Investlinx Balanced Income Fund delivered a positive return of 2.6%, driven by strong performance of the equity component which benefited from Investlinx’s active bottom-up security selection. The fixed income component was flat, despite an increase in interest rates during the month which put downward pressure on bond prices. Find more information in the monthly fund […]
Investlinx Balanced Income ETF delivered a positive performance of 1.4% in December 2023 driven by broad-based gains in both equity and fixed income components. The Fund’s performance since listing on 27 February 2023 is +9.1%. Find more information in the monthly fund commentary.
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.
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