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ROBO
+3.06 · +11.40%
£29.91 · LSE
L&G ROBO Global Robotics and Automation UCITS ETF | Sector Equity Technology
LGIM Managers (Europe) Limited · Ireland
AUM:$620.8M
#– of – in Sector Equity Technology ETFs
ℹ️
Reward Rating
60
Good
39.76% 1Y return
ℹ️
Risk Rating
48
Moderate
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 39.8% over the past year, reflecting strong price momentum.

Cost Efficiency

⚠️ Ongoing charge of 0.80% — above average for this category.

What is ROBO?

L&G ROBO Global Robotics and Automation UCITS ETF tracks Morningstar Gbl Tech NR USD, providing diversified exposure across 49 holdings. Its ongoing charge is 0.80%.

Performance Highlights

Investment Breakdown

Strong Recent Performance
ROBO delivered 39.8% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Ongoing charge of 0.80% is above average. Verify whether the strategy justifies the cost.
Broadly Diversified
Top 10 holdings represent just 19.1% of the ETF — exposure spread across many positions.

Openbook Analysis

Performance: Good (60)

The scoring profile reflects moderate historical performance, with a 39.8% 1-year return (historical). The ongoing charge of 0.80% should be considered against long-term return expectations. 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$620.8M
Ongoing Charge0.80%
Dividend Yield0.00%
Holdings49
Inception DateOct 2014
DomicileIreland
DistributionNA
IndexMorningstar Gbl Tech NR USD
ProviderLGIM Managers (Europe) Limited
Beta0.83
CategorySector Equity Technology
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
+29.9%
1Y
+56.3%
3Y
+61.6%
5Y
+40.2%
OpenBook InsightIf you had invested £10,000 in ROBO 5 years ago, it would have grown to £14,022 — a gain of £4,022.

Annual Returns

Calendar year performance

ROBO delivered positive returns in 4 of the last 5 calendar years.
YearROBO
2026 YTD+26.0%
2025+23.8%
2024+1.1%
2023+24.5%
2022-33.4%
CAGR 4yr+0.9%
4/5 positive yearsAvg return: +8.4%Worst year: -33.4% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
26.8%
Moderate
Momentum
+14.4%
30-day change
Support Level
32.16
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Monitor key support and resistance levels as part of broader risk assessment.

Reward Rating Breakdown

Our reward rating analyses ROBO'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
60
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%
80/100

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
39.76%
Very Good
3Y Return
14.71%
Very Good
5Y Return
4.26%
Neutral
10Y Return
13.71%
Very Good
Sharpe Ratio
—
No Data

Strong historical performance profile: 1-year return of 39.76%, 3-year annualised 14.71%, 5-year annualised 4.26%. Past performance is not indicative of future results.

💰 Cost Efficiency

Weight: 30%
68/100

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

Ongoing Charge
0.80%
Very Weak
Net Expense Ratio
0.01%
Very Good
Annual Turnover
0.00%
Very Good
Tracking Difference
—
No Data

Reasonable cost profile: ongoing charge of 0.80%, net expense ratio of 0.01%, annual turnover of 0.0%.

💵 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
NA
No Data

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

🌐 Diversification Quality

Weight: 25%
55/100

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
19.15%
Good
Top Sector
Industrials49.5%
Very Weak
Top Region
North America41.7%
Good

Moderate diversification: 49 holdings, top 10 at 19.1%, Industrials sector at 49.5%, North America at 41.7%.

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 ROBO 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
48
Moderate 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%
31/100

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
19.15%
Lower Risk
Largest Holding
2.29%
Lower Risk
Number of Holdings
49
Elevated
HHI (weight²)
37
Low Risk

Reasonable spread across positions: top 10 holdings at 19.1%, largest single position at 2.29%, 49 total holdings.

🌍 Market Exposure

Weight: 25%
68/100

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 America41.7%
Lower Risk
Top Sector
Industrials49.5%
High Risk
Top 2 Sectors
92.17%
High Risk
Cyclical Sectors
49.47%
Elevated

Notable regional or sector dependency: North America at 41.7%, Industrials sector at 49.5%, 49.5% 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
17.87%
Moderate
Beta
0.83
Lower Risk
Max Drawdown
—
No Data

Moderate volatility in line with broad market: 1Y volatility of 17.87%, beta of 0.83 (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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