FGLR
+0.57 · +5.31%
£11.25 · LSE
Fidelity Sustainable Research Enhanced Global Equity UCITS ETF USD Acc | Global Large-Cap Blend Equity
FIL Investment Management (Luxembourg) S.A., Irela · Ireland
AUM:$86.4M
#– of – in Global Large-Cap Blend Equity ETFs
ℹ️
Reward Rating
59
Good
18.74% 1Y return
ℹ️
Risk Rating
50
Elevated
Risk Assessment
ℹ️

Educational tool only – Scores are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

📈 Up 18.7% over the past year, showing positive momentum.

Cost Efficiency

💰 Ongoing charge of 0.25% — competitive for the exposure provided.

What is FGLR?

Fidelity Sustainable Research Enhanced Global Equity UCITS ETF USD Acc tracks Morningstar Global TME NR USD, providing diversified exposure across 49 holdings. Its ongoing charge is 0.25%.

Performance Highlights

Investment Breakdown

Strong Recent Performance
FGLR delivered 18.7% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Ongoing Charge
Ongoing charge of 0.25% — reasonable for the index exposure provided.
Moderate Concentration
Top 10 holdings make up 30.2% of the ETF — a moderate level of name concentration.

Openbook Analysis

Performance: Good (59)

The scoring profile reflects moderate historical performance, with a 18.7% 1-year return (historical). The ongoing charge of 0.25% is reasonable for this exposure. Risk indicators are moderate, in line with typical market exposure (historical).

For informational and educational purposes only. Not financial advice. Past performance is not indicative of future results.

ETF Information
AUM$86.4M
Ongoing Charge0.25%
Dividend Yield0.00%
Holdings49
Inception DateMay 2020
DomicileIreland
Distribution
IndexMorningstar Global TME NR USD
ProviderFIL Investment Management (Luxembourg) S.A., Irela
Beta1.02
CategoryGlobal Large-Cap Blend Equity
CurrencyUSD
Portfolio Impact

How would FGLR affect your portfolio?

Sign in to see exactly what adding this ETF changes — sector exposure, yield, diversification, volatility. Real numbers from your actual holdings.

Sign in
Example preview
6168
+7 points · better diversified
Alternatives
Similar ETFs to compare
CSP1
iShares Core S&P 500
TER 0.07%
1Y+18.1%
AUM£78B
Yield1.3%
VUAG
Vanguard S&P 500 Acc
TER 0.07%
1Y+18.0%
AUM£12B
Yield
SWDA
iShares MSCI World
TER 0.20%
1Y+15.4%
AUM£62B
Yield1.6%
VWRP
Vanguard FTSE All-World
TER 0.22%
1Y+14.8%
AUM£14B
Yield1.8%

Chart Tools

Sign in to overlay your portfolio on the chart.

Sign in
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+10.7%
1Y
+25.3%
3Y
+71.7%
5Y
+67.2%
OpenBook InsightIf you had invested £10,000 in FGLR 5 years ago, it would have grown to £16,720 — a gain of £6,720.

Annual Returns

Calendar year performance

FGLR delivered positive returns in 4 of the last 5 calendar years.
YearFGLR
2026 YTD+9.6%
2025+18.7%
2024+19.8%
2023+23.5%
2022-19.0%
CAGR 4yr+9.2%
4/5 positive yearsAvg return: +10.5%Worst year: -19.0% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
11.1%
Low
Momentum
+5.9%
30-day change
Support Level
11.63
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.

Reward Rating Breakdown

Our reward rating analyses FGLR's attractiveness using 4 weighted factors. Each factor is scored 0-100, then combined using the weights shown below. Past performance does not guarantee future results.

Overall Reward Rating
59
Good REWARD
Data Coverage: %
Factor Framework
Performance
Has the ETF delivered strong historical returns versus similar ETFs?
Cost Efficiency
Is the ETF cheap to own over long periods?
Income
Does it provide attractive and consistent distributions?
Diversification Quality
Does it spread exposure across holdings, sectors, and regions?

📈 Performance

Weight: 30%
68/100

Has the ETF delivered strong historical returns versus similar ETFs? Combines 1/3/5/10-year returns with the Sharpe ratio (risk-adjusted return).

