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.
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.
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.
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.
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.
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.
