Investments in Lynx are fixed, with loan offerings between 1-5 years and the purchase of shares available with a minimum commitment of 3 years.
At the end of the chosen term, investors can choose to renew their investment or call back their principal in full.
Annual interest and dividends are paid in equal monthly instalments.
Lynx uses investor capital to both acquire new businesses and grow our existing portfolio companies. Investors are rewarded with attractive risk-adjusted returns and benefit from consistent monthly cash flow.
Whereas most corporate bonds require investors to “place all their eggs in one basket", an investment in Lynx is an investment in a diverse portfolio of companies.
As a privately owned firm, investments in Lynx offer reduced vulnerability to market trends.
Lynx does not acquire start-up or “turnaround” companies. Instead, we identify businesses with long track records and stable cash flow, leading to consistent performance since 2007.
The Lynx Equity Income Trust (the “Trust”) was established in 2016 as an alternative to our term loan offering. The Trust is an open-ended mutual fund trust, providing investors substantial and growing yields by participating in debt investments within Lynx's USA portfolio (15 companies). The purchase of Preferred Trust Units is classified as a qualified investment for registered accounts (RRSP, TFSA, LIRA, LIF, RRIF, RESP, RDSP, and FHSA).
For any questions regarding the Trust, please contact info@lynxincometrust.com