Many Australians avoid investing in the stock market, afraid that it is an inherently difficult and stressful task. Unfortunately, their fear and inaction can leave them thousands or hundreds of thousands of dollars behind their neighbours, colleagues, and family members.
Making your money work for you and achieving your financial goals via the stock market is easier than you might imagine. With managed funds, you can diversify and strengthen your investment portfolio, allowing yourself to create long-term wealth and an improved financial future.
Lincoln Indicators Managed Funds can cater for income, growth, or international diversification objectives.
Whatever your goals and financial aspirations, a managed fund can help you get there.
Actively managed funds can help you and your family grow your wealth for a more financially independent future. Investing in a managed fund relieves you of the stress of day-to-day decision making, all while knowing that an experienced fund manager is managing your investments.
The share market can be extremely daunting for many investors, especially during volatile times when fear and irrational behaviour can take over. But by seeking out high quality managed funds, it doesn’t have to be that way.
Rather than allowing personal predictions to influence our investment decisions, regardless of how well-founded they may be, we resolve to apply a thorough, systematic and methodological analysis, enabling us to determine the likely success or failure of a potential investment with objectivity and clarity.
Our analysis is designed to quickly eliminate companies from our investable universe that our Financial Health Model determines to be carrying excessive risk to future financial stress.
The ultimate result is the ability to participate in an asset class that has delivered historically strong long term returns with the comfort that their investment prioritizes financial health above all else.
Lincoln Indicators Managed Funds offer a perfect solution for investors who don’t have the time, desire or inclination to manage their own portfolios but want access to our proven quantitative methodology and our demonstrated returns.
When it comes to growth and/or income investment funds, Australia has many options. But how should you compare managed investment funds and determine which managed funds are best for you?
This will largely depend on your goals, with the best managed funds for you being the ones that fit your personal objectives. Say you have retired and need substantial dividends and a regular source of income, with some capital growth, then high growth mutual funds are likely not the most suitable. Instead, investments that pay regular dividends will be a better fit as you need to fund your lifestyle on a day-to-day basis. But for those with a longer time to retire or who don’t need the cash in the short term, growth investment funds may be more suitable for you.
Regardless of your goals, investing in a quality managed fund with an expert fund manager can help you be confident that the value of your investment will grow over the long term. Lincoln may provide general advice only, and you should consider your own objectives, financial situation and needs, before acting on it.
With the right investment portfolio in place, you may be surprised at how quickly your investments grow year after year as a well-managed fund will ride out the market’s volatility.
The performance of any particular stocks you choose to buy and sell can significantly impact your overall success, which is why for many people in Australia, managed funds are by far a more suitable option.
When searching for the best managed funds, investors would be wise to consider Lincoln Indicators’ managed investment funds in Australia and the U.S. market.
Here at Lincoln Indicators, we’re incredibly proud to have built a strong reputation in the industry. Our organic growth from $100m to c$850m in Funds Under Management over the past 10 years is a testament to our unitholders' faith in our products. Over the years, we’ve helped investors achieve their financial goals through our range of managed funds. Australia wide, thousands of share market investors have come to appreciate our unique investment strategy along with our commitment to transparency and client service.
Australian investors often hesitate to venture into offshore markets because currency volatility and geopolitical risks make it seem all too hard. This is what inspired us to roll out the Lincoln U.S. Growth Fund. This product has been inspired by a comprehensive backtesting project which incorporated many of the same factors that we use successfully in the Australian market. With our Financial Health model at the core of our strategy, it was comforting to observe indicative strong long term results.
The U.S. equity market is home to most of the world’s largest and most successful global companies. Unlike the Australian market, which is heavily concentrated in Resource stocks, the U.S. market offers far high diversity in investment opportunities, particularly in the exciting growth areas of Technology & Healthcare.
Our Australian investor base can now confidently overcome these foreign market hesitations by diversifying their equity allocation to a product with a trusted investment strategy. For those that don’t want to be exposed to foreign currency, we offer our Lincoln U.S. Growth Fund Hedged. And for those that are looking for U.S. Dollar exposure, you can simply invest in the Lincoln U.S Growth Fund UnHedged.
If you’re looking for a respected managed fund for beginners and experienced investors alike, you’ve come to the right place. Our pioneering approach to stock picking and portfolio management lets us take the stress, hassle and worry out of the process of building a solid long-term portfolio via our best performing managed funds.
Plus, our team of highly trained and experienced experts are always on hand to help.
To start your journey today, simply get in touch with us on 1300 676 333 or email enquiries@lincolnindicators.com.au. Alternatively, you can book a chat with one of our experts about your options.
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
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
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
Disclaimer:
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.
Lincoln has two retail and wholesale managed funds, the Australian Income and Growth Fund. The retail funds are available to all retail investors, and the minimum investment is $5,000. The wholesale funds are only available to wholesale investors, as defined under section 761G of the Corporations Act 2001 (Cth), with a minimum investment of $250,000. The U.S. Growth Fund has two options, hedged and unhedged. They are available to retail and wholesale investors with a minimum investment of $5,000.
There is five eligibility test under which clients may be treated as a wholesale investor, summarised below:
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.
