Lincoln Australian Growth Fund

Invest in the numbers for growth

For strong, long-term capital growth

Introducing the Lincoln Australian Growth Fund

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

A top performing Australian equity fund

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.

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.
(d) Minimum intial investments are $250,000 for the wholesale fund and $20,000 for the retail fund.

Active investing, open communication

  • Ideal for investors and SMSFs seeking strong capital growth
  • Exposure to high-quality growth stocks
  • Actively managed using our proprietary quantitative methodology
  • Takes advantage of all market conditions
  • 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 $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

Join us for our weekly market round-up

Where Tim and Kien exclusively discuss the market movements and the stocks to watch, insights previously reserved for Members only.
Filmed on Oct 23rd, 2020

Taking Stock Weekly Insights

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.

Begin your journey to long-term security.

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Copyright © 2020 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.