BlueBay High Yield ESG Bond Fund

ISIN
Key documents

    Objective

    The BlueBay High Yield ESG Bond Fund is designed to invest in European high yield bonds, combined with environmental, social and governance (ESG) criteria.

    Sustainability-related disclosure


    The BlueBay High Yield ESG Bond Fund (the Fund) is actively managed and it targets better returns than its benchmark, the ICE BofA Merrill Lynch European Currency High Yield Constrained Index, fully hedged against EUR, by investing in a portfolio of fixed income securities. The Fund's objective is to provide a balanced exposure to the broader European high yield asset class with a 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.

     

      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 High Yield ESG Bond Fund.
    The LuxFLAG ESG Label is valid for the period ending on 31 March 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.

    Investment approach

    • An actively managed strategy with a deep, fundamental research orientated approach which focuses on bottom-up security selection

    • Active allocation within individual capital structures based on the asymmetric risks within each name

    • Dynamic regional allocations driven by relative value cross border

    • Top down macro inputs help inform thematic credit strategies and overall beta with the portfolio

    Market opportunity

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    The BlueBay High Yield Bond Fund is a strategy designed to invest predominantly in European sub-investment grade corporate debt
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    Credit selection is driven by rigorous proprietary bottom up fundamental analysis with an emphasis on downside stress testing
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    Single name credit analysis is supplemented by economic, policy and political inputs which combine to help determine the sectoral and geographic composition of the portfolio as well as the overall beta of the strategy
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    The fund invests in both primary and secondary opportunities across secured and unsecured assets and has a specific focus on capital preservation
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    Justin Jewell

    Partner, Head of European High Yield, Leveraged Finance

    Justin is a Partner and Head of European High Yield within RBC BlueBay’s Global Leveraged Finance Group. Justin joined RBC BlueBay in 2009 as Head of High Yield Trading before moving into portfolio management in early 2012. He started his career at UBS in 2002 and was last Director of High Yield and Distressed trading in Europe. Justin holds a BSc in Economics from the London School of Economics.