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

As a valued investor you will receive:

  • daily online reporting
  • regular market commentary
  • half yearly distribution statements
  • access to our team of Analysts

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

Stock Doctor trial