Lord Abbett Global Funds I plc - Lord Abbett Innovation Growth Fund I GBPRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | 9.7 | -30.8 | 25.6 | 16.5 |
![]() | +/-Cat | - | -12.2 | -9.3 | -1.1 | 4.2 |
![]() | +/-B’mrk | - | -17.6 | -7.5 | -6.5 | -1.1 |
Category: US Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar US LM Brd Growt... |
Key Stats | ||
NAV 13/08/2024 | GBP 13.31 | |
Day Change | 1.99% | |
Morningstar Category™ | US Large-Cap Growth Equity | |
IA (formerly IMA) Sector | North America | |
ISIN | IE00BYZRLR78 | |
Fund Size (Mil) 14/08/2024 | USD 170.25 | |
Share Class Size (Mil) 14/08/2024 | GBP 0.08 | |
Max Initial Charge | - | |
Ongoing Charge 07/06/2024 | 0.68% |
Morningstar Research |
Analyst Report | 01/05/2024 Drew Carter, Analyst Morningstar, Inc |
The Lord Abbett Growth Equity strategy offers experienced leaders and a stabilizing analyst team, but its aggressive, momentum-driven approach limits its potential to outperform on a risk-adjusted basis. It continues to earn Morningstar Analyst... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
---|---|
People | 23 |
Parent | 23 |
Process | 23 |
Performance | |
Price |
Investment Objective: Lord Abbett Global Funds I plc - Lord Abbett Innovation Growth Fund I GBP |
The investment objective of the Fund is to seek capital appreciation. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Matthew DeCicco 02/03/2016 | ||
Vernon Bice 02/03/2016 | ||
Click here to see others | ||
Inception Date 04/08/2020 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Russell 1000 Growth TR USD | Morningstar US LM Brd Growth NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Lord Abbett Global Funds I plc - Lord Abbett Innovation Growth Fund I GBP | 31/05/2024 |
|
|
Top 5 Holdings | Sector | % |
![]() | ![]() | 9.92 |
![]() | ![]() | 7.44 |
![]() | ![]() | 5.47 |
![]() | ![]() | 4.90 |
![]() | ![]() | 3.24 |
![]() | ||
![]() ![]() ![]() | ||
Lord Abbett Global Funds I plc - Lord Abbett Innovation Growth Fund I GBP |