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Unit Trust

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A strategically thought-out investment portfolio is the key to unlocking your financial potential. Starting your investment journey can be intimidating with the availability of multiple asset classes and the need to consistently monitor your investment allocations and performance and modify your strategy according to changes in the market.

LYNEAR unit trusts are the ideal solution for individuals who desire to start their investment journey without the ensuing hassle. Unit Trusts allow you to invest in a well-diversified portfolio of securities through a single investment vehicle that meets your distinct investment objectives. With LYNEAR, you have the added advantage of having a group of experienced investment professionals with expertise across multiple asset classes and markets managing each unit trust, ensuring you get the best return on your investment. As a proven multi-asset investor, LYNEAR has time-tested investment processes based on research, insight and international best practices allowing us to make optimal investment decisions.

Our Unit Trust Funds

Investment Objective

A fund that invests in fixed income securities, leveraging the changing interest rate cycle to generate long-term growth of capital and income

Risk

A medium-risk investment alternative to generate long term capital growth and income.

Who it’s for

Investors with the need for long-term capital appreciation, without being exposed to equity market risk.

Investment Objective

A hybrid fund that seeks to maximise long-term capital returns by allocating investments dynamically across equity and fixed income investments based on expected future returns for each asset class.

Risk

A higher risk option for long-term capital growth.

Who it’s for

Core portfolio holding for those looking to maximise long-term capital appreciation.

Investment Committee

Dr Naveen Gunawardane

Chief Investment Officer & Co-Founder

Naveen Gunawardane has a Bachelor of Science in Physics, a Master of Science in Physics and a Doctor of Philosophy in Particle Physics from Imperial College London.

Gunawardane is the former Head of Investment Banking at CAL, a leading full-service investment bank in Sri Lanka, where he was instrumental in launching Sri Lanka’s first Quantitative Equity Fund. He was previously a Director and Head of Quantitative Services at Amba Research Lanka, an independent financial services knowledge process outsourcing firm, where he was responsible for developing quantitative investment and trading strategies for Amba’s clients. Gunawardane began his career in finance at Goldman Sachs London, as a member of its risk management team. He has also lectured at the Mathematics Department of the University of Colombo.

Chanaka Wickramasuriya, CFA

Unit Trust Investment Committee Chairman

Chanaka has a long track record in Private Equity as a Joint Managing Partner of Ironwood Capital Partners from September 2014 to April 2019 and a Partner with Aureos Capital and LR Global Lanka. From 2009 to 2011 he was a Partner at Aureos Capital, where he oversaw the development and functioning of the overall Global Portfolio Management process. During this time, he was also seconded to the Aureos’ China office and oversaw portfolio management and investment in 4 transactions. From 2000 to 2006 he was a Partner based at Aureos’ Colombo office where he worked on investment transactions, exits, and sat as a Board Representative for 10 transactions in Sri Lanka. From 2006 to 2009 he functioned as Country Head of Fitch Ratings in Colombo. Chanaka was also the Managing Partner of LR Global Lanka Private Equity Fund.

Chanaka Wickramasuriya graduated Summa Cum Laude with a BSc in Electrical Engineering from The Rutgers College of Engineering and is also a Chartered Financial Analysts (CFA).

Kushan Senanayake, CFA

Kushan has been with LYNEAR Wealth Management for over 5 years working as a Vice President with assigned coverage universe of Banks, Finance and Insurance sector while also assisting and overseeing other sectors like Conglomerates and manufacturing sectors. He also worked for Moody’s Analytics Knowledge services for over 2 years supporting a U.S. based hedge fund on equity research.

Kushan graduated from the University of Sri Jayawardenapura with a BSc. Management Finance (Special) and is also a Chartered Financial Analysts (CFA).

Ravindra Witharane

Ravindra has been working in the Treasury Front Office at the National Savings Bank, Colombo for a period of 4 years, dealing in Fixed Income products including Government Securities and Repurchase Agreements. He also worked at Standard Chartered Bank, Colombo for over 7 years, which consisted of 4 years of exposure to Treasury Back Office function, 2 years of Regulatory reporting to CBSL and 1 year of Excel based MIS work.

Ravindra graduated from Northwood University, Midland Michigan with a Bachelor of Business Administration and is a CIMA passed finalist. He also has a certificate in Treasury Operations from the CBSL - Centre of Banking Studies.

Fund Price

Fund Name Buying

(06/02/2023)

Selling

(06/02/2023)

LYNEAR Wealth Income Fund 105.5371 107.6909
LYNEAR Wealth Dynamic Opportunities Fund 98.9999 103.8826