Lincoln

Lincoln Australian Share Fund

Intelligent investing for the conscientious investor


Our proven fundamental sharemarket analysis methodology identifies the best investment opportunities across the whole market while weeding out potential disasters. Only companies of the highest quality, financial health and value make the Lincoln investment grade.

The Lincoln Australian Share Fund1 combines this fundamental sharemarket analysis methodology with in-house investment management expertise to bring you a portfolio of around 30 to 50 of Australia's most financially healthy companies.

Retail and wholesale investors can access the brightest stars in the Australian sharemarket in a professionally managed portfolio. Request your information pack today!

Invest now View report
MorningstarThe Lincoln Wholesale Australian Share Fund received a Morningstar RatingTM of ***** as at 30 September 2008. A Morningstar Rating is an assessment of a fund’s past performance – based on both return and risk – which shows how similar investments compare with their competitors. A high rating alone is insufficient basis for an investment decision.

Further information
Lincoln Wholesale Australian Share Fund returns as of 31 October 2008
2 years3 years
-4.69% p.a.4.28% p.a.
Fund Home
My account
Information pack
Investment approach
Fund features
Fund performance
Monthly Fund review
Investor testimonials
FUNDamental strategies
Invest now
Daily unit prices
Wholesale
Retail
FOR:
19-Nov-2008
ENTRY:
$AU0.7924
EXIT:
$AU0.7868

FOR:
19-Nov-2008
ENTRY:
$AU0.5747
EXIT:
$AU0.5707
Unit prices explained

1 The Lincoln Wholesale Australian Share Fund and the Lincoln Retail Australian Share Fund are separate classes of units which form the Lincoln Australian Share Fund.

© Morningstar Research Pty Ltd ABN 83 062 096 342, AFSL 243161. All rights reserved. To the extent that any of the content above constitutes advice, it is general advice that has been prepared by Morningstar, without reference to your objectives, financial situation or needs. 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 any financial investment decision. If applicable, investors should obtain the relevant product disclosure statement and consider it before making any decision to invest. Please refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/fsg.asp

Important Information

Copyright & Terms of Use | Privacy Policy & Security | AIFRS | FSG | Sitemap | Unsubscribe

2004 - 2008 Lincoln Indicators Pty Ltd ACN 006 715 573 (Lincoln), AFS Licence 237740

This communication may contain general financial product advice. It has been prepared without taking account of your personal circumstances and you should therefore consider its appropriateness in light of your objectives, financial situation and needs, before acting on it. Where our advice relates to the acquisition or possible acquisition of a financial product, you should obtain a copy of and consider the Financial Services Guide (FSG) before making any decision by clicking here.

The FSG is a key document which sets out information about Lincoln Indicators Pty Ltd, our Authorised Representatives and the services we offer. It will assist you in deciding whether to obtain financial services from us. Please note that our analysis and advice is impacted by the Australian equivalent of International Financial Reporting Standards (AIFRS). For further information click here.		Lincoln Australian Share Fund (the 'Fund') - Investment Manager: Lincoln Indicators Pty Ltd. Responsible Entity of the Fund: Equity Trustees Limited ABN 46 004 031 298, AFSL 240975.

Before making a decision about whether to acquire or continue to hold a product or service, any information or advice regarding the Fund, a master trust, wrap account or Investor Direct Portfolio Service (IDPS), should be read and considered in conjunction with the Fund's Product Disclosure Statement (PDS) and other disclosure statements relevant to the master trust, wrap account and IDPS.

Neither Lincoln Indicators Pty Ltd, Equity Trustees Limited, or their directors, employees or agents guarantees the performance of, or repayment of capital or income invested in the Fund.		Investments can go up and down. Past performance is not a reliable indicator of future performance.

Lincoln Indicators Pty Ltd, as Investment Manager, will be remunerated on the basis of funds invested in the Fund. Lincoln will also receive an ongoing fee based on the value of funds invested through a master trust, wrap account or IDPS via Lincoln.

Lincoln Indicators Pty Ltd, its employees and/or its associates may hold interests in ASX listed companies referred to on this website. This position could change at any time without notice. Currency references in this website are references to Australian dollars only. Pricing is GST inclusive.

Website by Newline Development Pty Ltd