Investlinx Capital Appreciation UCITS ETF A EUR Capitalisation

Investlinx Capital Appreciation UCITS ETF A EUR Capitalisation is an actively managed equity exchange-traded fund that seeks long-term capital appreciation by investing in a focused portfolio of global companies. Its primary objective is to identify and hold shares of businesses that are attractively valued, possess robust business models, maintain strong market positions, and benefit from sustainable competitive advantages. The ETF further places emphasis on firms with exposure to structural growth trends and those led by experienced management teams with proven capital allocation track records. Featuring a concentrated selection—typically about 30 holdings—the fund’s strategy diverges significantly from standard equity benchmarks, offering investors meaningful portfolio diversification and differentiated performance potential. Dividends received from underlying holdings are not distributed directly to shareholders but are instead reinvested, as the ETF follows an accumulating (capitalising) policy. This structure focuses on compounding returns over time. Domiciled in Ireland and compliant with UCITS regulations, the fund utilises physical replication for security selection and management. The expense ratio is 0.85% annually, and as of its recent data, the fund holds approximately EUR 167 million in assets under management. Investlinx Capital Appreciation UCITS ETF A EUR Capitalisation thus serves as a vehicle for investors seeking active exposure to global equities with a strategy designed to outperform passive indices over the long term.