Why Managed Funds?

If you’re time poor, balancing work and family commitments, or simply don’t have the confidence or inclination to manage your own investments, then managed funds may be an option.

High return investments with Lincoln’s Managed Funds

At Lincoln Indicators, our quantitative methodology takes the guesswork — and human error — out of the equation. Our high-performing managed funds are tailored to suit a range of investment goals — whether you’re in pension-phase looking for a high yielding income stream, or in the accumulation phase seeking capital growth, or want to diversify your portfolio.

Each of our managed funds has been developed by investing in the numbers. Applying our quantitative methodology, we filter for financially healthy stocks to determine which ASX and U.S. stocks to buy for our managed funds.

Our Australian Income Fund provides a consistent yield and long-term returns, even at the current record low-interest rates. By filtering for only financially healthy stocks, we avoid company failures, ensuring a regular income stream over the long term. Our Australian and U.S. Growth Funds provide exposure to high-quality growth stocks and have a track record of outperformance and taking advantage of all market conditions.

Strong, long-term capital growth requires financially healthy, high return investments that can ride out short-term volatility to deliver wealth-building capital appreciation.

Contact us to learn more about our income and growth funds

Let our professional team at Lincoln Indicators help take the worry out of deciding which stocks to buy. Instead, let us help you build your long-term wealth through our managed funds. We have a track record of outperformance that dates back decades, and between our Australian Growth Funds, Income Funds and U.S. Growth Funds, you’re spoilt for choice.

Contact us today for more information.

Important information

The Investment Manager for the Lincoln Australian Growth Fund, Lincoln Australian Income Fund, Lincoln U.S. Growth Fund Hedged and Lincoln U.S. Growth Fund Unhedged (the Funds) is Lincoln Indicators Pty Ltd (Lincoln Indicators) ABN 23 006 715 573 as Corporate Authorised Representative of Lincoln Financial Group Pty Ltd ABN 70 609 751 966, AFSL 483167 (Lincoln Financial). Equity Trustees Limited (Equity Trustees) ABN 46 004 031 298, AFSL 240975 is the Responsible Entity for the Funds. Equity Trustees is a subsidiary of EQT Holdings Limited ABN 22 607 797 615, a publicly listed company on the Australian Securities Exchange (ASX: EQT).

This communication has been prepared by Lincoln Indicators, as Corporate Authorised Representative of Lincoln Financial, to provide you with general information only. In preparing this communication we did not take into account the investment objectives, financial situation or particular needs of any particular person. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Neither Lincoln Indicators, Lincoln Financial, Equity Trustees nor any of their related parties, their employees or directors, provide any warranty of accuracy or reliability in relation to such information or accepts any liability to any person who relies on it. Past performance should not be taken as an indicator of future performance. You should obtain a copy of our Financial Services Guide and the Product Disclosure Statements before making a decision about whether to invest in these products.

The Fund’s Target Market Determination is available here. A Target Market Determination is a document which is required to be made available from 5 October 2021. It describes who this financial product is likely to be appropriate for (i.e. the target market), and any conditions around how the product can be distributed to investors. It also describes the events or circumstances where the Target Market Determination for this financial product may need to be reviewed.