Investlinx Capital Appreciation Fund delivered a +5.0% return in January, outperforming the broader market. Performance in equity markets varied significantly based on companies’ financial results. This created a favourable backdrop for active management, which Investlinx capitalised on by leveraging its proprietary research. Find more information in the monthly fund commentary.
Investlinx Capital Appreciation ETF recorded a positive return of 1.6% in December 2023, continuing the strong performance observed in November, amid broad-based strength across the portfolio and positive risk sentiment in equity markets. The Fund’s performance since listing on 27 February 2023 is +15.8%. Find more information in the monthly fund commentary.
Investlinx Capital Appreciation ETF recorded a positive performance of 5.9% in November 2023 amid broad-based strength across the portfolio. The Fund’s performance since listing on 27 February 2023 is +13.9%. Find more information in the monthly fund commentary.
Investlinx Capital Appreciation ETF recorded a negative 1.0% performance in October 2023 amidst a broader weakness in equity markets. The Fund’s performance since listing on 27 February 2023 is +7.6%. Find more information in the monthly fund commentary.
Investlinx Capital Appreciation ETF recorded a negative 2.4% performance in September 2023 amidst a broader weakness in equity markets. The Fund’s performance since listing on 27 February 2023 is +8.7%. Find more information in the monthly fund commentary.
Global equities declined in August 2023, but the Investlinx Capital Appreciation Fund outperformed, experiencing a comparatively milder decline of -0.4%. The Fund has achieved a positive +11.3% performance since listing on February 27th, 2023. Find more information in the monthly fund commentary bellow.