Recording Lincoln Quarterly Funds Update

Lincoln Indicators
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Lincoln Indicators

Jul 26th, 2021
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Having rallied back above their pre-COVID highs, share markets continue to climb and supported by record low interest rates, ongoing government stimulus, and now a pick-up in corporate earnings, investors can expect another year of positive returns.

But while the past year was punctuated by easy gains across the board, the appetite for speculative and risky assets is now waning. The market is also beginning to mean revert after shifting away from growth factors back in November, with the odds between growth and cyclical value factors now more evenly balanced.

This shift has been reflected by the outperformance of the Lincoln Australian Growth Fund over the past quarter. The rotation is also to the benefit of the Lincoln U.S. Growth Funds, while the Lincoln Australian Income Fund has generated attractive dividend yields with lower volatility than the market.

In our investor-only Quarterly Funds Update Webinar you’ll hear from:

  • Tim Lincoln, Co-Founder and Chief Investment Officer
  • Matthew Swartz, Senior Portfolio Manager
  • Kien Trinh, Head of Research

Webinar Agenda

  • Lincoln Managed Funds’ recent performance and portfolio changes
  • The Financial Health model and factors that drive our Managed Funds’ long-term outperformance
  • A look at the current economic environment and market outlook
  • Q&A

 

Lincoln Indicators
Presented by

Lincoln Indicators

Jul 26th, 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.

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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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