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Investment Sectors and Tax-Advantaged Accounts

At Lyxor Asset Management, we specialize in a wide range of investment sectors, offering diverse investment solutions to meet the unique needs and goals of our clients

Our expertise extends across various asset classes, including equities, fixed income, and alternative investments. Additionally, we provide access to tax-advantaged accounts such as Individual Savings Accounts (ISAs) and offer funds and bonds that can offer potential tax benefits to our clients.

Equity Funds:

We offer a comprehensive selection of equity funds that provide exposure to various regions, sectors, and investment styles. Our equity funds aim to capture the growth potential of companies across global markets, offering investors the opportunity to participate in the performance of diverse equity markets.

Fixed Income Funds:

At Lyxor Asset Management we specializes in fixed income funds that encompass government bonds, corporate bonds, and other fixed income securities. Our fixed income funds seek to generate stable income while managing interest rate and credit risks. We offer a range of strategies designed to match different risk profiles and investment objectives.

Alternative Investments:

We recognize the value of alternative investments in diversifying portfolios and potentially enhancing risk-adjusted returns. Our alternative investment offerings include hedge funds, real estate funds, private equity funds, and other alternative strategies. These investments can provide exposure to non-traditional assets and strategies that may offer unique return potential and risk characteristics.

Individual Savings Accounts (ISAs):

ISAs are tax-advantaged investment accounts available to residents of the United Kingdom. At Lyxor Asset Management, we offer ISA accounts that provide individuals with the opportunity to invest in a wide range of assets while enjoying potential tax benefits. With an ISA, clients can contribute up to the annual allowance (subject to change) and any returns generated within the account are generally tax-free, including income and capital gains.

Bond Funds:

Our bond funds encompass a range of fixed income securities, including government bonds, corporate bonds, and other debt instruments. Bond funds can provide investors with income generation and capital preservation opportunities. Depending on the type of bonds held, these funds may offer potential tax advantages, such as tax-exempt interest income for certain government and municipal bond funds.

Tax Benefits:

Investing in certain funds and accounts can offer potential tax benefits to clients. For example, investing in tax-advantaged accounts like ISAs can provide individuals with tax-free growth and potentially tax-free income. Additionally, specific funds may qualify for tax advantages based on the underlying investments they hold, such as tax-exempt interest income from certain bond funds or tax-efficient structures for alternative investment funds.

It is important to note that tax benefits and regulations may vary based on individual circumstances and jurisdictions. We recommend consulting with a tax advisor or financial professional to fully understand the tax implications and advantages associated with specific investment sectors, funds, and accounts.

 

At Lyxor Asset Management, we strive to provide our clients with a comprehensive range of investment solutions across different sectors, while considering the potential tax benefits available. Our dedicated team of professionals is available to guide clients in selecting suitable investment strategies that align with their financial goals and tax planning needs.

For further information on our investment sectors, tax-advantaged accounts, and specific tax benefits, please contact our client support team or refer to the relevant product

                     Invest with Confidence at Lyxor Asset Management
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