RBC Select Aggressive Growth Portfolio

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Sarah Riopelle

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Investment Objective

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

Fund Details

Series: A
Fund Code: RBF592
Load Structure: No Load
Currency: CAD
Inception Date: Jan, 2007
Series A NAV $: 11.98
Series A MER %: 2.14
  • 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



    Performance Analysis as of  April 30, 2017

    Growth of $10,000

    Returns and Quartile Ranking
    Calendar Returns %

    Trailing Return %

    Portfolio Analysis

    Top Ten Holdings
    Top Ten Holdings % Assets
    RBC European Equity Fund 12.2
    PH&N US Multi-Style All-Cap Equity Fund 9.6
    RBC QUBE US Equity Fund 8.1
    RBC Private Canadian Equity Pool 8.1
    RBC Emerging Markets Equity Fund 6.3
    PH&N Canadian Growth Fund 6.1
    RBC QUBE Canadian Equity Fund 6.0
    PH&N Canadian Equity Underlying Fund 5.5
    RBC Canadian Dividend Fund 5.1
    RBC Global Equity Focus Fund 4.6
    % Assets
    Total % of Top Ten Holdings 71.7
    Total Number of Portfolio Holdings 24
    Total Number of Stock Holdings 0
    Total Number of Bond Holdings 0
    Total Number of Other Holdings 0
    Total Number of Underlying Holdings 0