Lincoln Variable Insurance Products Trust has announced plans to reorganize two of its funds, the Lincoln Inflation Plus Fund and the Lincoln U.S. Equity Income Maximizer Fund. This reorganization is set to take place during a Joint Special Meeting of Shareholders scheduled for November 19, 2026. The move is significant as it reflects a strategic adaptation to the evolving investment landscape.

The Trust's Board of Trustees has unanimously approved the reorganization proposals, recommending that shareholders vote in favor of the changes. Each fund will transition into a corresponding new series within the Lincoln Variable Insurance Products Trust, specifically the LVIP Schroders Inflation Plus Fund and the LVIP Schroders U.S. Equity Income Maximizer Fund.

These changes are designed to align the funds more closely with the needs of their investors, as the Acquiring Funds will be offered exclusively to separate accounts that fund variable annuity and life insurance contracts. The reorganization aims to streamline operations and enhance the investment offerings available to shareholders.

Background

Lincoln Variable Insurance Products Trust, incorporated in Delaware, operates as an investment management entity. The Trust has been active in the market, with recent filings indicating a focus on enhancing its fund offerings and aligning them with market demands. The company’s address is 1301 South Harrison Street, Fort Wayne, Indiana, and it has been filing various forms with the SEC, including a Form 497 on November 2, 2026, under accession number 0001193125-26-443357.

What the Filing Says

The recent filing outlines the details of the upcoming Joint Special Meeting of Shareholders, where shareholders will vote on the proposed reorganizations. The filing states, "The Board has unanimously approved each of the proposals and recommends that you vote in favor of...each of the proposals." This indicates strong internal support for the changes.

Impact

The reorganization will primarily affect shareholders of the Lincoln Inflation Plus Fund and the Lincoln U.S. Equity Income Maximizer Fund. Both funds are currently held by The Lincoln National Life Insurance Company and Schroder U.S. Holdings Inc., which are expected to vote in favor of the proposals. The outcome of the vote will determine the future structure of these funds and their operational strategies.

What's Next

The next step involves the Joint Special Meeting on November 19, 2026, where shareholders will cast their votes on the proposed reorganizations. If approved, the transition to the new series under the Lincoln Variable Insurance Products Trust will proceed, marking a new chapter for these funds.