RBC- Conservative Selected Portfolio

RBC- Conservative Selected Portfolio

Investment Outlook:

  • want an investment that combines income and moderate capital growth potential
  • are planning to hold their investment for the medium-to-long term
  • prefer a lower level of involvement in investment decisions

RETURN CALCULATOR



Min. Investment amount 100
if 000000 invested every month for 0 year

Estimated Returns
0000000000

with 00 % annual returns

COMPOUND RETURNS

1 MO 3 MO 6 MO YTD 1 YR 2 YR 3 YR 5 YR 10 YR INCEP
0.20% 0.70% 5.50% - 4.20% - 3.60% 4.30% 5.20% 6.10%

RISK RATING

Low   Medium   High

ASSET MIX


Cash 5.00%
Fixed Income 57.50%
Canadian Equity 15.10%
US Equity 10.70%
International Equity 11.60%
Other 0.10%

EQUITY SECTOR ALLOATION


Financials 25.10%
Industrials 12.30%
Information Technology 10.20%
Energy 9.40%
Consumer Staples 8.90%
Health Care 8.40%
Consumer Discretionary 8.20%
Telecommunications Services 6.00%
Materials 5.10%
Utilities 3.40%
Real Estate 2.80%
Other 0.10%

FIXED INCOME ALLOCATION


Government 50.70%
Corporate 44.40%
Other 0.00%
Mortgage Backed Securities 0.50%
Cash 4.50%
Asset Backed Securities 0.00%

TOP HOLDINGS

RBC Bond Fund O 16.10%
PH&N Total Return Bond Fund O 9.20%
RBC Canadian Short-Term Income Fund O 8.40%
RBC Global Corporate Bond Fund O 7.80%
RBC European Equity Fund O 7.60%
RBC Global Bond Fund O 7.10%
RBC Canadian Dividend Fund O 4.80%
PH&N US Multi-Style All-Cap Equity Fd O 4.80%
PH&N Conservative Equity Income Fund O 4.30%
RBC Private Canadian Equity Pool O 3.80%

TAX IMPLICATIONS

In general, you'll have to pay income tax on any money you make on a fund. How much you pay depends on the tax laws where you live and whether or not you hold the fund in a registered plan, such as a Registered Retirement Savings Plan or a Tax-Free Savings Account. This plan can be held in the following registered plans- RRSP, TFSA, RESP, besides any other non-registered accounts.

Keep in mind that if you hold your fund in a non-registered account, fund distributions are included in your taxable income for each year that you hold the fund, whether you get them in cash or have them reinvested.

We recommend that you talk to your tax advisor to get an in-depth idea of your tax liability.

Other Details

MER 1.84%
REGISTERED PLAN ELIGIBILITY RRSP, RESP, and TFSA
OTHER IMPORTANT LINKS Click here


Min. Investment amount 100
if 000000 invested every month for 0 year

Estimated Returns
0000000000

with 00 % annual returns

1 MO 3 MO 6 MO YTD 1 YR 2 YR 3 YR 5 YR 10 YR INCEP
0.20% 0.70% 5.50% - 4.20% - 3.60% 4.30% 5.20% 6.10%
> Low >   > Medium >   > High

ASSET MIX


Cash 5.00%
Fixed Income 57.50%
Canadian Equity 15.10%
US Equity 10.70%
International Equity 11.60%
Other 0.10%

EQUITY SECTOR ALLOATION


Financials 25.10%
Industrials 12.30%
Information Technology 10.20%
Energy 9.40%
Consumer Staples 8.90%
Health Care 8.40%
Consumer Discretionary 8.20%
Telecommunications Services 6.00%
Materials 5.10%
Utilities 3.40%
Real Estate 2.80%
Other 0.10%

FIXED INCOME ALLOCATION


Government 50.70%
Corporate 44.40%
Other 0.00%
Mortgage Backed Securities 0.50%
Cash 4.50%
Asset Backed Securities 0.00%

TOP HOLDINGS

RBC Bond Fund O 16.10%
PH&N Total Return Bond Fund O 9.20%
RBC Canadian Short-Term Income Fund O 8.40%
RBC Global Corporate Bond Fund O 7.80%
RBC European Equity Fund O 7.60%
RBC Global Bond Fund O 7.10%
RBC Canadian Dividend Fund O 4.80%
PH&N US Multi-Style All-Cap Equity Fd O 4.80%
PH&N Conservative Equity Income Fund O 4.30%
RBC Private Canadian Equity Pool O 3.80%

In general, you'll have to pay income tax on any money you make on a fund. How much you pay depends on the tax laws where you live and whether or not you hold the fund in a registered plan, such as a Registered Retirement Savings Plan or a Tax-Free Savings Account. This plan can be held in the following registered plans- RRSP, TFSA, RESP, besides any other non-registered accounts.

Keep in mind that if you hold your fund in a non-registered account, fund distributions are included in your taxable income for each year that you hold the fund, whether you get them in cash or have them reinvested.

We recommend that you talk to your tax advisor to get an in-depth idea of your tax liability.

MER 1.84%
REGISTERED PLAN ELIGIBILITY RRSP, RESP, and TFSA
OTHER IMPORTANT LINKS Click here

About iMarche and iMarche Learn: The content is provided for informational purposes only, is not intended as investment advice, and is not meant to suggest that a particular investment or strategy is suitable for any particular investor. If you’re unsure about an investment, you may wish to obtain advice from a qualified professional. Nothing herein should be considered an offer, solicitation of an offer, or advice to buy or sell securities. It’s also important to remember that past performance is no guarantee of future results.

IMarche and/or iMarche Learn shall assume no liability in case of any financial loss.