(As of 2/28/2026)

RBC Select Balanced Portfolio Series A

(Global Neutral Balanced)
Inception Return
(12/31/1986)
6.58 %
YTD Return 4.25 %
NAVPS
(3/17/2026)
$36.33
Change $0.10 / 0.28 %
Growth of $10,000 (As of February 28, 2026)
MER 1.94 %
Assets ($mil) $73,364.75
Rank (1Yr) 412/1712
Std Dev (3Yr) 9.57 %
Volatility Ranking (3Yr) 4/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
This portfolio is a strategic asset allocation fund. It focuses on providing long-term capital growth, with a secondary focus on modest income. It does this by maintaining a balance of investments across several asset classes.
Fund Manager

RBC Global Asset Management Inc.

Portfolio Manager

Sarah Riopelle, RBC Global Asset Management Inc.

Ashley Warburton, RBC Global Asset Management Inc.

Sub-Advisor
-
 
Asset Allocation
(As of January 31, 2026)
Sector Allocation
(As of January 31, 2026)
Geographic Allocation
(As of January 31, 2026)
Top 10 Holdings
NameAssetSectorGeographicPercent
RBC Bond Fund Series ODomestic BondsFixed IncomeCanada15.09%
RBC Global Corporate Bond Fund Series OForeign BondsFixed IncomeMulti-National7.70%
RBC QUBE U.S. Equity Fund Series OUS EquityMutual FundUnited States5.59%
PH&N U.S. Multi-Style All-Cap Equity Fund Series OUS EquityMutual FundUnited States5.49%
RBC European Equity Fund Series OInternational EquityMutual FundOther European5.23%
RBC Private Canadian Equity Pool Series OCanadian EquityMutual FundCanada4.37%
PH&N Canadian Equity Underlying Fund II Series FCanadian EquityMutual FundCanada4.11%
RBC Canadian Dividend Fund Series OCanadian EquityMutual FundCanada4.09%
RBC Japanese Equity Fund Series OOtherMutual FundJapan3.77%
RBC Global Bond Fund Series OForeign BondsFixed IncomeMulti-National3.30%

Performance Data (As of February 28, 2026)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.78 3.75 9.21 4.25 13.63 12.46 6.95 7.29
Benchmark 2.06 1.81 7.02 3.12 10.88 13.30 7.18 7.70
Quartile Ranking 2 2 2 2 1 2 2 2

Calendar Return (%) 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Fund 11.60 13.95 10.23 -12.52 10.14 10.01 13.93 -3.60 8.70 4.80
Benchmark 10.42 17.48 11.69 -11.62 6.48 11.12 12.26 2.68 8.66 2.39
Quartile Ranking 2 2 2 4 2 2 2 3 1 3
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