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RBC QUBE Low Volatility U.S. Equity Sr A

Ranked 503 out of 867 in - US over 12 months
All calculations are in USD unless stated

Managed by

Bill Tilford

Objective

To provide long-term capital growth. The fund invests primarily in equity securities of U.S. companies using a quantitative investment approach. The fund seeks to achieve a reduced level of volatility of returns as compared to the broader U.S. equity mark

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

Performance

US over : 31/08/2016 - 31/08/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 4.7% 2.7%
2016 12.5% 7.0% 2.9% -0.9% 3.1%
2015 -0.1% 0.3% -3.3% -1.8% 5.0%
2014 13.9% 3.0% 3.1% -0.5% 7.8%
2013 22.3% 13.1% -0.4% 1.1% 7.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date19/11/2012
  • Share Class size1,778Mn
  • Base currencyCAD

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment25

Charges

  • Annual management1.60%

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