RBC Select Very Conservative Portfolio

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Sarah Riopelle

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Investment Objective

To provide income and the potential for modest capital growth by investing primarily in funds managed by RBC GAM, emphasizing mutual funds that invest in fixed income securities with some exposure to mutual funds that invest in equity securities. The portfolio invests in a mix of Canadian, U.S. and international funds.

Fund Details

Series: A
Fund Code: RBF209
Load Structure: No Load
Currency: CAD
Inception Date: Mar, 2009
Series A NAV $: 12.40
Series A MER %: 1.69
Benchmark:
  • 80% FTSE Canada Universe Bond Index
  • 10% S&P/TSX Capped Composite Index
  • 5% S&P 500 (C$)
  • 5% MSCI EAFE (C$)


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

    Notes:

    Resources


    Performance Analysis as of  July 31, 2018

    Growth of $10,000

    Returns and Quartile Ranking
    Calendar Returns %

    Trailing Return %

    Please consult your advisor and read the prospectus or Fund Facts document before investing. There may be commissions, trailing commissions, management fees and expenses associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.