Lincoln Funds Strategy Recording

Video
Oct 15th, 2020 • 1hr 30mins Video
Lincoln Managed Funds
The information in this communication is market commentary only and reflects Lincoln’s views and beliefs at the time of preparation, which are subject to change without notice. To obtain up-to-date information, please contact us.

At Lincoln Indicators, we have been successfully delivering Managed Fund solutions to DIY investors and SMSF Trustees since 2005.

Our strong performance speaks for itself with our Australian Funds delivering top quartile performance across all time periods.^ Pleasingly, our Lincoln Australian Growth Fund was recently awarded 5 Crowns in the FE fundinfo, AMI – Equity sector*. This rating reflects the Fund’s ability to deliver long-term value, whilst managing risk via our renowned Financial Health methodology.

In this webinar, our Chief Investment Officer, Tim Lincoln and Portfolio Manager, Matthew Swartz introduce our three Managed Fund solutions and explain how our powerful Financial Health stock selection methodology has help deliver market-leading returns.

Agenda

  • Market insights and outlook
  • How our Financial Health model can protect investors during an economic recession
  • The factors that drive long-term outperformance
  • The investment strategy behind the Lincoln Managed Funds
  • Q&A

 

^ Ending August 2020. Source: Money Management: https://investmentcentre.moneymanagement.com.au/factsheets/mi/gq5j/lincoln-australian-growth and https://investmentcentre.moneymanagement.com.au/factsheets/mi/gq5m/lincoln-australian-income-wholesale

*As at 31st August 2020, performance relates to the Lincoln Australian Wholesale Growth Fund. FE Crown Fund Ratings do not constitute investment advice offered by FE and should not be used as the sole basis for making any investment decisions. All rights reserved.

Lincoln Indicators
Written by

Lincoln Indicators

Important: This communication is provided by or on behalf of Lincoln Indicators Pty Limited ABN 23 006 715 573 (Lincoln), as Corporate Authorised Representative of Lincoln Financial Group Pty Ltd ABN 70 609 751 966, AFSL 483167 for information and educational purposes only. This content may contain general financial product advice. It has been prepared without taking account of your personal circumstances and you should therefore consider its appropriateness in light of your objectives, financial situation and needs, before acting on it. Investments can go up and down. Past performance is not a reliable indicator of future performance. Shares and other investments may go up and down in value, and their past performance may not be repeated and gives no guarantee of future performance. Information in this communication was current as at the date of its preparation, unless otherwise stated, and may be subject to change.

You should read and consider our Important Information and our Financial Services Guide (FSG) which sets out key information about the services we provide. Where our advice relates to the acquisition or possible acquisition of a particular financial product, you should obtain a copy of and consider the Product Disclosure Statement (PDS) for the product at www.lincolnindicators.com.au before making any decision.

At the date of preparation of this communication, Lincoln, Lincoln Financial Group Pty Ltd or directors, employees and/or associates of these entities "may hold" interests in these ASX-listed companies. Further information about particular stocks held by these entities or persons from time to time is disclosed within the Stock Doctor program and may change at any time without notice.

Lincoln, Lincoln Financial Group Pty Ltd, any directors, employees and agents of these entities, make no representation and give no warranty as to the accuracy of this communication and do not accept any responsibility for any errors or inaccuracies in, or omissions from, this communication (whether negligent or otherwise) and are not liable for any loss or damage howsoever arising as a result of any person acting, or refraining from acting, in reliance on any information in this communication. No person should rely on this communication as it does not purport to be comprehensive. This disclaimer does not purport to exclude any rights under, or warranties implied by, law which may not be lawfully excluded.

Lincoln has taken precautions to minimise the risk of transmitting software viruses, but we advise you to carry out your own virus checks on any downloadable content. We do not accept liability for any loss or damage caused by software viruses.

Copyright © 2020 Lincoln Indicators Pty Ltd. All rights reserved.

All financial services are provided by Lincoln Indicators Pty Ltd ABN 23 006 715 573 (Lincoln) as the Corporate Authorised Representative of Lincoln Financial Group Pty Ltd ABN 70 609 751 966, AFSL 483167.