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Playlists – World Megatrends

& World Active Megatrends

UK Launch Debut on Gather

Guided by

Aiming to make money from investing in the long-term trends transforming the way we live and work

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.

Our two World Megatrend playlists aim to be examples of innovative, investment solutions for the long term. Their thematic investing approach focuses on predicted long term trends rather than specific companies, sectors or geographies, enabling investors to potentially access structural shifts that can change entire industries. We believe markets typically underestimate the speed of disruption so these shifts are likely to drive outperformance versus global equities over the long term*.

Both playlists contain a wide collection of assets that are fuelling five of the promising trending areas for capital growth currently. From the growing demand for clean energy, to solutions of technological breakthrough, investors could benefit from what tomorrow will look like.

Our two Megatrend playlists are guided by BlackRock®, one of the world’s largest asset managers, and are based on research carried out by BlackRock®’s Thematic Research and Investment Group (TRIG) into the forces that are driving change and how they should affect investment thinking.

Gather is excited to be the first to bring these opportunities to investors in the UK.

Playlist
Diversification3
Overall Risk4
ESG5
Board Independence6
Board Diversity7
Carbon Intensity8
World Megatrends1
5 / 7
5.0 / 7
5.4 / 10
74.4%
 27.9%
227.4
World Active Megatrends2
5 / 7
5.0 / 7
5.8 / 10
76.4%
29.8%
232.2

(Data last updated 24th June 2022)

Invest as much as you want in these Playlists, starting at £30 per month with no upper limit.

You can also make the most of your tax allowances by investing in these Playlists using our Gather ISA and Junior ISA accounts (coming soon).

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

This is how our Megatrends Playlists hypothetically performed in the recent past:

1 Jan 2021 – 31 Dec 2021
1 Jan 2020 – 31 Dec 2021
1 Jan 2019 – 31 Dec 2021
1 Jan 2018 – 31 Dec 2021
1 Jan 2017 – 31 Dec 2021
World Megatrends
+12.8%
+40.3%
+75.7%
+59.2%
+90.1%
World Active Megatrends
+14.3%
+48.2%
+92.7%
+62.4%
+98.4%

Our Investment Playlists feature a dynamic selection of funds managed by BlackRock®

IMPORTANT

These simulated performance returns are gross returns and do not include all costs and dividends received. Where the components of the portfolio have a shortened performance history, we have not used it to simulate performance so past and future performance may not include all components of the portfolio. This information does not constitute financial advice, the decision to invest is your choice.

Modelled past performance is not a reliable indicator of future performance. We have back tested the hypothetical past performance of the investment playlist and investment album portfolios for illustration purposes only. Please note that Gather does not independently verify the performance of the Model submitted by BlackRock.

Gather’s Investment Playlists and Albums can utilise asset allocation guidance or insights provided by BlackRock. BlackRock does not provide any service or product to investors.

Capital at Risk.

So, what are the Megatrends?

Megatrends are powerful, transformative forces that can change the trajectory of the global economy by shifting the priorities of societies, driving innovation and redefining business models. They can have a meaningful impact not just on how we live and how we spend money, but also on government policies and corporate strategies. Investing in expected transformations early offers investors the potential to position their portfolios for long-term growth.

BlackRock’s Thematic investing philosophy focuses on 5 megatrends: climate change and resource scarcity, emerging global wealth, demographics and social change, rapid urbanisation – all driven by the final megatrend: technological breakthrough.

Climate Change & Resource Scarcity

The Earth’s climate is changing fast and Governments are scrambling to emit less carbon while businesses are looking to achieve more with less. Our World Megatrends Playlists could help provide the backing needed to overcome these global challenges, and meet the demand for a clean, green tomorrow.

Emerging Global Wealth

Newly affluent consumers are predicted to expand in Asia and beyond. Emerging market economies are forecast to represent some of the largest economies. This presents an opportunity for Megatrends investors to potentially benefit from a larger, wealthier world population.

Demographics & Social Change

People are living longer, and modern lifestyles have changed – with a profound effect on both medicine and consumer habits. The accompanying structural shifts are changing how companies make money in these sectors and our Playlists aim to reflect this.

Rapid Urbanisation

Mass migration to urban areas is accelerating and it’s forecast that over two thirds of the world will live in cities by 2050. This is an opportunity to build and replace infrastructure, and create the sustainable, happy environments we want to live in. Consider our World Megatrends Playlists and you’ll potentially be backing the cities of tomorrow.

Technological Breakthrough

Driving every trend is innovation in technology. With quantum computing, gene editing and mRNA vaccines, the world is currently going through technological advances as radical as the harnessing of electrical power in the 19th century. These breakthroughs are progress in the tech sector and beyond, presenting an attractive opportunity for investors.

