Lincoln U.S. Growth Funds

Presented by
Tim Lincoln

Tim Lincoln

Co-Founder and
Chief Investment Officer

Matthew Swartz

Matthew Swartz

Senior Portfolio Manager

Kien Trinh

Kien Trinh

Head of Research

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
Tim Lincoln

Tim Lincoln

Co-Founder and
Chief Investment Officer

Matthew Swartz

Matthew Swartz

Senior Portfolio Manager

Kien Trinh

Kien Trinh

Head of Research

Jun 10th, 2020
28 minutes
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.

Important: This communication is provided by or on behalf of Lincoln Indicators Pty Limited ABN 23 006 715 573 (Lincoln), as Corporate Authorised Representative of Lincoln Financial Group Pty Ltd ABN 70 609 751 966, AFSL 483167 for information and educational purposes only. This content may contain general financial product advice. It has been prepared without taking account of your personal circumstances and you should therefore consider its appropriateness in light of your objectives, financial situation and needs, before acting on it. Investments can go up and down. Past performance is not a reliable indicator of future performance. Shares and other investments may go up and down in value, and their past performance may not be repeated and gives no guarantee of future performance. Information in this communication was current as at the date of its preparation, unless otherwise stated, and may be subject to change.

You should read and consider our Important Information and our Financial Services Guide (FSG) which sets out key information about the services we provide. Where 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) for the product at www.lincolnindicators.com.au before making any decision.

At the date of preparation of this communication, Lincoln, 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.

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 are not liable for any loss or damage howsoever arising as a result of any person acting, or refraining from acting, in reliance on any information in this communication. No person 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.

Lincoln has taken precautions to minimise the risk of transmitting software viruses, but we advise you to carry out your own virus checks on any downloadable content. We do not accept liability for any loss or damage caused by software viruses.

Copyright © 2021 Lincoln Indicators Pty Ltd. All rights reserved.

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.