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RBC U.S. Equity Class Sr A

Ranked 546 out of 889 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 : 31/12/2016 - 31/12/2017
  • Rank 546/889 Total Return
  • Rank 409/889 Standard Deviation
  • Rank 544/889 Max Drawdown
Fund Name Currency Risk
409 Allianz Amerika Aandelen Fonds USD

5.0

409 RBC U.S. Equity Class Sr A USD

5.0

409 Man Numeric US Large Cap Equity I USD Acc USD

5.0

409 Danske Invest USA - Akk klasse DKK h

Currency exposure is hedged

Currency exposure is hedged

DKK

5.0

409 CI American Value Class A USD

5.0

409 Fidelity American Disciplined Equity Class Srs B USD

5.0

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 18.2% 4.3% 2.3% 3.5% 7.0%
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).