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Long Duration

The strategy seeks to provide attractive risk adjusted returns relative to the Barclays Long Government Credit Index over a full market cycle.

Summary

Summary

KEY FACTS as of 04/30/2018

Strategy Inception Date
Jan 2007
Strategy AUM
$41.7 M
Benchmark
Bloomberg Barclays Long Government/Credit Index
eVestment Universe
US Long Duration Fixed Income

Vehicles

  • This strategy is available as a:
  • Separate Account

PORTFOLIO MANAGERS

Kewjin Yuoh
Kewjin Yuoh

Partner & Portfolio Manager

24 Years of Industry Experience

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

Partner & Portfolio Manager

20 Years of Industry Experience

Supported By 63 Investment Professionals with 15 Years Avg. Industry Experience

Portfolio

Portfolio

Portfolio Breakdownas of 04/30/2018

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

Allocations are reported as of the date a security transaction is initiated; however, certain transactions may not settle until several days later. Accordingly, cash may appear as a negative allocation as a result of forward-settling instruments such as currency forwards, certain mortgage-backed securities, and U.S. treasury futures. "Other" may include municipal bonds and non-index holdings. 

 

Credit Quality Distributionas of 04/30/2018

Type Portfolio Index
U.S. Treasury 7.8% 39.7%
Agency 0.2% 1.6%
AAA 11.1% 2.2%
AA 6.9% 5.4%
A 33.5% 23.0%
BBB 40.0% 28.1%
<BBB 0.5% -

Ratings (other than U.S. Treasury securities or securities issued or backed by U.S. agencies) provided by Standard & Poor's, Moody's, and Fitch. For certain securities that are not rated by any of these three agencies, credit ratings from other agencies may be used. Where the rating agencies rate a security differently, Lord Abbett uses the median, but if there are only two ratings, the lower rating is used. Breakdown is not an S&P credit rating or an opinion of S&P as to the creditworthiness of such portfolio. 

CHARACTERISTICS as of 04/30/2018

Portfolio Index
Portfolio Index
Average Coupon 4.61% 4.42%
Average Life 13.74 Years 23.99 Years
Average Effective Duration 14.86 Years 14.87 Years
Average Yield to Worst 4.14% 3.95%

Portfolio data is based on the  Long Duration Representative Portfolio.

Performance

Performance

Long Duration Fixed Income Institutional Composite

Average Annual Returns as of 03/31/2018

YTD 1-YR 3-YR 5-YR 10-YR Since Inception
Gross of Fees -3.46% 5.83% 2.57% 4.60% - 7.83%
Net of Fees -3.52% 5.53% 2.29% 4.31% - 7.51%
Bloomberg Barclays Long Government/Credit Index -3.58% 5.09% 2.13% 4.09% - 6.90%

Inception Date: April 1, 2011

Returns for periods of less than one year are not annualized.

Calendar Year Returnsas of 03/31/2018

2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Gross of Fees 11.72% 8.26% -4.98% 21.40% -8.52% 11.00% - - - -
Net of Fees 11.41% 7.96% -5.24% 21.10% -8.81% 10.66% - - - -
Bloomberg Barclays Long Government/Credit Index 10.71% 6.67% -3.30% 19.31% -8.83% 8.78% - - - -

Performance data quoted reflect past performance and are no guarantee of future results. Current performance may be higher or lower than the performance quoted.

Net of fees performance reflects the deduction of the highest applicable management fee ("Model Net Fee") that would be charged based on the fee schedule appropriate to you for this mandate without the benefit of breakpoints. Please be advised that the composite may include other investment products that are subject to management fees that are inapplicable to you but are in excess of the Model Net Fee. Therefore, the actual performance of all the portfolios in the composite on a net-of-fees basis will be different, and may be lower, than the Model Net Fee performance. However, such Model Net Fee performance is intended to provide the most appropriate example of the impact management fees would have by applying management fees relevant to you to the gross performance of the composite. 

 

Source: Bloomberg Barclays


 

The information provided is supplemental to the strategy’s Institutional Composite presentation, which can be accessed via the below link, and is subject to change.


The information on this website is intended for analysts, institutional investors and their consultants, registered investment advisors, broker-dealers, and sponsors of plans with a minimum of 100 participants.  It is not intended for small plan sponsors, plan participants, or the public.

 

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