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 $: 16.42
Series A MER %: 2.56
  • 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



    Performance Analysis as of  April 30, 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 8.2
    PH&N US Multi-Style All-Cap Equity Fd O 7.8
    AGF American Growth Class 7.7
    Fidelity Canadian Disciplined Eq O 7.2
    CI Synergy Canadian Corporate Class 7.2
    TD US Mid-Cap Growth - I 6.9
    RBC Emerging Markets Equity Fund O 6.2
    Renaissance International Equity Cl O 5.9
    RBC O'Shaughnessy U.S. Value Fund O 5.9
    CI American Value Class I 5.8
    % Assets
    Total % of Top Ten Holdings 68.8
    Total Number of Portfolio Holdings 20
    Total Number of Stock Holdings 1,317
    Total Number of Bond Holdings 3
    Total Number of Other Holdings 43
    Total Number of Underlying Holdings 1,363
    Equity Style
    P/B Ratio 2.1
    P/E Ratio 15.8
    Avg. Mkt Cap. $Bil 33.1
    Global Equity Sectors
    % Equity
    Financials 21.9
    Industrials 15.8
    Information Technology 13.1
    Consumer Discretionary 10.4
    Energy 8.1
    Consumer Staples 7.9
    Health Care 7.9
    Materials 5.2
    Telecommunications Services 4.9
    Real Estate 2.6
    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.