Lincoln Managed Funds

Invest in the numbers with us

Funds for income, capital growth and investment diversity

Introducing our Managed Funds

with Tim Lincoln, Co-Founder and
Chief Investment Officer
Video duration: 2m 15s

Managed funds FAQs

Here are some of our most frequently asked questions.
What types of managed funds does Lincoln offer?

Australian Growth Fund

Our Lincoln Australian Growth Fund is an actively managed portfolio of high-quality growth-orientated ASX stocks. It may suit investors who are looking for strong capital appreciation over a period of five to ten years or more.

Read more about our Growth fund

Australian Income Fund

The Lincoln Australian Income Fund offers a stable and reliable, high-dividend yield with potential for long-term capital growth. It is ideal for investors on a marginal tax rate who would like to maximise their income stream and take advantage of franking credits.

Read more about our Income fund

U.S. Growth Funds

The Lincoln U.S. Growth Funds are an actively managed, diversified portfolio of U.S. growth stocks. They have been created to help Australian investors spread portfolio risk by diversifying their growth stock holdings outside of the Australian market. There are two funds open for investors – The Lincoln U.S. Growth Fund Hedged and Lincoln U.S. Growth Fund Unhedged.

Read more about our U.S. Growth Funds

What is a Lincoln retail managed fund?

Lincoln’s retail managed funds are designed to cater for individual investors with a lower minimum investment amount, starting from $20,000. They also have the option of regular saving plan options to help boost their future contributions.

What is a Lincoln wholesale managed fund?

Lincoln’s wholesale managed funds are designed to cater for professional investors with significantly higher minimum investment amounts, in excess of $250,000 per fund.

How are the Lincoln Funds structured?

Equity Trustees Limited ABN 46 004 031 298 AFSL 240975 is the Responsible Entity of the Lincoln Indicators managed funds. Equity Trustees has appointed Lincoln Indicators  as the investment manager of the funds –  Lincoln Australian Income Fund, the Lincoln Australian Growth Fund and the Lincoln U.S. Growth Funds.

J.P. Morgan Chase Bank (J.P. Morgan) was appointed as custodian to hold the assets of the Funds and to perform certain administrative functions in relation to the Funds.

 

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All financial services are provided by Lincoln Indicators Pty Ltd ABN 23 006 715 573 (Lincoln) as the Corporate Authorised Representative of Lincoln Financial Group Pty Ltd ABN 70 609 751 966, AFSL 483167.