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RBC U.S. Equity Class Sr A

Ranked 500 out of 867 in - US over 12 months
All calculations are in USD unless stated

Managed by

Brad Willock

Objective

To provide long-term capital growth. The fund its assets primarily in equity securities of major U.S. companies either directly or indirectly through investment in other mutual funds managed by RBC GAM or an affiliate.

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

Performance

US over : 31/08/2016 - 31/08/2017
  • Rank 500/867 Total Return
  • Rank 468/867 Standard Deviation
  • Rank 393/867 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 4.3% 2.3%
2016 8.3% 0.1% 0.7% 3.3% 4.0%
2015 -4.0% -0.8% -1.5% -6.6% 5.2%
2014 7.2% 0.2% 3.9% 0.5% 2.5%
2013 27.0% 9.7% 0.4% 5.9% 8.8%
2012 8.1% 9.3% -4.9% 5.8% -1.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date30/12/2011
  • Share Class size04Mn
  • 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).