Lincoln - Managed Investments

Features

The Lincoln Australian Share Fund provides cost-effective access to professional portfolio management expertise within an actively managed fund.

Our managed fund only invests in quality, financially healthy stocks listed on the Australian Securities Exchange.

Investment objective

  • to outperform the S&P/ASX 300 Accumulation Index over the medium to long term, after fees and expenses

Ideal for:

  • investors seeking confidence and peace of mind
  • time poor investors seeking professional portfolio management expertise
  • investors seeking long-term capital growth and income
  • long-term investors with a five years plus investment horizon
  • direct and adviser-directed investors
  • direct stock market investors seeking a low-cost way to diversify their investment portfolios
  • SMSFs with a long-term growth investment strategy

Benefits to you:

  • concentration of fundamentally superior, quality companies in a single portfolio
  • comfort, confidence and piece of mind
  • professionally managed by team of Australian shares specialists
  • competitive management fees with no entry or exit fees
  • regular savings plan available from only $250 a month
  • daily online reporting
  • regular market commentary and reviews
  • ready access to our team of analysts