Alternatives Complex product Only on Gather

Guided by

+1.51% 5yr Compound Annual Growth Rate
Compound Annual Growth Rate (CAGR) is used as the performance metric to measure the 5 year performance of each Investment Playlist. CAGR measures the annual growth rate over a period of time, whilst taking into account the compounding effect i.e. if all profits were reinvested over the 5 year period.

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.

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:

  • 4.6/7 risk score
  • Aiming to build resilience
  • Targeting diversified returns

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



Overall Risk


Carbon Intensity


Equity Absolute Return
Event Driven Fund
Systematic Multi Strategy ESG
Fixed Income Fund
Global Commodities
Listed Private Equity
Global Infrastructure
Developed Real Estate Markets