Lincoln Australian Growth Fund

Invest in the numbers for growth

For long-term capital growth

Introducing the Lincoln Australian Growth Fund

with Tim Lincoln, Co-Founder and
Chief Investment Officer
Video duration: 1m 35s

Aiming for strong, long term capital growth.

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.

Current strategic insights

Tim Lincoln

By Tim Lincoln Managing Director and Chief Investment Officer
As at 31 Jan 2024

The Lincoln Australian Growth Fund has employed a tactical position aimed to reduce risk/volatility in our managed fund portfolio. Our defensive strategy was executed in August 2023 which involved the Fund hedging its equity exposure with the Beta Shares Australian Bear ETF (BBOZ). Our decision has the effect of neutralising the impact of market fluctuations on the unit prices for our investors.

What this means is that we have taken the broad market moves out of our total return profile. Therefore, our unitholders won’t participate in market rallies, but likewise, they will not be impacted by market corrections. The unit prices are now solely determined by how well the stocks that we invest in perform relative to the broader market. If they outperform, unit prices will go higher and vice-versa.

Many of our clients that know me personally, are surprised with my bearish view and the tactical portfolio positioning, as I am usually 100% invested and block out the noise. But this time, I truly believe the market has not priced in the lag effect that a higher interest rate environment will have on company earnings and the subsequent ramifications that could follow for markets.

The extraordinary rally that transpired to end 2023 has had an impact on our relative returns to the ASX All Ordinaries Index. The Fund team are prepared to endure the short term underperformance because we have high conviction that capital preservation tactics are the prudent measure to take in a highly uncertain economic environment. For more information, please contact our Fund Team directly on 1300 676 333.

Average return per annum since inception

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Performance over time

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(a) 11/01/2005 and 01/06/2007 are the inception dates of the Wholesale and Retail funds respectively.
(b) Total Fund return is inclusive of income paid and payable to the Fund to unit holders, in addition to the difference in exit prices for the relevant periods net of management fees, ongoing fees and expenses, and assume distributions are reinvested and that no tax is deducted. Performance quoted is historical actual performance. Investments go up and down. Past performance is not a reliable indicator of future performance.
(c) ASX All Ordinaries Accumulation and S&P/ASX Small Ordinaries Accumulation indexes are sourced from Standard and Poor’s.

Active investing, open communication

  • May be suitable for investors and SMSFs seeking strong long-term capital growth
  • Exposure to high-quality growth stocks
  • Actively managed using our proprietary quantitative methodology
  • Your funds held securely in trust
  • Competitive management fees
  • 24/7 online account access
  • Regular investor events and correspondence
  • Direct access to the investment research team
  • Dedicated investor liaison
“I have found the Lincoln Australian Growth Fund to be an excellent investment vehicle.”
John Richards, Stock Doctor member since 2009# and Lincoln Managed Funds investor since 2014#

Maximum security for peace of mind

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.

Key information

Investment Type Wholesale Retail
Minimum suggested timeframe 5 years 5 years
Minimum initial investment $250,000 $5,000
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 $1,000 $1,000
Minimum balance $250,000 $5,000
Minimum savings plan contribution (optional) $250 per month $250 per month
Buy/sell spread 0.25% / 0.25% 0.25% / 0.25%
Distribution frequency 6 monthly 6 monthly
Commencement date January 2005 June 2007

Lincoln Australian Growth Fund

Investors seeking strong, long-term capital growth shouldn’t look past an Australian growth fund. Actively managed growth funds relieve you of the pressure to know which stock to pick, removing much of hesitation and uncertainty that comes with investing.

The Lincoln Australian Growth Fund consists of an actively managed portfolio of high-quality growth orientated ASX stocks. It’s suitable for investors seeking strong capital appreciation over a five to ten-year period. As the Lincoln Australian Growth Fund investment manager, we take on all decisions around when to buy, sell, or hold on to the stocks in the growth fund.

The benefits of investing in a quality growth fund

The Lincoln Australian Growth Fund leverages our proprietary Financial Health methodology that identifies quality, financially healthy business. This quantitative, systematic approach has a demonstrated track record of outperformance, dating back to its inception in 2005. As a top performing Australian equity fund, we’ve received a 5 Crown Fund Rating from FE fund info*.

Our offering

The Lincoln Australian Growth Fund is actively managed by our experienced team of portfolio managers and analysts, who apply our unique quantitative investment process to deliver results. We believe that investing in a concentration of financially healthy stocks will deliver strong performance outcomes to investors over the long-term.

In selecting stocks for our growth funds, we apply our systematic, quantitative methodology in analysing and identifying financially healthy businesses with high-growth potential and low risk of failure. This objective, analytical approach was pioneered by our founder, Dr. Merv Lincoln, who sought to incorporate scientific levels of accuracy and predictability into the world of finance. Combined with sophisticated computer technology, our proprietary methodology analyses all 2,000+ companies listed on the ASX.

Get started today

If you’re ready to learn more about the Lincoln Australian Growth Fund, our historical performance and investment methodology – simply get in touch. Our experts are more than happy to answer any questions about any of our services. Contact us today.

*As at 31st August 2020, performance relates to Lincoln Australian Wholesale Growth Fund. The FE AMI Equity Australia – 5 Crown Rating does not constitute investment advice offered by FE and should not be used as the sole basis for making any investment decisions.

Important information

The Investment Manager for the Lincoln Australian Growth Fund, Lincoln Australian Income Fund, Lincoln U.S. Growth Fund Hedged and Lincoln U.S. Growth Fund Unhedged (the Funds) is Lincoln Indicators Pty Ltd (Lincoln Indicators) ABN 23 006 715 573 as Corporate Authorised Representative of Lincoln Financial Group Pty Ltd ABN 70 609 751 966, AFSL 483167 (Lincoln Financial). Equity Trustees Limited (Equity Trustees) ABN 46 004 031 298, AFSL 240975 is the Responsible Entity for the Funds. Equity Trustees is a subsidiary of EQT Holdings Limited ABN 22 607 797 615, a publicly listed company on the Australian Securities Exchange (ASX: EQT).

This communication has been prepared by Lincoln Indicators, as Corporate Authorised Representative of Lincoln Financial, to provide you with general information only. In preparing this communication we did not take into account 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. Neither Lincoln Indicators, Lincoln Financial, Equity Trustees nor any of their related parties, their employees or directors, provide any warranty of accuracy or reliability in relation to such information or accepts any liability to any person who relies on it. Past performance should not be taken as an indicator of future performance. You should obtain a copy of our Financial Services Guide and the Product Disclosure Statements before making a decision about whether to invest in these products.

The Fund’s Target Market Determination is available here. A Target Market Determination is a document which is required to 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.

 

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FAQs

Here are some of our most frequently asked questions.
Am I locked into my investment?

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.

How is the performance fee calculated?

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.

Are there any up-front or exit fees?

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.

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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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