Lincoln Managed Funds: The importance of quality in a highly speculative market

Presented by
Matthew Swartz

Matthew Swartz

Senior Portfolio Manager

Arjun Shanker

Arjun Shanker

Business Development Manager - Managed Funds

Jun 17th, 2021
12:30pm - 1:30pm AEST
Register now

We invite you to join our upcoming webinar where you’ll hear directly from Lincoln’s Managed Investments Team on how our Managed Funds can help you meet your investment goals – in any type of market.

Matthew Swartz, Senior Portfolio Manager, and Arjun Shanker, Business Development Manager, will also explain the importance of why now, more than ever (in this age of speculative bubbles, excessive amounts of cheap money in the market and appetite for risk taking), is it important to adhere to our disciplined investment process.

Centred on Lincoln’s proprietary Financial Health model, developed by Dr Merv Lincoln more than 30 years ago, our investment approach screens for high quality, financially healthy businesses and avoids poor quality, risky investments.

The webinar will provide an overview of the Lincoln Australian Growth Fund, the Lincoln Australian Income Fund, and the Lincoln U.S. Growth Funds, including each of the Funds’ top holdings, their recent and historical performance, and a guide as to what type of investor is suited to each of the Funds.
So, if you’re wondering whether one of the Lincoln Managed Funds options is right for you, we invite you to register now and hear directly from our Managed Investments Team, who will be more than happy to answer any questions.

So, if you’re wondering whether one of the Lincoln Managed Funds options is right for you, we invite you to register now and hear directly from our Managed Investments Team, who will be more than happy to answer any questions.

Webinar Agenda

  • The Lincoln Managed Funds on offer and their benefits to you, whatever your investment goals
  • Lincoln’s proprietary investment model explained, including our Financial Health methodology and each of the factors we screen for
  • How we identify quality businesses and avoid speculative, poor quality stocks to protect your investment
  • A clear overview of how we manage your money and explanation of our management fees
  • Our take on the current market and what that means for the Lincoln Managed Funds
  • Q&A
Presented by
Matthew Swartz

Matthew Swartz

Senior Portfolio Manager

Arjun Shanker

Arjun Shanker

Business Development Manager - Managed Funds

Jun 17th, 2021
12:30pm - 1:30pm AEST
Register now
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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.