Rbc Portefeuille De Fund Quote
| 0P00007069 | CAD 39.83 0.13 0.33% |
PerformanceVery Weak
| Odds Of DistressLow
|
RBC Portefeuille is trading at 39.83 as of the 24th of March 2025, a 0.33% down since the beginning of the trading day. The fund's open price was 39.96. RBC Portefeuille has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 24th of December 2024 and ending today, the 24th of March 2025. Click here to learn more.
To provide long-term capital growth by investing primarily in funds managed by RBC GAM , emphasizing equity mutual funds for higher growth potential, with some exposure to fixed-income mutual funds for diversification. RBC Select is traded on Toronto Stock Exchange in Canada. More on RBC Portefeuille de
RBC Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. RBC Portefeuille's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding RBC Portefeuille or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Global Equity Balanced, RBC Global Asset Management Inc. (View all Sectors) |
| Beta In Three Year | 1.07 |
| Startdate | 30th of June 2009 |
RBC Portefeuille de [0P00007069] is traded in Canada and was established 24th of March 2025. The fund is listed under Global Equity Balanced category and is part of RBC Global Asset Management Inc. family. RBC Portefeuille presently has accumulated 8.86 B in total net assets with minimum initial investment of 500. , while the total return for the last 3 years was 2.4%.
Check RBC Portefeuille Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on RBC Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding RBC Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as RBC Portefeuille de Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
RBC Portefeuille Risk Profiles
Although RBC Portefeuille's alpha and beta are two of the key measurements used to evaluate RBC Portefeuille's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5272 | |||
| Standard Deviation | 0.7329 | |||
| Variance | 0.5371 | |||
| Risk Adjusted Performance | (0.09) |
RBC Portefeuille Against Markets
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Other Information on Investing in RBC Fund
RBC Portefeuille financial ratios help investors to determine whether RBC Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in RBC with respect to the benefits of owning RBC Portefeuille security.
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