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 ESG investing. Global Hits ft. ESG features a selection of actively managed funds which aims to deliver returns from exposure to global ESG markets.
Key Features:
Gather is excited to bring this opportunity to investors in the UK.
Fund Inception date
10 June 2020
Cumulative performance
As of 31 August 2023
| YTD | 1m | 3m | 6m | 1y |
| 6.47% | -1.22% | 2.34% | 3.64% | 2.15% |
Calendar Year performance
| 2022 | 2021 | 2020 | 2019 | 2018 |
| -13.3% | 13.0% | n/a | n/a | n/a |
This data shows the fund’s 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
Share Class and Benchmark performance displayed in GBP 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 |
| MyMap 5 - Class D (GBP) Accumulating | GB00BFBFYQ25 | BFBFYQ2 | View |
1 Year Performance
Overall Risk
ESG
| Largest investment holdings | |
|---|---|
| iShares MSCI USA ESG Enhance USD Acc | 18.8% |
| iShares MSCI USA ESG Enhance USD Acc | 14.2% |
| iShares $ TRES BND 7-10 ETF $ Dist | 10.5% |
| iShares 100 UK EQ IDX FD (UK) X Acc | 8.8% |
| iShares Cont EUR EQ IDX FD (UK) X Acc | 8.1% |
| iShares MSCI EM ESG ENHANCED USD A | 4.7% |
| iShares MSCI Japan ESG Enhanced UC | 4.7% |
| iShares GBP ULTRASHORT BOND ESG GBP D | 4.2% |
| iShares MSCI USA ESG Enhance USD Acc | 4.1% |
| iShares UK GLT ALL STKS IDX(UK) X Acc | 3.8% |