Investlinx

📈 The Investlinx Capital Appreciation ETF posted a -5.4% return in March, bringing its annualised return since inception to 7.3%. During the month, global equities sold off sharply following the escalation of the U.S.-Iran conflict, which began in late February with U.S.-Israeli military strikes and intensified with the effective closure of the Strait of Hormuz on 4 March. European markets were more affected than the U.S., as Europe imports a larger share of its oil and gas from the Middle East. Amazon, Blackstone and London Stock Exchange Group were the top performers in March, while Adyen, Universal Music Group, and TSMC were the largest detractors. More detailed market commentary can be found in the monthly factsheet. ➡ investlinx-etf.com/wp-content/upl… 📈 The Investlinx Balanced Income ETF declined 4.0% in March, with the equity component declining 5.4% and fixed income securities returning -2.2%. Since inception, the ETF has delivered an annualised return of 4.7%. During the month, the portfolio outperformed both the Bloomberg Euro Corporate Index and 10-year German government bonds, thanks to a moderate duration of 3.8 years which helped limit the impact of rising yields, and an average credit rating of 'A' proved beneficial as credit spreads widened in an environment of increased risk. Find more information in the monthly fund commentary. ➡ investlinx-etf.com/wp-content/upl… Subscribe to our newsletter to receive insights directly to your inbox ➡ investlinx-etf.com/signup-newslet… #MarketingCommunication #ActiveETF

📈 The Investlinx Capital Appreciation ETF posted a -4.0% return in February, bringing its annualised return since inception to 9.5%. During the month, an AI-driven sell-off impacted various parts of the market (software, professional data and service providers, logistics, office real estate and insurance broking), following new product announcements from Anthropic and OpenAI but we believe the reaction is overdone. For a more detailed discussion, please refer to the recently published letter to investors available on the Investlinx website and social media. Danaher, Heineken and TSMC were the top performers in February, while Adyen, Blackstone, and Boston Scientific were the largest detractors. More detailed market commentary can be found in the monthly factsheet. ➡ investlinx-etf.com/wp-content/upl… 📈 The Investlinx Balanced Income ETF declined 2.0% in February, with the equity component declining 4.0% and fixed income securities returning 0.5%. Since inception, the ETF has delivered an annualised return of 6.3%. Performance during the month was driven primarily by strength in medium- and long-term government bonds which outperformed as yields declined. This was partially offset by a widening in credit spreads. Find more information in the monthly fund commentary. ➡ investlinx-etf.com/wp-content/upl… Subscribe to our newsletter to receive insights directly to your inbox ➡ investlinx-etf.com/signup-newslet… #MarketingCommunication #ActiveETF

📈 The Investlinx Capital Appreciation ETF posted a -2.6% return in January, bringing its annualised return since inception to 11.3%. Global equities entered 2026 on a constructive footing, despite a volatile January marked by elevated geopolitical tensions. ASML and TSMC were the top performers in January, while ServiceNow, Adobe, Microsoft, and UnitedHealth Group were the largest detractors. During the month, we initiated positions in two new holdings: Siemens Healthineers and RELX. More detailed market commentary can be found in the monthly factsheet. ➡ investlinx-etf.com/wp-content/upl… 📈 The Investlinx Balanced Income ETF declined 1.2% in January, with the equity component declining 2.6% and fixed income securities returning 0.5%. Since inception, the ETF has delivered an annualised return of 7.2%. From a policy perspective, both the Fed and ECB maintained a pause, reinforcing a cautious yet supportive macro backdrop. Credit markets were resilient, with spreads holding near historically compressed levels. Find more information in the monthly fund commentary. ➡ investlinx-etf.com/wp-content/upl… Subscribe to our newsletter to receive insights directly to your inbox ➡ investlinx-etf.com/signup-newslet… #MarketingCommunication #ActiveETF

📈 The Investlinx Capital Appreciation ETF posted a -0.7% return in December (-0.3% YTD), bringing its annualised return since inception to 12.7%. While the Fed cut rates by 25bps, a divided FOMC vote and scrutiny over AI monetization drove market volatility. Adobe, Visa, and Mastercard were the top performers in December, while ServiceNow, Cencora, and Boston Scientific were the largest detractors. No portfolio changes were made during the month. More detailed market commentary can be found in the monthly factsheet. ➡lnkd.in/dG3YDn_9 📈 The Investlinx Balanced Income ETF declined 0.5% in December, with the equity component declining 0.7% and fixed income securities -0.3%, bringing its year-to-date performance to +0.7%. Since inception, the ETF has delivered an annualised return of 7.9%. Whilst the ECB left interest rates unchanged in December, ECB member Schnabel commented that the next move could be a hike. This led to repricing of EUR interest rate expectations which put downward pressure on bond prices. Find more information in the monthly fund commentary. ➡ lnkd.in/dpTibSHx Subscribe to our newsletter to receive insights directly to your inbox ➡ lnkd.in/dV7xriST #MarketingCommunication #ActiveETF

