RBC Select Choices Aggressive Growth Portfolio

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Sarah Riopelle

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Investment Objective

To provide long-term capital growth by investing in equity mutual funds for higher growth potential. The portfolio invests primarily in a diversified mix of Canadian, U.S. and international equity funds.

Fund Details

Series: A
Fund Code: RBF569
Load Structure: No Load
Currency: CAD
Inception Date: Jun, 2000
Series A NAV $: 15.60
Series A MER %: 2.56
Benchmark:
  • 35% S&P 500 Total Return Index (CAD)
  • 32.5% S&P/TSX Capped Composite Total Return Index
  • 21.5% MSCI EAFE Total Return Net Index (CAD)
  • 9% 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  February 28, 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 Canadian Equity Fund O 8.4
    PH&N US Multi-Style All-Cap Equity Fd O 7.6
    AGF American Growth Class 7.6
    CI Synergy Canadian Corporate Class 7.5
    Fidelity Canadian Disciplined Eq O 7.5
    TD US Mid-Cap Growth - I 6.9
    RBC Emerging Markets Equity Fund O 6.1
    Renaissance International Equity Cl O 5.8
    CI American Value Class I 5.7
    Invesco European Growth Class Series I 5.7
    % Assets
    Total % of Top Ten Holdings 68.6
    Total Number of Portfolio Holdings 20
    Total Number of Stock Holdings 1,364
    Total Number of Bond Holdings 5
    Total Number of Other Holdings 38
    Total Number of Underlying Holdings 1,407
    Equity Style
    Statistics
    P/B Ratio 1.9
    P/E Ratio 15.0
    Avg. Mkt Cap. $Bil 31.1
    Global Equity Sectors
    % Equity
    Financials 22.8
    Industrials 15.4
    Information Technology 12.0
    Consumer Discretionary 10.3
    Energy 8.3
    Health Care 8.2
    Consumer Staples 7.8
    Materials 5.5
    Telecommunications Services 4.9
    Real Estate 2.5
    Utilities 2.1
    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.