iMarche
RBC-Growth Selected Portfolio
Investment Outlook:
- want the potential for long-term capital growth and do not need income from their investment
- are planning to hold their investment for the long term
- prefer a lower level of involvement in investment decisions
RETURN CALCULATOR
Estimated Returns
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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% | -0.70% | 6.60% | - | 3.00% | - | 6.10% | 6.30% | 7.20% | 6.00% |
RISK RATING
ASSET MIX
| Cash | 4.50% |
| Fixed Income | 23.70% |
| Canadian Equity | 22.10% |
| US Equity | 26.10% |
| International Equity | 23.50% |
| Other | 0.10% |
EQUITY SECTOR ALLOATION
| Financials | 24.00% |
| Information Technology | 12.20% |
| Industrials | 11.70% |
| Consumer Discretionary | 9.50% |
| Consumer Staples | 9.10% |
| Health Care | 8.70% |
| Energy | 8.10% |
| Materials | 5.60% |
| Telecommunications Services | 5.50% |
| Utilities | 3.00% |
| Real Estate | 2.50% |
| Other | 0.10% |
FIXED INCOME ALLOCATION
| Government | 41.10% |
| Corporate | 47.80% |
| Other | 0.70% |
| Mortgage Backed Securities | 0.00% |
| Cash | 10.40% |
| Asset Backed Securities | 0.00% |
TOP HOLDINGS
| RBC Bond Fund O | 9.80% |
| RBC Global Corporate Bond Fund O | 7.30% |
| PH&N US Multi-Style All-Cap Equity Fd O | 6.50% |
| RBC European Equity Fund O | 6.30% |
| RBC Private Canadian Equity Pool O | 6.10% |
| RBC QUBE U.S. Equity Fund O | 5.10% |
| RBC Global Equity Focus Fund O | 4.70% |
| RBC Global Dividend Growth Fund O | 4.70% |
| PH&N Canadian Equity Underlying O | 4.40% |
| RBC Emerging Markets Equity Fund O | 4.30% |
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 | 2.04% |
| REGISTERED PLAN ELIGIBILITY | RRSP, RESP, and TFSA |
| OTHER IMPORTANT LINKS | Click here |
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% | -0.70% | 6.60% | - | 3.00% | - | 6.10% | 6.30% | 7.20% | 6.00% |
ASSET MIX
| Cash | 4.50% |
| Fixed Income | 23.70% |
| Canadian Equity | 22.10% |
| US Equity | 26.10% |
| International Equity | 23.50% |
| Other | 0.10% |
EQUITY SECTOR ALLOATION
| Financials | 24.00% |
| Information Technology | 12.20% |
| Industrials | 11.70% |
| Consumer Discretionary | 9.50% |
| Consumer Staples | 9.10% |
| Health Care | 8.70% |
| Energy | 8.10% |
| Materials | 5.60% |
| Telecommunications Services | 5.50% |
| Utilities | 3.00% |
| Real Estate | 2.50% |
| Other | 0.10% |
FIXED INCOME ALLOCATION
| Government | 41.10% |
| Corporate | 47.80% |
| Other | 0.70% |
| Mortgage Backed Securities | 0.00% |
| Cash | 10.40% |
| Asset Backed Securities | 0.00% |
TOP HOLDINGS
| RBC Bond Fund O | 9.80% |
| RBC Global Corporate Bond Fund O | 7.30% |
| PH&N US Multi-Style All-Cap Equity Fd O | 6.50% |
| RBC European Equity Fund O | 6.30% |
| RBC Private Canadian Equity Pool O | 6.10% |
| RBC QUBE U.S. Equity Fund O | 5.10% |
| RBC Global Equity Focus Fund O | 4.70% |
| RBC Global Dividend Growth Fund O | 4.70% |
| PH&N Canadian Equity Underlying O | 4.40% |
| RBC Emerging Markets Equity Fund O | 4.30% |
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 | 2.04% |
| REGISTERED PLAN ELIGIBILITY | RRSP, RESP, and TFSA |
| OTHER IMPORTANT LINKS | Click here |