Why invest in the numbers?

Investment strategies for DIY investors and SMSF Trustees

“Without understanding the financial health and true quality of a business, you are purely speculating and at risk of serious loss.”

Tim Lincoln, Co-Founder and
Chief Investment Officer

Years of experience applying our proprietary methodology.

Outstanding results over decades

Our proprietary quantitative research methodology has helped our portfolio of star stocks outperform the market over the long term.

Investment guided by the numbers

Our methodology relies on analysing the numbers in the financial statements of a business, because those numbers are facts, not opinions.

A strong, steady investment team

Our highly experienced equity research team is built on the strong foundations laid by Merv and Tim Lincoln.

“I have been a client for about 16 years, and I have accumulated enough wealth to retire comfortably”
Bernard Hole, Stock Doctor member since 2007# and Lincoln Australian Income Fund investor since 2013#


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.

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.


What is Stock Doctor?

Stock Doctor is an all-encompassing share market membership. Through its online platform it delivers all the portfolio management, construction and optimisation tools to allow you to manage your investments like a true professional. Further, our education and unrivalled member support services ensures you are best placed to maximise your investing.

Do Lincoln Indicators provide stock recommendations?

No. Lincoln Indicators is only authorised to provide general advice and does not consider your objective, financial situation or needs. However, since 1996 Stock Doctor has been helping self-directed investors and self-managed super funds (SMSF) enjoy investment success. Members gain access to exclusive quantitative research that identifies the stocks at risk of corporate failure and our Star Stocks – the stocks identified by our exclusive research methodology as having strong financial health and could be suitable to investors with long-term growth or income objectives.

Invest in the numbers yourself with Stock Doctor.

Australia's ultimate online DIY investment platform.

Invest in the numbers with us

Find out more about our funds for long-term capital growth, providing an income stream and diversifying your investment options.

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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