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Alternative Opportunities

Alternative Income Opportunities

Exclusive to Gather

Featuring

alternative funds

New ways to make money and increase resilience

Alternative Investments are often considered the difference between traditional investors and professional / sophisticated investors. As a community of passionate investors we want to offer all the best possible styles and assets to maximise our opportunity to make money.

Why do we think they’re so important? Because, at Gather, we are continuously looking for innovative ways to help you make you money. One way to do this is to expand our universe by offering new performing asset classes and styles. Alternatives behave in a very different way to ’traditional stocks and shares’, and, as a result, can provide new, additional sources of performance.

Our Alternative Opportunities Playlist comprises both Alternative assets and Alternative strategies:

  • Alternative assets – include real estate, infrastructure, commodities and private equity. Unlike traditional assets – stocks and bonds – these underlying investments are not always traded in the usual way on public markets.
  • Alternative investment strategies – include all asset classes and may also invest in traditional stocks and bonds, but they use non-traditional strategies, such as those that are well-known to be used by hedge funds (unconstrained funds).

To a certain extent, the performance of both Alternative assets and strategies are less sensitive to the movement of global capital/equity markets than traditional investments because they are driven by diverse sources of returns, risks and skills (also known as alpha). As a result, alternatives often prove more resilient during periods of turbulence in the global equity and bond markets as they can provide a cushion and different source of performance.

Currently both our Alternative Playlists feature best in class funds provided by BlackRock, the world’s largest money manager and have been created specially for Gatherers. You cannot buy these unique, wide blends of alternatives on other investment platforms.

We designed these Playlists with BlackRock so you can make the most of your tax allowances by investing in these playlists using our Gather ISA and Junior ISA accounts (coming soon from April 2022).

We call this financial innovation and upgrading as you can invest in these exciting, cutting-edge playlists from £30 per month with no upper limit.

Visit our app and discover how many of your friends, Gather Experts and Inspiring Investors already invest in our Alternative Playlists. Explore why they invest in these playlists and what overall percentage of their portfolio they allocate to them.

Performance to 31 December 2021:

1 Year
2 Years
Alternative Opportunities
2.6%
9.7%
Alternative Income Opportunities
4.4%
10.2%

Past performance is not necessarily indicative of future results.

Performance to 31 December 2021:

1 Year
2 Year
Global Opportunities
13.3%
26.3%
Global Income Opportunities
8.4%
16.8%

Past performance is not necessarily indicative of future results.

So, what exactly are Alternatives?

Our two Alternative Opportunities Playlists offer everyone the opportunity to benefit from a more sophisticated approach to managing their investment. To achieve this, each Playlist has investments in 5 types of assets and strategies:

Liquid alternatives (aka hedge fund style strategies)

These are non-traditional strategies for investing in traditional assets. Rather than just investing in directional equities and bonds that are only likely to make positive returns when markets go up, our liquid alternatives managers exploit inefficiencies in markets to make returns. For example, an opportunity may be event driven – stocks are often mispriced following a corporate event, usually a restructuring, merger or takeover. Event driven strategies aim to take advantage of this mispricing in order to make an opportunistic profit. Another example is relative value strategies – these try to exploit temporary differences in the prices of related stocks i.e. investing in the relative performance of the best company versus the worst in the same industry, generating returns only on the differential between them. These strategies require a lot research, insights, experience and skills – also known as Alpha. At Gather we only select the best fund managers, with the best track record, who have the capabilities to generate these unique returns without the help of the market going up.

Real Assets

Real Assets are investments in infrastructure and real estate made through REITs, or real estate investment trusts, listed on major stock exchanges. The REIT owns or finances income-producing real estate assets, often across a range of property sectors including public sector infrastructure such as toll roads, ports and airports. Because we invest through REITs, these investments are liquid – which means they are easier to sell and value than the illiquid Real Assets offered by some other Alternative funds.

We believe portfolio resilience is crucial at a time of elevated macro uncertainty.

We define resilience as the ability of a portfolio to withstand a variety of adverse conditions - both on a tactically defensive basis and strategically across cycles.

BlackRock Investment Institute

Listed Private Equity

Private equity usually involves investing in the equity and debt of private companies that aren’t traded on public exchanges. Our Alternative Playlists take a different tack and only invest in Listed Private Equity available only through listed investment trusts (like REIT for real assets). In this way, we give you access to a new universe of Private Companies (without the risk of your investment being illiquid) to expand your opportunities to make money.

Commodities

These are the raw materials used in the production of other goods and services – for example, energy, precious metals, industrial metals and agricultural products. The commodity markets often behave with a different economic cyclicality amongst their own categories and differently to traditional equity markets so their inclusion in your portfolio helps diversification, inflation protection and overall resilience. Our Alternative Playlists gives you exposure to a diversified universe of commodity tracker funds.

Credit

Private credit is privately issued debt, often to corporates, that may offer diversification and a higher yield compared to publicly traded debt. Our Alternative Playlists gives you exposure to a new universe of credit investments without the risk of your investment being illiquid.

From launch, we will be offering two Alternative Opportunities Playlists

Alternative Opportunities

Our first Alternative Opportunities Playlist, featuring funds provided by BlackRock, places a greater focus on Liquid Alternative strategies to provide new forms of returns not correlated with the directionality of global equity markets. It has less exposure to stable alternative income generating investments.

Currently this Playlist invests in 8 themes giving exposure and diversification to 4,495 holdings, with an ESG score of 4.7 (out of 7).

Sector Allocation

Global Water 18%

36%

Digital Security 11%

22%

Consumer Growth 6.5%

13%

Inclusion & Diversity 2%

4%

Ageing Population 11%

22%

Clean Energy 2.5%

5%

Timber & Forestry 9.5%

19%

Electric Vehicles 1%

2%

Agribusiness 15%

30%

Global Infrastructure 5.5%

11%
Alternative Income Opportunities

Our second Alternative Income Opportunities Playlist, featuring funds provided by BlackRock, places a greater focus on the income generating alternative assets to provide new forms of stable returns not correlated with bonds. It has less exposure to the uncorrelated market strategies.

Currently this Playlist invests in 8 themes giving exposure and diversification to 4,495 holdings, with an ESG score of 4.9 (out of 7).

Sector Allocation

Global Water 18%

36%

Digital Security 11%

22%

Consumer Growth 6.5%

13%

Inclusion & Diversity 2%

4%

Ageing Population 11%

22%

Clean Energy 2.5%

5%

Timber & Forestry 9.5%

19%

Electric Vehicles 1%

2%

Agribusiness 15%

30%

Global Infrastructure 5.5%

11%

We offer a wide range of unique opportunities and have some really exciting new investments in development.

Read about our other Playlists.

we make money with passion·

we make money with passion·

we make money with passion·

we make money with passion·

we make money with passion·