Long Duration | Institutional Strategies | Lord Abbett
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Long Duration

Summary

Summary

KEY FACTS as of 08/31/2020


Strategy Inception Date
Jan 2007
Strategy AUM
$6.2 M
Benchmark
60 Barclays Universal/40 BC Long Govt/Credit Blend
eVestment Universe
US Long Duration Fixed Income

Vehicles


  • This strategy is available as a:
  • Separate Account

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

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

Portfolio

Portfolio

Performance

Performance

Long Duration Fixed Income Institutional Composite

Average Annual Returns as of 08/31/2020

YTD 1-YR 3-YR 5-YR 10-YR Since Inception
Gross of Fees 12.82% 9.04% 9.41% 8.94% - 8.99%
Net of Fees 12.62% 8.75% 9.11% 8.64% - 8.68%
60 Barclays Universal/40 BC Long Govt/Credit Blend 9.57% 8.26% 7.04% 6.38% - 5.97%

Calendar Year Returnsas of 08/31/2020

2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Gross of Fees 18.98% -4.42% 11.72% 8.26% -4.98% 21.40% -8.52% 11.00% - -
Net of Fees 18.65% -4.69% 11.41% 7.96% -5.24% 21.10% -8.81% 10.66% - -
60 Barclays Universal/40 BC Long Govt/Credit Blend - - - - - - - - - -

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