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R1GR
+1.12 · +2.64%
£43.40 · LSE
iShares Russell 1000 Growth UCITS ETF USD Acc | US Large-Cap Growth Equity
BlackRock Asset Management Ireland - ETF · UK
AUM:$0
#– of – in US Large-Cap Growth Equity ETFs
ℹ️
Reward Rating
47
Moderate
13.82% 1Y return
ℹ️
Risk Rating
63
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 13.8% over the past year, showing positive momentum.

Cost Efficiency

💰 Ongoing charge of 0.18% — competitive for the exposure provided.

What is R1GR?

iShares Russell 1000 Growth UCITS ETF USD Acc tracks Morningstar US LM Brd Growth NR USD, providing diversified exposure across 50 holdings. Its ongoing charge is 0.18%.

Performance Highlights

Investment Breakdown

Positive 1-Year Return
R1GR returned 13.8% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Ongoing Charge
Ongoing charge of 0.18% — reasonable for the index exposure provided.
Concentrated Holdings
Top 10 holdings account for 61.3% of the ETF — significant weight in a small number of names.

Openbook Analysis

Performance: Moderate (47)

The scoring profile reflects subdued historical performance over the measured period. The ongoing charge of 0.18% is reasonable for this exposure. Risk indicators are elevated — volatility warrants consideration (historical).

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

ETF Information
AUM$0
Ongoing Charge0.18%
Dividend Yield0.00%
Holdings50
Inception DateJun 2023
Domicile–
Distribution–
IndexMorningstar US LM Brd Growth NR USD
ProviderBlackRock Asset Management Ireland - ETF
Beta–
CategoryUS Large-Cap Growth Equity
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified
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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+7.0%
1Y
+7.3%
3Y
+7.3%
5Y
+7.3%
OpenBook InsightIf you had invested £10,000 in R1GR 5 years ago, it would have grown to £10,731 — a gain of £731.

Annual Returns

Calendar year performance

R1GR delivered positive returns in 2 of the last 2 calendar years.
YearR1GR
2026 YTD+7.6%
2025+0.7%
2/2 positive yearsAvg return: +4.2%Worst year: +0.7% (2025)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
13.3%
Low
Momentum
+7.9%
30-day change
Support Level
44.34
Key floor
Key Insights
  • 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 R1GR'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
47
Moderate 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%
50/100

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
13.82%
Good
3Y Return
—
No Data
5Y Return
—
No Data
10Y Return
—
No Data
Sharpe Ratio
—
No Data

Moderate performance profile: 1-year return of 13.82%. Past performance is not indicative of future results.

💰 Cost Efficiency

Weight: 30%
65/100

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

Ongoing Charge
0.18%
Good
Net Expense Ratio
—
No Data
Annual Turnover
—
No Data
Tracking Difference
—
No Data

Reasonable cost profile: ongoing charge of 0.18%.

💵 Income

Weight: 15%
Not applicable

This is an accumulating ETF. It reinvests distributions inside the fund rather than paying cash to unit-holders, so income metrics don't apply. Reward is scored on the other three factors with the 15% income weight redistributed proportionally.

🌐 Diversification Quality

Weight: 25%
23/100

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
50
Weak
Top 10 Concentration
61.30%
Very Weak
Top Sector
Technology51.4%
Very Weak
Top Region
North America99.8%
Very Weak

Heavily concentrated — returns will be driven by a narrow slice of the market: 50 holdings, top 10 at 61.3%, Technology sector at 51.4%, North America at 99.8%.

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 R1GR 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
63
Elevated RISK
Data Coverage: 75%
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%
64/100

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
61.30%
Elevated
Largest Holding
13.30%
Elevated
Number of Holdings
50
Moderate
HHI (weight²)
519
Lower Risk

Moderate holdings concentration: top 10 holdings at 61.3%, largest single position at 13.30%, 50 total holdings.

🌍 Market Exposure

Weight: 25%
73/100

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 America99.8%
High Risk
Top Sector
Technology51.4%
High Risk
Top 2 Sectors
64.42%
High Risk
Cyclical Sectors
12.07%
Lower Risk

High market-exposure risk — returns closely track a narrow slice of the market: North America at 99.8%, Technology sector at 51.4%, 12.1% in cyclical sectors.

📊 Volatility

Weight: 35%
55/100

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
17.31%
Moderate
Beta
—
No Data
Max Drawdown
—
No Data

Elevated volatility profile: 1Y volatility of 17.31% (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.
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