Lincoln U.S. Growth Funds

Presented by
Jun 10th, 2020
28 minutes

We’ve spent two years testing and optimising our methodology to uncover the quality factors in the U.S. so we can construct a portfolio that aims to deliver long-term capital growth for investors. Our recent back-tested results^ provide us confidence that our unique investment strategy can deliver long-term value for investors looking to diversify their equities exposure globally.

An update from our Investment Team

Here is a 15-minute video update from our Investment Team.

Some of the key topics covered include:

  • Why invest in the U.S. market?
  • How the trusted Lincoln investment methodology has been optimised for the U.S. market
  • A comprehensive breakdown of the back-test returns over the past 16 years
  • How we’re positioned to respond to any further market volatility should it arise


^Back-test performance of stock selection methodology. These returns are in USD. Back-test Total Returns (TR) are calculated using exit prices and are net of management fees (1% per annum), transaction costs (10 basis points), assume distributions are reinvested and that no tax is deducted. Returns are subject to the following portfolio constraints – Simulated portfolio is always fully invested and is rebalanced at the end of each month. (a) The Back-test start date is 1 January 2004. Back-test performance figures are calculated from 1 January 2004 to 30 April 2020 and are annualised. The Lincoln U.S. Growth Fund Hedged and Lincoln U.S Growth Fund Unhedged (‘Funds’) benchmark is the S&P 500 Total Return Index.

Presented by
Jun 10th, 2020
28 minutes
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.

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