From launch, we will be offering two World Megatrends Playlists

World Megatrends

Our World Megatrends Playlist uses an index approach offering aiming to offer cost-effective exposure to the Megatrends by only using BlackRock ETFs. This Playlist aims to track the performance of those industry sectors most responsible for driving change.

Sector Allocation

Global Water 18%

36%

Agribusiness 15%

30%

Automation & Robotics 11.5%

23%

Ageing Population 11%

22%

Digital Security 11%

22%

Timber & Forestry 9.5%

19%

Consumer Growth 6.5%

13%

Digitisation 6.5%

13%

Global Infrastructure 5.5%

11%

Clean Energy 2.5%

5%

Inclusion & Diversity 2%

4%

Electric Vehicles 1%

2%
KIIDs & More Details
World Active Megatrends

This World Megatrends Playlist takes a different approach by blending BlackRock ETFs with more selective stock picking of BlackRock funds. The aim is to outperform by being more selective. The underlying funds in this Playlist are more expensive than the funds in our index Playlist as the fund managers play a more active management role.

Presently around 45% of World Active Megatrends is actively managed, focusing on sectors such as Fintech and Sustainable Energy. This Playlist invests in an additional 5 BlackRock funds, compared to our World Megatrends Playlist.

Sector Allocation

Global Water 15%

30%

Agribusiness 15%

30%

Sustainable Energy 14%

28%

Circular Economy 12%

24%

Fintech 10%

20%

Digital Security 9%

18%

Timber & Forestry 7%

14%

Automation & Robotics 5%

10%

Future Transportation 4%

8%

Nutrition 3%

6%

Next Gen Tech 2%

4%

Consumer Growth 2%

4%

Ageing Population 2%

4%
KIIDs & More Details

Investing in your passion is simple with Gather

Gather is different. We care about your money and your passions. We aim to maximise your potential to earn money while helping you invest in what you are passionate about.

To learn more about the Megatrends, visit BlackRock’s website

 

*Source: BlackRock® 31/12/2021

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·

1 – 98.4% of the current composition of the World Megatrends Investment Playlist has measurable securities for the purposes of calculating ESG, Board Independence, Board Diversity and Carbon Intensity scores

2 – 96.3% of the current composition of the World Active Megatrends Investment Playlist has measurable securities for the purposes of calculating ESG, Board Independence, Board Diversity and Carbon Intensity scores

3 – Our diversification scores range from 1-7, with 1 being the most concentrated and 7 being the most diversified. Diversification is a risk management strategy that mixes a variety of investments. Diversified investments contain a mix of asset types, sectors and geographies, so that the investment is distributed and effects in one part of the economy do not effect the investment as a whole. Further educational information on diversification is available from Investopedia

4 -Our risk scores are taken from the Key Investor Information Documents provided by BlackRock. Risk is measured on a scale of 1-7, with 1 being the lowest and 7 the highest. Each fund’s score is combined with the allocation it has in a given Playlist, to produce a weighted-average risk score. Scores are calculated incorporating simulated historical data and may not be a reliable indication of the future risk profile of the Share Class. The risk score shown is not guaranteed and may change over time. The lowest category does not mean risk free. Further educational information on risk is available from Investopedia

5 -The Environmental, Social & Governance (ESG) scores for these Playlists are calculated using the scores shown by BlackRock. These scores are calculated by MSCI – a global provider of equity, fixed income, real estate indexes, multi-asset portfolio analysis tools, ESG and climate products. Each fund’s score is combined with the allocation it has in a given Playlist, to produce a weighted-average ESG score. Further educational information on ESG is available from Investopedia

6 – Board Independence is a corporate governance score which looks at the percentage of issuers of a fund that have an independent board of directors. This is calculated by MSCI – a global provider of analysis tools. Each fund’s score is combined with the allocation it has in a given Playlist, to produce a weighted-average Board Independence score. Further educational information on Board Independence is available from Investopedia

7 – Board Diversity is a corporate governance score which looks at the percentage of women on the board of directors of issuers of a fund. This is calculated by MSCI – a global provider of analysis tools. Each fund’s score is combined with the allocation it has in a given Playlist, to produce a weighted-average Board Diversity score. Further educational information on Board Independence is available from Investopedia

8 – The MSCI Weighted Average Carbon Intensity measures a fund’s exposure to carbon intensive companies. This figure represents the estimated greenhouse gas emissions per $1 million in sales across the fund’s holdings. This allows for comparisons between funds of different sizes. Further details of MSCI’s methodology can be found here.