Lincoln Wholesale Australian Growth - Managed Fund

The objective of the Lincoln Wholesale Australian Growth managed fund is To outperform the All Ordinaries Accumulation Index over the medium to long term; after fees and expenses; with income distributed half-yearly.

The strategy of the Lincoln Wholesale Australian Growth managed fund is The unique Lincoln research methodology involves rigorous analysis of company fundamentals to assess each prospective investment's Financial Health and strength. Drawing on both quantitative and qualitative research; Lincoln screens a broad range of shares listed on the ASX; including trusts that invest in listed shares.

The APIR code of the Lincoln Wholesale Australian Growth managed fund is ETL0043AU.

Lincoln Wholesale Australian Growth’s total return last month was -1.16%. This was made up of a growth return of -1.16% and an income return of 0%. These returns were calculated as at 30 Nov 2025.

Lincoln Wholesale Australian Growth’s total return for the last three months was 0.6%. This was made up of a growth return of 0.6% and an income return of 0%%. These returns were calculated as at 30 Nov 2025.

Lincoln Wholesale Australian Growth’s one-year total return is 15.79%. This was made up of a growth return of 14.49% and an income return of 1.3%. These returns were calculated as at 30 Nov 2025.

Lincoln Wholesale Australian Growth’s one-year total return is 7.86%. This was made up of a growth return of 6.17% and an income return of 1.69%. These returns were calculated as at 30 Nov 2025.

The asset allocation of the Lincoln Wholesale Australian Growth managed fund is :

The Responsible Entity for the Lincoln Wholesale Australian Growth managed fund is Equity Trustees Ltd.

The Lincoln Wholesale Australian Growth managed fund belongs to the Equity Australia Mid/Small Growth sector/asset class.

As at 31 May 2023, the size of the Lincoln Wholesale Australian Growth managed fund was $252.8 million.

The Lincoln Wholesale Australian Growth managed fund has an inception date of 1 Dec 2004.

The current entry price of the Lincoln Wholesale Australian Growth managed fund is $1.7864 per unit and the current exit price is $1.7774 per unit (as at 16 Dec 2025).

The current exit price of the Lincoln Wholesale Australian Growth managed fund is $1.7774 per unit and the current entry price is $1.7864 per unit (as at 16 Dec 2025).

The minimum initial investment amount for the Lincoln Wholesale Australian Growth managed fund is $250,000.