BlueBay Investment Grade Absolute Return ESG Bond Fund

ISIN
Key documents

    Overview

    Absolute return strategy seeking returns from an all-weather, long/short portfolio predominantly consisting of fixed income securities issued by investment grade rated global government, corporate and securitized bond combined with environmental, social and governance (ESG) criteria.

    Sustainability-related disclosure

     

      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 Investment Grade Absolute Return ESG 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

    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.

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    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
    Mark Dowding 350 x 290.jpg

    Mark Dowding

    Chief Investment Officer, RBC BlueBay Asset Management

    Mark is RBC BlueBay's Chief Investment Officer. He has over 26 years' investment experience as a macro fixed income investor and has been a senior portfolio manager at RBC BlueBay since he joined in August 2010. As a macro risk taker, Mark actively pursues an open dialogue with policy makers and opinion formers, believing that proprietary research is key to gaining insights in order to generate strong investment returns. Prior to joining RBC BlueBay, Mark was Head of Fixed Income in Europe for Deutsche Asset Management, a role he previously occupied at Invesco. He started his career as a fixed income portfolio manager at Morgan Grenfell in 1993 and holds a BSc (Hons) in Economics from the University of Warwick.

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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.

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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.