🎄Season’s Greetings from Investlinx! We look forward to continued success and achievements in the year ahead. #MarketingCommunication

📈 The Investlinx Capital Appreciation ETF delivered a –1.5% return in November. The month was marked by heightened volatility in global equities, driven by concerns over AI-related valuations in the technology and semiconductor sectors. This pressure was compounded by the ongoing U.S. government shutdown, which delayed key economic data releases and prompted investors to reassess the likelihood of a December rate cut. Year-to-date, the ETF is up 0.4%, and its annualised return since listing stands at 13.4%. More detailed market commentary can be found in the monthly factsheet. ➡investlinx-etf.com/insight/invest… 📈 The Investlinx Balanced Income ETF declined 1.0% in November, with the equity component declining 1.5% and fixed income securities -0.3%. Bond markets grappled with uncertainty stemming from the lack of U.S. economic data and questions surrounding the Federal Reserve’s policy trajectory. Credit markets remained resilient, with spreads on both sides of the Atlantic holding near historically compressed levels. Find more information in the monthly fund commentary. ➡ investlinx-etf.com/insight/invest… Subscribe to our newsletter to receive insights directly to your inbox ➡ lnkd.in/dV7xriST #MarketingCommunication #ActiveETF

È stato un piacere vedere Mario Bonaccorso e Guido Lorenzetti rappresentare Investlinx al Connections Day di FPSB Italia, un appuntamento dedicato alla certificazione CFP®. Investlinx ha partecipato ad un panel sulla costruzione di portafogli solidi e consapevoli, ribadendo la fondamentale importanza del consulente nella guida dei clienti. Il settore degli ETF, soprattutto quelli a gestione attiva, sta crescendo rapidamente offrendo strumenti che rafforzano la pianificazione finanziaria e contribuiscono al benessere degli investitori. Grazie a Valentina Di Nunno, all’intera organizzazione, ai moderatori Luca Mainò, CFP® e Marco Muffato, e ai colleghi che hanno reso l’evento così interessante. #CFP #PianificazioneFinanziaria #ETFAttivi #MarketingCommunication

We're thrilled to announce that Investlinx Balanced Income UCITS ETF (Ticker: LNXB) has won the XENIX Innovative Newcomer‑ETF Award in the active managed multi asset ETF category. This recognition further strengthens our momentum in Germany and builds on the progress we’ve made since our @Xetra listing in September. LNXB primarily invests in a diversified portfolio of global equities and fixed income. The investment objective is long-term growth of capital. The fund was the first European actively managed ETF to invest directly in both equity and fixed income securities. Find out more about LNXB here: investlinx-etf.com/multi-asset-et… A big thank you to the XENIX team and Dr. Markus Thomas for recognizing our innovation - and to everyone at Investlinx for making this win possible. 📈Looking ahead, we stay focused on innovation, resilience, and long-term value creation. #MarketingCommunication

📈 The Investlinx Balanced Income ETF rose 1.9% in October, with the equity component gaining 3.0% and fixed income securities advancing 0.5%. Equities were primarily driven by a strong third-quarter reporting season and continued enthusiasm around artificial intelligence. In fixed income, the euro yield curve moved lower across maturities, supported by moderating inflation data and expectations of monetary policy stability. Year-to-date, the Fund has returned +2.3%. Annualised return since its February 2023 listing is 9.0%. Find more information in the monthly fund commentary. ➡ investlinx-etf.com/insight/invest… Subscribe to our newsletter to receive insights directly to your inbox ➡ investlinx-etf.com/signup-newslet… #MarketingCommunication #ActiveETF

📈 The Investlinx Capital Appreciation ETF delivered a +3.0% return in October. October was a positive month for equity markets, driven by a strong third-quarter reporting season and continued enthusiasm around artificial intelligence. Year-to-date, the Fund is up 2.0%. The annualised return since listing stands at 14.5%. More detailed market commentary can be found in the monthly factsheet. ➡ investlinx-etf.com/insight/invest… Subscribe to our newsletter to receive insights directly to your inbox ➡ investlinx-etf.com/signup-newslet… #MarketingCommunication #ActiveETF

