Disclaimer

Important Information

Lincoln Investment Process

Lincoln Indicators Pty Ltd (Lincoln) identifies stocks that meet certain pre-defined criteria. Companies that fail to pass this screening process have no further research conducted on them. For more information on the Lincoln Investment Process refer to Lincoln’s Education material.

“Advice” on this website

This website may contain general financial product advice. It has been prepared without taking account of your personal circumstances (including your objectives, financial situation or needs) and you should therefore consider its appropriateness in light of your objectives, financial situation and needs, before acting on it.

The Portfolio Constructor

The Portfolio Constructor generates a hypothetical portfolio based on a specific profile selected by the user (e.g. Aggressive – Growth Focus, Balanced – General Focus, etc.) This profile is determined by the user and may or may not be appropriate for the user (for example, a user may wish to run the Constructor numerous times using different investor profiles). This tool is for research purposes only and any output is not a recommendation to buy, sell or hold any stock, and does not suggest appropriate weightings. Rather, the companies highlighted align with Lincoln’s investment approach and are displayed relative to the risk, return and income preference identified as objectives of the profile selected.

For an explanation of Lincoln’s Investment Process click here. To learn more about the Optimiser click here. (For Marketing this click should go to “Help” being prepared for Stock Doctor online)

The Portfolio Optimiser

The Portfolio Optimiser produces a list of suggested stocks (“Optimised suggestions”) that may be considered as part of a portfolio. The inclusion of a stock is not a recommendation to buy the stock. Rather, the inclusion of a stock in the list of “Optimised suggestions” means that the stock aligns with Lincoln’s investment approach and relative to the risk, return and income preference identified as objectives of the profile selected are stocks to consider for further research. This does not necessarily mean that the portfolio or the stock is appropriate for the user.

For an explanation of Lincoln’s Investment Process click here. To learn more about the Optimiser click here. (For Marketing this click should go to “Help” being prepared for Stock Doctor online)

Status

The Status (shown as green, orange or red indicators) is not a recommendation to buy, hold or sell any particular stock. Rather, the Status shows how a particular stock aligns with Lincoln’s investment approach and the relative risk, return and income preferences identified as objectives of the profile selected by the user.

Information about financial services we provide

Please refer to our Financial Services Guide that sets out information about Lincoln Indicators Pty Ltd and the services we (or our representatives) offer under an Australian Financial Services Licence (AFSL 483167) issued to Lincoln Financial Group Pty Ltd (ABN 70 609 751 966). It will assist you in deciding whether to obtain financial services from us.

Lincoln Managed Funds

This website contains references to Lincoln Australian Growth Fund and Lincoln Australian Income Fund (the ‘Funds’). The Investment Manager of the Funds is Lincoln Indicators Pty Ltd as Corporate Authorised Representative of Lincoln Financial Group Pty Ltd. The Responsible Entity of the Funds is Equity Trustees Limited ABN 46 004 031 298, AFSL 240975.

None of Lincoln Indicators Pty Ltd, Lincoln Financial Group Pty Ltd, Equity Trustees Limited or their directors, employees or agents guarantees the performance or repayment of capital or income invested either of these Funds. 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 either of these Funds.

Lincoln also has an arrangement with the Wealthtrac Portfolio Service and the operators of any master trust, wrap account or IDPS that makes the Funds available to investors, and will receive remuneration for its investment management and associated administration services. This remuneration will usually be a percentage of the monies invested.

Before you acquire any financial product or service

Before making a decision about whether to acquire or continue to hold a product or service (including one of the Funds, a master trust, wrap account or Investor Direct Portfolio Service (IDPS), you should read and consider the relevant Fund’s Product Disclosure Statement (PDS) and Reference Guide (where relevant) or other disclosure documents relevant to the master trust, wrap account or IDPS.

Other

Lincoln Indicators Pty Ltd, Lincoln Financial Group Pty Ltd, any employees and/or associates of these entities, may hold interests in ASX listed companies referred to on this website. This position could change at any time without notice.

Third Party Disclaimers

Morningstar
ASX-listed company data is copyright and provided by Morningstar Australasia Pty Ltd (“Morningstar”) © 2014 ABN: 95 090 665 544, AFSL: 240892 (a subsidiary of Morningstar, Inc). All rights reserved. The data and content is provided by Morningstar, its affiliates or associated content providers. None of Morningstar, its affiliates and their content providers guarantee the data to be accurate, complete or timely nor will they have any liability for its use or distribution. Some of the material provided is published under licence from ASX Operations Pty Limited ACN 004 523 782 (‘ASXO’).