Latest news with #institutional clients
Yahoo
08-08-2025
- Business
- Yahoo
3 Lord Abbett Mutual Funds for Consistent Performance
This renowned global asset manager provides a wide variety of financial products and services to fulfill the needs of its investors. The company aims for a successful investment performance on behalf of its clients in the long run. The three key factors that contributed to Lord Abbett's success are its independent perspective, smart product design and dedication to active management. Founded in 1929, Lord Abbett managed assets worth more than $230 billion as of June 30, 2025. This privately held company has 184 investment professionals with an average of 18 years of industry experience dedicated to addressing its clients' needs. Lord Abbett has 200 institutional clients and manages assets for clients in more than 30 countries. It invests in domestic and global stocks and fixed-income, tax-free income and multi-asset securities. Below, we share with you three top-ranked Lord Abbett mutual funds, namely Lord Abbett Global Equity LGCFX, Lord Abbett Short Duration High Yield LSYNX and Lord Abbett Inflation Focused Fund LIFVX. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of funds. Lord Abbett Global Equity seeks capital appreciation by investing the majority of its net assets in equity securities of companies, irrespective of their nationality or market cap. LGCFX maintains a diversified portfolio. Lord Abbett Global Equity has three-year annualized returns of 19.5%. As of January 2025, LGCFX had 5.2% of its assets invested in Alphabet. Lord Abbett Short Duration High Yield invests most of its assets, along with borrowings, if any, in lower-rated debt securities, also known as high-yield bonds or junk bonds. LSYNX advisors define foreign securities as securities of non-U.S. issuers that are denominated in non-U.S. currencies. Lord Abbett Short Duration High Yield has three-year annualized returns of 9.9%. LSYNX has an expense ratio of 0.36%. Lord Abbett Inflation Focused Fund uses the Consumer Price Index to measure inflation and invests the majority of its assets in inflation-linked derivatives, inflation-indexed fixed-income securities and fixed-income securities. LIFVX may choose to invest in Treasury futures or interest rate swaps. Lord Abbett Inflation Focused Fund has three-year annualized returns of 4.7%. Robert A. Lee has been one of the fund managers of LIFVX since 2011. To view the Zacks Rank and the past performance of all Lord Abbett mutual funds, investors can click here to see the complete list of Lord Abbett mutual funds. Want key mutual fund info delivered straight to your inbox? Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >> View All Zacks #1 Ranked Mutual Funds Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Get Your Free (LIFVX): Fund Analysis Report Get Your Free (LGCFX): Fund Analysis Report Get Your Free (LSYNX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Bloomberg
24-07-2025
- Business
- Bloomberg
Vontobel Sees Positive Client Inflows After Turbulent First Half
Vontobel Holding AG posted net inflows of client funds in the first half of the year, with profit driven lower by geopolitical uncertainty and lower interest rates. Total net new money in the first six months was 2 billion Swiss francs ($2.5 billion), aided by inflows by private clients, the Swiss bank said in a statement on Thursday. That helped offset outflows from institutional clients in the period.
