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RBC U.S. Equity Currency Neutral Sr A

Ranked 138 out of 877 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 : 31/10/2016 - 31/10/2017
  • Rank 138/877 Total Return
  • Rank 775/877 Standard Deviation
  • Rank 791/877 Max Drawdown
Fund Name Currency Loss
789 Symphonia Azionario USA

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.7%

790 Fidelity American Equity Currency Neutral Cl Sr B USD

-2.7%

791 RBC U.S. Equity Currency Neutral Sr A USD

-2.7%

792 Invesco US Value Equity A Acc USD USD

-2.8%

793 Redwood Core Income Equity Series A USD

-2.9%

793 KEPLER US Aktienfonds A USD

-2.9%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.3% 5.0% 7.3%
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 size30Mn
  • 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).