Playlists

Alternatives

Alternatives Complex product Only on Gather

Featuring funds from

Our Alternatives Investment Playlist aims to achieve consistent returns and add resilience to your portfolio through investing into funds that hold alternative assets and use absolute return strategies.

Capital at risk. The value of investments and the income from them can fall as well as rise and is not guaranteed. Learn more.

Alternatives features a selection of funds whose investment styles and underlying assets differ from traditional securities like equities, bond and cash. The Investment Playlist’s underlying assets include funds that give exposure to real estate & infrastructure, commodities such as gold, private debt, and alternative investment strategies used by hedge funds and asset managers.

Key Features:

    • 4/7 risk score
    • Aiming to build resilience
    • Targeting diversified returns

Cumulative performance

As of 27 February 2024

YTD 1m 3m 6m 1y
-0.13% 0.78% 3.56% 4.82% 0.42%

The cumulative performance of our investments is the total percentage of movement in the performance of the underlying securities over the periods shown where ‘m’ denotes month and ‘y’ denotes year.
Net underlying fees

Calendar Year performance

2023 2022 2021 2020 2019
1.39% 1.01%  16.16%  -0.92% 10.52%

This data shows the funds’ performance as the percentage loss or gain per year. It can help you to assess how the fund has been managed in the past.
The figures shown relate to past performance. Past performance is not a reliable indicator of future performance. Markets could develop very differently in the future. It can help you to assess how the fund has been managed in the past

Global Event Driven Fund – Share Class and Benchmark performance displayed in EUR hedged Share Class Benchmark performance is displayed in USD.

BGF Fixed Income Global Opportunities Fund / Diversified Commodity Swap / Listed Private Equity / Global Infrastructure – Share Class and Benchmark performance displayed in USD hedged Share Class Benchmark performance is displayed in USD.

Performance is shown on a Net Asset Value (NAV) basis, with gross income reinvested where applicable. The return of your investment may increase or decrease as a result of currency fluctuations if your investment is made in a currency other than that used in the past performance calculation. Source: Blackrock
The funds in this Investment Playlist have their own charges levied by the fund managers, which are charged at source and reflected in your investment valuation. This underlying fund manager’s fees are available at BlackRock.com in the KIIDs listed below.

The ESG Key Info of this Investment Playlist is provided by MSCI and their coverage varies. Further information is available on our website and at BlackRock.com.

Capital at risk. The value of investments and the income from them can fall as well as rise and is not guaranteed. Learn more here.

Fund ISIN SEDOL KIID
BSF Global Event Driven Fund - Class D2 Hedged (EUR) Accumulating LU1373035077 BDCNSB4 View
BGF Fixed Income Global Opportunities Fund - Class D2 (USD) Accumulating LU0278469043 B1PF5M3 View
iShares Diversified Commodity Swap ETF - USD Accumulating (GBP) IE00BDFL4P12 BDFLHQ3 View
iShares Listed Private Equity UCITS ETF - USD Distributing (GBP) IE00B1TXHL60 B1TXHL6 View
iShares Global Infrastructure UCITS ETF - USD Distributing (GBP) IE00B1FZS467 B1G5384 View

Overall Risk

4/7

Largest investment holdings
BSF Global Event Driven Fund
20.0%
BGF Fixed Income Global Opps Fund
20.0%
iShares Diversified Commodity Swap
20.0%
iShares Listed Private Equity
20.0%
iShares Global Infrastructure
20.0%