Announcing the launch of the
Lincoln US Growth Fund


I’m incredibly proud to share with you our US Growth Fund. You can now diversify your investments outside Australia with the methodology you trust.

Tim Lincoln
Co-Founder
Executive Chairman
Chief Investment Officer

The US is home to the world’s largest share market with globally recognised companies which have strong governance standards and reporting requirements, making it strongly aligned to the use of quantitative methods.

We’ve spent two years optimising our trusted methodology for the US market. Using a multi-factor model and our Financial Health overlay we can now identify a portfolio of financially healthy stocks ideal for long term growth.

Diversifying your investments through the Lincoln US Growth Fund is a great way to spread your risk and increase your opportunities outside of Australia.

Ahead of its official launch, the Lincoln Managed Investments team joined me to present comprehensive details of the Fund through a series of webinars.

View the recording our most recent webinar webinar below.

 

US Growth Fund webinar

View the webinar recording

Some of the key topics covered in the webinar include:

  • Why now is the time to diversify into the US market
  • How current macro noise, like a presidential election and coronavirus, could impact the market and why we will block out the noise
  • How the trusted Lincoln investment methodology has been optimised for the US market
  • How to invest
  • Currency hedging options
  • Tax implications and why you don’t have to file a return with the IRS.
What questions do you have on investing in the US?


Recorded webinar presented by the Lincoln team

Tim Lincoln – Co-Founder, Executive Chairman and Chief Investment Officer
Kien Trinh – Head of Research
Matthew Swartz – Portfolio Manager

Invest with confidence
in the world’s largest market#

Who is the Fund suitable for?

The Lincoln US Growth Fund is suitable for investors:

  • Seeking to diversify their equity portfolio internationally
  • Seeking the ability to invest in globally recognised companies
  • Who want their investment to be expertly managed by equity specialists with greater access to research on US companies and markets
  • Who are time poor but still want to invest with confidence, control and peace of mind using Lincoln’s trusted Financial Health Model

Key features of the Fund

 

  • Invests in quality US stocks
  • Uses a multi-factor model and our Financial Health methodology
  • Reduces exchange rate risks by offering a currency-hedged unit class
  • Offers an unhedged unit class for interested investors

We look forward to hosting you at one of our webinars. If you are unable to attend, please get in touch to speak to one of our consultants.

Talk to a consultant

Our Fund experts can help you with long-term performance. Complete your details below and we’ll be in contact within 48 hours.




Disclaimer

Past performance will not be a reliable indicator of future performance.

#All product and company names and logos are trademarks of their respective owners. Use does not imply any affiliation or endorsement of them, but they do represent a segment of companies that are constituents of the S&P 500 which is the Lincoln US Growth Fund’s benchmark.

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 will be Equity Trustees Limited ABN 46  004 031 298, AFSL 240975. a subsidiary of EQT Holdings Limited ABN 22 607 797 615, a publicly listed company on the Australian Securities Exchange (ASX:EQT).  All figures, information and illustrations are as at 6 February 2020 unless stated otherwise. Portfolio holdings will be subject to change without notice. This communication contains general financial product 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. Upon their subsequent release, you should read the Product Disclosure Statement (PDS) and the Reference Guide (RG) where references are made for additional information in the PDS for the Lincoln US Growth Fund (Fund) before making any decisions about whether to invest in the Fund. Forthcoming applications to acquire units in the Fund will only be be made on an Application Form which will be attached to the PDS. You should also also read and consider our Financial Services Guide (FSG) which sets out key information about the services we provide which is available by contacting Lincoln on 1300 676 333 or via our website www.lincolnindicators.com.au.