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 $: 15.78
Series A MER %: 2.56
Benchmark:
  • 35% S&P/TSX Capped Composite Total Return Index
  • 35% S&P 500 Total Return Index (C$)
  • 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  June 30, 2018

    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 8.6
    PH&N US Multi-Style All-Cap Equity Fund 8.2
    AGF American Growth Class 8.0
    Fidelity Canadian Disciplined Eq Fund 7.6
    Synergy Canadian Corporate Class 7.6
    TD US Mid-Cap Growth Fund 7.2
    RBC Emerging Markets Equity Fund 6.2
    CI American Value 6.1
    RBC O'Shaughnessy US Value Fund 5.8
    PH&N Canadian Growth Fund 5.6
    % Assets
    Total % of Top Ten Holdings 70.8
    Total Number of Portfolio Holdings 19
    Total Number of Stock Holdings 1,337
    Total Number of Bond Holdings 5
    Total Number of Other Holdings 28
    Total Number of Underlying Holdings 1,370
    Equity Style
    Statistics
    P/B Ratio 2.2
    P/E Ratio 15.8
    Avg. Mkt Cap. $Bil 31.2
    Global Equity Sectors
    % Equity
    Financials 23.1
    Information Technology 15.0
    Industrials 13.8
    Consumer Discretionary 11.3
    Energy 9.5
    Health Care 7.4
    Consumer Staples 7.3
    Materials 6.5
    Real Estate 2.4
    Utilities 2.0
    Telecommunications Services 1.6
    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.