+Total saving of $365.83 based on RRP of $1,595 for a 12 month Stock Doctor subscription.
as at 30 November 2015
^Star Growth Stock past performance
Star Growth Stock returns were calculated by Lincoln as a measure of the historical performance of the strategy reflecting the changes in recommendation and the performance of them over time and does not represent an actual investment.
Investments go up and down. Past performance is not a reliable indicator of future performance and should not be relied upon.
The performance over the stated time period/s reflects the capital return on a notional portfolio of $100,000 that is equally invested in each Star Growth Stock at the commencement of the relevant performance period quoted. The portfolio is rebalanced to equal weight exposure when the composition of the Star Growth Stocks changes.
For all transactions, closing prices for the next trading day are assumed. Transaction costs of 0.5% on each purchase and sale have been incorporated into the performance figure. Returns are expressed in a per-annum basis. The calculation makes no allowance for other distributions, government charges or tax, or annual subscription fees payable to Lincoln. The Star Growth Stock calculation includes a 2.51% dividend which is the income return generated by the Lincoln Australian Growth Fund since inception. The fund invests solely in Star Growth Stocks.
All performance figures are calculated as a per annum percentage and reflect the overall capital return of the strategy highlighted above for the stated time period presented. It is important to note that for returns on periods longer than 12 months, actual annual returns achieved during the time period would have varied, both positively and negatively, from the stated overall performance figure. For returns of 12 months, the per annum performance varies positively and negatively month to month reflecting the volatility of the equities asset class. Therefore no performance figure should be taken as a reliable indicator of future performance.
The Star Growth Stock criterion has not remained constant but has been revised and updated over time. The quoted performance reflects actual Star Growth Stock recommendations as they have been published to the public over time and have not been retrospectively implemented.
**Star Income Stock past performance
Star Income Stock past performance is calculated by Lincoln by applying the same performance calculation process as the Star Growth Stocks described above with the following exception.
Dividend distributions are incorporated in the calculations. These are reinvested in the specific investments which generate the distribution on the appropriate ex entitlement dates.