Recording: Lincoln Managed Funds: The importance of quality in a highly speculative market

Lincoln Indicators
Presented by

Lincoln Indicators

Jun 17th, 2021
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In our webinar recording you’ll hear directly from Lincoln’s Managed Investments Team on how our Managed Funds can help you meet your investment goals – in any type of market.

Matthew Swartz, Senior Portfolio Manager, and Arjun Shanker, Business Development Manager, will also explain the importance of why now, more than ever (in this age of speculative bubbles, excessive amounts of cheap money in the market and appetite for risk taking), is it important to adhere to our disciplined investment process.

Centred on Lincoln’s proprietary Financial Health model, developed by Dr Merv Lincoln more than 30 years ago, our investment approach screens for high quality, financially healthy businesses and avoids poor quality, risky investments.

The webinar will provide an overview of the Lincoln Australian Growth Fund, the Lincoln Australian Income Fund, and the Lincoln U.S. Growth Funds, including each of the Funds’ top holdings, their recent and historical performance, and a guide as to what type of investor is suited to each of the Funds.

So, if you’re wondering whether one of the Lincoln Managed Funds options is right for you, questions will be answered directly from our Managed Investments Team.

Webinar Agenda

  • The Lincoln Managed Funds on offer and their benefits to you, whatever your investment goals
  • Lincoln’s proprietary investment model explained, including our Financial Health methodology and each of the factors we screen for
  • How we identify quality businesses and avoid speculative, poor quality stocks to protect your investment
  • A clear overview of how we manage your money and explanation of our management fees
  • Our take on the current market and what that means for the Lincoln Managed Funds
  • Q&A
Lincoln Indicators
Presented by

Lincoln Indicators

Jun 17th, 2021
Related topics
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 issued by Lincoln Indicators Pty Ltd (Lincoln) ABN 23 006 715 573, as Corporate Authorised Representative of Lincoln Financial Group Pty Ltd ABN 70 609 751 966, AFSL 483167. This communication may contain general financial product advice or forward-looking statements regarding our intent, belief or current expectations with respect to the market conditions. Caution is advised to place undue reliance on these forward-looking statements, as our advice has been prepared without taking account of your personal circumstances. Therefore, you should consider its appropriateness, in light of your objectives, financial situation and needs, before acting on it. Before acting on any advice, you should consider the appropriateness of the advice and we recommend you obtain financial, legal and taxation advice before making a decision. Please refer to our Important Information and Financial Services Guide (FSG) for more information at www.lincolnindicators.com.au . If 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) at www.lincolnindicators.com.au before making any decision.

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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.