BlueBay Total Return Diversified Credit ESG Fund

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Key documents

    Objective

    The BlueBay Total Return Diversified Credit ESG Fund is designed to achieve a total return from investments in higher yielding fixed income asset classes through active security selection, asset allocation and capital preservation techniques, combined with environmental, social and governance (ESG) criteria.

    Sustainability-related disclosure
    Pre-contractual SFDR disclosure

    Fund specific risks

    • At times, the market for emerging market bonds, high yield bonds or convertible bonds may dry up, which could make it difficult to sell these bonds, or the fund may only be able to sell them at a discount
    • There may be cases where an organisation with which we trade assets or derivatives (usually a financial institution such as a bank) may be unable to fulfil its obligations, which could cause losses to the fund
    • Investing in high yield bonds offers you the chance to gain higher returns through growing your capital and generating income. Nevertheless, there is a greater risk that the organisation which issued the bond will fail, which would result in a loss of income to the fund along with its initial investment
    • RBC BlueBay could suffer from a failure of its processes, systems and controls – or from such a failure at an organisation on which we rely in order to deliver our services – which could lead to losses for the fund

     

    For share class information, please contact marketing@bluebay.com

    Investment approach

    • We seek to achieve a harmony between top-down and bottom-up views combined with environmental, social and governance (ESG) criteria

    • Dynamic asset allocation seeks to take advantage of relative value within the sub-asset classes over the medium term

    • Specialist portfolio managers select their best ideas within each asset class

    • Focus on capital preservation: bottom-up preservation of capital through best ideas credit selection; top-down capital preservation through asset allocation and liquid portfolio hedging strategies

    Market opportunity

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    The Fund has been developed to meet investor demand for a more flexible, non-benchmark-driven approach to credit markets, and allows active shifts between areas of the market in a timely fashion
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    The Fund aims to contain only our best ideas across global high yield, loans, financial capital bonds, convertible bonds and emerging market debt
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    The Fund focuses on using BlueBay’s proprietary ESG research to identify and avoid investments with excessive ESG risks
    Blair Reid 350 x 290.jpg

    Blair Reid

    BlueBay Senior Portfolio Manager, Multi-Asset and Income

    Blair is a BlueBay Senior Portfolio Manager within the Multi-Asset Credit Team. He joined BlueBay Asset Management (which is now part of RBC Global Asset Management) in August 2013 and is a member of the Multi Asset Decision Group (MADG). Prior to BlueBay, Blair worked for Goldman Sachs Asset Management where he spent six years as a lead portfolio manager in the fixed income team, specialising in emerging market debt and FX. Previously he worked for Barclays Global Investors as well as Aon (now Aon Hewitt), where he was an investment consultant. He holds an MBA from London Business School, a Bachelor of Economics degree from Macquarie University in Sydney and is a Fellow of the Institute of Actuaries.

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    Maria Satizabal

    BlueBay Portfolio Manager, Credit Strategy & Asset Allocation

    Maria is a BlueBay Portfolio Manager in the Multi-Asset Credit team and is also a member of the Multi Asset Decision Group (MADG) at BlueBay. Maria joined BlueBay Asset Management (which is now part of RBC Global Asset Management) in January 2008 and held positions as a risk analysist and assistant portfolio manager before moving to her current role in January 2021. Prior to BlueBay, Maria spent one year at Standard Bank Group in the Asset Management division where she was a senior performance analyst for emerging markets and high yield fixed income portfolios. From 2004 until 2007 she worked as a senior portfolio analyst at State Street Global Advisors focusing on LDI, fixed income, FX and equity funds. Maria holds a MSc in Mathematical Trading and Finance from Cass Business School in London as well as a Master in Industrial Engineering and a Bachelors of Industrial Engineering from Universidad de Los Andes in Colombia. Maria has passed the Investment Management Certificate.

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    Raphael Robelin

    BlueBay Head of Multi-Asset Credit, Credit Strategy & Asset Allocation

    Raphael is Head of Multi-Asset Credit at BlueBay. He has over 25 years' investment experience and was co-CIO and then sole CIO of BlueBay Asset Management (which is now part of RBC Global Asset Management) from January 2014 to May 2019. Raphael has had overall responsibility for the investment grade debt portfolios and held key portfolio management roles during his time at BlueBay. Raphael joined BlueBay in August 2003 from Invesco where he was a portfolio manager for investment grade funds. Prior to that, he was a portfolio manager with BNP Group and Saudi International Bank. Raphael holds a degree in Engineering (IT) and Applied Mathematics from EFREI as well as a Master's in Management and International Finance from La Sorbonne, Paris.