The 12-month return for the Lincoln Australian Growth Fund of 29.97% was the best amongst our peer group in Australia#.
It’s testament to our stock selection approach which has been supported by a strong growth cycle which continues today. So, now is not the time to be out of the market.
Of course, you need to know the facts behind the figures (how did we do it?) and the people who make the decisions that matter.
Join us for this webinar and our experts will share with you our stock selection process and portfolio management ethos.
During this live interactive webinar, there will be ample opportunity for questions from attendees.
Don’t miss this opportunity. Book NOW
#Source: Source: www.morningstar.com.au/Funds/FundReport/12178 (as at 16 July 2018)
All figures, information and illustrations are as at 18 July 2018 unless stated otherwise.
^Total Fund return is for LAGF Wholesale Fund and is inclusive of income paid and payable to 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.
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.
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.