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.

     

      Investors must not rely on the LuxFLAG Label with regard to investor protection issues and LuxFLAG cannot incur any liability related to financial performance of the BlueBay Impact-Aligned Bond Fund.
    The LuxFLAG ESG Label is valid for the period ending on 30 September 2023.

     

    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.

    Find out more

     

    Sustainability impact report 2022 - summary

    Sustainability impact report 2022 - full

    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
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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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    My-Linh Ngo

    Head of ESG Investment, Portfolio Manager

    My-Linh joined RBC BlueBay in July 2014 and heads up the incorporation of ESG across the firm’s investment assets.  She is a portfolio manager for the RBC BlueBay Impact-Aligned Bond Fund.  My-Linh has over two decades of experience working in the ESG investment industry, having previously been at Schroders Investment Management Ltd where she was an ESG Analyst and prior to that, an Associate Director – SRI Research at Henderson Global Investors.   She holds a Masters in Leadership for Sustainable Development from Middlesex University/Forum for the Future, a Masters in Environmental Management Systems & Auditing as well as a degree in Environmental Sciences, both from the University of East Anglia.