Quarterly Fund Update

Jul 20th, 2020 • 1hr 9mins 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.

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:

  • The Lincoln Australia Wholesale Growth Fund remains #1 of 514 funds in the Money Management – Australian Equity sector* for 3 year annualised performance with a return of 14.6% p.a.
  • Lincoln Australian Wholesale Income Fund is ranked #2 of 66 funds in the Money Management – Australia Equity Income sector^ with 3 year dividend yield of 6.3% p.a.


* 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

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.