Lincoln savours ranking success
Lincoln’s flagship Lincoln Australian Share Fund has posted a leading one and two-year performance in a Morningstar sector survey.
The fund ranked first in a field of more than 430 large cap Australian equity growth funds within its Morningstar category survey for the 12 months to September 30, 2007.
It posted a return of 51.15 per cent compared with the benchmark S&P/ASX 300 Accumulation Index average of 32.70 per cent, representing outperformance of 18.45 per cent for the period.
The boutique managed investment firm also ranked second within the same category on a two-year basis.
Lincoln head of managed investments Paul Kasian described the results as “evidence of the effectiveness of Lincoln’s unique fundamental analysis research, which underpins Lincoln’s investment process”.
“While the performance is icing on the cake for many years of blood, sweat and tears, it continues to vindicate our simple approach to investing in the highest quality companies.
“Selecting the healthiest, most profitable, efficient, well managed, growing and undervalued companies on the share market yields great returns for Australian investors in all market conditions,” he said.
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