BlueBay Global Sovereign Opps I EUR
Managed by
Mark Dowding
Mark Dowding is a partner, co-head of investment grade and a senior portfolio manager at BlueBay Asset Management. He joined the company in August 2010 from Deutsche Asset Management, where he was head of fixed income in Europe. Before this, he was head of fixed Income in Europe for Invesco, where he worked with Raphael Robelin, prior to Robelin joining BlueBay in 2003. He started his career as a fixed income portfolio manager at Morgan Grenfell in 1993 and holds a BA Hons in Economics from the University of Warwick.
David Dowsett
David Dowsett joined BlueBay in April 2002. Previously he spent seven years at Deutsche Asset Management (formerly Morgan Grenfell Asset Management) where he was a board director with responsibility for emerging markets and a member of the investment policy committee for all fixed income. David has a BA (Hons) degree in politics and economics from Durham University.
Russel Matthews
Russel Matthews joined BlueBay in September 2010 as a portfolio manager running European bond strategies. Prior to joining BlueBay, Russel worked at Invesco Asset Management for ten years where he was responsible for managing multi-currency global fixed income portfolios for retail and institutional clients. He was also co-head of Global Alpha (ex US). Prior to joining Invesco, Russel worked at Citigroup Asset Management. He earned a BA in economics and journalism from Rhodes University in 1995 and a Post Graduate Diploma in Management from the University of Cape Town in 1996.
Objective
To achieve a total return from a portfolio of global sovereign debt (including Emerging Market Countries) through active interest rate, credit and currency management. The Sub-Fund invests its net assets in global fixed income securities issued by sovereign entities globally (including Emerging Market Countries). In addition, the Sub-Fund intends to implement the Investment Managers views across interest rates, credit and currencies via active use of financial derivative instruments. Depending on perceived market opportunities, the use of financial derivative instruments for both long and short positions can be significant.
Performance
-
Rank 7/48 Total Return
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Rank 29/48 Standard Deviation
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Rank 9/48 Max Drawdown
Fund Name | Currency | Return | |
---|---|---|---|
5 | Vivace 66 I | EUR | 14.8% |
6 | H2O Moderato R C | EUR | 11.3% |
7 |
BlueBay Global Sovereign Opps I EUR
Currency exposure is hedged Currency exposure is hedged |
EUR | 9.5% |
8 |
U Access (Ire) Trend Macro C EUR Acc
Currency exposure is hedged Currency exposure is hedged |
EUR | 9.3% |
9 | AEGON Global TAA+ | EUR | 8.7% |
View full league table |
Fund Name | Currency | Risk | |
---|---|---|---|
27 | H2O Moderato R C | EUR | 4.8 |
28 | Deka-GlobalOpportunities Plus CF A | EUR | 5.5 |
29 |
BlueBay Global Sovereign Opps I EUR
Currency exposure is hedged Currency exposure is hedged |
EUR | 5.5 |
30 |
Chiron Global Opportunities X EUR Acc
Currency exposure is hedged Currency exposure is hedged |
EUR | 5.6 |
31 | AEGON Global TAA+ | EUR | 6.2 |
31 |
Maverick Fundamental Quant UCITS E EUR
Currency exposure is hedged Currency exposure is hedged |
EUR | 6.2 |
View full league table |
Fund Name | Currency | Loss | |
---|---|---|---|
7 | Palatine Absolument A | EUR | -1.5% |
8 | Alessia Absolute Return Macro R | EUR | -1.7% |
9 |
BlueBay Global Sovereign Opps I EUR
Currency exposure is hedged Currency exposure is hedged |
EUR | -1.9% |
10 | Amundi Fds Credit Unconstrained - AE (C) | EUR | -2.0% |
11 | Jupiter JGF Strategic Total Return L EUR Acc | EUR | -2.2% |
View full league table |
Total Return
Quarterly Performance
to 31/03/2018 | Annual | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|---|
2018 | 4.0% | ||||
2017 | 5.5% | 0.3% | 0.8% | 2.0% | 2.5% |
2016 | 1.1% | 6.9% | 4.5% |
Month by Month Performance
Returns Vs Risk
Registered For Sale In
- Austria
- Denmark
- Estonia
- Finland
- France
- Germany
- Ireland
- Italy
- Latvia
- Lithuania
- Luxembourg
- Netherlands
- Norway
- Singapore
- Spain
- Sweden
- Switzerland
- United Kingdom
Fund Info
- Launch date04/01/2016
- Base currencyEUR
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ISIN LU1337225053 - Currency exposure is hedged
Purchase Info
- Min. initial investment500,000
- Min. regular additional investment0
Charges
- Annual management0.95%