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Lincoln unit trust offers access to four markets

Lincoln Financial Group is launching a new investment portfolio which allows customers to invest in four global markets through a single ISA or unit trust portfolio.

The Global Opportunities Portfolio invests in the Japanese, North American, UK and European stock markets. The funds are managed by Goldman Sachs Asset Management.

It will invest in a mix of established and new economy companies. The portfolio is comprised of 45 per cent in the Lincoln Growth Fund, 30 per cent in the Lincoln European Fund and the final 25 per cent split between the Lincoln Internet Tollkeeper Trust and the Lincoln Japan Fund.

Minimum investment is a £2,500 lump sum or £200 a month. For clients who have £20,000 or more to invest, there is the option of a fixed income as well as the potential for capital growth.

Lincoln head of unit trusts Helen Turner says: “The combination of high growth potential coupled with Goldman Sachs&#39 risk controlled investment philosophy make this a very attractive option.”


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