Quarterly Funds Update

Lincoln Managed Funds
Lincoln Indicators
Presented by

Lincoln Indicators

Oct 19th, 2020
1hr 11mins

Uncertainty in the U.S. election has led to increased market volatility in recent weeks. Our Managed Funds are embracing this period to look for oversold high-quality opportunities. With interest rates expected to remain low until at least 2023, coupled with a pro-growth Federal Budget and potential for a COVID vaccine, we believe the markets will look past the current economic recession and trend higher in the longer term. For now, with financial health by our side, we are well prepared for the risks ahead, particularly as the Government winds down its support packages to businesses.

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

We provide highlights on our quarter end performance and explain how:

  • The Lincoln Australian Growth Fund was awarded a 5 Crown Rating in the FE fundinfo, AMI-Equity Managed Fund sector©*
  • The Lincoln Australian Income Fund is set to deliver a stronger distribution this September quarter, at approximately 1.25 cents per unit
  • The drivers and detractors of returns for the Lincoln U.S. Growth Funds.

 

* ©2020 FE. All Rights Reserved. The information, data, analyses, and opinions contained herein (1) include the proprietary information of FE, (2) may not be copied or redistributed, (3) do not constitute investment advice offered by FE, (4) are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and (5) are not warranted to be correct, complete, or accurate. FE shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use. FE does not guarantee that a fund will perform in line with its FE Crown Fund Rating as it is a reflection of past performance only. Likewise, the FE Crown Fund Rating should not be seen as any sort of guarantee or assessment of the creditworthiness of a fund or of its underlying securities and should not be used as the sole basis for making any investment decision.

Lincoln Indicators
Presented by

Lincoln Indicators

Oct 19th, 2020
1hr 11mins
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.

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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.