Lincoln Australian Income Fund

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A smarter solution for maximising your income.

The Lincoln Australian Income Fund provides you with a rare opportunity to benefit from a dependable, high dividend yield while reaping the rewards from investing in high-quality, financially sound ASX stocks.

It is perfectly positioned for those on a marginal tax rate who’d like to maximise their income stream and take advantage of franking credits.

Who is the fund suitable for?

Investors seeking:

  • A reliable income stream.
  • A lessened exposure to equity market risk.
  • A cost-effective way to diversify their investment portfolios.
  • Timely reporting on their investments.
  • Their investment to be expertly managed by Australian equity specialists.
  • Access to Lincoln’s Financial Health methodology and Stock Doctor Star Income Stocks but who are time poor.

Key features of the Fund

  • Quarterly distributions.
  • Investment safety – money held in trust
  • No up-front or exit fees.
  • No minimum investment time-frame.
  • Professionally managed by our team of Australian share specialists.
  • Daily online reporting.
  • Regular market commentary and reviews.
  • Reputable Custody and Registry service providers.

Fund Facts

Investment type Retail Wholesale
Investment objective To provide income above the yield of the S&P/ASX 200 Accumulation Index including franking credits, and potential capital growth over the medium to long term (5+ years).
Minimum suggested timeframe 5 years
Minimum initial investment $20,000 $250,000
Minimum additional investment $1,000 $5,000
Management costs (p.a) 1.75% 0.95%
Entry/exit fees Nil
Minimum withdrawal $1,000 $5,000
Minimum balance $5,000 $250,000
Minimum savings plan contribution (optional) $250 per month
Buy/sell spread 0.35% / 0.35%
Distribution frequency Quarterly
Commencement date 2 April 2012

How to invest

  1. Download and read
    Product Disclosure Statement (PDS) Reference Guide
  2. Read and review
    Financial Services Guide (FSG) Privacy Policy
  3. Complete and sign the Application Form found at the back of the PDS
    Product Disclosure Statement (PDS)
  4. Send us your completed and signed Application Form to:
    Lincoln Indicators Pty Ltd
    C/- Link Market Services
    PO Box 3721
    Rhodes NSW 2138

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Past performance is not a reliable indicator of future performance.

Important information: This information is issued by the Investment Manager, Lincoln Indicators Pty Ltd (Lincoln) ABN 23 006 715 573, as Corporate Authorised Representative of Lincoln Financial Group Pty Ltd ABN 70 609 751 966, AFSL 483167. The Responsible Entity of the Fund is Equity Trustees Limited ABN 46 004 031 298, AFSL 240975. All figures, information and illustrations are as at 30 April 2018 unless stated otherwise. Portfolio holdings are subject to change without notice. This communication contains general information only. 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. It has been prepared without taking into account the objectives, financial situation or needs of any individual investor. As a result, you should consider its appropriateness in regard to your particular objectives, financial situation and needs. You should also consider obtaining your own independent advice before making any financial decisions. You should read the Product Disclosure Statement (PDS) and the Reference Guide where references are made for additional information in the PDS for the Lincoln Australian Growth Fund or Lincoln Australian Income Fund before making any decision about whether to acquire or continue to hold in either product. Applications to acquire units can only be made on an Application Form attached to a current PDS. You should also read and consider our Financial Services Guide (FSG), which sets out key information about the services we provide. A copy of each PDS, including the Reference Guide and our FSG are available by contacting Lincoln on 1300 676 333 or via our website

Lincoln will be remunerated based on funds invested. Neither Lincoln, Equity Trustees Limited, or their directors, employees or agents provide any guarantee, representation or warranty as to the reliability, accuracy or completeness of the information in this document; and do not accept any responsibility or liability arising in any way (including by reason of negligence) for errors in, or omissions from, this document. This disclaimer does not purport to exclude any warranties implied by law which may not be lawfully excluded. Neither Lincoln, Equity Trustees Limited, or their directors, employees or agents guarantees the performance of, or the repayment of capital or income invested in the Fund.