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Investment Options

The Lincoln American Legacy Retirement product provides access to a wide selection of investment options from some of the world's most well-known names, including American Funds, as well as a variety of other renowned and respected fund managers.
Lincoln Financial Funds Management Group applies a well-defined due diligence process to all investments. Each potential investment undergoes a rigorous review as the team:
  • Conducts proprietary quantitative and qualitative research
  • Compares an investment's performance to its peers and benchmark
  • Reviews portfolio characteristics and style drift
  • Makes on-site visits to get a more thorough understanding of the portfolio manager's capabilities, investment processes, and research capabilities
The diverse group of funds offered through the Lincoln American Legacy Retirement product includes:

Any Macquarie Group entity or fund noted on this page is not an authorized deposit taking institution for the purposes of the Banking Act 1959 (Commonwealth of Australia) and that entity's obligations do not represent deposits or other liabilities of Macquarie Bank Limited ABN 46 008 583 542 (MBL). MBL does not guarantee or otherwise provide assurance in respect of the obligations of that entity, unless noted otherwise.

Delaware Investments refers to Delaware Management Holdings, Inc. (DMHI) and its subsidiaries. Macquarie Group refers to Macquarie Group Limited (MGL) and its subsidiaries and affiliates worldwide.

Materials for contracts established after September 15, 2008, where applicable.

Hello future.
Lincoln Financial Group is the marketing name for Lincoln National Corporation and insurance
company affiliates, including The Lincoln National Life Insurance Company, Fort Wayne, IN,
and in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY. Variable products
distributed by broker/dealer-affiliate Lincoln Financial Distributors, Inc., Radnor, PA. Securities
and investment advisory services offered through other affiliates. Explore Lincoln.