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RBC Private U.S. Large-Cap Core Equity CN Pl Sr O

Ranked 238 out of 867 in - US over 12 months
All calculations are in CAD unless stated

Objective

The objective of the fund is to provide long-term total returns primarily consisting of capital appreciation. The fund invests primarily in common stocks and equivalent securities of U.S. corporations.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US over : 31/08/2016 - 31/08/2017
  • Rank 238/867 Total Return
  • Rank 117/867 Standard Deviation
  • Rank 64/867 Max Drawdown
Fund Name Currency Return
236 AB SICAV I-Select US Equity Portfolio I USD USD

16.1%

236 JPM America Equity A Dis USD USD

16.1%

238 SWC (CH) IPF II EF North America AST Region USD

16.0%

238 RBC Private U.S. Large-Cap Core Equity CN Pl Sr O

Currency exposure is hedged

Currency exposure is hedged

CAD

16.0%

240 Epoch U.S. Blue Chip Equity Fund - D USD

16.0%

Fund Name Currency Risk
116 BCV IF US Equity C USD

5.4

117 NB Bolsa USA Seleccion, FI USD

5.4

117 RBC Private U.S. Large-Cap Core Equity CN Pl Sr O

Currency exposure is hedged

Currency exposure is hedged

CAD

5.4

119 PH&N Currency Hedged U.S. Equity Sr D

Currency exposure is hedged

Currency exposure is hedged

CAD

5.4

119 JPMorgan SAR American Fund - Class A USD

5.4

Fund Name Currency Loss
62 KBC Institutional US Equity Cap USD

-1.4%

63 Legg Mason Brandywine Gl Dyn US Eq A USD Acc USD

-1.4%

64 Fidelity U.S. All Cap Fund B USD

-1.4%

64 JPM US A Acc USD

-1.4%

64 RBC Private U.S. Large-Cap Core Equity CN Pl Sr O

Currency exposure is hedged

Currency exposure is hedged

CAD

-1.4%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 6.5% 3.6%
2016 6.7% -2.3% 1.4% 4.4% 3.1%
2015 -0.2% 3.0% 0.2% -8.0% 5.2%
2014 15.2% 2.5% 6.2% 1.0% 4.8%
2013 31.4% 10.8% 1.9% 4.7% 11.1%
2012 17.1% 13.0% -2.3% 5.7% 0.3%
2011 -1.8% 6.2% -0.6% -16.0% 10.7%
2010 -14.1% 10.3% 9.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date11/01/2010
  • Share Class size63Mn
  • Base currencyCAD
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in CAD).