Quarterly Funds Update

Lincoln Managed Funds
Presented by
Feb 11th, 2021
Register Now

After the sharpest market rally in modern history, equity markets finished the December quarter on a high note and have continued their strength into the new year.

Yet the recovery hasn’t been across the board. Amid an aggressive factor rotation from growth/quality to cyclical/value in the Australian market, the best performers in recent months have overwhelmingly been cyclical value stocks. It is particularly true for businesses that suffered significant disruption during the COVID-19 lockdown, such as those leveraged to tourism and travel. However, many of these value stocks are high risk, hiding weak financial health and deteriorating fundamentals, with earnings lagging their share price recoveries.

Value rotations are typical during post-recession recoveries. Over the past decade, these rotations have only been short-lived before a rotation back to quality and growth.

We will explore these themes 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 also provide an update on the quarterly performance of our Managed Funds.

Agenda

  • The current economic environment
  • Lincoln Managed Funds’ performance for the December quarter
  • The market outlook for the coming 12 months
  • The factors that drive our Managed Funds’ long-term outperformance
  • Interactive Q&A

If you have any questions or require assistance registering for the event, please email us or call us.

If you are unable to attend the live webinar recording will be emailed to you.

Presented by
Feb 11th, 2021
Register Now
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.

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 shall not be liable for any loss or damage howsoever arising as a result of any person acting or refraining from acting in reliance on any information contained herein. No reader 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, Lincoln Financial Group Pty Ltd and directors, employees and/or associates of these entities may hold interests in ASX listed companies. This position is disclosed within the Stock Doctor program and may change at any time without notice.

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 © 2022 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.