Recording: Lincoln Managed Funds: Why now’s the time to be investing in quality

Lincoln Indicators
Presented by

Lincoln Indicators

Aug 12th, 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.

The webinar includes an overview of the Lincoln Australian Growth Fund, the Lincoln Australian Income Fund, and the Lincoln U.S. Growth Funds, outlining the Funds’ top holdings, recent and historical performance, and the type of investor each Fund is suited to.

Matthew Swartz, Senior Portfolio Manager, and Arjun Shanker, Business Development Manager, will explain why it is so important that we adhere to our disciplined investment process, especially now, in this highly speculative market. They’ll also be happy to answer any questions around the Lincoln investment process and our Managed Funds.

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

Webinar Agenda

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

Lincoln Indicators

Aug 12th, 2021
Related topics
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.

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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.