Quarterly Funds Update

Lincoln Managed Funds
Presented by
Apr 19th, 2021

 

 

In our upcoming Quarterly Fund Investor Update, Tim Lincoln, Co-Founder and Chief Investment Officer, Matthew Swartz, Portfolio Manager, and Kien Trinh, Head of Research, will discuss the investment strategy behind our Managed Funds — the Lincoln Australian Income Funds, Lincoln Australian Growth Funds, and Lincoln U.S. Growth Funds.

We will provide an update on our quarter end performance and explain how our Financial Health Model and quantitative methodology has seen our Managed Funds significantly outperform the market over many years, and why we expect them to continue to do so.

In this webinar we discuss:

  • Lincoln Managed Fund performance for the past quarter
  • The current economic environment
  • The factors that drive our Managed Funds’ long-term outperformance
  • The market outlook
  • Q&A

If you have any questions or require assistance registering for the event, please email us or call us on the details below. If you are unable to attend the live webinar, you can still register and a recording will be emailed to you.

You are welcome to forward this invitation to any friends or colleagues who could benefit from this session.

Presented by
Apr 19th, 2021
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.

Important: This communication is issued by Lincoln Indicators Pty Ltd (Lincoln) ABN 23 006 715 573, as Corporate Authorised Representative of Lincoln Financial Group Pty Ltd ABN 70 609 751 966, AFSL 483167. This communication may contain general financial product advice or forward-looking statements regarding our intent, belief or current expectations with respect to the market conditions. Caution is advised to place undue reliance on these forward-looking statements, as our advice has been prepared without taking account of your personal circumstances. Therefore, you should consider its appropriateness, in light of your objectives, financial situation and needs, before acting on it. Before acting on any advice, you should consider the appropriateness of the advice and we recommend you obtain financial, legal and taxation advice before making a decision. Please refer to our Important Information and Financial Services Guide (FSG) for more information at www.lincolnindicators.com.au . If 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) at www.lincolnindicators.com.au before making any decision.

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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.