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Scott Lysakowski

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Investment Objective

To provide a relatively high level of income with the potential for modest capital growth. The fund invests its assets primarily in a well-diversified balanced portfolio of income-producing equity securities, including common shares of Canadian companies that pay dividends and units of income trusts that pay distributions, and fixed income securities such as preferred shares, government and corporate bonds, debentures and notes, either directly or indirectly through an investment in one or more other mutual funds managed by RBC GAM or an affiliate.

Fund Details

Series: D
Fund Code: RBF3516
Load Structure: No Load
Currency: CAD
Inception Date: Oct, 2012
Series D NAV $: 12.01
Series D MER %: 1.08
Benchmark:
  • 50% S&P/TSX Capped Composite Index
  • 35% FTSE Canada Universe Bond Index
  • 10% ICE BofAML Canada High Yield Index
  • 5% S&P/TSX Preferred Share Index


  • Income Distribution: Annually
    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.