Global Switzerland | Lord Abbett | Lord Abbett

 

Global Switzerland

Informed by more than 85 years of investment expertise, the Lord Abbett Passport Portfolios provide non-U.S. resident investors and non-U.S. institutions with convenient access to select Lord Abbett investment strategies through a suite of UCITS domiciled in Dublin, Ireland.

Portfolios

Undertakings for Collective Investment in Transferable Securities (UCITS)

We offer select Lord Abbett investment strategies to non-U.S. resident investors and non-U.S. institutions through the Lord Abbett Passport Portfolios, which are a suite of UCITS domiciled in Dublin, Ireland.

Short Duration

Short Duration Income Fund

A research-driven strategy with the flexibility to invest across multiple fixed-income sectors. The Fund seeks to provide higher yield than a traditional short-duration strategy and lower duration than a traditional core bond strategy.

INVESTMENT APPROACH

  • Strategic yield-based design
  • Research-driven security selection
  • Model-informed sector allocation
  • Rigorous quantitative risk management

Legal Documents and Tax Information

Fund Documents
Tax Center

Pricing Information

Visit the fund's pricing information on the documents page:
Net Asset Value (NAV)

High Yield

High Yield Fund

Leveraging the firm’s long history in credit analysis, the strategy combines bottom-up research with opportunistic portfolio positioning, offering a portfolio primarily comprised of higher-yielding, non-investment grade corporate debt securities.

INVESTMENT APPROACH

  • Identify Broad Themes and Macro Trends
  • Quantify Relative Value
  • Conduct Fundamental Credit Analysis
  • Apply Quantitative Risk Management

Legal Documents and Tax Information

Fund Documents
Tax Center

Pricing Information

Visit the fund's pricing information on the documents page:
Net Asset Value (NAV)

Multi-Sector

Multi-Sector Income Fund

Leveraging the firm’s long history in multi-sector credit investing, the Fund seeks to deliver high current income and long term growth of capital by investing across multiple sectors of investment grade and high yield fixed income markets.

INVESTMENT APPROACH

  • Diversified, multi-sector strategic design
  • Combines top-down macro insights, fundamental bottom-up credit research, and rigorous quantitative risk management
  • Flexibility to adjust allocations to adapt to the market environment.

Pricing Information

Visit the fund's pricing information on the documents page:
Net Asset Value (NAV)

Legal Documents and Tax Information

Fund Documents
Tax Center

Innovation Growth

Innovation Growth Fund

This active growth strategy seeks to own stocks of companies growing revenues substantially faster than the overall market, which can deliver attractive investment returns.

INVESTMENT APPROACH

Company-Level Research
Identify market-leading companies and manage company-specific risk

  • Scalable business models
  • Competent and credible managements
  • Sustainable competitive advantages
  • Favorable industry conditions

Stock-Level Research
Assess the market's view of fundamentals and manage stock-specific risk

  • Price/volume confirmation
  • Trend confirmation
  • Institutional accumulation
  • Market-level indicators and market internals

Pricing Information

Visit the fund's pricing information on the documents page:
Net Asset Value (NAV)

Legal Documents and Tax Information

Fund Documents
Tax Center

Global High Yield

Global High Yield Fund

The Fund seeks to generate high current income and the opportunity for capital appreciation through investing primarily in global high yield bonds. The Fund aims to deliver high risk-adjusted returns relative to the BofA Merrill Lynch Global High Yield Index through a combination of top-down macro views, bottom-up credit research and rigorous risk management.

INVESTMENT APPROACH

  • Identify Broad Themes and Macro Trends
  • Quantify Relative Value
  • Conduct Fundamental Credit Analysis
  • Apply Quantitative Risk Management

Pricing Information

Visit the fund's pricing information on the documents page:
Net Asset Value (NAV)

Legal Documents and Tax Information

Fund Documents
Tax Center

Ultra Short

Ultra Short Bond Fund

The Fund seeks to deliver current income consistent with the preservation of capital by investing in a broad range of investment grade ultra-short fixed income and money market securities with a weighted average duration of less than one year.

INVESTMENT APPROACH

  • Ultra Low Duration, Ultra High Quality Strategic Design
  • Research Driven Security Selection
  • Flexible, Multisector Allocation
  • Rigorous Risk-Management

Pricing Information

Visit the fund's pricing information on the documents page:
Net Asset Value (NAV)

Legal Documents and Tax Information

Fund Documents
Tax Center

A Note about Risk: The Fund is subject to the general risks and considerations associated with investing in debt securities. The value of an investment will change as interest rates fluctuate and in response to market movements. When interest rates fall, the prices of debt securities tend to rise, and when interest rates rise, the prices of debt securities are likely to decline. Debt securities are subject to credit risk, which is the risk that the issuer will fail to make timely payments of interest and principal to the Fund. The Fund may invest in lower-rated debt securities, sometimes called junk bonds and may involve greater risks than higher rated debt securities. These securities carry increased risks of price volatility, illiquidity, and the possibility of default in the timely payment of interest and principal. Non-U.S. investments in which the Fund may invest present increased market, liquidity, currency, political, information, and other risks. These factors can affect Fund performance. As it is a newly organized fund, the Fund’s performance at this time is very limited. The Fund's performance achieved during its initial period of investment operation may not be replicated over longer periods and may not be indicative of how the Fund will perform in the future.

 

PERSPECTIVES

  When "Risk Free" Means "Yield Free"

Ultra-low or negative rates on global government bonds present challenges for income-seeking investors. Here are some options they may wish to consider.

  Value and Growth: Moving Beyond the Old Formulas

The shifting investment landscape has upended previous assumptions about the two equity styles. How might allocators adapt to the changed environment?


 

Contact Us

The following information is provided to help you connect with the most appropriate Lord Abbett resource for your needs - whether you'd like to contact us by phone, e-mail, or standard mail.

For all European Institutional Investors, Investment Consultants and Third Party Fund Distributors:

Lord Abbett (UK) Ltd.
North West House
119 Marylebone Road
Marylebone, London NW1 5PUT
+44 20 3786 9201
global@lordabbett.com

Email

For all U.S. based Financial Advisors and Investment Consultants servicing clients outside of the United States:

Lord Abbett Distributor LLC
90 Hudson Street
Jersey City, NJ 07302
T 888 522 2388
passportportfolios@lordabbett.com

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