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BlueBay Investment Grade Bond B EUR (Perf)

Ranked 76 out of 315 in - Euro Corporates over 12 months
All calculations are in EUR unless stated

Managed by

Thomas Moulds

Raphael Robelin

Raphael Robelin 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. He started his career as a portfolio manager with BNP Group and Saudi International Bank. He joined BlueBay in August 2003 from Invesco where he was a portfolio manager for investment grade funds.

Andrzej Skiba

Andrzej Skiba joined Bluebay in February 2005 and currently work as a portfolio manager running a number of funds. Prior to joining Bluebay he worked as a credit analyst for Goldman Sachs. He graduated with a degree in International Business and Economics from Manchester University in 2001.

Marc Stacey

Marc Stacey joined BlueBay in June 2004 as an operations analyst before joining the Trade Execution Team focusing on investment grade debt in March 2006 and became a portfolio manager in January 2011. Previously Marc worked at CSFB in the credit derivatives legal documentation area for two years. He holds a Bachelor of Business Science (Hons) in economics and finance from the University of Cape Town, South Africa.

Objective

To achieve a total return in excess of the iBoxx Euro Corporates Index from a portfolio of investment grade-rated fixed income securities. The Sub-Fund invests at least two-thirds of its net assets in fixed income securities rated investment grade and issued by entities domiciled within European countries whose sovereign long term debt rating is investment grade. At least two-thirds of the net assets of the Sub-Fund will be denominated in the currencies of European Union countries.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Euro Corporates over : 31/07/2016 - 31/07/2017
  • Rank 76/315 Total Return
  • Rank 178/315 Standard Deviation
  • Rank 144/315 Max Drawdown
Fund Name Currency Risk
178 Insight Euro Corporate Bond A Acc EUR EUR

2.5

178 SLI Glo SICAV European Corporate Bond A EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

2.5

178 OYSTER European Corporate Bonds C EUR EUR

2.5

178 Henderson HF Euro Corporate Bond A2 EUR

2.5

178 BlueBay Investment Grade Bond B EUR (Perf) EUR

2.5

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 0.9% 0.8%
2016 3.5% 0.9% 1.4% 1.8% -0.6%
2015 -1.5% 1.8% -3.5% -1.0% 1.3%
2014 6.7% 2.5% 2.2% 0.9% 1.0%
2013 3.4% 0.6% -0.7% 1.7% 1.8%
2012 15.7% 6.3% 0.5% 4.7% 3.4%
2011 -0.1% 0.4% 1.2% -2.8% 1.1%
2010 4.6% 3.1% -0.2% 3.5% -1.7%
2009 18.9% 2.1% 7.6% 5.8% 2.3%
2008 0.4% 1.3% -1.8% -0.5% 1.4%
2007 2.1% 0.9% -1.2% 2.1% 0.3%
2006 1.1% -1.3% -0.5% 2.6% 0.2%
2005 4.5% 0.8% 3.5% 0.7% -0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Chile
  5. Denmark
  6. Estonia
  7. Finland
  8. France
  9. Germany
  10. Ireland
  11. Italy
  12. Latvia
  13. Lithuania
  14. Luxembourg
  15. Netherlands
  16. Norway
  17. Singapore
  18. Spain
  19. Sweden
  20. Switzerland
  21. United Kingdom

Fund Info

  • Launch date02/11/2004
  • Share Class size02Mn
  • Base currencyEUR
  • ISIN LU0179830913

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.30%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).