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 $: 13.97
Series A MER %: 2.56
Benchmark:
  • 35% S&P/TSX Capped Composite Total Return Index
  • 35% S&P 500 Total Return Index (CAD)
  • 20% MSCI EAFE Total Return Net Index (CAD)
  • 10% 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  February 28, 2017

    Growth of $10,000

    Returns and Quartile Ranking
    Calendar Returns %

    Trailing Return %

    Portfolio Analysis

    Asset Mix

    Top Ten Holdings
    Top Ten Holdings % Assets
    RBC Emerging Markets Equity Fund 9.4
    AGF American Growth Class 8.3
    PH&N US Multi-Style All-Cap Equity Fund 8.2
    RBC Canadian Equity Fund 8.2
    Synergy Canadian Corporate Class 7.3
    Fidelity Canadian Disciplined Eq Fund 7.3
    TD US Mid-Cap Growth Fund 7.2
    CI American Value 6.2
    RBC O'Shaughnessy US Value Fund 5.9
    Invesco European Growth Class 5.6
    % Assets
    Total % of Top Ten Holdings 73.5
    Total Number of Portfolio Holdings 17
    Total Number of Stock Holdings 1,291
    Total Number of Bond Holdings 1
    Total Number of Other Holdings 32
    Total Number of Underlying Holdings 1,324
    Equity Style
    Statistics
    P/B Ratio 2.2
    P/E Ratio 17.3
    Avg. Mkt Cap. $Bil 27.5
    Global Equity Sectors
    % Equity
    Financials 21.7
    Information Technology 15.3
    Industrials 12.9
    Consumer Discretionary 12.9
    Energy 8.8
    Health Care 8.1
    Consumer Staples 7.1
    Materials 6.5
    Telecommunications Services 2.4
    Real Estate 2.4
    Utilities 1.8
    Other 0.1