Recording: Lincoln Managed Fund Update: Performance, Perspective & Market Insights – We’re Back

Lincoln Indicators
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Lincoln Indicators

Sep 23rd, 2025
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Watch the exclusive webinar, where the Fund team provided an overview of the full suite of product and services available to our members following Lincoln’s merger into the Prime Financial Group.

Additionally, this Lincoln Managed Fund webinar recording provided deep insights into Lincoln’s managed fund products and the themes that are supporting the strong rally in unit prices in the recent months.

Having just concluded successful August reporting period, Lincoln’s Fund team are incredibly pleased with the quality of financial results delivered across our portfolios. The Lincoln Australian Income Fund* delivered an estimated total return of around 6.5% for the financial year to date, while the Lincoln Australian Growth Fund** and Lincoln U.S. Growth Fund Hedged*** has returned over 9% – all comfortably ahead of their benchmarks.

During the webinar, Tim Lincoln, our Chief Investment Officer, alongside Senior Portfolio Manager, Matthew Swartz, covered the following topics:

  • Prime & Lincoln financial product and service overview.
  • Fund Performance insights – Our investment team reviewed recent performance and key drivers.
  • Small Cap rotation – Listen to our view on the case for a sustained small cap rotation.
  • Catching the gold bug – Why we think that there remains a compelling valuation case for Gold mining stocks despite the recent strong rally.
  • Investor Q&A – An open forum where questions were answered by Tim and Matthew.

This session was designed to deepen your understanding, strengthen trust, and help you make the most of your investment opportunities. Whether you are a long-term investor or exploring your options, this was a good way to engage with our team in a meaningful way.

 

*Total return figure is based on internal calculations as at 18/09/2025 and is net of fees. Performance is compared against the S&P/ASX 200 Accumulation Index. Past performance is not a reliable indicator of future performance. Returns are not guaranteed and may fluctuate.

**Total return figure is based on internal calculations as at 18/09/2025 and is net of fees. Performance is compared against the ASX All-Ordinaries Accumulation Index. Past performance is not a reliable indicator of future performance. Returns are not guaranteed and may fluctuate.

***Total return figure is based on internal calculations as at 18/09/2025 and is net of fees. Performance is compared against the S&P500 Total Return Index (USD). Past performance is not a reliable indicator of future performance. Returns are not guaranteed and may fluctuate.

Lincoln Indicators
Presented by

Lincoln Indicators

Sep 23rd, 2025
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Information in this communication is current as of publication unless otherwise stated. It is provided for educational purposes only and may not reflect current market data or opinion. It should not be relied upon in respect to any current investment decision. Investments can go up and down. Past performance is not a reliable indicator of future performance.

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 Lincoln Australian Income Fund Product Disclosure Statement (PDS), Lincoln Australian Growth Fund Product Disclosure Statement (PDS) and Lincoln U.S. Growth Fund 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 © 2026 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.
Prime Financial Group Limited, (ASX: PFG), ACN 009 487 674 is the owner of the Lincoln group companies.

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