Press Releases, Articles & Announcements
Connor, Clark & Lunn Funds Inc. makes NS Partners Ltd International Equity Focus portfolio available to individual investors
March 9, 2023
Connor, Clark & Lunn Funds Inc. (CC&L Funds) is excited to announce the recent launch of a prospectus qualified version of the NS Partners International Equity Focus portfolio, which is now available to individual Canadian investors. The NS Partners International Equity Focus Fund is based on a similar portfolio, previously available only to institutional and internal investors.
The Fund seeks to provide investors with long term capital appreciation by investing in a portfolio comprised primarily of non-North American equities, including up to 20% in emerging markets.
To manage the fund, CC&L Funds has retained NS Partners Ltd (NS Partners) a London, UK-based manager with over 30 years of experience in managing international equity portfolios, including developed and emerging markets. NS Partners combines a bottom-up quality/growth framework to analyze companies with a unique top-down global liquidity analysis to help identify regions, countries and sectors that are expected to out and underperform, as well as whether to position the portfolio for a ‘risk-seeking’ or ‘risk averse’ environment.
“For investors allocated to large-cap global equity portfolios, there is a compelling case to make a stand-alone allocation to international equities, given the valuation and concentration issues in the large-cap U.S. equity market, and the headwind of a strong U.S. dollar. By introducing our NS Partners International Equity Focus portfolio in fund format, we can offer a compelling solution for individual investors, managed by a proven, institutional caliber investment team with a differentiated approach” said Tim Elliott, President and CEO of CC&L Funds.
“We’re excited that our International Equity Focus portfolio is being made accessible to a broader group of Canadian investors. With our proven process, a strong record on the institutional side and our talented and committed investment team, we believe this portfolio will provide an attractive solution for those seeking long-term growth from international equity markets.” said Tim Bray, President and Chief Investment Officer at NS Partners.
Both CC&L Funds and NS Partners are affiliates of Connor, Clark and Lunn Financial Group (“CC&L”), whose multi-affiliate structure brings together the talents of diverse investment teams who offer a broad range of traditional and alternative investment solutions. CC&L is one of Canada’s largest independently owned asset managers, responsible for over $104 billion in assets on behalf of institutional and individual investors.
About the fund
Available in A and F Series, the fund conforms with the regulatory framework related to conventional mutual funds offered by Simplified Prospects. The fund will be offered through licensed investment dealers, priced daily, with daily liquidity, and available through FundServ.
About Connor, Clark & Lunn Funds Inc.
Connor, Clark & Lunn Funds Inc. (CC&L Funds) partners with leading Canadian financial institutions and their investment advisors to deliver unique institutional investment strategies to individual investors through a select offering of funds, alternative investments and separately managed accounts.
By limiting the offering to a focused group of investment solutions, CC&L Funds is able to deliver unique and differentiated strategies designed to enhance traditional investor portfolios. For more information, please visit www.cclfundsinc.com.
About NS Partners Ltd
NS Partners Ltd is an independent investment management firm specializing in actively managed global equity portfolios on behalf of major companies, pension funds, foundations, endowments and sovereign wealth funds. NS Partners Ltd is part of the Connor, Clark & Lunn Financial Group, a multi-boutique asset management firm. For more information, please visit www.ns-partners.co.uk.
About Connor, Clark & Lunn Financial Group Ltd.
Connor, Clark & Lunn Financial Group Ltd. (CC&L Financial Group) is an independently owned, multi-affiliate asset management firm that provides a broad range of traditional and alternative investment management solutions to institutional and individual investors. CC&L Financial Group brings significant scale and expertise to the delivery of non-investment management functions through the centralization of all operational and distribution functions, allowing talented investment managers to focus on what they do best. CC&L Financial Group’s affiliates manage over $104 billion in assets. For more information, please visit www.cclgroup.com.
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Connor, Clark & Lunn Funds Inc.