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 Managing Director and Chief Investment Officer ensures continual consistency of his father’s investment philosophy is maintained.
Lincoln Australian Growth Fund which was recently ranked by Morningstar^ as the No 1 Performing Small/Mid Cap Fund as at 31 January 2019 is designed to help investors achieve long-term prosperity via exposure to ASX’s healthiest and highest quality growth orientated businesses.
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.
^Source: Morningstar Fund Report – for the 12 months to 31 January 2019
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.