Swiss, independent and active - niche strategies since 1993
Lemanik Invest SA
Lemanik Invest SA wurde 1971 in Genf als eine Beratungsfirma für institutionelle Kunden gegründet. Das Unternehmen hat immer ihren unabhängigen schweizerischen Geist bewahrt und bietet fokussierte Anlagelösungen in den Bereichen Fixed Income, Multi Asset und Aktien für institutionelle Kunden.
Lemanik Invest SA ist eine von der FINMA zugelassene Vermögensverwaltungsgesellschaft kollektiver Kapitalanlagen und ist auch für den Vertrieb von Lemanik-Investmentfonds im Schweizer Markt an qualifizierten Investoren zuständig.
Die Gesellschaf hat ihren Sitz in Lugano und hat Anfang 2020 ein Repräsentationsbüro in Zürich eröffnet.
An den Ufern des Ceresio-Sees verfügen die Portfolio Manager über eine mehr als 20-jährige Berufserfahrung in den Finanzmärkten und in der Verwaltung von UCITS- und alternativen Investmentfonds. Sie verwalten derzeit insgesamt rund 2 Mrd. Schweizer Franken in zehn UCITS-Fonds. Die wichtigsten Kunden sind Banken, unabhängige Vermögensverwalter, Family Offices, Pensionskassen und Stiftungen.
Lemanik Invest SA ist ein Mitglied der Lemanik-Gruppe. Die Schwestergesellschaft ist Lemanik Asset Management SA, eine Verwaltungsgesellschaft mit Sitz in Luxemburg. Sie ist eine der wichtigsten unabhängigen luxemburgischen Verwaltungsgesellschaften und sie verwaltet derzeit etwa 25 Mrd. Euro für institutionelle Kunden.
The following product categories are offered
- Alternative Credit
- Bond Single Currency
- Bonds Financial
- Equity Global
- High Yield ultra short-term
- Italian Equity
- Liquid Alternatives
- Ultra Conservativ
“Global Equity - Stock markets are less pessimistic, the change in the narrative could support them”
Financial Subordinated - Rising risk premium on call probabilities, is it a risk or an investment opportunity?
Global Macro - A significant deterioration of the international economic cycle is round the corner
Global Macro - In a post-Covid scenario complicated by geopolitical pressures we are well-positioned to gain!
Asian Equity – It’s time to overweight ASEAN and Japan
Global Macro - Optimistic bullish forecasts are based on increasingly fragile assumptions
Global Equity - Equity markets still expected to rise in 2022,possible sectoral rotations around the corner
European Equity - The market view remains positive also for 2022, despite Omicron
Financial Subordinated - Monetary policy turnaround is imminent, financial credit as major beneficiary
Global Macro - 'The horse does not drink anymore': the ever growing excess of liquidity is not absorbed by the system
Global Macro - Central banks are in a tight spot, the rising inflation and a slowing economy complicates decision making
Global High Yield Markets - The Unified Approach 2.0
Global Macro - The uptrend continues, encouraged by distorted data and GDP figures inflated by statistics of dubious quality
European Equity - The Italian market may represent the surprise among the European stock markets!
Financial Subordinated Bond - Market sentiment mixed after Fed, subordinates' ability to absorb curve pressures remains intact!
Global Equity - Inflation rate will peak in the summer, lower levels expected in the second half of 2021
Asian Equity - Asia remains the global production hub, strongly interconnected with the Chinese engine
Assets under management
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QUALIFIED INVESTOR ACCORDING TO ART. 10 PARA. 3,
3BIS AND 3TER
- regulated financial intermediaries such as banks, securities traders,
fund management companies and asset managers of collective
investment schemes, as well as central banks;
- regulated insurance institutions;
- public entities and retirement benefits institutions with professional
- companies with professional treasury operations;
- High-net-worth individuals may declare in writing that they wish to be
deemed qualified investors;
- Investors who have concluded a written discretionary management
agreement as defined in Article 3 Paragraph 2b and c unless they
have declared in writing that they do not wish to be deemed as such.
INDEPENDENT ASSET MANAGERS ACCORDING
TO ART. 3 PARA. 2 LIT C TO THE EXTENT THAT:
(i) The asset manager as a financial intermediary is according
to Article 2 Paragraph 3 littera e subject to the Money
Laundering Act of 10 October 1997;
(ii) The asset manager is subject to a professional code of
conduct which is recognized as a minimum standard by the
supervisory authority, and
(iii) The asset management contract contains the recognized
guidelines of a professional organization which are recognized
as a minimum standard by the supervisory authority.
This website belongs to Swiss Fund Platform Ltd, a company based in Switzerland (hereafter referred to as "Swiss Fund Platform"). The sole purpose of the website is to provide information. No information published on this website constitutes an offer, a request or a recommendation to buy or sell any investment instruments. Users of the Swiss Fund Platform website are aware that Swiss Fund Platform Ltd. and the fund providers mentioned on this website are mutually independent from each other and therefore do not act as agent, employee, associate, guarantor or licence provider for each other. Although Swiss Fund Platform takes all reasonable care to ensure that the information on this website is correct at the time of publication, the company makes no representation or warranty (including liability towards third parties), express or implied, regarding the correctness, reliability or completeness of the information provided. The information provided on the Swiss Fund Platform website may be modified at any time without prior notice. The posting of any information on the website should not be understood to imply that there has not been any change in the affairs since the date on which the information was filed with the relevant regulatory authority or published or that the information is accurate at any time subsequent to the date on which it was published. Some links on the Swiss Fund Platform website lead to third-party websites, which are completely beyond the control of Swiss Fund Platform. Accordingly, the company do not assume any responsibility for the accuracy, completeness or legality of the contents of such websites, or for any offers and services contained. This disclaimer may be updated at any time. Therefore, Swiss Fund Platform advises you to read through this disclaimer regularly to ensure that you are informed of any changes. The date on which this disclaimer was last updated is given below.
