# L&G Battery Value-Chain UCITS ETF (BATG)

**Source:** https://fundology.uk/fund/batg · ISIN IE00BF0M2Z96 · Data: TradingView (LSE closes and returns, delayed), issuer documents, ONS CPIH, FCA FIRDS

## At a glance

> Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.

As of 30/09/2026, BATG (L&G Battery Value-Chain UCITS ETF, ISIN IE00BF0M2Z96) closed at £22.10 on the London Stock Exchange. Its ongoing charge is 0.49% a year (about £49 on £10,000). Over the five years to 30/09/2026 its total return was +62.6%, or +27.1% after UK CPIH inflation.

## Summary

L&G Battery Value-Chain UCITS ETF is an exchange-traded fund (ETF) from L&G, launched in 2018. It tracks the Solactive Battery Value-Chain Index. You buy and sell it through a share-dealing account or platform during stock-market hours, like a share. Its ongoing charge is 0.49% a year — about £49 a year on every £10,000 invested, taken from the fund's value rather than billed to you. Income from its investments is reinvested inside the fund, so it shows up as a rising price rather than cash paid to you.

Latest close: **£22.10** (30/09/2026).

## Key facts

| Fact | Value |
|---|---|
| Ticker (LSE) | BATG |
| ISIN | IE00BF0M2Z96 |
| Category | Single sectors |
| Type | ETF |
| Provider | L&G |
| Tracks | Solactive Battery Value-Chain Index |
| Income | Accumulating |
| Ongoing charge | 0.49% a year (£49 per £10,000) |
| Fund size | £422m |
| Launched | 2018 |
| Domicile | Ireland |

## Past returns (periods to 30/09/2026)

After the fund's ongoing charges. "Income reinvested" is total return; "price only" leaves out income paid out. Real returns are after ONS CPIH inflation.

| Window | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 1 year | +22.08% | +18.25% | income reinvested |
| 3 years | +57.92% | +42.50% | income reinvested |
| 5 years | +62.60% | +27.11% | income reinvested |

Returns: TradingView (delayed data). Inflation: ONS CPIH, latest month published.

## Calendar-year returns

Calendar-year returns of L&G Battery Value-Chain UCITS ETF in pounds (price, with income reinvested in the fund): 2022 −3.9%, 2023 +2.8%, 2024 +0.8%, 2025 +62.0%; 2026 to 30/09/2026 −0.2%. Returns of L&G Battery Value-Chain UCITS ETF in pounds (price, with income reinvested in the fund) over the 12 months to 30/09/2026: +23.2%; to 30/09/2025: +36.1%; to 30/09/2024: −5.7%; to 30/09/2023: +5.8%; to 30/09/2022: −2.1%.

| Year | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 2022 | -3.9% | -12.0% | Price |
| 2023 | +2.8% | -1.3% | Price |
| 2024 | +0.8% | -2.6% | Price |
| 2025 | +62.0% | +56.4% | Price |
| 2026 to 30/09/2026 | -0.2% | -3.0% | Price |

## Risk metrics

| Window | Volatility | Max drawdown |
|---|---|---|
| 1 year | 28.13% | -26.83% |
| 3 years | 24.11% | -26.83% |
| 5 years | 23.12% | -29.50% |

## Largest fall

Volatility of L&G Battery Value-Chain UCITS ETF in pounds, annualised from weekly returns to 30/09/2026: 28.1% over 1 year, 24.1% over 3 years, 23.1% over 5 years. Largest fall in the price of L&G Battery Value-Chain UCITS ETF since October 2021, in pounds: −29.5% from 30/06/2023 to 04/04/2025. The lowest 12-month return of L&G Battery Value-Chain UCITS ETF in pounds (price, with income reinvested in the fund) since January 2021 was −21.1% (12 months to 11/04/2025); the highest was +139.7% (12 months to 17/04/2026). On 30/09/2026 the price of L&G Battery Value-Chain UCITS ETF was 26.8% below its highest weekly close since October 2021 (08/05/2026), in pounds.

## Charges compared with similar funds

Ongoing charge of L&G Battery Value-Chain UCITS ETF 0.49% a year, as of 01/10/2026: 40 of the 141 other single-sector funds charge more, 1 the same and 100 less (share classes counted once).

## Charges & eligibility

- Ongoing charges figure (OCF): **0.49%** per year
- ISA eligible: yes
- SIPP eligible: yes

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Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.