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Key documents
Objective
The BlueBay Investment Grade Bond Fund is designed to invest in predominantly European investment grade issuers, combined with environmental, social and governance (ESG) criteria.1
Sustainability-related disclosure
The BlueBay Investment Grade Bond Fund’s (the Fund) objective is to achieve a total return in excess of the iBoxx Euro corporate index from active management of a portfolio of predominantly investment grade securities. There are no restrictions on the extent to which the Fund's portfolio and performance may deviate from the ones of the benchmark. As part of the investment process, the Investment Manager has full discretion over the composition of the Sub-Fund's portfolio and may take exposure to companies, countries or sectors not included in the benchmark.
The Fund’s benchmark (iBoxx Euro corporate index) does not implement any of the ESG specific considerations which apply to the fund and is therefore used for performance comparison only.
This is a marketing communication. There are several risks associated with investing in this product. Please refer to the prospectus of the fund and to the KIID available on this website before making any final investment decisions.
1. Certain investment strategies, asset classes, exposure and security types do not integrate ESG factors, including but not limited to money market, buy-and maintain, passive, and certain third-party sub-advised strategies or certain currency or derivative instruments. Different strategies that integrate ESG factors will be at varying stages of implementation. Please read a fund's prospectus or offering memorandum for further details.
Investment approach
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Seeking to generate excess returns via superior sector and issuer selection based on high quality forensic proprietary research of macro and credit decisions
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Research seeks to integrate macro, regulatory and political research with more traditional balance sheet analysis
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Majority of excess return expected to come from bottom up decisions (sector, issuer and issue selection)
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Decision making focussed on both long and short risk positions
- Strong emphasis on capital preservation - means focus on total as well as
relative returns -
Interest rate risk (duration) controlled in a narrow band
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Disciplined risk management at every stage of investment process
Market opportunity
The BlueBay Investment Grade Bond Fund is a strategy which aims to deliver a total return in excess of the iBoxx Euro corporate index in all market environments
The fund invests predominantly in fixed income securities issued by European investment grade (IG) companies
Excess returns are expected to come from active management based on high quality forensic proprietary research on macro and credit issuer decisions
Andrzej Skiba
Head of US Fixed Income, BlueBay Senior Portfolio Manager
Andrzej joined BlueBay Asset Management (which is now part of RBC Global Asset Management) in February 2005 and, following the alignment of BlueBay's US business with RBC GAM-US in November 2021, is responsible for the US fixed income investment team based in Minneapolis (MN) and Stamford (CT). In 2013, Andrzej moved to the US from London to oversee the buildout of global investment grade capability. This followed a period from 2009, where he was a BlueBay portfolio manager responsible for corporate investments within BlueBay's IG strategies. Andrzej spent his first four years at BlueBay as a credit analyst covering the TMT, utilities and retail sectors for the Investment Grade team. Prior to BlueBay, Andrzej worked for Goldman Sachs as a credit analyst covering European investment grade telecom, media and utility sectors. Andrzej holds a BSc (Hons) in Management and International Business Economics from UMIST and is a CFA charterholder.
Marc Stacey
BlueBay Senior Portfolio Manager, Investment Grade
Marc is a BlueBay Senior Portfolio Manager within the Investment Grade team focusing on non-sovereign debt and specialising in financials. Marc started at BlueBay Asset Management (which is now part of RBC Global Asset Management) in June 2004 as an operations analyst before joining the Investment Grade Debt Team in March 2006 as a trader. He moved to his current role in January 2011. As a lead portfolio manager, Marc has been instrumental in driving the success of the European IG credit strategies as well as the peer-leading performance of the Financial Capital Bond Fund. Prior to BlueBay, Marc spent two years at CSFB focusing on credit derivatives. He holds a Bachelor of Business Science (Hons) in Economics and Finance from the University of Cape Town, South Africa.
Tom Moulds
Managing Director, Senior Portfolio Manager, BlueBay Fixed Income, Investment Grade
Tom is a Managing Director and Senior Portfolio Manager on the BlueBay Fixed Income team, with nearly two decades of experience across a broad range of Investment Grade credit strategies. He joined the firm in 2005 and has played a key role in the development and management of some of the firm’s flagship strategies. Over the course of his career, Tom has gained deep and varied experience across both benchmark and absolute return portfolios, and establishing the existing long/short hedge fund strategy in the Investment Grade team. He has been instrumental in shaping the firm’s European credit platform and brings a strong track record of performance and insight to his central role as a key risk taker within the European credit team. Tom is Portfolio Manager of the BlueBay Credit Alpha Long/Short strategy as well as the European Corporate Bond, Absolute Return, and Impact Aligned strategies. His ability to contribute meaningfully across a range of portfolios is underpinned by his deep market experience, strong credit instincts, and his focus on capital preservation across all of the BlueBay Fixed Income Investment Grade strategies.
Harrison Hill
BlueBay Portfolio Manager, Investment Grade
Harrison is a BlueBay Portfolio Manager within BlueBay's Investment Grade team and joined the firm in June 2015. Harrison joined BlueBay Asset Management (which is now part of RBC Global Asset Management) as a member of the Performance and Attribution department before moving to the Investment Grade team in August 2018. Prior to BlueBay, Harrison worked for Sovereign Insurance in New Zealand as a Portfolio Analyst. He holds a Bachelor of Commerce (BCom) in Investment Finance and Economics from The University of Auckland in New Zealand. Harrison holds the CFA UK Certificate in ESG Investing.