Lincoln Funds strategy ahead of reporting season

Lincoln Managed Funds
Presented by
Aug 20th, 2020
1hr 7mins

With the second wave of COVID-19 a major theme across global markets, we sincerely hope you and your family are keeping well and healthy during this global health pandemic.

New restrictions in Victoria and border closures between QLD and NSW have put further pressure on companies with stretched balance sheets, and this will be laid bare during the August reporting season. Through the lens of our proprietary Financial Health Model, the Lincoln Investment Team will be able to quickly analyse the insolvency risk of a business and avoid potential investment disasters.

Despite the potential for further volatility in coming months, our Team, through their disciplined profit taking strategy, prudent cash position and high-quality exposures, is well positioned to take advantage of these opportunities.

In our Lincoln Funds Strategy webinar recording, we provide insight into our investment strategy leading into reporting season. By utilising a tried and tested approach in selecting high-quality financially healthy companies, our Lincoln Managed Funds have continued to rank in the top quartile performance of our peer group.*


  • Market outlook
  • How our Financial Health model can protect investors during an economic recession
  • The factors that drive long-term outperformance
  • The investment strategy behind the Lincoln Managed Funds
  • Q&A


* Ending June 2020. Source: Money Management and

Presented by
Aug 20th, 2020
1hr 7mins
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.