Core Plus Full Discretion | Institutional Strategies | Lord Abbett
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Core Plus Full Discretion

Summary

Summary

KEY FACTS as of 10/30/2020


Strategy Inception Date
Dec 2015
Strategy AUM
$1.4 B
Benchmark
Bloomberg Barclays U.S. Aggregate Bond Index
eVestment Universe
US Core Plus Fixed Income

Vehicles


  • This strategy is available as a:
  • Separate Account
  • Mutual Fund

PORTFOLIO MANAGERS

Kewjin Yuoh
Kewjin Yuoh

Partner & Lead Portfolio Manager

26 Years of Industry Experience

Andrew H. O'Brien
Andrew H. O'Brien, CFA

Partner & Portfolio Manager

22 Years of Industry Experience

Steven F. Rocco
Steven F. Rocco, CFA

Partner & Co-Head of Taxable Fixed Income

19 Years of Industry Experience

Robert A. Lee
Robert A. Lee

Partner & Co-Head of Taxable Fixed Income

29 Years of Industry Experience

Collaborating with 23 Additional Portfolio Managers 25 Credit Research Analysts & 9 Fixed Income Traders

Portfolio

Portfolio

Portfolio Breakdownas of 10/30/2020

Type Portfolio
Type Portfolio
Investment Grade Corporate
High Yield Corporate
ABS
MBS
CMBS
U.S. Government Related
Sovereign
Other
Cash

Credit Quality Distributionas of 10/30/2020

Type Portfolio Index
U.S. Treasury 4.2% 37.1%
Agency 13.3% 29.4%
AAA 11.5% 3.8%
AA 5.4% 3.1%
A 11.5% 12.0%
BBB 32.6% 14.6%
<BBB 20.9% -
Not Rated 0.6% -

CHARACTERISTICS as of 10/30/2020

Portfolio Index
Portfolio Index
Average Coupon 3.94% 2.85%
Average Life 6.39 Years 8.07 Years
Average Effective Duration 5.6 Years 6.12 Years
Average Yield to Worst 2.96% 1.24%

Performance

Performance

Core Plus Full Discretion Institutional Composite

Average Annual Returns as of 10/31/2020

YTD 1-YR 3-YR 5-YR 10-YR Since Inception
Gross of Fees 4.70% 5.06% 4.82% - - 5.34%
Net of Fees 4.46% 4.77% 4.52% - - 4.88%
Bloomberg Barclays U.S. Aggregate Bond Index 6.32% 6.19% 5.06% - - 4.34%

Calendar Year Returnsas of 10/31/2020

2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Gross of Fees 10.50% -0.83% 5.36% 6.36% - - - - - -
Net of Fees 10.26% -1.14% 4.65% 5.64% - - - - - -
Bloomberg Barclays U.S. Aggregate Bond Index 8.72% 0.01% 3.54% 2.65% - - - - - -

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