RBC Select Balanced Portfolio A

Performance

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
Manager Change : Full Partial

Returns

Growth of 10K component includes four parts: Growth of 10K chart, Manager Change, Fund Flows, and Annual Return table.
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
5.45
4.80
8.70
-3.60
13.93
10.01
10.14
-12.52
10.23
13.95
4.19
Category
5.37
4.73
7.13
-3.04
12.65
7.38
9.36
-10.73
9.79
13.63
3.63
Index
6.08
5.94
7.82
-0.41
13.65
9.64
8.27
-10.37
11.57
14.02
4.51
Quartile Rank
Quartile Rank is second
Quartile Rank is second
Quartile Rank is first
Quartile Rank is third
Quartile Rank is second
Quartile Rank is first
Quartile Rank is second
Quartile Rank is fourth
Quartile Rank is second
Quartile Rank is second
Quartile Rank is second
Percentile Rank
42
42
22
60
31
23
35
76
43
41
38
# of Invest. in Cat.
1,105
1,168
1,258
1,373
1,574
1,584
1,457
1,612
1,578
1,598
1,367
Category Name
CA136 Canada Fund Global Neutral Balanced
CA136 Canada Fund Global Neutral Balanced
CA136 Canada Fund Global Neutral Balanced
CA136 Canada Fund Global Neutral Balanced
CA136 Canada Fund Global Neutral Balanced
CA136 Canada Fund Global Neutral Balanced
CA136 Canada Fund Global Neutral Balanced
CA136 Canada Fund Global Neutral Balanced
CA136 Canada Fund Global Neutral Balanced
CA136 Canada Fund Global Neutral Balanced
CA136 Canada Fund Global Neutral Balanced

Price

Cost Illustration

Selected Option

Alternative Options

Sustainability

ESG Risk Rating

3/5

Corporate Sustainability Score
20.85 20.88
Sovereign Sustainability Score
14.45 14.55
Low Carbon Designation

No Designation

Carbon Risk Score
8.82

Strategy

To provide long-term capital growth, with a secondary focus on modest income, by investing primarily in funds managed by RBC GAM, investing in equity mutual funds for higher growth potential and fixed-income mutual funds for diversification and the potential to generate income. The portfolio maintains a balance of investments across several asset classes.

Related Investments

Investment Name
Ticker
Inception
Net Assets
Front Load %
Deferred Load %
Expense Ratio %
Minimum Initial Purchase
12b-1 Actual
Purchase Constraint
Shareclass Attributes
RBC Select Balanced Portfolio A
RBC Select Balanced Portfolio A
RBF517
Dec 11, 1986
RBC Select Balanced Portfolio A
RBC Select Balanced Portfolio A
RBF460
Dec 11, 1986
40.74 Bil
500.00
RBC Select Balanced Portfolio AZ
RBC Select Balanced Portfolio AZ
RBF469
Apr 17, 2025
777.45 Mil
500.00
RBC Select Balanced Portfolio F
RBC Select Balanced Portfolio F
RBF5517
Jan 21, 2008
RBC Select Balanced Portfolio F
RBC Select Balanced Portfolio F
RBF658
Jan 21, 2008
19.84 Bil
500.00
RBC Select Balanced Portfolio FT5
RBC Select Balanced Portfolio FT5
RBF5658
Jul 04, 2016
580.85 Mil
500.00
RBC Select Balanced Portfolio O
RBC Select Balanced Portfolio O
RBF252
Sep 22, 2008
990.08 Mil
T Institutional
RBC Select Balanced Portfolio T5
RBC Select Balanced Portfolio T5
RBF546
Sep 24, 2012
250.00 Mil
500.00

© Morningstar 2025. All Rights Reserved. The data and analyses herein do not constitute investment advice; is provided solely for informational purposes; is not an offer to buy/sell a security; and is not warranted to be correct, complete, or accurate. Morningstar is not responsible for any trading decisions, damages or losses resulting from, or related to, the data and analyses or their use. Financial Professionals: This report may not meet all applicable presentation and/or disclosure standards to which you are subject to by a regulator and may need to be supplemented with another report or additional data and/or disclosures. Review carefully before sharing this report and contact your Compliance team with any questions. The ESG-related information, methodologies, tool, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar/Sustainalytics accepts no responsibility or liability whatsoever for the actions of third parties in this respect.