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Key documents
Objective
The BlueBay Global Convertible Bond Fund is designed to invest in convertible securities from global issuers, combined with environmental, social and governance (ESG) criteria.
Sustainability-related disclosure
The Fund's objective is to achieve a total return in excess of the Refinitiv Global Convertible Focus Index USD from a portfolio of convertible 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 Fund's portfolio and may take exposure to companies, countries or sectors not included in the benchmark.
The Fund’s benchmark (Refinitiv Global Convertible Focus Index USD) 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.
Investment approach
- A team-driven approach drawing on our proprietary convertible bond analysis, in-house macro expertise and portfolio construction experience
- Our dedicated fundamental analysis underpins security selection and is based on dynamic, proactive, proprietary research where we exploit capital appreciation opportunities through sector and issuer analysis
- The team adopts a benchmark-agnostic view and employs relative value techniques to evaluate the merits of each potential holding
Market opportunity
Convertible bonds combine the attributes of both bonds and equities
We view the asset class as a compelling and less volatile alternative to direct equity exposure
The more defensive bond-like attributes of convertibles coupled with the potential equity upside participation can provide an attractive risk-return profile for investors
Pierre-Henri de Monts de Savasse
Senior Portfolio Manager, Convertible Bonds
Pierre-Henri joined RBC BlueBay in July 2014 and is a Senior Portfolio Manager within the Convertible Bond Team. He has 20 years’ investment management experience. Pierre-Henri began his career with BNP Paribas Asset Management in fixed income management then subsequently as a multi-asset quant strategist and began managing convertible bonds in 2005, first for Credit Suisse Asset Management and later Aberdeen Asset Management. He holds an MSc from École Centrale de Lyon, a degree (DEA) in Models and Mathematical Methods in Economics from Université Paris I and is a CFA charterholder.
Zain Jaffer
Portfolio Manager, Convertible Bonds
Zain is a Portfolio Manager in the Convertible Bond Team. He joined RBC BlueBay in January 2012 as a fund accountant within the Finance department before moving to the desk as Assistant Portfolio Manager in June 2014. Prior to joining RBC BlueBay, Zain worked for three years at PricewaterhouseCoopers. He is a CFA charterholder, holds a BSc (Hons) degree in Mathematics and Economics from the University of Warwick and is a member of the Institute of Chartered Accountants in England and Wales (ICAEW).