High Return Investments

High Return Investments Backed by Data

Many people are looking for high return investments that will help them achieve their long-term goals, but they also want the security of knowing that what they invest in is stable.

At Lincoln Indicators, our proprietary quantitative methodology, proven for over 35 years, allows investors to find financially healthy and quality stocks that deliver strong performance over the long-term. Whether you require income, growth, or international diversification, we have a high return investment solution for you.

We invest your money into fundamentally healthy stocks that deliver strong capital appreciation over the long-term. By looking through the financials of the 2,000 stocks listed on the ASX, our quantitative analysis can rapidly eliminate around 75% of stocks deemed as a high-risk investment.

Our approach is also able to highlight hidden gem stocks that aren’t on the radar, sitting outside the high profile lists such as the ASX200. This allows us to deliver strong, risk-adjusted returns that protect against downside volatility.

What are High Return Investments?

Understanding the risk vs. return ratio

When an investor is seeking a high return investment to add to their portfolio, they must weigh risk against return. The risk vs reward ratio is an investment principle that relates risk to return. The riskier an investment is, the higher its potential returns can be. Determining the risk vs. reward ratio requires considering many factors such as an investor’s risk tolerance, ability to replace lost funds, and the potential loss of capital.

When considering high return investments, it’s important to understand the risk vs. return ratio on both individual investments and across portfolios when making investment decisions. At Lincoln Indicators, we take all of these factors into consideration to help you optimise your portfolio with risk-adjusted high return investments

At Lincoln Indicators, our high return investment solutions are suitable for a range of investment objectives and risk tolerances.

We focus on businesses with strong competitive advantages and sustainable growth prospects in their industry so that our clients can earn strong returns while managing risk effectively, whatever their investment objectives are.

What Is The Difference Between Dividend and Growth Investments?

Investors assess the stocks to invest in using several factors. Some pursue price changes and trends; others invest based on the type of industry involved. To become a savvier investor, it’s necessary to define your investment objectives and risk tolerance to guide your investment decisions.

One common approach is to focus your high return investment strategy on either income (dividend) or growth investments—the difference between the two lies mostly with your investment objectives and risk profile.

With dividend investments, the company profit is declared and distributed among investors in the form of a dividend payout (income). With growth investments, surplus is reinvested back into the business, leaving profits to be materialised only when stock is sold or redeemed.

Dividend stocks are often considered to be safer or more stable investments than growth stocks, however, this is not always the case. It’s important to conduct your due diligence when determining what investment objective is appropriate for you.

Growth stocks often come with higher risk, but the degree of risk is proportionate to the potential gains.

With Lincoln Indicators’ Stock Doctor, you have access to exclusive Star Stocks that have been identified based on our proven methodology for either income or growth objectives. If you prefer a more hands-off approach, we have a range of managed funds to suit your investment goals by applying the same proven methodology in stock selection.

The two investment types have their appealing points to investors. Below we’ve listed other striking differences between the two:

  • Stability: Dividend investments offer greater stability over time as opposed to growth stocks which pose a higher risk but may have a higher return. It will depend upon your overall time sensitivity and risk-appetite as both options can offer high return investment opportunities.
  • Dividend payout: With growth investment, excess returns and profits are generally reinvested back into the company. For dividend paying companies, excess returns and profits are often paid out regularly to the investors as dividends.
  • Capital gains: Profit for growth investment is only obtained when the stock is sold at a higher share price, whereas, in dividend investment, shareholders will be paid dividends at periodic intervals on top of profit from the sale of the stock.
  • Type of Company: Companies that offer dividends tend to be more established as they need to have a steady cash flow, while growth stocks are generally more volatile due to the size of the company.

Time Horizon: Investors that are uncertain of their duration within the market often choose dividend investments, whilst those with less time sensitivity and a higher risk-appetite may be inclined to invest in growth stocks

High Dividend Stocks or High Growth Stocks?

Deciding where to invest is dependent on your investment objective and risk appetite.

With Lincoln Indicators, you can confidently invest in income or growth stocks, or diversify your portfolio and invest in both dividend and growth stocks.

