LINXC.MI - Risk

Risk & Diversification Scores

Transparent evaluation of price volatility (SRI) and 4-dimensional portfolio diversification.

Volatility Risk Score

5/7 Elevated

5 / 7 SRI PRIIPs Risk Class

Above-average volatility. Suitable for experienced investors with high risk tolerance (5+ years horizon).

Volatility (5Y)

14.2% p.a.

5-Year Horizon

Max Drawdown (5Y)

-19.5%

Deepest Drawdown

Sharpe Ratio

0.58

Good (0.5 - 1.0)

Rec. Holding Period

5 - 10+ Years

Investment Horizon

Elevated Risk / Growth: Score Basis:

Diversification Score

High Concentration (> 50%)

81 / 100 Portfolio Diversification

4 Dimensions: Holdings (30%) • Sectors (25%) • Industries (25%) • Regions (20%)

High concentration risk: A few heavyweights drive the majority of fund value.

Top 10 Holdings

55.4%

Focused

Effective Holdings

~22

of 24 holdings

Top Sector

31.0%

Technology

Top Region / Country

72.9%

United States

Elevated concentration in top individual holdings, leading sectors, or key regions.

Multi-Horizon Risk & Performance Matrix

Historical volatility, drawdowns, and risk-adjusted return across 1, 3, 5, and 10 years.

Stable Long-Term Volatility

Timeframe	Volatility (p.a.)	Max Drawdown	Sharpe Ratio	Return (p.a.)
1 Year	—	—	—	+1.7%
3 Years	14.9%	-19.5%	0.5	+10%
5 Years	14.2%	-19.5%	0.58	—
10 Years	—	—	—	—

Notes & Warnings

🟢 Favorable / fair valuation: Avg P/E of 28.9

🟢 Excellent global diversification (Score 81/100)

🟢 Deep market liquidity & capital coverage (Tier 1)

Solid fund volume

🟢 High institutional analyst coverage (28.2 analysts)

⚠️ Elevated top 10 holdings concentration: 55% of fund in top 10 positions.

⚠️ Sector concentration: 31% in "Technology".

⚠️ Growth estimates are concentrated: Top 3 growth drivers account for 50% of forward growth.

⚠️ Elevated Regulatory & Policy Risk: 56% in heavily regulated industries (defense, regulated utilities, healthcare policy).

🟢 Strong Long-Term Stability: The asset exhibits consistently low volatility across 5 and 10 years (<16% p.a.).