Lincoln Partners Group Royalty Fund Class I
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
There are no holdings to display.
Performance
Beta
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7-Day Total Return
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30-Day Total Return
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60-Day Total Return
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90-Day Total Return
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Year to Date Total Return
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1-Year Total Return
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2-Year Total Return
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3-Year Total Return
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5-Year Total Return
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Last Bull Market Total Return
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Last Bear Market Total Return
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Forward Dividend Yield
Price
1-Month Low
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1-Month High
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52-Week Low
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52-Week High
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NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Beta / Standard Deviation
Beta
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Standard Deviation
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Company Information
Provider
Lincoln Financial
Manager/Tenure
(Years)
(Years)
Todd Bright (0), Robert Collins (0), Adam Howarth (0), 8 others
Address
Lincoln Financial
Radnor PA - 19087
Radnor PA - 19087
Country
United States
Phone Number
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Investment Strategy
The investment seeks high risk-adjusted returns across various market cycles. Under normal market conditions, the fund seeks to invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in royalty investments, throughout the world, including the United States. These royalty investments include a mix of direct royalties (0-70%), Royalties Funds (0-70%), and BSLs/listed royalties/credit instruments (0-30%). The fund is non-diversified.