Recording Lincoln Quarterly Funds Update

Lincoln Managed Funds
Lincoln Indicators
Presented by

Lincoln Indicators

Apr 19th, 2021
Related topics

Record low-interest rates and unprecedented fiscal stimulus have supported the Australian and global post-COVID economic recovery and delivered better-than-expected company earnings. Yet many investors continue to chase cyclical stocks with poor Financial Health in sectors most heavily disrupted by the pandemic in preference to quality.

This has impacted the short-term performance of the Lincoln Australian Growth Fund as we avoid poor quality, financially unhealthy businesses. While many quality growth stocks have reported better than expected earnings, the carryover to share price gains is still to take place.

The short-term performance of the Lincoln Australian Income Fund has also been impacted but has benefited from exposure to cyclical sectors such as banks and mining, while a recovery in dividend stocks is expected to support distributions going forward. The value rotation also continues to impact overseas markets, with the Lincoln U.S. Growth Funds underperforming their benchmark.

In our Quarterly Fund Investor Update webinar Tim Lincoln, Co-Founder and Chief Investment OfficerMatthew Swartz, Portfolio Manager, and Kien Trinh, Head of Research, discuss our Fund’s performance and how we’ve adapted our portfolios to the current environment, whilst not compromising our commitment to Financial Health.

Agenda

  • Lincoln Managed Funds’ recent performance and portfolio changes
  • The current economic environment and market outlook
  • The factors that drive our Managed Funds’ long-term outperformance
  • Interactive Q&A
Lincoln Indicators
Presented by

Lincoln Indicators

Apr 19th, 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 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 © 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.

  • Show Popular Searches
  • Lincoln Indicators
  • Managed Funds
  • Investment Funds
  • Mutual Funds
  • Growth Funds
  • High Return Investments
  • Long Term Investments
  • Shares to Invest in Australia
  • Stock Portfolio Manager Software
  • Highest Dividend Stocks ASX
  • Highest Dividend Shares
  • Growth Stocks
  • ASX Stocks to Buy
  • Stock Research Reports
  • ASX Research Reports
  • Equity Funds
  • Hide Popular Searches