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:
Cumulative performance
Hypothetical to 31 December 2022
1yr | 2yrs | 3yrs | 4yrs | 5yrs |
-7.6% | -3.5% | 1.7% | 12.3% | 7.8% |
Discrete performance
Hypothetical to 31 December 2022
2022 | 2021 | 2020 | 2019 | 2018 |
-7.6% | 4.4% | 5.3% | 10.5% | -4.1% |
For information on how we calculate these figures, please see the table below.
These securities in this Playlist have their own charges levied by the fund managers, which are charged at source and reflected in your investment valuation. This Playlist’s fees equal 0.87% p.a.
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.
Gather Fund | Full Name | ISIN | SEDOL | KIID |
Event Driven Fund | BSF Global Event Driven D2 GBP H | LU1373034930 | BDCNS92 | View |
Equity Absolute Return | BSF Global Equity Absolute Ret D2 USD Acc | LU1908247643 | BH3Z3W3 | View |
Systematic Multi Strategy ESG | Systematic Multi-Strategy (SMS) ESG D USD Acc | IE00BKPSQG65 | BKPSQG6 | View |
Fixed Income Fund | BGF Fixed Income Global Opportunities D2 USD | LU0278463947 | B1PF5P6 | View |
Global Commodities | iShares Diversified Commodity Swap ETF LSE GBP | IE00BDFL4P12 | BDFLHQ3 | View |
Developed Real Estate Markets | iShares Developed Real Estate Index Fund (IE) D Dis £ H | IE00BKPWSS48 | BKPWSS4 | View |
Listed Private Equity | iShares Listed Private Equity ETF GBP Dist | IE000D8FCSD8 | BLGSGJ5 | View |
Global Infrastructure | iShares Global Infrastructure ETF GBP Dist (LSE) | IE00B1FZS467 | B1G53H3 | View |
Funds
Overall Risk
Carbon Intensity
Allocations | |
---|---|
Equity Absolute Return | 26.0% |
Event Driven Fund | 19.0% |
Systematic Multi Strategy ESG | 18.0% |
Fixed Income Fund | 12.0% |
Global Commodities | 8.5% |
Listed Private Equity | 7.0% |
Global Infrastructure | 5.0% |
Developed Real Estate Markets | 4.5% |