Why invest in the numbers?

Investment strategies for DIY investors and SMSF Trustees

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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#

FAQs

Here are some of our most frequently asked questions.
What types of managed funds does Lincoln offer?

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.

Read more about our Growth fund

Australian Income Fund

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.

Read more about our Income 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 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.

Read more about our U.S. Growth Funds

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 you provide stock recommendations?
Yes. Our proprietary quantitative methodology analyses the financial health statements of every company on the ASX typically within 24 hours of results being released. This information helps us to quickly determine which businesses are healthy and worth investing in and which should be avoided. Only about 5% of stocks on the ASX meet our investment criteria. Our team of analysts then apply a final set of qualitative overlays to complete the assessment before recommending a company as either a Star Growth or Income Stock.

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 growing your capital, providing a dependable income stream and diversifying your investment options.

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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.