RBC Select Growth Portfolio

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Sarah Riopelle

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Investment Objective

To provide long-term capital growth by investing primarily in funds managed by RBC GAM , emphasizing equity mutual funds for higher growth potential, with some exposure to fixed-income mutual funds for diversification. The portfolio invests in a diversified mix of Canadian, U.S. and international funds.

Fund Details

Series: A
Fund Code: RBF459
Load Structure: No Load
Currency: CAD
Inception Date: Dec, 1986
Series A NAV $: 28.94
Series A MER %: 2.04
Benchmark:
  • 30% FTSE TMX Canada Universe Bond Index
  • 25% S&P 500 Total Return Index (CAD)
  • 23% S&P/TSX Capped Composite Total Return Index
  • 16% MSCI EAFE Total Return Net Index (CAD)
  • 6% MSCI Emerging Markets Total Return Net Index (CAD)


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

    Notes:

    Resources


    Performance Analysis as of  April 30, 2017

    Growth of $10,000

    Returns and Quartile Ranking
    Calendar Returns %

    Trailing Return %

    Portfolio Analysis

    Top Ten Holdings
    Top Ten Holdings % Assets
    RBC European Equity Fund 9.2
    RBC Bond Fund 9.1
    PH&N US Multi-Style All-Cap Equity Fund 6.9
    RBC Global Corporate Bond Fund 6.6
    RBC Private Canadian Equity Pool 6.3
    PH&N Canadian Equity Underlying Fund 5.4
    RBC QUBE US Equity Fund 5.3
    RBC Emerging Markets Equity Fund 4.5
    RBC Global Equity Focus Fund 4.4
    RBC Global Dividend Growth Fund 4.3
    % Assets
    Total % of Top Ten Holdings 61.8
    Total Number of Portfolio Holdings 30
    Total Number of Stock Holdings 0
    Total Number of Bond Holdings 0
    Total Number of Other Holdings 0
    Total Number of Underlying Holdings 0