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:
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Cumulative performance
As of 31 August 2023
| YTD | 1m | 3m | 6m | 1y |
| 2.9% | -1.4% | 5.2% | 1.8% | -1.2% |
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
| 2022 | 2021 | 2020 | 2019 | 2018 |
| -6.3% | 17.3% | 2.6% | 17.8% | -5.2% |
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 are not guaranteed. Investors may not get back the amount originally invested.
| 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 |
1 Year Performance
Overall Risk
ESG
| 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% |