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Key documents
Objective
The BlueBay Investment Grade Bond Fund is designed to invest in predominantly European investment grade issuers, combined with environmental, social and governance (ESG) criteria.
Sustainability-related disclosure
The BlueBay Investment Grade Bond Fund’s (the Fund) objective is to achieve a total return in excess of the iBoxx Euro corporate index from active management of a portfolio of predominantly investment grade 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 Sub-Fund's portfolio and may take exposure to companies, countries or sectors not included in the benchmark.
The Fund’s benchmark (iBoxx Euro corporate index) 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
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Seeking to generate excess returns via superior sector and issuer selection based on high quality forensic proprietary research of macro and credit decisions
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Research seeks to integrate macro, regulatory and political research with more traditional balance sheet analysis
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Majority of excess return expected to come from bottom up decisions (sector, issuer and issue selection)
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Decision making focussed on both long and short risk positions
- Strong emphasis on capital preservation - means focus on total as well as
relative returns -
Interest rate risk (duration) controlled in a narrow band
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Disciplined risk management at every stage of investment process
Market opportunity
The BlueBay Investment Grade Bond Fund is a strategy which aims to deliver a total return in excess of the iBoxx Euro corporate index in all market environments
The fund invests predominantly in fixed income securities issued by European investment grade (IG) companies
Excess returns are expected to come from active management based on high quality forensic proprietary research on macro and credit issuer decisions
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.
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.
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.