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BlueBay Impact-Aligned Bond (S) Class S - Accumulation - GBP

Sell:10,628.00p Buy:10,628.00p Change: 30.00p (0.28%)
Prices as at 16 July 2024
Sell:10,628.00p
Buy:10,628.00p
Change: 30.00p (0.28%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
Prices as at 16 July 2024
Sell:10,628.00p
Buy:10,628.00p
Change: 30.00p (0.28%)
Prices as at 16 July 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Funds in this sector can invest in government and corporate bonds issued globally. And they can often be denominated in overseas currencies. Foreign currencies boost performance if sterling weakens, like it did after the UK voted to leave the European Union in 2016, but the reverse is true when sterling strengthens. These funds can be very different from each other. Some focus on generating income, others try to shelter investors' money during the bad times and might not generate any income. We think there are only a handful of investors with the skill to successfully manage a fund in this sector.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

16/07/19 to 16/07/20 16/07/20 to 16/07/21 16/07/21 to 16/07/22 16/07/22 to 16/07/23 16/07/23 to 16/07/24
Annual return n/a n/a n/a n/a n/a

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

Manager Name: Robert Lambert
Manager start date: 4 May 2021
Manager located in: TBC

Rob is a BlueBay Portfolio Manager within the Investment Grade team, focusing on the utilities and TMT sectors. Rob joined BlueBay Asset Management (which is now part of RBC Global Asset Management) as a Senior Corporate Analyst in September 2008 from Credit Suisse where he was a director of investment grade research covering European investment grade telecom, media, technology and autos sectors. He was ranked fourth in Institutional Investor Magazine for his coverage of European TMT in 2008. Prior to Credit Suisse, Rob was a derivatives analyst at Citigroup and an investment trust accountant at RBS Trust Bank. Rob holds a BA (Hons) in Business Studies and qualified as a Certified Accountant in 2000. He also holds the CFA UK Certificate in ESG Investing and is a writer for the CFA.

Manager Name: Harrison Hill
Manager start date: 4 May 2021
Manager located in: TBC

Harrison is a BlueBay Portfolio Manager within BlueBay's Investment Grade team and joined the firm in June 2015. Harrison joined BlueBay Asset Management (which is now part of RBC Global Asset Management) as a member of the Performance and Attribution department before moving to the Investment Grade team in August 2018. Prior to BlueBay, Harrison worked for Sovereign Insurance in New Zealand as a Portfolio Analyst. He holds a Bachelor of Commerce (BCom) in Investment Finance and Economics from The University of Auckland in New Zealand. Harrison holds the CFA UK Certificate in ESG Investing.

Manager Name: Thomas Moulds
Manager start date: 4 May 2021
Manager located in: TBC

Tom is a Managing Director and a BlueBay Senior Portfolio Manager within the Investment Grade team. His focus is on European non-sovereign debt for which he manages BlueBay's European Corporate Strategy, including a flagship mutual fund and several bespoke mandates. Tom joined BlueBay Asset Management (which is now part of RBC Global Asset Management) 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 BlueBay's information systems to assist with active portfolio management. Prior to 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.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now