1Y Return
18.74%
Good
3Y Return
18.41%
Very Good
5Y Return
10.83%
Very Good
10Y Return
0.00%
Weak
Sharpe Ratio
No Data

Solid historical performance: 1-year return of 18.74%, 3-year annualised 18.41%, 5-year annualised 10.83%. Past performance is not indicative of future results.

💰 Cost Efficiency

Weight: 30%
80/100

Is the ETF cheap to own over long periods? Low ongoing charges compound into meaningful additional returns over a 10-year horizon.

Ongoing Charge
0.25%
Neutral
Net Expense Ratio
0.00%
Very Good
Annual Turnover
0.82%
Very Good
Tracking Difference
No Data

Low-cost and efficient structure: ongoing charge of 0.25%, net expense ratio of 0.00%, annual turnover of 0.8%.

💵 Income

Weight: 15%
15/100

Does the ETF provide attractive and consistent distributions? Combines the current yield with distribution frequency.

Distribution Yield
0.00%
Very Weak
Distribution Frequency
No Data

Low-income profile — better suited as a growth holding: distribution yield of 0.00%.

🌐 Diversification Quality

Weight: 25%
49/100

Does the ETF spread exposure across many holdings, sectors, and regions? Concentrated funds can be doing exactly what they're meant to do — treat the score as context, not a verdict.

Holdings
49
Very Weak
Top 10 Concentration
30.20%
Neutral
Top Sector
Technology28.8%
Neutral
Top Region
North America74.0%
Neutral

Concentrated but typical for its category: 49 holdings, top 10 at 30.2%, Technology sector at 28.8%, North America at 74.0%.

Scores are derived from fund-provider disclosures and historical data. For informational and educational purposes only — not investment advice. Past performance is not indicative of future results.

Risk Rating Breakdown

Our risk rating analyses FGLR using 4 weighted factors. A higher score indicates higher risk. This is a framework for understanding exposure — concentrated funds can still be doing exactly what they're meant to do.

Overall Risk Rating
50
Elevated RISK
Data Coverage: 83%
Factor Framework
Holdings Concentration
How much of the fund sits in its largest positions? Few dominant names mean returns ride on those companies.
Market Exposure
Geographic, sector and cyclical dependencies. High single-country or single-sector weight increases macro sensitivity.
Volatility
Historical price movement, beta and drawdowns — how sharply the fund moves relative to the market.
Income Reliability
How dependable the distribution yield is — cyclical-sector dependency and unusually high yields can flag payout risk.

🎯 Holdings Concentration

Weight: 25%
43/100

How much of the fund sits in a small number of positions? If the top holdings dominate, returns will be driven by those specific companies rather than the broader index.

Top 10 Weight
30.20%
Lower Risk
Largest Holding
5.86%
Lower Risk
Number of Holdings
49
Elevated
HHI (weight²)
114
Low Risk

Reasonable spread across positions: top 10 holdings at 30.2%, largest single position at 5.86%, 49 total holdings.

🌍 Market Exposure

Weight: 25%
64/100

How dependent is the fund on a single country, sector or economic cycle? Heavy exposure to one market means a single macro event can drive most of the return.

Top Region
North America74.0%
Moderate
Top Sector
Technology28.8%
Moderate
Top 2 Sectors
46.45%
Moderate
Cyclical Sectors
35.84%
Moderate

Notable regional or sector dependency: North America at 74.0%, Technology sector at 28.8%, 35.8% in cyclical sectors.

📊 Volatility

Weight: 35%
45/100

How sharply does the fund move day-to-day and how deep have its drawdowns been? High volatility means wider return outcomes over short horizons.

1Y Volatility
9.24%
Lower Risk
Beta
1.02
Moderate
Max Drawdown
No Data

Moderate volatility in line with broad market: 1Y volatility of 9.24%, beta of 1.02 (historical).

💵 Income Reliability

Weight: 15%
Not applicable

This is an accumulating ETF. Distributions are reinvested inside the fund, so there's no dividend-reliability risk to assess. The 15% income weight is redistributed to the other three factors.

Scores are derived from fund-provider disclosures and historical data. For informational and educational purposes only — not investment advice. Risk scoring is model-based and past data does not guarantee future results.