Lincoln Monetary, the insurance coverage and retirement options supplier, has launched a brand new royalty evergreen fund for particular person buyers within the US.
The Lincoln Companions Group Royalty Fund has been developed with Companions Group, offering entry to the non-public markets asset supervisor’s cross-sector royalty technique within the evergreen area.
It invests throughout a number of key sectors, together with prescribed drugs, music, media and leisure, and vitality transition.
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It makes use of quite a lot of funding constructions, resembling the acquisition of current royalties, the creation of recent royalties, and lending towards royalties.
Companions Group has made 15 royalties investments within the final 12 months.
“We’re very excited to companion with Lincoln Monetary to make this progressive resolution accessible to particular person buyers throughout the US,” stated Adam Howarth, companion, co-head portfolio administration at Companions Group.
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“The evergreen construction, which can be utilized by establishments, has a number of advantages for buyers resembling offering entry to a completely funded portfolio throughout a number of positions with no capital calls. As well as, our royalties technique covers quite a few sectors and transaction varieties, providing engaging earnings potential and true diversification as a part of a broader portfolio.”
The 2 firms beforehand introduced their strategic partnership to launch non-public market funds in March 2025. They plan to start advertising the fund and offering training for particular person buyers and monetary professionals.
“Combining Companions Group’s deep experience in cross-sector royalty investing with Lincoln’s highly effective distribution community and funds administration experience permits us to supply differentiated options that assist monetary professionals information shoppers towards long-term monetary safety,” stated Ellen Cooper, chairman, president and chief govt of Lincoln Monetary.
Companions Group has over $174bn (£130.2bn) in property below administration throughout non-public fairness, non-public credit score, infrastructure, actual property, and royalties.
It launched an evergreen royalties fund for buyers in Europe, the Center East and Asia earlier this 12 months with a minimal funding of $10,000.
