RBC Target 2025 Education Fund FRegister to Unlock Ratings |
Performance History | 31-03-2024 |
Growth of 1,000 (CAD) | Advanced Graph |
Fund | 9.0 | 2.1 | -7.5 | 5.8 | 0.6 | |
+/-Cat | 2.1 | -0.4 | 0.6 | -0.3 | -1.0 | |
+/-Idx | -1.6 | -11.2 | 2.5 | -8.3 | -6.6 | |
Category: 2025 Target Date Portfolio | ||||||
Benchmarks: Morningstar Can Eq Gbl Tgt ... |
Key Stats | ||
NAV 25-04-2024 | CAD 9.62 | |
Day Change | -0.07% | |
Morningstar Category™ | 2025 Target Date Portfolio | |
ISIN | - | |
Fund Size (Mil) 25-04-2024 | CAD 1607.22 | |
Share Class Size (Mil) 25-04-2024 | CAD 75.89 | |
Max Initial Charge | - | |
Ongoing Charge - | -% |
Investment Objective: RBC Target 2025 Education Fund F |
This fund is an asset allocation fund specifically designed to meet the changing needs of investors who are saving money for the purpose of funding a post-secondary education that commences around 2025. The fund gradually shifts its asset mix from an emphasis on equity funds, in its early years, to an emphasis on money market funds as its "target" date (2025) approaches. Over the life of the fund, its portfolio will shift from a focus on funds with growth potential to a focus on funds that will preserve capital. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Sarah Riopelle 30-06-2009 | ||
Inception Date 04-07-2016 |
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Benchmarks | |
Fund Benchmark | Morningstar Benchmark |
FTSE Canada Universe Bond | Morningstar Can Eq Gbl Tgt Alloc NR CAD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for RBC Target 2025 Education Fund F | 31-03-2024 |
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