RBC Balanced Growth & Income Class

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Brad Willock

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Jennifer McClelland

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Sarah Riopelle

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Investment Objective

To provide a combination of capital growth and modest income.

Fund Details

Series: A
Fund Code: RBF3035
Load Structure: No Load
Currency: CAD
Inception Date: Apr, 2015
Series A NAV $: 10.93
Series A MER %: 2.06
  • 40% FTSE TMX Canada Universe Bond Index
  • 25% S&P/TSX Capped Composite Total Return Index
  • 20% S&P 500 Total Return Index (CAD)
  • 10% MSCI Emerging Markets Total Return Net Index (CAD)
  • 5% MSCI Europe Total Return Net Index (CAD)

  • Income Distribution: Quarterly
    Capital Gains Distribution: Annually
    Sales Status: Open
    Minimum Investment $: 500
    Subsequent Investment $: 25



    Performance Analysis as of  April 30, 2017

    Returns and Quartile Ranking
    Calendar Returns %

    Trailing Return %