Playlists

Megatrends+

Thematic

Featuring funds from

Our Megatrends+ Investment Playlist aims to maximise returns through an actively managed portfolio that invests in the transformative forces shaping our future.

Capital at risk. The value of investments and the income from them can fall as well as rise and is not guaranteed. Learn more.

This Investment Playlist follows a thematic approach, aiming to deliver returns from long-term trends identified by BlackRock, set to transform the global economy, businesses, and societies. These include technological breakthroughs, demographic and social change, rapid urbanisation, climate change and resource scarcity, and emerging global economies.

Megatrends+ features an actively managed fund that aims to track long-term broader structural shifts that can change an entire industry rather than a specific company or sector.  The portfolio is actively managed by BlackRock with the goal of maximising potential returns.

Key Features:

    • 6/7 risk score
    • Asset allocation from BlackRock
    • Actively managed

Fund inception date
10 July 2020

Cumulative performance

As of 20 May 2024

YTD 1m 3m 6m 1y
3.5%  4.6%  3.5%  10.3%  7.5% 

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

2023 2022 2021 2020 2019
6.94% -10.09%  15.47% 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.

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 is not guaranteed. Learn more here.

Fund ISIN SEDOL KIID
BGF Multi-Theme Equity Fund LU2123743937 BLPHV43 View
BGF Multi-Theme Equity Fund LU2123743853 BLPHV32 View
BGF Multi-Theme Equity Fund LU2123743770 BLPHV21 View

Overall Risk

6/7

ESG

5.7/10

Largest investment holdings
BGF Circular Economy Fund
18.1%
iShares Digital Security UCITS ETF USD Acc
16.1%
BGF Sustainable Energy X2
12.7%
iShares Automation & Robotics UCITS ETF
8.8%
iShares Global Infrastructure
7.5%
iShares NASDAQ 100 ETF USD Acc
6.0%
iShares Refinitiv Inclusion & Divst ETF
4.1%
iShares Dgtl Entrtnmnt & Edu ETF USD Acc
3.5%
iShares Healthcare Innov ETF USD Acc
3.0%
BGF Next Generation Technology X2 USD
3.0%