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- Webinar Recording

Invest in the opportunities a Managed Fund has to offer

August 14 @ 12:30 pm - 1:15 pm AEST

  • Presented by:
  • Matthew Swartz
  • Kien Trinh
  • Jason Bartolo

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The Lincoln Australian Wholesale Growth Fund (LAGF) 12-month return of 16.09%^ represents an outperformance of +5.05%^^ and is amongst the best performing funds in the country over this timeframe and has achieved a 5-star rating from Morningstar over a three-year period#.

In fact, over a one, three- and five-year period the LAGF is ranked amongst the top 10 of Aussie equity funds managers# in our category and is a testament to our rigorous and disciplined investment methodology, as well as our ability to identify growth businesses in Star Stocks or inclusion within the portfolio.

Similarly, the Lincoln Australian Wholesale Income Fund (LAIF) successfully met its investment objectives providing an above market yield inclusive of franking credits of +10.95%* and a total return of +14.36%,**which outperformed its benchmark.

View the recording of this EXCLUSIVE webinar where Lincoln Indicator’s Portfolio Manager Matthew Swartz, Head of Research Kien Trinh, and Senior Business Development Manager, Jason Bartolo:-

  • Review the reporting season from a Managed Fund perspective and discuss the standout performers
  • Discuss the Funds strategy going forward
  • Highlight the key themes in the market
  • Explain the positioning of Lincoln Managed Funds

This webinar is ideal for those considering an investment in one of Lincoln’s Funds.  It will provide investors with a unique insight into how our team has successfully managed the Funds; giving confidence that your money will be proactively managed in a market that continues to deliver opportunities.

Webinar Presenters…


Matthew Swartz Profile

Matthew Swartz
Portfolio Manager

Matthew Swartz is the Portfolio Manager in the Managed Investments team. Matthew led the initiative to introduce the new Lincoln Australian Income Fund. Initially working in credit analysis at Dun & Bradstreet, Matthew quickly transitioned to a career in funds management in 2006. Matthew started at Lincoln as an analyst, covering a range of different sectors performing company analysis and investment valuation and modelling. Over the years Matthew has shown a demonstrated ability to analyse companies and manage portfolios, which has led him to his current role as Portfolio Manager. Matthew has a Bachelor of Business (International Business) from RMIT and is currently a candidate in CFA programme, having successfully completed Level 1 exams.



Kien Trinh Profile

Kien Trinh
Head of Research

Kien leads the Stock Doctor research team and has extensive experience in the investment field, specifically in quantitative research techniques. He previously worked in the role of Portfolio Manager and Senior Quantitative Analyst at Patersons Securities for over 10 years, and prior to that, at Russell Investment providing portfolio construction and risk management strategies to large scale institutional clients including Telstra Super and UniSuper. With a background in actuarial finance, Kien is responsible for the current Stock Doctor research process, including Lincoln’s acclaimed Financial Health methodology.

The information is current as at 5 August, unless stated otherwise
^ Benchmark for the Growth Fund (LAGF) is the All Ordinaries Accumulation Index.

^^ Total Fund return is for LAGF Wholesale Fund and is inclusive of income paid and payable from the Fund to unit holders, in addition the difference in exit prices for the relevant periods net of management fees, ongoing fees and expenses and assumes distributions are reinvested and that no tax is deducted.  Past Performance is not a reliable indicator of future performance.
*Benchmark for the Income Fund (LAIF) is the S&P ASX 200 Accumulation Index inclusive of franking credits.  Source: Macquarie Equities.
** Total Fund return is for LAIF Wholesale Fund and is inclusive of income paid and payable from the Fund to unitholders, in addition to the difference in exit prices for the relevant periods net of management fees, ongoing fees and expenses, and assumes distributions are reinvested and that no tax is deducted.  The grossed-up yield reflects total accrued income inclusive of franking credits.  Past performance is not a reliable indicator of future performance.
Performance quoted is historical actual performance. Investments go up and down. Past performance is not a reliable indicator of future performance. All figures as at 31 July 2019
# https://www.morningstar.com.au/Funds/FundReport/12178
Date:
August 14
Time:
12:30 pm - 1:15 pm AEST
Hover over to see the local time of the session
Presenters
Matthew Swartz
Kien Trinh
Jason Bartolo
stock-market

View Recording