Investment solutions

Neox Capital offers core equity strategies with defined objectives, and customized portfolios built around your own brief. Both combine systematic research with fundamental expertise and can be accessed through different arrangements, from portfolio management or advice on an account in your name to a certificate. Whichever you choose, every holding comes with a clear investment case.

Our current core strategies are Neox Dividend Leaders, Neox Low Volatility, Neox Transatlantic Leaders and Neox European Leaders. Each has its own objective and investment universe, from dividend income and lower volatility to leading companies in Europe and the US. A thematic strategy, the Neox AI Portfolio, is coming soon.

Core strategies follow a defined objective and established process, which is what makes them consistent and easy to compare over time. If you have specific restrictions or requirements, a customized portfolio may be a better fit. It applies the same research to your own brief.

It starts with a conversation about what the portfolio needs to achieve and the limits it has to respect, such as regions or currency. We then compare possible configurations against historical data, so you can see the return and risk trade-offs before choosing one. Once agreed, the portfolio is implemented through your chosen custodian and reviewed on an ongoing basis.

It’s a tracker certificate issued by UBS that follows the Neox Dividend Leaders strategy. It gives investors access to the strategy through a single product, without holding the individual shares directly. Details, including the ISIN and the product documentation, are available on the certificate page.

Historical returns and risk measures for Neox Dividend Leaders are shown on this page, and we can share more detail on other strategies during our first conversation. Past performance is not a reliable indicator of future results, and the value of investments can fall as well as rise.

Neox iQ tracks every holding and its investment case every day, and the investment team reviews what it flags. When the evidence behind a position weakens or a stronger opportunity appears, the portfolio is adjusted in line with the strategy’s rules. Each strategy is also reviewed regularly against its objective.

We work with private clients, family offices, investment professionals, institutions and foundations. Eligibility and the available arrangements depend on your client classification and jurisdiction, so we confirm what applies during our first conversation.

Minimums depend on the strategy and how it is accessed. Get in touch to discuss the arrangements available to you, and we’ll explain what applies before you commit to anything.

Under a portfolio management or investment advice arrangement, your assets remain in a dedicated account in your name with a custodian you choose. Neox does not hold your assets. If you invest through a certificate, you hold the product in your own securities account.

Yes. Neox Capital is authorized by the Malta Financial Services Authority (MFSA) to provide investment advice. Full regulatory information is available in our legal and risk disclosures.

Send us an inquiry and tell us what you want to achieve. We’ll talk through the relevant strategy and access route with you, and explain the applicable fees before you decide whether to proceed. If you’re not sure which strategy fits, we’ll help you compare the options first.