Our proprietary quantitative research methodology has helped our portfolio of star stocks outperform the market over the long term.
Our methodology relies on analysing the numbers in the financial statements of a business, because those numbers are facts, not opinions.
Our highly experienced equity research team is built on the strong foundations laid by Merv and Tim Lincoln.
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.
The Lincoln Australian Income Fund offers a stable and reliable, high-dividend yield with potential for long-term capital growth. It is ideal for investors on a marginal tax rate who would like to maximise their income stream and take advantage of franking credits.
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 of the Australian market. There are two funds open for investors – The Lincoln U.S. Growth Fund Hedged and Lincoln U.S. Growth Fund Unhedged.
Lincoln’s retail managed funds are designed to cater for individual investors with a lower minimum investment amount, starting from $20,000. They also have the option of regular saving plan options to help boost their future contributions.
Lincoln’s wholesale managed funds are designed to cater for professional investors with significantly higher minimum investment amounts, in excess of $250,000 per fund.
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.
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.