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:
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
Overall Risk
Carbon Intensity
| 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% |