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
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.

Lincoln, Lincoln Financial Group Pty Ltd and directors, employees and/or associates of these entities may hold interests in ASX listed companies. This position is disclosed within the Stock Doctor program and may change at any time without notice.

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 © 2022 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.