Lincoln Managed Funds Quarterly Investor Update

Presented by
Jul 26th, 2021
1h 9m


Having rallied back above their pre-COVID highs, share markets continue to climb and supported by record low interest rates, ongoing government stimulus, and now a pick-up in corporate earnings, investors can expect another year of positive returns.

But while the past year was punctuated by easy gains across the board, the appetite for speculative and risky assets is now waning. The market is also beginning to mean revert after shifting away from growth factors back in November, with the odds between growth and cyclical value factors now more evenly balanced.

This shift has been reflected by the outperformance of the Lincoln Australian Growth Fund over the past quarter. The rotation is also to the benefit of the Lincoln U.S. Growth Funds, while the Lincoln Australian Income Fund has generated attractive dividend yields with lower volatility than the market.

In our investor-only Quarterly Funds Update Webinar you’ll hear from:

  • Tim Lincoln, Co-Founder and Chief Investment Officer
  • Matthew Swartz, Senior Portfolio Manager
  • Kien Trinh, Head of Research

Webinar Agenda

  • Lincoln Managed Funds’ recent performance and portfolio changes
  • The Financial Health model and factors that drive our Managed Funds’ long-term outperformance
  • A look at the current economic environment and market outlook
  • Q&A
Presented by
Jul 26th, 2021
1h 9m
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.