If you're looking for a way to build a well-constructed portfolio with a single investment decision, an RBC Portfolio Solution may be the investment solution for you.
RBC Portfolio Solutions are a convenient way to reach your investment goals by offering effective diversification in a sophisticated solution that's aligned to your specific risk tolerance and objectives.
A Disciplined Approach
Moving in and out of the market in response to short-term market events makes it difficult for investors to achieve their long-term objectives. Individuals who either chase performance or redeem after markets have declined are rarely successful.
Because RBC Portfolio Solutions are professionally managed, investors have the peace of mind of knowing their portfolio is aligned with current trends, helping them to avoid any decisions based on short-term market events.
Annualized returns for the 20-year period ended December 31, 2013.
*Represents the average equity investor’s return as calculated by the source study.
Source DALBAR QAIB 2014
A Well-Constructed, Diversified Portfolio
RBC Portfolio Solutions always maintain diversified exposure to different asset classes. This helps reduce the impact of a downturn in one particular asset class. Beyond this high level asset allocation, RBC Portfolio Solutions are also diversified across geographic regions, industries and companies, which helps increase the potential returns and manage volatility.
Your Holdings Are Rebalanced Regularly
Allowing your asset mix to drift can cause your portfolio to fall out of line with your long-term objectives and risk tolerance.
The investments in RBC Portfolio Solutions are continually monitored. As markets move, the target asset mix is actively rebalanced to realign with the RBC Global Asset Management outlook. This approach is known as tactical asset allocation and seeks to take advantage of shorter-term opportunities in global markets without losing sight of the long-term strategic allocation.
In addition to providing you with the convenience and simplicity of a single investment decision, RBC Portfolio Solutions appear as a single item on your statement, making it easier for you to track progress toward your goals.
Talk to your advisor about how you can benefit from investing in an RBC Portfolio Solution today.