Lincoln U.S. Growth Funds

Webinar
Jun 10th, 2020 - 12:30pm - 1:30pm • 28 minutes Webinar
The information in this article 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.

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.

Lincoln Indicators
Hosted by

Lincoln Indicators

Jun 10th, 2020
12:30pm - 1:30pm

Lincoln Indicators
Hosted by

Lincoln Indicators

Jun 10th, 2020
12:30pm - 1:30pm

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At the date of preparation of this content, Lincoln Indicators Pty Ltd, Lincoln Financial Group Pty Ltd or directors, employees and/or associates of these entities "may hold" interests in these ASX listed companies. Further information about particular stocks held by these entities or persons from time to time is disclosed within the Stock Doctor program and may change at any time without notice.

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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.