As we embark upon another financial year, a second wave of global COVID-19 infections and lockdown restrictions remain a systematic risk for investment markets. In this situation, many companies, specifically in tourism, hospitality, and leisure, are vulnerable to closure as cashflows dry up. Companies like Virgin Australia and Speedcast International have already gone into administration. Fortunately, our Growth and Income Funds are benefiting from the proprietary Stock Doctor methodology, helping us avoid these stocks via the lens of our Financial Health model.
At Lincoln Indicators, we firmly believe that volatility brings opportunity and have used this correction to strengthen our funds with high quality, financially healthy stocks. As a result, the Lincoln Australia Growth Fund concluded FY20 ahead of its benchmark by 6.84% and despite the huge disruption to company dividends, our Lincoln Australia Income Fund was able to deliver a distribution yield of 5.69% inclusive of franking credits to investors.
In this Lincoln Funds Strategy webinar recording, we lift the bonnet on our investment strategies, share insights and learnings with our Lincoln community, so that you may recession-proof your portfolio.
To discuss the future of your investments in detail, book in a free consultation with a Lincoln representative.
To discuss the future of your investments in detail, book in a free consultation with a Lincoln financial expert.