Investlinx Balanced Income ETF delivered a positive performance of 3.2% in November 2023 driven by broad-based gains in both equity and fixed income components. The Fund’s performance since listing on 27 February 2023 is +7.7%. Find more information in the monthly fund commentary.
Investlinx Balanced Income ETF recorded a negative 0.3% performance in October 2023 amidst a broader weakness in equity markets, partially offset by gains in the fixed income portfolio. The Fund’s performance since listing on 27 February 2023 is +4.3%. Find more information in the monthly fund commentary.
Investlinx Balanced Income ETF recorded a negative 1.1% performance in September 2023 amidst a broader weakness in equity and fixed income markets. The Fund’s performance since listing on 27 February 2023 is +4.6%. Find more information in the monthly fund commentary.
The Investlinx Balanced Income Fund was flat (0.0%) in August 2023. The equity component of the Fund performed better than global equities and returned -0.4% in the month, a relatively milder decline. The fixed income component delivered a positive performance of +0.4% amid challenging market conditions, with elevated yield volatility in longest maturity periods. The […]
Investlinx Balanced Income ETF delivered a positive +1.1% performance in July 2023, +5.9% since listing on February 27th, 2023. Find more information in the monthly fund commentary.
Investlinx Balanced Income ETF delivered a positive +1.6% performance in June 2023, +4.7% since listing on February 27th, 2023. Find more information in the monthly fund commentary.
Investlinx Balanced Income ETF delivered a positive +1.1% performance in May 2023, +3.1% since listing on February 27th, 2023. Find more information in the monthly fund commentary.
Investlinx Balanced Income ETF delivered a broadly flat performance in April 2023 (-0.1%), with a positive +1.9% performance since listing on February 27th, 2023. Find more information in the monthly fund commentary.
The Investlinx Balanced Income Fund has delivered a positive +2.2% performance in March 2023, driven by the positive performance on both the Equity and Fixed Income portfolio. The Fund’s return was achieved with a low level of volatility (7.8%), despite the dramatic spike in bonds volatility and the high volatility in equities during the month.