The end to the 2020 financial year has marked a year of challenge, but significant opportunity for investors. Anticipating a strong market recovery, our Investment Team utilised its cash reserves in the midst of the market correction to successfully navigate the turbulence and outperform the market for the year. Concerns of a second viral outbreak could potentially lead to higher volatility in the months ahead, but the Lincoln Investment Team, through their disciplined profit taking strategy and high-quality exposures, is well positioned to take advantage of any opportunities that further bouts of volatility may present.
“To be an investor you must be a believer in a better tomorrow” – Benjamin Graham.
In our Quarterly Fund Investor Update, Tim Lincoln, Co-Founder and Chief Investment Officer, Matthew Swartz, Portfolio Manager and Kien Trinh, Head of Research, will discuss the investment strategy behind our Lincoln Australian Income Fund and Lincoln Australian Growth Fund and also introduce the new Lincoln U.S. Growth Funds.
We will also provide an update on our quarter end performance and explain how our Financial Health Model and quantitative methodology has helped us significantly outperform the market over the longer term. Highlights include:
* Ending June 2020. Source: Money Management, https://investmentcentre.moneymanagement.com.au/factsheets/mi/gq5j/lincoln-australian-growth
^ Ending June 2020. Source: Money Management, https://investmentcentre.moneymanagement.com.au/factsheets/mi/gq5m/lincoln-australian-income-wholesale
To discuss the future of your investments in detail, book in a free consultation with a Lincoln representative.
To discuss the future of your investments in detail, book in a free consultation with a Lincoln financial expert.