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BLUEBAY EMERGING MARKET OPPORTUNITY - Fund overview

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Overview of BLUEBAY EMERGING MARKET OPPORTUNITY

A UCIT 3 Lux registered SICAV investing in both sovereign and corporate emerging market bonds. The asset allocation is dynamic with a view to focusing on absolute returns. The fund structure provides for the use of derivatives to maximise opportunity and minimise risk. The fund is designed to replicate as closely as possible an existing strategy which has been running since June 2007. The fund will apply for distributor status. The master fund targets USD total returns and is available hedged to £.

Standard Initial Charge

No data available.

Fund summary

Sector  Global Bonds
Product type  OFFSHORE FUND
Launched  –
Size  –
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 100.00p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.70%
Reduction in yield (10yr) 1.70%

Bestinvest says


No information available.

Portfolio

bluebay emerging market opportunity asset allocation illustration
Allocation Proportion
Equity
High yield bonds
Quality bonds 100%
Property
Commodities
Hedge
Fund cash
bluebay emerging market opportunity equity geographic illustration
Allocation Proportion
UK
Europe
Nth America
Japan
Pacific
Other Equity 100%

No data available.

Investment process


Essentially a best ideas emerging market debt portfolio drawing on the expertise of Bluebay's sovereign and corporate bond emerging market investment specialists. The fund has a formal target return of 12-15% p.a. net of fees over the cycle. The portfolio asset allocation mix is relatively unconstrained providing the managers with flexibility to maximise returns through beta, alpha and relative value opportunities and where possible minimise drawdowns. There is no formal reference benchmark or benchmark constraints. Where drawdowns exceed 3% the portfolio managers will undertake a formal review of the fund's risk exposures.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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