Invest With Confidence
Key Offering Traits:
Attractive Target Yield
Annual base target yields on Trust Units are paid quarterly, ranging from 8.25% to 9.90%.
Potential Yield Upside
In addition to the base target yield, Trust Unit yields may grow over time as 80% of royalty growth on the Trust’s investments passes on to Preferred Trust Units.
Long-term Investors Rewarded
The distribution of royalty growth is weighted towards those who have been invested in the Trust for the longest period. As such, in the event that annual yield increases, long-term investors earn a greater amount than new investors. For example, those who purchased Preferred A Trust Units in 2016 currently earn 9.87% per year, whereas new Preferred A investors initially earn 8.25% per year.
Registered Plan Eligible
The Purchase of Preferred Trust Units is a qualified investment for registered accounts (RRSP, TFSA, LIRA, LIF, RRIF, RESP, RDSP, FHSA).
Fixed Principle Investment
The value of an investment in the Trust is fixed from the time of purchase to redemption, sheltering it from market volatility. Preferred Units are structured to preserve capital and are considered similar to an income investment redeemable at the purchased price. All returns to investors are paid out via quarterly distributions.
Liquidity
Trust Units are redeemable at the full purchase price, subject to early redemption fees (only on Preferred A and B Units) and redemption limits.
Performance & Portfolio:
Experienced Management Team
Since its inception in 2007, the Lynx management team has successfully identified, acquired, and integrated over 60 businesses in Canada, the U.S., the UK, Denmark, and the Netherlands. As a result, Lynx has become one of Canada’s largest companies, generating more than $900 million of revenue in 2025.
Consistent Track Record
The Trust has never missed a quarterly distribution or failed meet a redemption request since its inception in 2016.
Diversified Portfolio
The Trust is backed by Lynx’s diversified portfolio of 15 U.S. businesses, operating in the flooring, signage, wholesale, professional services, retail, and transportation industries. Capital raised by the Trust is used to fund additional U.S. acquisitions, further increasing the size and diversification of the portfolio.
Well-Established & Profitable Businesses Acquired
Lynx only acquires well-established companies with a long history of profitable operations. Lynx does not invest in start-ups, turnaround companies, or businesses associated with commodities or technology, reducing financial volatility.
Strong Growth
Lynx’s focus on new acquisitions has resulted in revenue and profitability growth. Since entering the U.S. market, this portfolio’s revenue has grown at a compound annual rate of 39%, from $7 million in 2013 to $351 million in 2025.
Governance:
Investments Under Lynx’s Control
Unlike traditional private debt and credit funds, the Trust does not lend investor funds to any third party. Your funds stay within the Lynx portfolio and are used towards the acquisition of additional U.S. companies. This ensures that the Trust maintains control of all funds entrusted to it, preventing your investment from being subjected to undue risk.
Protected by Lynx Owners’ Equity
Whereas the net asset value of traditional private debt and credit funds can decline from an investment loss, an investment in the Trust ranks senior to Lynx’s owners’ equity. Therefore, any investment loss incurred by Lynx would first diminish the owners’ equity before any impairment to investors in the Trust.
Protected by Risk Mitigation Strategies
The Trust requires that Lynx’s U.S. portfolio adheres to certain overall Debt to EBITDA and EBITDA to Fixed Charge ratios, ensuring that the portfolio is not unduly levered. Additionally, the Trust protects investor capital with positive and negative covenants, equity step-in rights, and strategic security and subordination conditions.
Reviewed by Independent Trustees
Independent trustees are obligated to review and unanimously approve any material changes to the Trust and/or its operations.
How to Invest in the Income Trust
Individual Investors
For general questions, please contact info@lynxincometrust.com
Please note that any information provided by employees of Lynx Equity Limited or the Lynx Equity Income Trust does not constitute investment advice.
For guidance on how to add the Lynx Equity Income Trust to your portfolio, please contact your registered Investment Advisor.
Investment Advisors
If you are an Investment Advisor seeking more information regarding the Lynx Equity Income Trust, please email Joanna Lipfeld, Managing Director.