Lincoln Funds Update Recording

Video
Oct 19th, 2020 • 1hr 11mins 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.

Uncertainty in the U.S. election has led to increased market volatility in recent weeks. Our Managed Funds are embracing this period to look for oversold high-quality opportunities. With interest rates expected to remain low until at least 2023, coupled with a pro-growth Federal Budget and potential for a COVID vaccine, we believe the markets will look past the current economic recession and trend higher in the longer term. For now, with financial health by our side, we are well prepared for the risks ahead, particularly as the Government winds down its support packages to businesses.

In this Quarterly Fund Investor Update, Tim Lincoln, Chief Investment Officer, Matthew Swartz, Portfolio Manager and Kien Trinh, Head of Research, discuss the investment strategy behind our Lincoln Australian Income Fund, Lincoln Australian Growth Fund and Lincoln U.S. Growth Funds.

We provide highlights on our quarter end performance and explain how:

  • The Lincoln Australian Growth Fund was awarded a 5 Crown Rating in the FE fundinfo, AMI-Equity Managed Fund sector©*
  • The Lincoln Australian Income Fund is set to deliver a stronger distribution this September quarter, at approximately 1.25 cents per unit
  • The drivers and detractors of returns for the Lincoln U.S. Growth Funds.

 

* ©2020 FE. All Rights Reserved. The information, data, analyses, and opinions contained herein (1) include the proprietary information of FE, (2) may not be copied or redistributed, (3) do not constitute investment advice offered by FE, (4) are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and (5) are not warranted to be correct, complete, or accurate. FE shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use. FE does not guarantee that a fund will perform in line with its FE Crown Fund Rating as it is a reflection of past performance only. Likewise, the FE Crown Fund Rating should not be seen as any sort of guarantee or assessment of the creditworthiness of a fund or of its underlying securities and should not be used as the sole basis for making any investment decision.

Lincoln Indicators
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Lincoln Indicators

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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.