Long/Short Selection – Lynx
This webpage is a marketing communication. Please refer to the Prospectus and the PRIIPs Key Information Document (KID) before making any final investment decisions.
Fund profile
With its 35+-year proven track record, Lynx is one of the first European Equity Long Short multi-manager funds. Rewarded by numerous awards, Lynx has demonstrated its ability to deliver superior risk-adjusted returns while preserving investors’ capital.
- European Equity Long Short multi-manager fund launched in 1987
- Focus on the growing number of independent talented investment managers coming out of reputable investment firms.
- Investment objective: to achieve superior risk-adjusted returns whilst limiting drawdowns to protect capital in difficult market environments.
- Expected annualized return: in line with the MSCI Europe index in rising markets, outperform the index in trendless markets and protect the capital in down markets. Typically 6-10% p.a.
- Expected annualized volatility: 2/3 of the MSCI Europe index
- Monthly liquidity
Portfolio
- Exposure to European equity markets with the best of breed managers capturing most of the upside of the market whilst offering downside protection in times of volatility
- Blend between fundamental European equity long/short managers and trading oriented managers
European opportunity
- The opportunity set is high for European Long Short managers both on the long and short side
- Large and liquid universe of stocks to choose from (including shorts which are cheap to borrow) smaller universe of hedge funds (i.e. less crowded trades)
- Different economic cycles within Europe and greater dispersion between markets
- Lower commodity prices (good for industrial companies)
- Lower euro is beneficial to European exporters
- Large universe of companies with domestic versus international revenues
- Good environment for M&A (i.e. cheap to finance debt)
- Market volatility is here to stay
Why invest in this fund ?
- One of the longest track-record among European multi-manager funds
- Europe offers huge opportunities for European Long Short managers both on the long and short sides
- Limited competition from other fund of funds (many have disappeared)
- Offers capital preservation during market turmoil whilst capturing most of the upside during bull markets given its flexibility in adjusting leverage and net exposures
“ Lynx is one of the best ways to benefit from the huge opportunities offered by European equity markets. ”
Investment team
This webpage is a marketing communication. Please refer to the Prospectus and the PRIIPs Key Information Document (KID) before making any final investment decisions.
The information contained on this webpage is provided for information purposes only and does not constitute investment advice, an offer, solicitation or recommendation to buy or sell any financial instrument or investment product.
The views and opinions expressed are those of NS Partners at the date of publication and may change without notice.
Investments involve risks, including possible loss of capital. The value of investments and the income derived from them may fluctuate and investors may not recover the amount originally invested.
Past performance does not predict future returns.
Any reference to rankings, ratings or awards is provided for information purposes only and should not be interpreted as a guarantee of future performance.
Please refer to the Prospectus and PRIIPs KID for a full description of the Fund’s objectives, investment policy, risks and costs.
The Fund is authorised and regulated in Luxembourg and may not be offered or distributed in jurisdictions where such distribution would be prohibited.