Understanding Your Investments
An Excellent Way to Stay Focused on Your Long-term Goals
When was the last time you reviewed the investments in your portfolio?
Are you aware of what you own and how it contributes to your long-term
goals? Becoming familiar with the different components of your portfolio
can help you determine whether you need to make adjustments to achieve
your investment objectives.
Ask yourself the following questions:
- Does the fund invest in bonds or equities?
- Does the fund invest in one asset class or a combination of
bonds and equities?
- What countries or sectors does the fund invest in?
- Does the fund have a more conservative approach or does it favour
growth-oriented equities?
Taking the Next Step
If you had difficulty answering the above questions, not to worry. There are many resources that you can access for assistance. First, speak to your advisor. He/she can review your portfolio with you, highlight your current investments and provide guidance on any necessary adjustments.
If you prefer to be less involved with portfolio decision making,
we offer an array of one-stop solutions that can address your investment
needs.
- RBC Balanced Funds
- single fund solutions that offer a simple and effective route
to a diversified portfolio.
- RBC Select Portfolios
and RBC Select Choices
Portfolios - fund-of-fund solutions that are diversified by
asset class, geography, sector and management style. Each portfolio,
ranging from conservative to growth, is regularly reviewed and
automatically rebalanced.
- RBC Model Portfolios
- recommendations for creating a customized portfolio suitable
for your unique needs.
To learn more about developing an investment plan, please continue by choosing one of the following
topics:
To learn more about individual RBC Funds and how they can address
your investment objectives, access our Fund Updates. If you are ready to invest now, contact your advisor
or explore the options available
to invest with RBC Financial Group.
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