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

Lincoln Indicators
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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 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 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 © 2024 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.

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