Investing for strong, long term capital growth requires a strategy that invests in stocks that are fundamentally healthy, that can ride out short term volatility and deliver strong capital appreciation over the long-term. We do this by investing in the numbers – applying our quantitative methodology to construct a portfolio of liquid Stock Doctor Star Growth Stocks. These are among the most financially healthy, high quality growth stocks on the ASX that deliver strong long-term capital returns – a great outcome for investors and SMSFs.
All Lincoln Indicators Managed Funds are established to provide investors with maximum peace of mind about the security of their investments. Not only do we invest in financially healthy companies that have a low risk of failure, but we also hold all client investments in a segregated trust with our custodian J.P. Morgan Chase Bank. Furthermore we are regulated by the Australian Securities and Investment Commission (ASIC) in Australia with strict regulatory requirements which govern exactly what we can and can’t do.
| Investment Type | Wholesale | Retail |
|---|---|---|
| Minimum suggested timeframe | 5 years | 5 years |
| Minimum initial investment | $250,000 | $20,000 |
| Minimum additional investment | $5,000 | $1,000 |
| Management fee (p.a) | 0.76% | 1.40% |
| Performance fee (p.a.) | 20% of outperformance of the benchmark | 20% of outperformance of the benchmark |
| Entry/exit fee | Nil | Nil |
| Minimum withdrawal | $5,000 | $1,000 |
| Minimum balance | $250,000 | $5,000 |
| Minimum savings plan contribution (optional) | $250 per month | $250 per month |
| Buy/sell spread | 0.35% / 0.35% | 0.35% / 0.35% |
| Distribution frequency | 6 monthly | 6 monthly |
| Commencement date | January 2005 | June 2007 |
No, the Growth Fund has no minimum investment timeframe and you will not be penalised if you decide to redeem your funds within a short period of time. But we suggest a minimum of 5-years to allow an adequate timeframe for the Fund to deliver on its long-term objectives.
The performance fee is 20% of the amount by which the Fund’s performance exceeds the All Ordinaries Accumulation Index. A high-water mark ensures investors do not pay fees until periods of underperformance are fully recouped.
No, our Growth Fund have no up-front or exit fees. This does not take into account buy-sell spreads, which represent the estimated transaction costs incurred when buying or selling underlying assets in relation to investment options. The difference between the investment option buy prices and the sell prices is the total buy-sell spread for that option.
To discuss the future of your investments in detail, book in a free consultation with a Lincoln representative.
To discuss the future of your investments in detail, book in a free consultation with a Lincoln financial expert.
