RBC- Balanced Selected Portfolio

RBC- Balanced Selected Portfolio

Investment Outlook:

  • want an investment that combines capital growth and modest income 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
0.30% 0.00% 6.30% - 3.90% - 5.30% 5.70% 6.60% -

RISK RATING

Low   Medium   High

ASSET MIX


Cash 5.10%
Fixed Income 37.90%
Canadian Equity 18.50%
US Equity 20.90%
International Equity 17.60%
Other 0.10%

EQUITY SECTOR ALLOATION


Financials 24.30%
Information Technology 12.10%
Industrials 11.80%
Consumer Discretionary 9.10%
Consumer Staples 8.90%
Health Care 8.50%
Energy 8.30%
Telecommunications Services 5.60%
Materials 5.60%
Utilities 3.10%
Real Estate 2.60%
Other 0.10%

FIXED INCOME ALLOCATION


Government 39.20%
Corporate 51.30%
Other 0.70%
Mortgage Backed Securities 0.00%
Cash 8.80%
Asset Backed Securities 0.00%

TOP HOLDINGS

RBC Bond Fund O 18.80%
RBC Global Corporate Bond Fund O 9.50%
PH&N US Multi-Style All-Cap Equity Fd O 5.50%
RBC Private Canadian Equity Pool O 5.30%
RBC Canadian Dividend Fund O 5.30%
RBC European Equity Fund O 5.20%
RBC QUBE U.S. Equity Fund O 5.10%
RBC Global Bond Fund O 4.10%
RBC Emerging Markets Equity Fund O 3.30%
RBC QUBE Canadian Equity Fund O 3.30%

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 1.94%
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
0.30% 0.00% 6.30% - 3.90% - 5.30% 5.70% 6.60% -
> Low >   > Medium >   > High

ASSET MIX


Cash 5.10%
Fixed Income 37.90%
Canadian Equity 18.50%
US Equity 20.90%
International Equity 17.60%
Other 0.10%

EQUITY SECTOR ALLOATION


Financials 24.30%
Information Technology 12.10%
Industrials 11.80%
Consumer Discretionary 9.10%
Consumer Staples 8.90%
Health Care 8.50%
Energy 8.30%
Telecommunications Services 5.60%
Materials 5.60%
Utilities 3.10%
Real Estate 2.60%
Other 0.10%

FIXED INCOME ALLOCATION


Government 39.20%
Corporate 51.30%
Other 0.70%
Mortgage Backed Securities 0.00%
Cash 8.80%
Asset Backed Securities 0.00%

TOP HOLDINGS

RBC Bond Fund O 18.80%
RBC Global Corporate Bond Fund O 9.50%
PH&N US Multi-Style All-Cap Equity Fd O 5.50%
RBC Private Canadian Equity Pool O 5.30%
RBC Canadian Dividend Fund O 5.30%
RBC European Equity Fund O 5.20%
RBC QUBE U.S. Equity Fund O 5.10%
RBC Global Bond Fund O 4.10%
RBC Emerging Markets Equity Fund O 3.30%
RBC QUBE Canadian Equity Fund O 3.30%

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 1.94%
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.