Last week, we had a pleasure of attending the ETF Forum Dublin at @euronext_ie. Our CEO, @samuelsmith , spoke alongside Eamonn O'Callaghan, Global Head of ETF Product, @CACEIS sharing our journey and perspective on the evolving Active ETF landscape. Also, in attendance from Investlinx were our Finance & Operations Manager, Natalia Kaszuba and Investment Associate, Guido Lorenzetti, actively engaging in panels, networking, and discussions shaping the future of ETFs. 👏 A sincere thank you to the organisers @ETF_Stream Stream and the broader ETF community for such a valuable and forward-looking forum. We’re already looking forward to next year! #MarketingCommunication #ActiveETF

📈 Investlinx Balanced Income ETF rose 1.2% in September, with the equity component gaining 2% and fixed-income securities advancing 0.3%. The fixed income sleeve of the ETF return was supported by both government (+0.1%) and corporate bonds (+0.3%). EUR credit spreads tightened further and remain at multi-year lows. Year-to-date, the Fund’s return was +0.3%, with an annualised return of +8.5% since its listing in February 2023. Find more information in the monthly fund commentary. ➡ lnkd.in/dxJzR5_4 Subscribe to our newsletter to receive insights directly to your inbox ➡ lnkd.in/dV7xriST #MarketingCommunication #ActiveETF

📈 The Investlinx Capital Appreciation ETF delivered positive return of 1.9% in September as global equities advanced, led by US stocks, supported by investor confidence in resilient growth and the market’s repricing toward a more dovish Fed. Year-to-date, the Fund’s return was -1%, with an annualised return of +13.7% since its listing in February 2023. More detailed market commentary can be found in the monthly factsheet. ➡ lnkd.in/dYsS8HBd Subscribe to our newsletter to receive insights directly to your inbox ➡ lnkd.in/dV7xriST #MarketingCommunication #ActiveETF

Siamo lieti di aver partecipato al Fee-Only Summit di Verona, il più importante evento in Italia dedicato alla consulenza finanziaria indipendente. Durante l’evento, Mario Bonaccorso, Gianluca Persi, CFA, e Guido Lorenzetti hanno presentato sia la nostra filosofia di investimento sia i nostri ETF a gestione attiva: Investlinx Capital Appreciation ETF e Investlinx Balanced Income ETF. Un ringraziamento speciale a Consultique SCF per l’eccellente organizzazione e a tutti i partecipanti per le conversazioni stimolanti e i preziosi spunti condivisi durante l’evento. È stato un vero piacere confrontarsi con consulenti indipendenti e professionisti del settore, condividendo idee su mercati, strategie di investimento e sul futuro della consulenza finanziaria indipendente in Italia. #FeeOnlySummit #ETFAttivi #MarketingCommunication

We are delighted to announce that our CEO, Samuel Smith, will be speaking alongside Eamonn O'Callaghan, Global Head of ETF Product at @CACEIS , at the upcoming @ETF_Stream Forum in Dublin on Thursday, 8th October. The discussion, titled “From Vision to Market: Investlinx’s ETF Story”, will highlight our journey and insights into the evolving Active ETF landscape. We look forward to connecting with industry peers, sharing perspectives, and contributing to the continued growth and innovation of the Active ETF segment in Dublin. Subscribe to our newsletter for updates: lnkd.in/e6jPQYRk #MarketingCommunication #ActiveETF

The Investlinx equity portfolio continues to outperform the market in terms of sales and earnings growth. The Q2 2025 earnings season highlights strong performance from our portfolio companies, with an impressive +20.7% YoY earnings growth, more than 1.6 times greater than the growth of the S&P 500. This earnings season has been a testament to the solid fundamentals of our portfolio, as companies in all major sectors continue to outperform expectations. These results reinforce our confidence in the ability of our investments to drive long-term value creation. Dive into the full report for a detailed breakdown of sector performance and market insights: investlinx-etf.com/insight/q2-202… #MarketingCommunication

We were delighted to have Stephen Lynch and Guido Lorenzetti from our investment team attend the ETF Funds in Ireland event in Dublin last night, hosted by @StoneX_Official and Clerkin Lynch LLP. The evening featured an engaging panel discussion, with a strong focus on the growing momentum within the Active ETF space and the broader evolution of the asset class. We would like to thank @StoneX_Official and Clerkin Lynch LLP Lynch for the invitation and for hosting such a fantastic event. #ETF #ActiveETF #MarketingCommunication