INRG.L
iShares Global Clean Energy Transition UCITS ETF
Global
EQUITY
Rules-Based
MANAGEMENT STYLE
£ 2.6 B
ASSETS UNDER MGMT
65 bp
EXPENSES
Fund Basics
| Inception date | Jul 09, 2007 |
| Regulation | UCITS |
| ISIN | IE00B1XNHC34 |
| Distributions | Semi-annual |
| Currency | GBp |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| BLOOM ENERGY CORPORATION CLASS A | 10.7 % |
| NEXTRACKER, INC. CLASS A | 8.7 % |
| FIRST SOLAR INC | 7.7 % |
| IBERDROLA SA | 5.6 % |
| CHINA YANGTZE POWER CO LTD-A | 4.7 % |
| ORMAT TECHNOLOGIES INC | 3.6 % |
| ENPHASE ENERGY INC | 3.0 % |
| EQUATORIAL ENERGIA SA - ORD | 2.8 % |
| VESTAS WIND SYSTEMS A/S | 2.6 % |
| EDP-ENERGIAS DE PORTUGAL SA | 2.1 % |
Constituent Breakdown
| Number of holdings | 237 |
| Herfindahl-Hirschman Index | 389 |
| Wgt avg mkt cap (mns) | $22,368 |
| Large cap (>$10bn) | 50.2% |
| Mid cap ($2-10bn) | 32.6% |
| Small cap (<$2bn) | 11.9% |
| Developed mkts. | 65.6% |
| Emerging mkts. | 31.4% |
Sector Breakdown
Country Exposure
| UNITED STATES | 43.4 % | |
| CHINA | 17.7 % | |
| SPAIN | 7.7 % | |
| BRAZIL | 6.2 % | |
| DENMARK | 4.4 % | |
| INDIA | 3.1 % | |
| CANADA | 2.5 % | |
| PORTUGAL | 2.1 % | |
| JAPAN | 2.0 % | |
| SOUTH KOREA | 1.9 % |
Historical Performance
Standardized Performance (as of 02/28/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 11.9% | 54.1% | 11.8% | -4.9% | -5.9% | 8.3% | -- | -2.9% |
| Dividend Yield | 0.0% | 2.8% | 1.8% | 1.4% | 1.1% | 2.2% | -- | 2.3% |
| Total Returns | 11.9% | 56.9% | 13.6% | -3.5% | -4.8% | 10.5% | -- | -0.6% | Ann. Volatility | 22.8% | 22.1% | 21.1% | 22.3% | 25.9% | 25.1% | -- | 30.9% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.20 | 3% |
| MSCI EAFE | 0.22 | 3% |
| MSCI Emg Mkts | 0.44 | 13% |
Liquidity Measures
| Avg. volume (000) | 140 |
| ADV traded (mns) | $110 |
| Turnover | 4.2% |
| Avg. Bid/Ask (% of price) | 0.00% |
Technical Indicators
| 30d moving avg. (EMA) | $782.91 |
| Relative strength (RSI) | 54 |
| MACD/Signal | 11.64/13.67 |
| Bollinger Bands (Upper/Lower) | $822.83/$761.99 |
| Short interest (% of AUM) | 0.0% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. INRG.L |
Expenses vs. INRG.L |
ALTAR Score™ vs. INRG.L |
|---|---|---|---|---|
| INRA.L | iShares Global Clean Energy Transition UCITS ETF | 97.0% | 0 bp | 0.0% |
| XDG7.DE | Xtrackers MSCI Global SDG 7 Affordable and Clean Energy UCIT | 40.9% | -30 bp | +0.3% |
| CTEK.L | Global X CleanTech UCITS ETF | 36.7% | -15 bp | -3.2% |
| XDG9.DE | Xtrackers MSCI Global SDG 9 Industry, Innovation & Infrastru | 30.8% | -30 bp | +1.9% |
| RAYZ.L | Global X Solar UCITS ETF AccumUSD | 29.8% | -15 bp | +2.6% |
| NRJC.L | Amundi MSCI New Energy UCITS ETF Acc | 26.5% | -5 bp | +0.8% |
| NRJL.L | Amundi MSCI New Energy UCITS ETF Dist | 26.5% | -5 bp | +0.7% |
| STOR.AS | iShares Energy Storage & Hydrogen UCITS ETF | 17.2% | -15 bp | -0.5% |
| XDGI.L | Xtrackers MSCI Global SDGs UCITS ETF 1C | 15.3% | -30 bp | +2.6% |
| HYGN.L | Global X Hydrogen UCITs ETF | 13.3% | -15 bp | -9.7% |
Risk and Returns: INRG.L vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (GBP)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 4/5/2026
Peer Group Comparison Sample data. Subscribe for access.
Price-to-Earnings
Price-to-Sales
Price-to-Book Value
Price-to-Cash Flow
Price-to-Growth
Dividend Yield
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ETF Research Center Rating
2.3%
ALTAR SCORE™
21st
PERCENTILE
UNDERWEIGHT
ETFRC RATING
There are 579 funds in the Global Equity category with an average
ALTAR Score™ of 4.6% and a standard deviation
of 2.7%. INRG.L's ALTAR Score™ is approximately -0.8 standard
deviations above the category average. This places INRG.L in the 21st percentile
among funds in the category.
Sell-Side Consensus
£883.98
PRICE TARGET
+12.0%
UPSIDE