Lincoln Variable Insurance Products Trust - Lincoln US Equity Income Fund (LFTPX)

Overview

This fund is focused on investing primarily in equity and equity-related securities of U.S. companies. By pledging to allocate at least 80% of its net assets, including borrowed funds for investment purposes, towards these securities, the fund aims to provide investors an avenue to potentially capitalize on the growth and performance of U.S. corporations. Despite its strategy to maintain a broadly diversified portfolio across various companies and industries, it identifies as non-diversified. This classification suggests a concentrated approach to investment, possibly focusing on fewer sectors or companies that it believes have the best potential for growth, notwithstanding its commitment to broad exposure.

Products and Services

The fund offers a focused approach to investing in U.S. equity markets, with its products and services tailored to investors looking for exposure to American companies. Below are the key services provided by the fund:

• Equity and Equity Related Securities Investment - The core offering involves investing in a mix of equities and equity-related instruments of U.S. companies. By targeting at least 80% of its net assets for this purpose, the fund provides a concentrated yet strategic exposure to the U.S. stock market, aiming for long-term growth.
• Broad Industry Diversification - Despite the fund’s non-diversified status, it strives for a level of diversification within its equity investments. This is achieved by spreading its investments across a wide range of companies and industries within the U.S., aiming to mitigate risks associated with over-concentration in specific sectors.
• Borrowings for Investment Purposes - The fund is permitted to borrow funds for investment purposes, which can provide the leverage necessary to capitalize on certain market opportunities. This strategy can enhance potential returns but also comes with a higher level of risk, suitable for certain investors.