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 a selection of actively managed funds that aim 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:
Gather are excited to be one of the first to bring these opportunities to investors in the UK
Fund inception date
10 July 2020
Cumulative performance
As of 31 October 2023
| YTD | 1m | 3m | 6m | 1y |
| -4.8% | -5.7% | -9.8% | -5.8% | -6.3% |
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 |
| -10.1% | 15.5% | 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 |
| BGF Multi-Theme Equity Fund - Class D2 (GBP) Accumulating | LU2123743937 | BLPHV43 | View |
Overall Risk
ESG
| Largest investment holdings | |
|---|---|
| BGF Circular Economy Fund | 16.3% |
| BlackRock Global Funds - New Energy Fund | 14.0% |
| iShares Automation & Robotics UCITS ETF | 9.8% |
| iShares S&P Global Water 50 | 9.2% |
| iShares S&P Commodity Producers Agribusiness | 7.5% |
| iShares Digital Security UCITS ETF USD Acc | 7.1% |
| iShares MSCI EM Consumer Growth UCITS ETF USD Acc | 7.0% |
| BGF Nutrition Fund | 5.9% |
| iShares Electric Vehicles & Driving Technology UCITS ETF | 5.0% |
| iShares Ageing Population UCITS ETF | 4.0% |