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The BlueBay Investment Grade Financials Plus Bond Fund is designed to achieve a total return from an investment universe of investment grade rated securities issued by global financial institutions. The fund is actively managed, does not reference any benchmark and has environmental, social and governance (ESG) criteria embedded into the investment process.1
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.
Security selection is key to performance and capital preservation focus is essential
Research seeks to integrate macro, regulatory and political research with more traditional balance sheet analysis
Disciplined risk management at every stage of investment process
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.
James is a BlueBay Portfolio Manager within BlueBay's Investment Grade team and joined the firm in March 2012. James joined BlueBay Asset Management (which is now part of RBC Global Asset Management) as a member of the Operations department before moving to the Investment Grade team in December 2013. Prior to BlueBay, James worked for Sapient Global Markets as an associate consultant, spending most of this time working in trade support. He holds a BSc (Hons) degree in Investment and Financial Risk Management from Cass Business School, City University.
James joined BlueBay Asset Management (which is now part of RBC Global Asset Management) in September 2007 as a financials analyst within the Investment Grade team. His experience and knowledge of the European banking sector has been widely utilised within the firm by both the Investment Grade and High Yield teams at BlueBay. He was instrumental in the successful launch of the BlueBay Financial Capital Bond Fund in January 2015 and has made a significant contribution to its peer group-leading performance since inception. Prior to BlueBay, James spent three years with PricewaterhouseCoopers as an assurance and advisory executive covering financial institutions. He is a qualified chartered accountant and holds an MA (Hons) degree from the University of Edinburgh. James is a CFA charterholder.