RBC Select Conservative 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
4.06
4.11
5.77
-2.96
10.84
8.50
7.01
-11.02
8.81
9.96
3.35
Category
3.83
4.18
4.20
-1.73
8.83
6.69
4.16
-10.54
7.65
9.46
2.70
Index
4.18
3.96
4.70
0.55
9.78
8.02
2.69
-10.65
8.56
8.09
2.79
Quartile Rank
Quartile Rank is third
Quartile Rank is third
Quartile Rank is third
Quartile Rank is second
Quartile Rank is first
Quartile Rank is first
Quartile Rank is first
Quartile Rank is second
Quartile Rank is first
Quartile Rank is second
Quartile Rank is second
Percentile Rank
58
53
71
48
20
22
6
49
23
35
29
# of Invest. in Cat.
365
432
509
603
722
763
720
803
851
886
777
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
CA134 Canada Fund Global Fixed Income Balanced
CA134 Canada Fund Global Fixed Income Balanced
CA134 Canada Fund Global Fixed Income Balanced
CA134 Canada Fund Global Fixed Income Balanced
CA134 Canada Fund Global Fixed Income Balanced
CA134 Canada Fund Global Fixed Income Balanced
CA134 Canada Fund Global Fixed Income Balanced

Price

Cost Illustration

Selected Option

Alternative Options

Sustainability

ESG Risk Rating

3/5

Corporate Sustainability Score
20.97 20.95
Sovereign Sustainability Score
13.73 13.90
Low Carbon Designation

No Designation

Carbon Risk Score
9.19

Strategy

To provide income and the potential for moderate capital growth by investing primarily in funds managed by RBC GAM, emphasizing mutual funds that invest in Canadian fixed-income securities and have 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 Conservative Portfolio A
RBC Select Conservative Portfolio A
RBF516
Dec 11, 1986
RBC Select Conservative Portfolio A
RBC Select Conservative Portfolio A
RBF461
Dec 11, 1986
27.27 Bil
500.00
RBC Select Conservative Portfolio AZ
RBC Select Conservative Portfolio AZ
RBF4461
Apr 17, 2025
311.79 Mil
500.00
RBC Select Conservative Portfolio F
RBC Select Conservative Portfolio F
RBF5516
Jan 21, 2008
RBC Select Conservative Portfolio F
RBC Select Conservative Portfolio F
RBF657
Jan 21, 2008
10.73 Bil
500.00
RBC Select Conservative Portfolio FT5
RBC Select Conservative Portfolio FT5
RBF5657
Jul 04, 2016
578.40 Mil
500.00
RBC Select Conservative Portfolio O
RBC Select Conservative Portfolio O
RBF254
Sep 22, 2008
1.69 Bil
T Institutional
RBC Select Conservative Portfolio T5
RBC Select Conservative Portfolio T5
RBF545
Sep 24, 2012
443.79 Mil
500.00

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