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L&G Multi-Strategy Enhanced Commodities ex-Agriculture & Livestock UCITS ETFIndex, costs, backtest, listings and taxation

ISIN: IE000MQ5XEW1Ticker: XAGZIssuer: LGIMClass: USD Acc.
Issuer-declared data
Declared index
Barclays Backwardation Tilt Multi-Strategy Ex-Agriculture & Livestock Capped Total Return Index
TER
0.30%
Transaction costs
0.65% (issuer estimate, from the KID)
Management
Passive (index-tracking) (from the KID)
Replication
Income policy
SFDR
Article 6 — does not promote specific ESG characteristics what does it mean?
Fund assets
71.4 mln EUR
Domicile
Ireland
Inception date
25 April 2024
Data as declared by LGIM in the issuer’s official files and endpoints · collected on 2 September 2026 (monthly refresh). Facts only, no recommendation.
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Description

L&G Multi-Strategy Enhanced Commodities ex-Agriculture & Livestock UCITS ETF tracks the issuer-declared index: Barclays Backwardation Tilt Multi-Strategy Ex-Agriculture & Livestock Capped Total Return Index. The declared annual cost (TER) is 0.30%, plus 0.65% in transaction costs estimated by the issuer in the KID. Replication is synthetic replication via a swap contract, as the KID declares; income is accumulated and reinvested in the fund. The fund has assets of about 71 million euro, was launched on 25 April 2024 and is domiciled in Ireland.

The fund’s objective — in the issuer’s words

The investment objective of the Fund is to provide an exposure to futures contracts on physical commodities. The Fund is passively managed and aims to track the performance of the Barclays Backwardation Tilt Multi-Strategy Ex-Agriculture & Livestock Capped Total Return Index (the “Index”), before the deduction of fees and expenses. The Index is designed to provide exposure to a diversified portfolio of commodity futures across a range of sectors, including energy, precious metals and industrial metals, using enhancement strategies, in accordance with its methodology. The Fund achieves exposure to the performance of the Index primarily through the use of financial derivative instruments, in particular total return swap agreements. The Fund may also invest in a basket of securities and/or other assets for collateral and liquidity management purposes, and may use other financial derivative instruments for efficient portfolio management or to assist in tracking the performance of the Index. This Share Class does not intend to pay dividends. Any income which may result from the Fund's investments will be reinvested into the Fund. Shares in this Share Class (the "Shares") are denominated in USD and can be bought and sold on stock exchanges by ordinary investors using an intermediary (e.g. a stockbroker). In normal circumstances, only Authorised Participants may buy and sell Shares directly with the Company. Authorised Participants may redeem their Shares on demand in accordance with the “Dealing Timetable” http://www.lgim.com.

Keep reading the KID section ▾

The depositary of the Fund is the Bank of New York Mellon SA/NV, Dublin Branch. Further information about the Fund and the share class can be obtained from the Company's prospectus and the annual and semi-annual reports, which are available, in addition to the latest prices for the share class and details of any other share classes, free of charge at: www.lgim.com.

Intended Retail Investor:The Fund is designed for investors: (1) looking to grow their money in an investment which can form part of their existing savings portfolio; and (2) familiar with commodity futures contracts and the particular features of the Index, including spot, roll and collateral return. Although investors can take their money out at any time, the Fund may not be appropriate for those who plan to withdraw their money within five years. The Fund is not designed for investors who cannot afford more than a minimal loss of their investment.

From the KID’s “Objectives” section · 4 August 2026 · original document ↓
Text generated from the data the issuer declares in official product lists. No recommendation.

Official documents

Key Information Document (KID)PDF in English, from the issuer’s site — always the latest filed versionProspectusPDF in English, from the issuer’s site — the fund’s full legal documentFactsheetPDF in Italian, from the issuer’s site — the fund’s monthly snapshot
The KID is the document the law requires you to read before investing: 3 pages covering risks, costs and scenarios. The link opens the issuer’s published PDF.