Whether you are looking for income or growth investments; or a combination of the two, our team can help you invest with confidence, control and peace of mind, whatever your investment objectives may be.

For quality, high return investments, Australian’s choose Lincoln’s Managed Funds

We Look at the Financial Health of Your Investment

There are several indicators to determine whether an investment is financially healthy. Some of these indicators include the free cash flow, return on investment record, etc. Most of these records are indicated in a company’s financial records.

As an investor, determining the financial health of your investment involves a lot of work in terms of research and learning.

If you decide to determine the financial health of an investment yourself, you will need to analyse the financial records of whatever company you want to invest in. This includes analysing indicators like its earning per share (EPS), price earning Ratio (P/E), profitability, growth in sales, expense ratios, Sharpe ratios, and many others.

With Lincoln Indicators, however, you can save yourself the time and potential risk. Our Managed funds are informed by the financial statements of companies on the Australian and U.S. stock exchanges, so that you can rest assured that we are making informed investment decisions.

Why Australian Investors Choose Lincoln Indicators?

Australian investors choose Lincoln Indicators because we prioritise facts over market opinions and data over sentiment. At Lincoln Indicators, our clients move beyond market sentiment and identify high-quality, financially healthy shares with high return investment opportunities.

Whether you are looking to invest in stocks yourself or prefer an expert to manage it for you,we have a solution for your investment goal.


Stock Portfolio Management and Research Software, Stock Doctor

Stock Doctor helps you research and construct a portfolio that aligns with your investment objectives by providing access to our proven quantitative stock research methodology. Our evidence-based approach helps you identify financially healthy, high-quality stocks while flagging those that should be avoided. Stock Doctor takes this one step further, giving you access to our team of analysts.

Learn more about Stock Doctor.


Lincoln Managed Funds

Investing in quality, managed funds can create long-term wealth and a secure financial future. Our managed funds cater to investors with different objectives; high-yield income stream, long-term capital growth, or international diversification.

Our proprietary Financial Health model helps us identify companies with strong cash flows, low debt levels, a history of increasing dividends and a proven track record of success over time. This proprietary methodology is used to guide our stock selection and portfolio management strategies for our Australian Income Fund, Australian Growth Fund and U.S Growth Funds to provide solid long-term returns for our investors.

Learn more about Lincoln Managed Funds

Contact Lincoln Indicators

Finding secure, high return investments can be both challenging and time consuming. Lincoln Indicators Managed Funds takes the hassle away, ensuring our clients have confidence and peace of mind where their investments are concerned. Each fund has been developed by investing in the numbers – applying our quantitative methodology to invest in a portfolio of the highest quality stocks.

Learn more and get in touch with a member of our team on 1300 676 333 or at enquiries@lincolnindicators.com.au.


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.

Managed funds FAQs

Here are some of our most frequently asked questions.
Is it safe to invest in Stocks and Managed Investments?

Investing of every kind comes with some degree of risk, some more than others. Stocks and managed funds can fluctuate in the short term, but they can produce higher returns than lower-risk investments over the long term.

With our proprietary quantitative methodology and Stock Doctor as our core research tool, you can feel comfortable knowing that our investment process rigorously analyses stocks in our managed funds allowing you to invest in a portfolio of financially healthy stocks that align with your risk appetite and investment objectives.

Does Lincoln Indicators analyse all companies on the Australian Stock Exchange and the U.S. Stock Exchange markets?

Yes. Our proprietary methodology has been analysing the financial statements of every company on the Australian Stock Exchange since 1996 and, since 2020, the U.S. stock exchange. We analyse the Financial Health of thousands of businesses within 24-48 hours of their reporting so that our members and investors can make confident and informed investment decisions.

Why invest in the numbers

Get the facts

Copyright © 2024 Lincoln Indicators Pty Ltd. All rights reserved.

All financial services are provided by Lincoln Indicators Pty Ltd ABN 23 006 715 573 (Lincoln) as the Corporate Authorised Representative of Lincoln Financial Group Pty Ltd ABN 70 609 751 966, AFSL 483167.

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