Help Reach Your Investing Goals with the Right Support for You
When you invest, two things can help make a big difference in your wealth over time—the right advice and performance after fees. Whether you’re saving for a home, retirement or your child’s future, let an RBC advisor show you how our expertise and personalized advice can help you reach your goals.
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Get access to advice on your savings and investments when and how you want it—by phone, in person or over video chat through MyAdvisor. |
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Pay below-average mutual fund fees () as compared to the industry1. |
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Benefit from RBC’s 150 years of experience serving Canadians, including RBC Global Asset Management’s (RBC GAM) 63-year history of managing money. RBC GAM brings together expertise from: |
- Get access to advice on your savings and investments when and how you want it—by phone, in person or over video chat through MyAdvisor.
- Pay below-average mutual fund fees () as compared to the industry2.
- Benefit from RBC’s 150 years of experience serving Canadians, including RBC Global Asset Management’s (RBC GAM) 63-year history of managing money. RBC GAM brings together expertise from:
350+
Investment professionals
18
Investment teams
4
Specialty research and development teams
The Management Expense Ratio (MER) includes a few different costs:
- Annual management fee: Paid to the fund manager for acting as a trustee and manager.
- Operating expenses: Covers fees to comply with regulatory requirements and fees payable to the fund’s board of governors.
- Taxes: These are the sales taxes on management and administration fees charged to the fund.
Investment funds pay investment fund managers a fee for managing their funds. You are not directly charged the management fee. But, these fees affect you because they reduce the amount of the fund’s return to you. Information about management fees and other charges to your investment funds is included in the prospectus or fund facts document for each fund.
A Track Record of Performance
Compare how our RBC Select Balanced Portfolio fund has performed against its industry peer group2:
Connect with an RBC Advisor
Let us show you the difference the right advice for you and performance after fees can make.
RBC Clients:
Book an Apointment
Non-RBC Clients:
Call 1-844-227-0446
Investment advice is provided by Royal Mutual Funds Inc. (RMFI). RMFI, RBC Global Asset Management Inc., Royal Bank of Canada, Royal Trust Corporation of Canada and The Royal Trust Company are separate corporate entities which are affiliated. RMFI is licensed as a financial services firm in the province of Quebec
Comparing the average management expense ratios (MER) for all Series A prospectus-qualified funds issued by RBC Global Asset Management Inc. with reported MER data, relative to the average management expense ratios (MER) for all embedded commission series funds, with reported MER data available from Morningstar Research Inc. as of September 30, 2022.
Morningstar Research. The Canadian Investment Funds Standard Committee’s (CIFSC) Global Neutral Balanced category is comprised of funds that invest a minimum of 40% and maximum of 60% of their total assets in equity securities, and invest less than 70% of total assets in a combination of Canadian-domiciled equity and Canadian dollar-denominated fixed income securities. Category average performance calculated daily by Morningstar, which constitutes the category monthly by equally weighting all funds, and for each fund equally weighting all the different fee series offered by that fund, in the category. The category average excludes funds that are not priced daily. For more information, click here for the Morningstar category average methodology August 2017. Morningstar information contained herein is proprietary to Morningstar and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. © 2022 Morningstar Research Inc.