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 $: 15.41
Series A MER %: 2.36
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 Bond Fund 13.9
    PH&N US Multi-Style All-Cap Equity Fund 9.3
    RBC Canadian Equity Fund 8.9
    Fidelity Canadian Disciplined Eq Fund 8.4
    TD US Mid-Cap Growth Fund 7.4
    RBC Emerging Markets Equity Fund 6.5
    RBC O'Shaughnessy US Value Fund 4.8
    CI American Value 4.6
    PH&N Total Return Bond Fund 4.5
    PH&N High Yield Bond Fund 4.5
    % Assets
    Total % of Top Ten Holdings 72.9
    Total Number of Portfolio Holdings 19
    Total Number of Stock Holdings 0
    Total Number of Bond Holdings 0
    Total Number of Other Holdings 0
    Total Number of Underlying Holdings 0