Top Performing Boutique Fund Manager providing two solutions for direct retail investors
Both managed investment solutions are based on our renowned investment philosophies, disciplined investment framework, and professional management capabilities. At the heart of our portfolio management discipline is Lincoln’s renowned academically proven quant driven methodology of identifying high-quality, financially healthy ASX stocks.
Tim Lincoln, Lincoln’s Co-Founder, Executive Chairman and Chief Investment Officer ensures continued consistency of his father’s investment philosophy is maintained.
Lincoln Australian Growth Fund is designed to help investors maximise capital growth over the long-term via exposure to the ASX’s healthiest and highest quality mid to small-cap growth orientated businesses. It aims to achieve a high level of growth over the long-term and to outperform the All Ordinaries Accumulation Index.
Lincoln Australian Income Fund is designed to maximise income potential without unnecessary compromise, providing investors with high dividend yield fund (paid quarterly) while reaping long-term rewards from investing in high-quality, financially sound stocks.
Which managed fund is right for you?
With a focus on capital appreciation, this managed fund invests in equally weighted Stock Doctor Star Growth Stocks. Renowned for their outstanding performance, Star Growth stocks represent a portfolio of companies with exceptional financial health and strong growth prospects.
This managed fund is designed for those seeking a reliable and dependable income stream. The portfolio has been constructed from the most financially healthy and highest yielding Australian equities, Stock Doctor Star Income Stocks and hybrid securities.
Talk to a Fund Consultant
Book a free consultation to discover which fund suits you best.