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14 May 2025 by InvestorDaily team

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Lincoln launches concentrated fund

  •  
By Charlie Corbett
  •  
4 minute read

Former running legend Merv Lincoln has launched an Australian shares fund for retail investors

The company founded by former Australian Olympian Merv Lincoln has launched a concentrated Australian shares fund.

The fund will invest in 30 to 50 of Australia's most financially healthy companies, according to Lincoln, and uses fundamental analysis and research to pick its stocks.

The minimum investment is $20,000 and it is targeted at retail investors.

Lincoln managing director Tim Lincoln said the firm's stock picking approach was based on a methodology devised by his father Merv Lincoln more than 20 years ago.

 
 

"The stocks chosen by our investment team are identified as having unrivalled growth potential and superior financial health," he said.

The Lincoln Australian Share Fund, the underlying investment portfolio for the retail and wholesale funds, has delivered a gross return of 27.3 per cent for the 12 months to 30 April 2007. 

Lincoln's investment approach doesn't include stocks just because they form part of the index.

As well as assessing the growth potential of each company, Lincoln analyses financial risk and a multitude of factors to identify the brightest star stocks.

In 2005 the firm introduced its Lincoln Australian Share Fund to wholesale investors. It had $87.5 million in funds under management as at 30 April 2007.

Retired Melbourne University academic Merv Lincoln, who represented Australia in the 1954 Helsinki Olympics, founded Lincoln in 1984.