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RBC U.S. Equity Currency Neutral Sr A

Ranked 126 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 by investing primarily in U.S. equity investments and common stock equivalents, while minimizing the exposure to currency fluctuations between the U.S. and Canadian dollars. The fund invests primarily in equity securiti

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 5.3% 5.0%
2016 10.9% 5.7% 1.2% 1.9% 1.7%
2015 -19.7% -7.8% 0.6% -14.0% 0.7%
2014 -1.3% -3.4% 7.7% -4.4% -0.7%
2013 20.1% 7.0% -2.6% 8.6% 6.1%
2012 13.6% 14.4% -6.8% 8.9% -2.1%
2011 -8.5% 6.4% -1.4% -21.3% 10.9%
2010 16.1% 7.9% -16.7% 12.6% 14.7%
2009 39.8% -10.8% 21.8% 21.4% 6.0%
2008 -53.7% -12.9% 1.7% -18.8% -35.7%
2007 30.4% 1.7% 14.7% 10.2% 1.4%
2006 2.9% 2.1% 0.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date23/01/2006
  • Share Class size29Mn
  • Base currencyCAD

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment25

Charges

  • Annual management1.60%
  • Initial investment0

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