Access Restrictions By Residence And Investor Category
Swiss Fund Platform website is intended exclusively for qualified investors according to Art. 10 Para. 3, 3bis and 3ter of the Swiss Federal Collective Investment Schemes Act (CISA) and independent asset managers as per Art. 3 Para. 2 lit c CISA with country of residence in Switzerland and Liechtenstein. Considered as qualified investors according to Art. 10 Para. 3, 3bis and 3ter CISA are:
- regulated financial intermediaries such as banks, securities traders, fund management companies and asset managers of collective
investment schemes, as well as central banks;
- regulated insurance institutions;
- public entities and retirement benefits institutions with professional treasury operations;
- companies with professional treasury operations;
- High-net-worth individuals may declare in writing that they wish to be deemed qualified investors;
- Investors who have concluded a written discretionary management agreement as defined in Article 3 Paragraph 2b and c are deemed
qualified investors unless they have declared in writing that they do not wish to be deemed as such.
Considered as independent asset managers according to Art. 3 Para. 2 lit c CISA are:
Independent asset managers to the extent that:
(i) The asset manager as a financial intermediary is according to Article 2 Paragraph 3 littera e subject to the Money Laundering Act of 10
(ii) The asset manager is subject to a professional code of conduct which is recognized as a minimum standard by the supervisory authority,
(iii) The asset management contract contains the recognized guidelines of a professional organization which are recognized as a minimum
standard by the supervisory authority.
When accessing the Swiss Fund Platform website for the first time, users are asked to specify their country of residence and their personal investor category. Swiss Fund Platform website is intended exclusively for qualified investors and independent asset managers with country of residence in Switzerland and Liechtenstein. All other persons are not authorized to access this website.
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Information and documents available through Swiss Fund Platform website are in general provided by the fund providers and are for personal use and information only. The information and documents may be modified at any time without prior notice. The companies make no representation, express or implied, that the information and documents published on the website are accurate, complete or up to date. In particular, the companies shall not be obliged to remove any outdated information from the Swiss Fund Platform website or to expressly mark it as being outdated. Nothing contained on the Swiss Fund Platform website constitutes financial, legal, tax or other advice, nor should any investment or any other decisions be made solely based on the website content. Investments in anyof the investment funds described on the Swiss Fund Platform website should only be made after carefully studying the corresponding fund prospectus, simplified prospectus and annual or semiannual report including all the legal information therein. You should obtain advice from a qualified expert before making any investment decision.No information published on this website constitutes an offer, a request or a recommendation to buy or sell any investment instruments or to conclude any other transactions or any legal act whatsoever.
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No information about investment funds published on the Swiss Fund Platform website constitutes a recommendation list. It is only a list of investment funds for which Swiss Fund Platform administers the payments of trailer fees. Swiss Fund Platform and/or their boards of directors, executive management and employees are in principle independent of the fund providers or investment funds. They may have or have had interests in the listed investment funds or have or have had positions in the securities held by them. Furthermore, such entities or persons may have or have had a relationship with or may provide or have provided other services to or serve or have served in the executive bodies of relevant fund providers or companies. Swiss Fund Platform receives a fee for the administration of the payments of the trailer fees.
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Local Legal Restrictions
The Swiss Fund Platform website contains information and documents regarding numerous investment funds and is intended for qualified investors in Switzerland and Liechtenstein only. The Swiss Fund Platform website is not directed to any person in any jurisdiction where (by reason of that person's nationality, tax residence or otherwise) the publication or availability of the Swiss Fund Platform website is prohibited. Persons in respect of whom such prohibitions apply must not access the Swiss Fund Platform website.Fund information and documents are provided either by Swiss Fund Platform or by the fund providers themselves. If the information and documents are published on the Swiss Fund Platform website by the companies, then they will rely on the information provided by the fund providers regarding distribution licences for the investment instruments. Swiss Fund Platform does not guarantee the accuracy of information on distribution authorisation and can therefore not be made liable for incorrect data/information. If the in-formation and documents are uploaded to the Swiss Fund Platform website directly by the fund providers, the fund providers shall be responsible for obtaining the necessary distribution licences.
Limitation Of Liability
Fund information and documents are published on the Swiss Fund Platform website either by Swiss Fund Platform or by the various fund providers directly. Under no circumstances shall Swiss Fund Platform be held liable for any direct, indirect or consequential damages whatsoever resulting from use of the fund information or documents, from access to the Swiss Fund Platform website or from links to third-party websites. Furthermore, the company disclaim all liability for any tampering with the Internet user's computer system by unauthorized parties.
Zurich, 3rd February 2014