Playlists

Global Classics

Global Only on Gather

Guided by

+1.79% 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 Global Classics Investment Playlist aims to deliver a return on your investment from a combination of capital growth and income through a diversified portfolio.

This investment playlist follows a multi-asset approach, investing into a mix of underlying assets including equities, bonds and cash, rather than a single asset class. The portfolios holdings span across different geographies, sectors and themes with a focus on generating a steady stream income.

Key Features:

  • 4.5/7 risk score
  • High proportion of bonds to equities
  • Diversified

Cumulative performance

Hypothetical to 31 December 2022

1yr 2yrs 3yrs 4yrs 5yrs
-14.9% -7.8% -0.6% 15.4% 9.3%

Discrete performance

Hypothetical to 31 December 2022

2022 2021 2020 2019 2018
-14.9% 8.4% 7.8% 16.0% -5.3%

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 0.175% 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
US ESG Companies ISHARES MSCI USA ESG ENHANCED UCITS ETF IE00BHZPJ908 BJFVF83 View
S&P 500 Companies GBP Hedged Acc ISHARES CORE S&P GBP HEDGED 500 UCITS ETF IE00BD8KRH84 BD8KRH8 View
S&P 500 Companies GBP Hedged Acc ISHARES S&P 500 GBP HEDGED UCITS ETF (ACC) IE00B3Y8X563 B3Y8X56 View
FTSE 100 Companies ISHARES CORE FTSE 100 UCITS ETF GBP (ACC) IE00B53HP851 B518375 View
7-10 Year US Bonds (GBP) ISHARES $ TREASURY BOND 7-10YR UCITS ETF GBP HEDGED IE00BGPP6580 BGPP658 View
0-5 Year US Inflation Protected Bonds ISHARES $ TIPS 0-5 UCITS ETF IE00BDZVHB89 BDZVHB8 View
Emerging Market ESG Companies ISHARES MSCI EM ESG ENHANCED UCITS ETF IE00BHZPJ239 BKLFYY5 View
Japanese ESG Companies ISHARES MSCI JAPAN ESG ENHANCED UCITS ETF IE00BHZPJ452 BHZPJ45 View
European Companies ISHARES MSCI EUROPE EX-UK GBP HEDGED UCITS ETF (DIST) IE00BVDPJP67 BVDPJP6 View
0-5 Year UK Gov Bonds ISHARES CORE UK GILTS UCITS ETF IE00B1FZSB30 B1G52Y3 View
European ESG Companies ISHARES MSCI EMU ESG ENHANCED UCITS ETF IE00BHZPJ015 BHZPJ01 View
Corporate bonds in GBP ISHARES CORE S&P 500 IE00B5BMR087 B521C87 View
Global Clean Energy ISHARES Global Clean Energy UCITS ETF USD (Dist) IE000U58J0M1 BNGHWV0 View
US ESG Corporate Bonds ISHARES $ High Yield Corp Bond ESG UCITS ETF USD (Dist) IE00BJK55B31 BK8PG08 View
20+ Year US Bonds GBP Hedged ISHARES $ TREASURY BOND 20+YR UCITS ETF GBP HEDGED IE00BK5MT033 BKTPDL7 View
Inflation-Linked UK Gov Bonds ISHARES £ INDEX-LINKED GILTS UCITS ETF IE00B1FZSD53 B1G52V0 View
Gold ISHARES PHYSICAL GOLD ETC IE00B4ND3602 B4R1D93 View
Global Commodities ISHARES Bloomberg Roll Select Commodity Swap UCITS ETF USD (Acc) IE00BZ1NCS44 BG5PZW8 View
0-5 Year UK Gov Bonds ISHARES UK GILTS 0-5YR UCITS ETF IE00B4WXJK79 B4WXJK7 View
Emerging Market Local Government Bonds ISHARES J.P. Morgan EM Local Govt Bond UCITS ETF USD (Dist) IE00BFZPF546 BFZPF54 View
7-10 Year US Bonds ISHARES $ TREASURY BOND 7-10YR UCITS ETF IE00B1FZS798 B1G52M1 View
USD Corporate Bonds GBP Hedged ISHARES $ Corp Bond UCITS ETF GBP Hedged (Dist) IE00BDFK3736 BDFK373 View
7-10 Year Euro Gov Bonds ISHARES GOVT BOND 7-10YR UCITS ETF EUR IE00B1FZS806 B1G5306 View
Emerging Market Bonds GBP Hedged ISHARES J.P. MORGAN BOND GBP HEDGED IE00BDFGJ734 BDFGJ73 View
Ultrashort Bonds ESG (GBP) ISHARESULTRASHORT BOND ESG GBP IE00BJP26F04 BJP26F0 View

Funds

28

Overall Risk

4.5/7

Carbon Intensity

144.1

Allocations
7-10 Year US Bonds (GBP)
10.925%
S&P 500 Companies GBP Hedged Acc
10.6875%
US ESG Companies
8.3125%
FTSE 100 Companies
7.125%
S&P 500 Companies GBP Hedged Dist
6.65%
Ultrashort Bonds ESG (GBP)
5.7%
Premier Cash
5%
0-5 Year US Inflation Protected Bonds
4.75%
High Yield Corp ESG Bonds
4.75%
Emerging Market Bonds GBP Hedged
4.275%
0-5 Year UK Gov Bonds
3.8%
Emerging Market ESG Companies
3.325%
Diversified UK Govt Bonds
2.6125%
Japanese ESG Companies
2.6125%
European Companies
2.375%
China Bonds
2.375%
Global Clean Energy
1.9%
Emerging Market Local Government Bonds
1.9%
20+ Year US Bonds GBP Hedged
1.9%
Gold
1.425%
Global Commodities
1.425%
Inflation-Linked UK Gov Bonds
1.1875%
Asia Ex-Japan Companies
1.1875%
7-10 Year Euro Gov Bonds
0.95%
European Corporate Bonds GBP Hedged
0.95%
USD Corporate Bonds GBP Hedged
0.95%
GBP Corporate Bonds
0.475%
European ESG Companies
0.475%