Fund performance

issuer-declared net asset value (NAV) · USD · from Apr 2024 to Sept 2026
Compare with another ETF
Only funds we hold a history for. Three at a time, at most.
Return
+53.3%
Annualised
+19.7%
Volatility (ann.)
16.9%
Max drawdown
-15.22%
-11%+7%+25%+43%+61%Apr 2024Nov 2024Jul 2025Feb 2026Sept 2026The break-even line: the value at the start of the period. Above it you are in gain, below in loss.break-even (0%)+53%Apr 2024Sept 2026
Note — currency risk: the fund is denominated (or hedged) in USD and the chart is in USD. For a euro investor, returns also depend on the EUR/USD exchange rate, up or down.
Tip: drag across the chart to zoom into a period.

Drawdown — distance from previous peak

This isn’t the return: it shows how far the fund is below its previous peak. 0% = you’re at the peak; below zero = how much you’re down and haven’t recovered yet.
0%-5%-10%-15%-20%202420252026−15.22% · 24 Jun 2026
Max drawdown
-15.22%
peak → trough
Trough
24 Jun 2026
from the 13 May 2026 peak
Recovery time
not yet
recovery only: trough to break-even
Underwater
118 days
decline + recovery: peak to break-even · ≈ 4 months · (ongoing)

The five worst falls in the period

From the peak ofTroughDepthBack to break-evenDays underwater
13 May 202624 Jun 2026-15.22%ongoing118
20 May 202410 Sept 2024-11.97%10 Feb 2025266
02 Apr 202508 Apr 2025-11.51%13 Jun 202572
29 Jan 202602 Feb 2026-9.32%05 Mar 202635
19 Jun 202519 Aug 2025-7.96%26 Sept 202599

Calendar-year returns

2024
-1.1%
2025
20.6%
2026
28.6%

Month-by-month returns

JanFebMarAprMayJunJulAugSeptOctNovDecYear
202611.03.06.24.7-2.0-10.55.75.92.928.6
20252.61.45.7-7.70.95.10.10.24.13.01.72.320.6
20240.7-0.2-3.0-0.82.5-0.1-0.30.5-1.1
From month-end NAVs, over the fund’s full history, on the series shown in the chart (dividends reinvested where declared). Deeper colour = larger move.
Source: LGIM. Issuer-declared historical series; inflation: Eurostat and national statistical institutes, latest available July 2026 — for later days the index stays at the last published value (institutes publish with a few weeks’ lag). The «adjusted for inflation» view expresses value in today’s purchasing power for the selected country; volatility always stays nominal, as elsewhere on the site (deflating it would add artificial swings caused by the monthly cadence of the price index). Past performance is not indicative of future results: these are facts, not a recommendation.

Tracking difference — fund vs index

How much the fund returned above (+) or below (−) its index, year by year. It measures the actual deviation: the combined effect of costs (TER and transaction), securities-lending revenue and replication optimisations — which is why it can beat the TER.
Declared TER
0.30%
YearFundIndexDifference
2025+20.59%+21.28%-0.68%
Total-return figures from issuer-declared series (primary source); complete calendar years. TD is not comparable across sites using different methodologies or index variants. Past performance is not indicative of future results. What is tracking difference? →

Risk indicators· EUR

Last yearFull history
Volatility (ann.)18.98%17.79%
Max drawdown-12.85%-13.86%
Sharpe1.870.73
Sortino2.741.03
Windows longer than the available price history cannot be computed and are not shown: they will appear on their own as time passes. Computed from the daily NAV series, always in nominal terms. Sharpe and Sortino use the ECB main refinancing rate averaged over the period (last year: 2.21%), weighted by days in force, as the risk-free rate. Same formulas as our public methodology: sample standard deviation annualised over 252 days; Sortino with downside deviation. Past performance is not indicative of future results. Figures in EUR — series converted day by day at ECB reference rates; the table follows the currency selected in the chart.

