ISIN: IE00BYWY0C98
This is a marketing communication.

Ultra Short Bond Fund

A part of the Lord Abbett Global Funds.

Class A - (USD) ACC
Overall Morningstar Ratings, USD Ultra Short-Term Bond

Important Risks to Consider

Primary Risk: The value of an investment and any income taken from it is not guaranteed and can go down as well as up, you may not get back the amount you originally invested.

Supplementary Fund Risks to Consider: The Fund is subject to the general risks and considerations associated with investing in debt securities.  Among these is credit risk, which is the risk that a counterparty or an issuer of a Fund asset will fail to meet its payment obligations, and interest rate risk, which is the risk that as interest rates rise, bond prices may fall. Impairment of the value of underlying assets of mortgage-backed and asset-backed securities may result in a reduction in the value of the security and a financial loss to the Fund. The use of financial derivative instruments (FDI) may create leverage, leading to greater fluctuations in assets as well as potentially resulting in gains or losses that are greater than the amount originally invested in FDI. Investment in emerging markets may expose the Fund to more social, political, regulatory and currency risks than securities in developed markets.  For assets denominated in a currency other than the fund's base currency of U.S. dollars, changes in currency exchange rates may reduce or increase the returns an investor might expect to receive independent of the performance of such assets. Please refer to the fund’s legal and regulatory documentation for more detailed risk information.

Summary
Fund Goal

Fund Facts




Characteristics




Investment Approach

Attractive Yield Advantage
Emphasizing sectors of the ultra short bond market that offer higher yields and superior historical returns relative to Treasury Bills and Money Markets.
Emphasis on Capital Preservation
Focus on liquidity, capital preservation and downside protection with low tolerance for loss.
Diversified Sources of Income
A Multi-sector approach provides diversification and multiple sources of liquidity.
Fund Identifiers

ISIN
IE00BYWY0C98

CUSIP
G5648W315

BLOOMBERG
LAUSBAA

SEDOL
BYWY0C9

The Investment Team

Professional Headshot of Yoana Koleva

Yoana N. Koleva, CFA

Partner, Portfolio Manager
22 Years of Experience
Professional Headshot of Andrew O'Brien

Andrew H. O'Brien, CFA

Partner, Portfolio Manager
27 Years of Experience
Professional Headshot of Kewjin Yuoh

Kewjin Yuoh

Partner, Portfolio Manager
31 Years of Experience
Professional Headshot of Adam Castle

Adam C. Castle, CFA

Partner, Portfolio Manager
17 Years of Experience
By The Numbers

Additional Portfolio Managers
34

Credit Research Analysts
36

Fixed Income Traders
9
Years of industry experience as of 01/01/2025.
Important Information

The ICE BofA U.S. Treasury Bill Index tracks the performance of US dollar denominated US Treasury Bills publicly issued in the US domestic market. Qualifying securities must have at least one month remaining term to final maturity and a minimum amount outstanding of $1 billion.

Source ICE Data Indices, LLC (“ICE”), used with permission. ICE PERMITS USE OF THE ICE BofA INDICES AND RELATED DATA ON AN "AS IS" BASIS, MAKES NO WARRANTIES REGARDING SAME, DOES NOT GUARANTEE THE SUITABILITY, QUALITY, ACCURACY, TIMELINESS, AND/OR COMPLETENESS OF THE ICE BofA INDICES OR ANY DATA INCLUDED IN, RELATED TO, OR DERIVED THEREFROM, ASSUMES NO LIABILITY IN CONNECTION WITH THE USE OF THE FOREGOING, AND DOES NOT SPONSOR, ENDORSE, OR RECOMMEND LORD ABBETT, OR ANY OF ITS PRODUCTS OR SERVICES.