BlueBay Impact-Aligned Bond Fund

ISIN
Key documents

    Overview

    An impact-aligned strategy that will predominantly invest in public and liquid corporate IG debt. The strategy invests for positive impact across our sustainability themes to addressing major environmental and social challenges, with investments qualifying either due to the core economic activities of the issuer or the activity being funded/supported by the security meeting the Fund’s sustainability themes.

    Sustainability-related disclosure


    The Fund does not reference any benchmark. 

    Fund specific risks

    • At times, the market for investment grade 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
    • RBC BlueBay's analysis of sustainability factors can rely on input from external providers. Such data may be inaccurate or incomplete or unavailable and BlueBay could assess the sustainability risks of securities held in correctly
    • 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

     

    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.

    ESG investing: our approach

    RBC BlueBay believes that ESG factors can potentially have a material impact on an issuer’s long-term financial performance. Given the limited upside (and potentially significant downside) of fixed income investments, the focus of our ESG analysis is on understanding downside risks.1

    Find out more

     

    Sustainability impact report 2024 - summary

    Sustainability impact report 2024 - full

     

    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 philosophy

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    One investment team, built around a single investment process
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    Investment process structured to deliver solutions for clients
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    Heritage in managing absolute and benchmark relative strategies
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    Focus on long/short investing with underlying capital preservation mindset
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    Proprietary technology supports high touch investment process
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    Proprietary risk management is central to our approach and is essential to delivering successful outcomes
    Tom Moulds 350 x 290.jpg

    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.

     

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    My-Linh Ngo

    Senior Director & Impact-Aligned Strategist, Responsible Investment

    My-Linh is Senior Director & Impact-Aligned Strategist in the Responsible Investment (RI) team at RBC Global Asset Management (RBC GAM), with lead responsibility for ESG integration and stewardship across the firm’s global fixed income assets, including BlueBay fixed income. She is also a sustainability strategist for the impact-aligned bond strategy managed on the BlueBay fixed income investment platform. My-Linh represents RBC GAM and RBC BlueBay (RBC GAM’s business outside North America) externally in a range of committees and working groups focused on driving RI best practice in the fixed income asset class. She has over two decades of experience working in the RI industry, joining BlueBay Asset Management (which is now part of RBC GAM) in 2014. Prior to this, My-Linh was at Schroders Investment Management Ltd as an ESG Analyst, and at Henderson Global Investors as an Associate Director – SRI Research.