Portfolio holdings

Top-10 weight
92.4%

Top 10 holdings

Oro
17.70%
Zinco
14.20%
Greggio
13.40%
Gas naturale
9.60%
Rame
9.10%
Gasolio
7.80%
Olio combustibile
5.90%
Benzina senza piombo
5.60%
Alluminio
5.30%
Argento
3.80%

Sectors

Energia
46.0%
Metalli industriali
32.5%
Metalli preziosi
21.5%
Top 10 holdings and breakdowns as declared by LGIM in the fund factsheet, data as of 30 June 2026. Percentages may not sum to 100 due to cash, derivatives and rounding. Synthetic replication: the issuer factsheet reports the exposure of the replicated index (not the basket of securities held as swap collateral), which is what is shown here.
Fund historyFund-assets (AUM) chart year by year and monthly basket snapshots.Open the history →

Where it shows up commission-free in Italy

According to the official lists published by the brokers (downloaded and cross-checked by us), these share classes of the fund appear tradable with zero fees:

IE000MQ5XEW1
  • Directazero on single buys from 2,000 €, agreement until 31 December 2026
  • Moneyfarmzero within the savings plan (buys), agreement until 29 June 2029
  • Moneyfarmzero on single buys from 1,000 €, agreement until 29 June 2029
Full terms, traps and method in the observatory: Free savings plans and zero-commission ETFs: the broker survey

Official lists verified on 3 September 2026. We record published terms — this is neither an invitation to open accounts nor a recommendation: lists change, the broker’s documents prevail. Trade Republic, Scalable Capital and Trading 212 publish no per-ISIN lists and don’t appear here.

Stock exchange listings

ExchangeTickerTrading since
Borsa Italiana (ETFplus)XAGZ25 Apr 2024
Börse DüsseldorfXEXA25 Apr 2024
Börse FrankfurtXEXA25 Apr 2024
Börse HamburgXEXA26 Jul 2024
Börse HannoverXEXA9 Dec 2024
Börse München / gettexXEXA26 Apr 2024
Börse StuttgartXEXA9 May 2024
Tradegate ExchangeXEXA30 Apr 2024
Xetra (Deutsche Börse)XEXA25 Apr 2024
+ 7 more trading venues (MTFs and professional platforms).
Trading venues from the official ESMA register (FIRDS); per-exchange tickers from the issuer’s tax documents and official listings. A dash “—” = that venue does not publish the item (ticker, currency or start date) in the sources we read. The same fund may trade in different currencies depending on the exchange: check the trading currency with your broker. Non-EU listings (e.g. UK, Mexico) not included.

Frequently asked questions

Which index does L&G Multi-Strategy Enhanced Commodities ex-Agriculture & Livestock UCITS ETF track?
The issuer LGIM declares the benchmark: Barclays Backwardation Tilt Multi-Strategy Ex-Agriculture & Livestock Capped Total Return Index.
How much does XAGZ cost?
The issuer-declared TER is 0.30% per year; the transaction costs estimated in the KID are 0.65%.
What is the fund size of XAGZ?
The fund size declared by LGIM is about 71 million euro.
When was XAGZ launched?
The fund was launched on 25 April 2024: it has 2 years of history.
How does XAGZ replicate its index?
It is a passively managed ETF: it follows the declared index. Synthetic (swap) (issuer wording: “Sintetica - swap (dal KID)”).
Does XAGZ pay dividends?
No: it is an accumulating share class — income stays in the fund and is reinvested automatically (issuer wording: “Accumulating”).
Where does XAGZ trade?
Per the official ESMA register it trades on 9 main exchanges, including Borsa Italiana (ETFplus) (XAGZ), Börse Düsseldorf (XEXA), Börse Frankfurt (XEXA), Börse Hamburg (XEXA), Börse Hannover (XEXA), Börse München / gettex (XEXA).
What was XAGZ's worst fall?
Over the available history (since 2024), the maximum drawdown was -15.22%, reached in June 2026. Past performance is not indicative of future results.
Transparency note
The data in this sheet is declared by LGIM in the issuer’s official files and endpoints, collected by Rebalix with a monthly refresh; taxation derives from the issuer’s tax documents (Italian Law Decree 138/2011). This is factual information for informational purposes only: it is not financial or tax advice, nor an investment recommendation. Read the fund’s KID and prospectus before investing.