IN
LINXC.MI
IE0006GUEKQ7
Investlinx Capital Appreciation UCITS ETF
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About this ETF

Der ETF zielt darauf ab, attraktiv bewertete Unternehmen mit soliden Geschäftsmodellen, starken Marktpositionen, nachhaltigen Wettbewerbsvorteilen, strukturellen Wachstumschancen und starken Managementteams mit einer nachweislich effektiven Kapitalallokation auszuwählen.

TER
0.85%

Total Expense Ratio per year

Fund Size
€178.2M

Assets under management

Holdings
24

Underlying equities

Dividend Yield
0%

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
28.49
Weighted Fwd P/E
16.59
💰 Revenue Estimates
Current Year CY
+15.81% ⌀ 33 Analysts Coverage
Next Year NY
+14.49% ⌀ 33 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+25.07% ⌀ 28 Analysts Coverage
Next Year NY
+15.54% ⌀ 29 Analysts Coverage

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ETF Profile
Provider
IN
 Investlinx
Fund Type
ETF
Type
Actively Managed
Inception Date
02/27/2023 (3 yrs)
Index Group
Investlinx Capital Appreciation
Index
Investlinx Capital Appreciation
Region
World
Country
-
Sector
-
Strategy
Fundamental
Theme
-
Distribution Policy
Accumulating
Replication
Full replication
Sustainable
No

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
83/100 High (Broad Diversification)
Diversification Score
83/100 High (Broad Diversification)
5Y Volatility
14.2% p.a.
Max Drawdown (5Y)
-19.5%
Sharpe Ratio (5Y)
0.58
Beta Factor
0.90
Notes & Warnings
Fund Volume (AUM) Solid fund volume
⚠️ Elevated top 10 holdings concentration: 55% of fund in top 10 positions.
⚠️ Sector concentration: 31% in "Technology".
⚠️ Elevated Regulatory & Policy Risk: 56% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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