Recession-proof your portfolio

Lincoln Managed Funds
Presented by
Jul 27th, 2020
1hr 14mins

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.

Agenda:

  • Market outlook
  • How our Financial Health model can protect investors during an economic recession
  • How we identify factors that drive long-term outperformance using our quantitative methodology
  • The investment strategy of the Lincoln Managed Funds
  • Q&A
Presented by
Jul 27th, 2020
1hr 14mins
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 www.lincolnindicators.com.au . 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 www.lincolnindicators.com.au 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.