Investments to Match Your Investor Profile
Different from pre-packaged mutual fund portfolio solutions, the Investment Recommendations offer a recommended mix of GICs and mutual funds to help you build a portfolio that complements your specific investor profile. Whether you are a Secure, Very Conservative, Conservative, Balanced, Growth or Aggressive Growth investor, the profiles address varying risk tolerance thresholds, investment objectives, and time horizons.
Designed for investors who prefer to take a more active role in the management of their portfolio, the Investment Recommendations can help you achieve portfolio diversification with the right risk/return balance based on your investor profile. To ensure that market shifts do not adversely impact asset allocation within the portfolio, it is recommended to consult with an advisor for an annual portfolio review. RBC Asset Management also regularly reviews the Investment Recommendations asset mixes to address changing market conditions.
For investors who prefer a lower degree of personal involvement in managing their portfolios, programs like the RBC Select Portfolios, RBC Select Choices Portfolios and RBC Managed Portfolios remain the most direct way to participate in the expert asset allocation and ongoing monitoring by RBC Asset Management.
Based on investment amounts, there are two types of Investment Recommendations
- One-fund Solutions/Portfolio Solutions and Multi-fund Solutions.
