Investment insights from a 5 star performing fund

Presented by
May 26th, 2020
1hr 9mins

As markets and investors continue to grapple with the COVID-19 economic fallout, the strategies that underpin our Lincoln Australian Growth Fund and Lincoln Australian Income Fund have seen our performance sit well above the industry benchmark over this volatile period.

Performing in rising and falling markets is not luck. It takes foresight, discipline, and tactical disposal and acquisition of assets to reap the benefits that the share market can bring to investors.

With our Lincoln Wholesale Australian Growth Fund, sitting number 1 of 519 funds in the Money Management AMI Equity – Australian Sector, based on 3 year annualised performance, this is your opportunity to hear first-hand how Lincoln Indicators did it.

In this recorded Lincoln Funds’ Investment Strategy webinar, we lift the bonnet on our investment strategies, sharing insights and learnings with our Lincoln community, so that you too can capitalise on the buying opportunity that volatility can bring.


  • Market outlook
  • How we use our academically proven Financial Health Model to identify stocks that can ride out a recession
  • How we identify factors that drive portfolio returns using our quantitative methodology
  • Searching for income opportunities available in the current market
  • The investment strategy of the Lincoln Managed Funds
  • Q&A


Presented by
May 26th, 2020
1hr 9mins
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 . 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 before making any decision.

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 shall not be liable for any loss or damage howsoever arising as a result of any person acting or refraining from acting in reliance on any information contained herein. No reader 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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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.