RBC Select Choices Growth Portfolio

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Sarah Riopelle

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Investment Objective

To provide long-term capital growth by investing primarily in 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: RBF568
Load Structure: No Load
Currency: CAD
Inception Date: Jun, 2000
Series A NAV $: 15.09
Series A MER %: 2.36
Benchmark:
  • 28% FTSE 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)
  • 2% FTSE Canada 30 Day TBill Index


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

    Notes:

    Resources


    Performance Analysis as of  March 31, 2019

    Growth of $10,000

    Returns and Quartile Ranking
    Calendar Returns %

    Trailing Return %

    Portfolio Analysis

    Asset Mix

    Top Ten Holdings
    Top Ten Holdings % Assets
    RBC Bond Fund O 9.3
    PH&N US Multi-Style All-Cap Equity Fd O 9.1
    RBC Canadian Equity Fund O 8.6
    Fidelity Canadian Disciplined Eq O 8.1
    TD US Mid-Cap Growth - I 7.1
    Invesco European Growth Class Series I 5.1
    CI American Value Class I 4.5
    RBC Global Corporate Bond Fund O 4.5
    RBC O'Shaughnessy U.S. Value Fund O 4.3
    RBC Emerging Markets Equity Fund O 4.2
    % Assets
    Total % of Top Ten Holdings 64.8
    Total Number of Portfolio Holdings 29
    Total Number of Stock Holdings 1,271
    Total Number of Bond Holdings 10,033
    Total Number of Other Holdings 425
    Total Number of Underlying Holdings 11,729
    Equity Style
    Statistics
    P/B Ratio 1.9
    P/E Ratio 15.1
    Avg. Mkt Cap. $Bil 29.9
    Global Equity Sectors
    % Equity
    Financials 22.8
    Industrials 15.3
    Information Technology 11.9
    Consumer Discretionary 9.7
    Energy 8.8
    Health Care 7.8
    Consumer Staples 7.7
    Materials 5.8
    Telecommunications Services 4.7
    Real Estate 2.8
    Utilities 2.4
    Other 0.1

    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.