypothetical past performance of the investment playlist and investment album portfolios for illustration purposes only.

Gather’s Alternative Opportunities Investment Playlists are a dynamic collection of funds managed by BlackRock. BlackRock does not provide any service or product to investors.

Capital at Risk.

So, what exactly are Alternatives?

Our two Alternative Opportunities Playlists offer the opportunity to benefit from a more sophisticated approach to managing their investment. To achieve this, each Playlist has investments in 5 types of assets and strategies:

Liquid alternatives (aka hedge fund style strategies)

These are non-traditional strategies for investing in traditional assets. Rather than just investing in directional equities and bonds that are only likely to make positive returns when markets go up, BlackRock’s liquid alternatives managers aim to exploit inefficiencies in markets to make returns. For example, an opportunity may be event driven – stocks are often mispriced following a corporate event, usually a restructuring, merger or takeover. Event driven strategies aim to take advantage of this mispricing in order to make an opportunistic profit. Another example is relative value strategies – these try to exploit temporary differences in the prices of related stocks i.e. investing in the relative performance of the best company versus the worst in the same industry, generating returns only on the differential between them. These strategies require a lot of research, insights, experience and skills – also known as Alpha.

Real Assets

Real Assets are investments in infrastructure and real estate and can be made through REITs (Real Estate Investment Trust(s)) listed on major stock exchanges. The REIT owns or finances income-producing real estate assets, often across a range of property sectors including public sector infrastructure such as toll roads, ports and airports. Because BlackRock invest through REITs, these investments are typically liquid – which means they tend to be easier to sell and value than illiquid Real Assets.

Listed Private Equity

Private equity usually involves investing in the equity and debt of private companies that aren’t typically traded on public exchanges. Our Alternative Playlists take a different tack and only invest in Listed Private Equity available only through listed investment trusts (like REIT for real assets). In this way, we give investors access to a new universe of Private Companies without the considerable risk of the investment potentially being illiquid.

Commodities

These are the raw materials used in the production of other goods and services – for example, energy, precious metals, industrial metals and agricultural products. The commodity markets often behave differently to traditional equity markets so their inclusion in an investor’s portfolio helps promote diversification, inflation protection and overall resilience. Our Alternative Playlists gives investors exposure to a diversified universe of commodity tracker funds.

Credit

Private credit is privately issued debt, often to corporates, which may offer diversification and a higher yield compared to publicly traded debt. Our Alternative Playlists gives investors exposure to credit investments without the risk of illiquidity.

From launch, we will be offering two Alternative Opportunities Playlists

Alternative Opportunities

Our Alternative Opportunities Playlist, featuring funds managed by BlackRock, places a greater focus on Liquid Alternative strategies to provide new forms of returns uncorrelated with the directionality of global equity markets. It has less exposure to stable alternative income generating investments.

Currently this Playlist invests in 8 themes giving exposure and diversification to thousands of holdings, with an ESG score of 6.9 (out of 10)5.

Sector Allocation

Equity Absolute Return 20%

40%

Event Driven Fund 20%

40%

Fixed Income Fund 20%

40%

Systematic Multi Strategy ESG 20%

40%

Developed Real Estate Markets 5%

10%

Global Commodities 5%

10%

Global Infrastructure 5%

10%

Listed Private Equity 5%

10%
KIIDs & More Details
Alternative Income Opportunities

This Alternative Income Opportunities Playlist, featuring funds managed by BlackRock, places a greater focus on the income generating alternative assets to provide new forms of stable returns not correlated with bond markets. It has less exposure to the uncorrelated liquid alternative strategies.

Currently this Playlist invests in 8 themes giving exposure and diversification to thousands of holdings, with an ESG score of 7.2 (out of 10)5.

Sector Allocation

Fixed Income Fund 26%

52%

Systematic Multi Strategy ESG 19%

38%

Equity Absolute Return 18%

36%

Event Driven Fund 12%

24%

Global Commodities 8.5%

17%

Global Infrastructure 7%

14%

Listed Private Equity 5%

10%

Developed Real Estate Markets 4.5%

9%
KIIDs & More Details

We offer a wide range of unique opportunities and have some really exciting new investments in development.

Read about our other Playlists.

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