Model Portfolios NEW
Designed across growth, income and market conditions.
Model portfolios give investors a stronger starting point, delivering a structured, diversified strategy with a strong track record of delivering 6–10% above benchmark returns p.a. (after fees) based on historical back-testing, rather than relying on individual stock picks.
They help remove emotion, maintain discipline, and keep investments aligned to a consistent approach.
Our newly launched AI Model Portfolios take this further, using machine learning, multi-factor signals, and macroeconomic indicators to assess both company fundamentals and the broader market environment. The portfolios are dynamically positioned and re-balanced monthly to stay aligned with the highest-ranked opportunities, delivering a disciplined, data-driven approach to growth investing.
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The information on this page contains general advice and is provided by Lincoln Financial Group Pty Ltd ABN 70 609 751 966 AFSL 483167. That advice has been prepared without taking your personal objectives, financial situation or needs into account. Before acting on this general advice, you should consider the appropriateness of it having regard to your personal objectives, financial situation and needs.
The model portfolios shown are illustrative portfolios constructed using a predetermined methodology and do not constitute a recommendation that any particular investor acquire, dispose of or hold any financial product.
Portfolio objectives, risk categories and portfolio characteristics are provided for information purposes only and should not be relied upon as an assessment of suitability for any particular investor.
Performance figures are calculated using a methodology described by Lincoln Indicators and are based on the model portfolio. Actual investor returns may differ due to timing of implementation, transaction costs, taxation, portfolio size, cash holdings and other factors.
Past performance is not a reliable indicator of future performance.
Estimated yield figures are estimates only, based on available information at the time of calculation, and are not guaranteed.
