Playlists

Megatrends+

Only on Gather Thematic

Guided by

+5.27% 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 Megatrends+ Investment Playlist aims to maximise returns through an actively managed portfolio that invests in the transformative forces shaping our future

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:

  • 5.9/7 risk score
  • Gather are excited to be one of the first to bring these opportunities to investors in the UK
  • Curated asset allocation

Cumulative performance

Hypothetical to 31 December 2022

1yr 2yrs 3yrs 4yrs 5yrs
-21.8% -10.6% 15.9% 50.7% 29.3%

Discrete performance

Hypothetical to 31 December 2022

2022 2021 2020 2019 2018
-21.8% 14.3% 29.7% 30.0% -14.2%

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 0.7% 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
Global Water ISHARES GLBL WTER ETF $ DIST IE00B1TXK627 B1TXK62 View
Agribusiness ISHARES AGRIBUSINESS UCITS ETF IE00B6R52143 B6R51S4 View
Automation & Robotics ISHARES AUTO & RBOT ETF USD ACC IE00BYZK4552 BYYLQL9 View
0-5 Year UK Gov Bonds ISHARES AGEING POPULATION USD ACC IE00BYZK4669 BYYLQM0 View
Digital Security ISHARES DIGITAL SECURITY UCI USD_A IE00BG0J4C88 BG0J4C8 View
Timber & Forestry ISHARES S&P GLOBAL TIMBER & FOREST IE0003ZXNJY5 BMFV681 View
Consumer Growth ISHARES MSCI EM CONS GRTH ETF $ ACC IE00BKM4H197 BKM4H19 View
Digitisation ISHARES DIGITALTN ETF USD ACC IE00BYZK4883 BYYLQP3 View
Global Infrastructure ISHARES GLBL INFRA ETF $ DIST IE00B1FZS467 B1G5384 View
Clean Energy ISHARES GLOBAL CLEAN ENERGY UCITS IE000U58J0M1 BNGHWV0 View
0-5 Year UK Gov Bonds ISHARES SMART CITY INFRASTRUCTURE IE00BKTLJC87 BLH1VP4 View
Electric Vehicles ISHARES ELECTRIC VEHICLES AN USDHA IE00BGL86Z12 BHWTRR9 View
Health Innovation ISHARES HEALTH INNOVATION IE00BYZK4776 BYYLQN1 View

Funds

15

Overall Risk

5.9/7

Carbon Intensity

282.6

Allocations
Sustainable Energy
14.25%
Global Water
14.25%
Agribusiness
10.45%
Circular Economy
9.5%
Global Infrastructure
7.6%
Automation & Robotics
6.65%
Digital Security
6.65%
Ageing Population
5.7%
Premier Cash
5%
FinTech
3.8%
Health Innovation
3.8%
Consumer Growth
3.8%
Nutrition
2.85%
Future of Transport
1.9%
Clean Energy
1.9%
Electric Vehicles
0.95%
Next Gen Tech
0.95%