Lincoln Managed Funds

Invest in the numbers with us

Managed Funds for long-term 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 Income Fund

The Lincoln Australian Income Fund offers a medium to a long-term income stream with a sustainable dividend yield that may include long-term capital growth. It may be suitable for investors seeking an income stream, retirees in the preservation phase and investors with SMSFs.

Read more about our Income fund

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 and investors with SMSFs.

Read more about our Growth 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 the Australian market. Two funds are open for investors – The Lincoln U.S. Growth Fund Hedged and Lincoln U.S. Growth Fund Unhedged. It may suit investors who are looking for strong capital appreciation over a period of five to ten years or more, international diversification and investors with SMSFs.

Read more about our U.S. Growth Funds



The information provided above did not consider the investment objectives, financial situation or particular needs of any particular person. 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. You should obtain a copy of our Financial Services Guide and the Product Disclosure Statements before deciding whether to invest in these products.

The Fund’s Target Market Determination is available here. A Target Market Determination document must be made available from 5 October 2021. It describes who this financial product is likely to be appropriate for (i.e. the target market) and any conditions around how the product can be distributed to investors. It also describes the events or circumstances where the Target Market Determination for this financial product may need to be reviewed.

What are the Lincoln retail and wholesale managed funds?

Lincoln has two retail and wholesale managed funds, the Australian Income and Growth Fund. The retail funds are available to all retail investors, and the minimum investment is $5,000. The wholesale funds are only available to wholesale investors, as defined under section 761G of the Corporations Act 2001 (Cth), with a minimum investment of $250,000. The U.S. Growth Fund has two options, hedged and unhedged. They are available to retail and wholesale investors with a minimum investment of $5,000.

There is five eligibility test under which clients may be treated as a wholesale investor, summarised below:

  • Investing over $500,000 upfront;
  • Individual Wealth – Net assets of $2.5 million or gross annual income of over $250,000 shown over two financial and certified by an account;
  • Professional Investor – institutional investors with specific attributes;
  • Large Business – more than 20 employees or more than 100 employees if the business is or includes manufacturing goods;
  • Sophisticated Investors – persons that an AFSL holder has determined to be experienced in using financial services;
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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Copyright © 2024 Lincoln Indicators Pty Ltd. All rights reserved.

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.

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