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- Webinar Recording

Are you looking for better than benchmark returns from your Funds?

May 31, 2019 @ 12:30 pm - 1:15 pm AEST

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

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Are you concerned about the returns on your investments?

Disappointing financial outcomes are a primary reason why so many investors and financial advisers have been lured to exchange traded funds (ETFs), industry super funds and other low-cost investment options, accepting just market benchmark returns.

Fortunately, this hasn’t been a reality for investors in the Lincoln Managed Funds, which for the past 5 years and beyond have enjoyed stellar returns, as you can see for example in the performance table for the Lincoln Australia Growth Fund:

Growth Fund Performance Chart _April 2019

Join Kien Trinh, Matt Swartz and Jason Bartolo as they discuss the key elements driving investment outcomes, including:

  • Why the majority of Fund Managers underperform
  • Why is a quantitative approach relevant to investing?
  • What factors drive stock returns?
  • How does Lincoln beat the odds?

We hope you will join us for this informative session.

The information is current as at 27 May 2019.
* Total Fund return is for LAGF Wholesale Fund and LAGF Retail Fund and is inclusive of income paid and payable to 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.
**Benchmark for the Growth Fund is the All Ordinaries Accumulation Index.
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 30 April 2019.

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.

May 31, 2019
12:30 pm - 1:15 pm AEDT
Hover over to see the local time of the session
Matthew Swartz
Kien Trinh
Jason Bartolo