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BlueBay Investment Grade Bond B EUR (Perf)

Ranked 1 out of 42 in - Euro Corporates over 12 months
All calculations are in EUR unless stated

Managed by

Thomas Moulds

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 in Norway View performance globally

Performance

Euro Corporates over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.0% -0.4%
2017 4.4% 0.9% 0.8% 1.6% 1.1%
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. Denmark
  5. Estonia
  6. Finland
  7. France
  8. Germany
  9. Ireland
  10. Italy
  11. Latvia
  12. Lithuania
  13. Luxembourg
  14. Netherlands
  15. Norway
  16. Singapore
  17. Spain
  18. Sweden
  19. Switzerland
  20. 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).