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 $: 15.27
Series A MER %: 2.56
Benchmark:
  • 35% S&P/TSX Capped Composite Total Return Index
  • 35% S&P 500 Total Return Index (C$)
  • 20% MSCI EAFE Total Return Net Index (C$)
  • 10% MSCI Emerging Markets Total Return Net Index (C$)


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

    Notes:

    Resources


    Performance Analysis as of  October 31, 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 9.3
    RBC Canadian Equity Fund 8.2
    AGF American Growth Class 8.1
    PH&N US Multi-Style All-Cap Equity Fund 8.0
    Synergy Canadian Corporate Class 7.3
    Fidelity Canadian Disciplined Eq Fund 7.2
    TD US Mid-Cap Growth Fund 7.0
    CI American Value 6.0
    RBC O'Shaughnessy US Value Fund 5.9
    Invesco European Growth Class 5.9
    % Assets
    Total % of Top Ten Holdings 72.8
    Total Number of Portfolio Holdings 17
    Total Number of Stock Holdings 3,075
    Total Number of Bond Holdings 3
    Total Number of Other Holdings 37
    Total Number of Underlying Holdings 3,115
    Equity Style
    Statistics
    P/B Ratio 2.4
    P/E Ratio 18.6
    Avg. Mkt Cap. $Bil 30.5
    Global Equity Sectors
    % Equity
    Financials 22.2
    Information Technology 16.5
    Industrials 13.5
    Consumer Discretionary 11.4
    Energy 8.3
    Health Care 7.9
    Consumer Staples 7.3
    Materials 6.3
    Real Estate 2.5
    Telecommunications Services 2.0
    Utilities 1.8
    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.