RADNOR, PA — Lincoln Financial (NYSE: LNC) has announced the launch of the LVIP American Funds Vanguard Active Passive Growth Fund, an innovative investment option exclusively offered within the American Legacy® and Lincoln Investor Advantage® variable annuities. The new fund combines the strengths of two industry leaders, Capital Group and Vanguard, with Lincoln’s strategic oversight to deliver a diversified, long-term growth strategy.
Designed to leverage the benefits of both active and passive investing, the fund seeks to balance downside risk protection with upside growth opportunities. Capital Group’s active management approach focuses on identifying opportunities in dynamic markets to achieve robust risk-adjusted returns. Vanguard’s passive index exchange-traded funds (ETFs), known for broad market exposure at low cost, serve as a complementary component to the actively managed portfolio.
“Lincoln continues to enhance its variable annuity products to help financial professionals meet the needs of their clients. With market volatility top of mind, the actively managed portion of the hybrid fund helps make client portfolios more agile and resilient,” said Tim Seifert, SVP, Head of Retirement Solutions Distribution at Lincoln Financial. “Variable annuities can be a powerful tool for helping clients grow their future retirement income, and this new fund offers another innovative strategy to help investors reach their goals.”
Exclusive to Lincoln’s variable annuities, the fund is managed with an emphasis on strategic allocation to minimize risks while capitalizing on growth potential. The goal is to provide investors with a diversified portfolio designed to perform effectively in varied market conditions.
“Lincoln has brought together Capital Group and Vanguard to offer one powerful strategy for diversified growth through a Lincoln variable annuity,” added Ben Richer, SVP, Head of Funds Management and Chief Operating Officer, Lincoln Financial Investments. “Our dynamic approach to managing and monitoring the fund will allow us to position it for long-term success. We look forward to building on our decades-long relationships with both firms.”
Capital Group, with $2.8 trillion under management, is known for its expertise in active mutual fund management. Vanguard, a leader in indexing, provides a range of actively managed and passive products recognized worldwide.
The LVIP American Funds Vanguard Active Passive Growth Fund underscores Lincoln Financial’s commitment to innovation and collaboration, offering clients a compelling option for achieving stable, long-term growth in today’s dynamic markets.
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