BlueBay Global Sovereign Opportunities

Investment Objective

The funds objective is to achieve a total return from a portfolio of global sovereign debt (including Emerging Market Countries) through active interest rate, credit and currency management.

Latest Meeting Note

Rating Change 16 May 2017

While the fund is only a year and half old, the realised track record is undeniably strong with the fund annualising at 9.3%, ahead of the fund’s cash plus 5-7% target. For investors with long-only government bond exposure, the fund may ... Read more

While the fund is only a year and half old, the realised track record is undeniably strong with the fund annualising at 9.3%, ahead of the fund’s cash plus 5-7% target. For investors with long-only government bond exposure, the fund may make an interesting option as both a diversifier and a source of greater returns. We are encouraged to see the fund delivering for investors with the net returns generated by the strategy undeniably strong. As such we are pleased to upgrade the fund to a four star rating.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2023 0.8 0.9 0.5 0.2 0.1 0.2 0.2 1.0 0.8 0.6 0.8 0.3 1.0
2022 0.8 0.3 0.9 0.0 1.0 0.7 0.6 0.2 0.8 0.9 0.8 0.1 0.3

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Current Site Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.