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Key documents
Objective
The BlueBay Total Return Diversified Credit ESG Fund is designed to achieve a total return from investments in higher yielding fixed income asset classes through active security selection, asset allocation and capital preservation techniques, combined with environmental, social and governance (ESG) criteria.
Sustainability-related disclosure
For share class information, please contact marketing@bluebay.com
Investment approach
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We seek to achieve a harmony between top-down and bottom-up views combined with environmental, social and governance (ESG) criteria
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Dynamic asset allocation seeks to take advantage of relative value within the sub-asset classes over the medium term
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Specialist portfolio managers select their best ideas within each asset class
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Focus on capital preservation: bottom-up preservation of capital through best ideas credit selection; top-down capital preservation through asset allocation and liquid portfolio hedging strategies
Market opportunity
The Fund has been developed to meet investor demand for a more flexible, non-benchmark-driven approach to credit markets, and allows active shifts between areas of the market in a timely fashion
The Fund aims to contain only our best ideas across global high yield, loans, financial capital bonds, convertible bonds and emerging market debt
The Fund focuses on using BlueBay’s proprietary ESG research to identify and avoid investments with excessive ESG risks
Blair Reid
Partner and Senior Portfolio Manager, Multi-Asset and Income
Blair is a Senior Portfolio Manager leading the Multi-Asset & Income Team at RBC BlueBay. Prior to joining RBC BlueBay in August 2013, Blair worked for Goldman Sachs Asset Management for six years as a lead portfolio manager in the fixed income team, specialising in emerging market debt and FX. Previously he worked for Barclays Global Investors and Aon (now Aon Hewitt), where he was an investment consultant. He holds an MBA from London Business School, a Bachelor of Economics from Macquarie University in Sydney and is a Fellow of the Institute of Actuaries.
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Maria Satizabal
Portfolio Manager, Credit Strategy & Asset Allocation
Maria is a Portfolio Manager in the Multi -Asset Credit team at RBC BlueBay. Maria joined RBC BlueBay in January 2008 and held positions as a risk analyst and assistant portfolio manager before moving to her current role in January 2021. Prior to RBC BlueBay, Maria spent one year at Standard Bank Group in the Asset Management division where she was a senior performance analyst for emerging markets and high yield fixed income portfolios. From 2004 until 2007 she worked as a senior portfolio analyst at State Street Global Advisors focusing on LDI, fixed income, FX and equity funds. Maria holds an MSc in Mathematical Trading and Finance from Cass Business School in London and an MSc and BSc in Industrial Engineering from Universidad de Los Andes in Colombia and has passed the Investment Management Certificate.
Raphael Robelin
Head of Multi Asset Credit, Credit Strategy & Asset Allocation
Raphael is Head of Multi-Asset Credit at RBC BlueBay. He has over 25 years’ investment experience and was Co-CIO and then sole CIO of RBC BlueBay from January 2014 to May 2019. Raphael has had overall responsibility for the investment grade debt portfolios and held key portfolio management roles during his time at RBC BlueBay. Raphael joined RBC BlueBay in August 2003 from Invesco where he was a portfolio manager for investment grade funds. Prior to that, he was a portfolio manager with BNP Group and Saudi International Bank. Raphael holds a degree in Engineering (IT) and Applied Mathematics from EFREI as well as a Master's in Management and International Finance from La Sorbonne, Paris.