BlueBay Global Investment Grade Corporate Bond Fund

ISIN
Key documents

    Objective

    The BlueBay Global Investment Grade Corporate Bond Fund is designed to invest in predominantly investment grade issuers globally, combined with environmental, social and governance (ESG) criteria.

    Sustainability-related disclosure


    The BlueBay Global Investment Grade Corporate Bond Fund (the Fund) is actively managed and its objective is to generate a total return in excess of the Bloomberg Barclays Global Aggregate Corporate Index USD Hedged via well-researched security selection with a strong focus on capital preservation. There are no restrictions on the extent to which the Fund's portfolio and performance may deviate from the ones of the benchmark.

    The Fund’s benchmark (Bloomberg Barclays Global Aggregate Corporate Index USD Hedged) 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

    • The Fund invests predominantly in fixed income securities issued by investment grade companies from around the world

    • Our high-quality, proprietary credit analysis identifies underlying trends and market themes, which we express by taking active overweight and underweight positions relative to the benchmark

    Market opportunity

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    We have extensive experience of investing in the credit default swap markets - this is one of a number of techniques employed both to deliver strong absolute returns and manage the overall risk within the portfolio
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    The fund is globally diversified and currency risk is hedged back to the base currency
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    Marc Stacey

    Senior Portfolio Manager, Investment Grade

    Marc is a Senior Portfolio Manager within the Investment Grade team focusing on non-sovereign debt and specialising in financials. Marc started at RBC BlueBay 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 RBC BlueBay, Marc spent two years at CSFB focussing on credit derivatives. He holds a Bachelor of Business Science (Hons) in Economics and Finance from the University of Cape Town, South Africa.

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    Tom Moulds

    Senior Portfolio Manager, Investment Grade

    Tom is a Partner and Senior Portfolio Manager within the Investment Grade team. His focus is on European non-sovereign debt for which he manages RBC BlueBay’s European Corporate Strategy, including a flagship mutual fund and several bespoke mandates. Tom joined RBC BlueBay in December 2005 and the Investment Grade team in July 2007. He has been instrumental in driving the success of the European IG credit strategy, both in absolute return and benchmark portfolios, as well as developing the growing number of buy-and-maintain strategies. More recently, Tom’s focus has been the launch of the Capital Income Fund and the Impact-Aligned Strategy in line with growing investor demand for sustainable investment funds. His knowledge of financial software development and programming has been integral in tailoring RBC BlueBay’s information systems to assist with active portfolio management. Prior to RBC BlueBay, he worked as a financial analyst at the UK head office of Schneider Electric. Tom holds a BSc degree in Mathematics from the University of Wales, Swansea, and is a CFA charterholder.

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    Andrzej Skiba

    Partner, Head of US Credit, Leveraged Finance

    Andrzej joined RBC BlueBay in February 2005 and is a Senior Portfolio Manager responsible for the Developed Markets team and is based in RBC BlueBay's office in Stamford, Connecticut. 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 portfolio manager responsible for corporate investments within RBC BlueBay’s IG strategies. Andrzej spent his first four years at RBC BlueBay as a credit analyst covering the TMT, utilities and retail sectors for the Investment Grade team. Prior to RBC 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.

    Note: Andrzej is counted in both the Investment Grade and Global Leveraged Finance groups.