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Your Parameters for Success
To succeed as an investor, you need more than just the good fortune
to ”pick the winners.” You need a proven process that
doesn’t take chances with your success. Parameters Portfolios
follow three guiding principles to help you achieve your investment
objectives:
- Diversify across industry sectors in a way that fits the
global economic outlook
- Always own high quality companies in each sector
- Adhere to a disciplined approach
Unlike mutual funds or pooled investments, Parameters Portfolios give
you direct ownership of the securities in your investment portfolio. This
approach provides more flexibility and several important tax advantages.
Key Features and Benefits of Parameters Portfolios
- Follows the proven, disciplined process of the RBC Investment
Strategy Committee
- Professionally managed by RBC Asset Management, one of
Canada’s leading investment managers
- No embedded capital gains, meaning you are not taxed on capital
gains made prior to your purchase
- Gives you control over certain decisions (such as avoiding stocks
you already own)
- Allows you to transfer securities from another portfolio
- Includes monthly statements, quarterly portfolio review, annual
tax-reporting package and more
Designed to Fit Your Investment Style
Another key benefit is that Parameters Portfolios come in seven
different styles to meet your specific investment objectives. These
include:
- Canadian Equity Portfolio
- U.S. All-Cap Equity Portfolio
- North American All-Cap Equity Portfolio (U.S. focus)
- International ADR Portfolio (Europe/Asia focus)
- Canadian Laddered Bond Portfolio, consisting of all government
of Canada and provincial bonds
- Canadian Balanced Portfolio, consisting of 60% equity and 40%
fixed income
- IPP Canadian Balanced Portfolio, consisting of 60% equity and
40% fixed income (complies with pension guidelines)
- Global Conservative, a global portfolio consisting
of a 65% allocation to Canadian fixed income, 15% Canadian
equity and a 10% allocation to U.S. and International equities,
respectively.
- Global Balanced, a global portfolio consisting of a
45% allocation to Canadian fixed income, a 20% allocation
to Canadian and U.S. equities respectively and a 15%
allocation to International equities.
- Global Growth a global portfolio consisting of a 30%
allocation to Canadian fixed income, a 25% allocation to
Canadian and U.S. equities respectively and a 20% allocation
to International equities.
- All Equity Global a global portfolio consisting of a
35% allocation to Canadian and U.S. equities respectively
and a 30% allocation to International equities.
Parameters Portfolios could be ideal if you:
- Want to delegate day-to-day investment decisions to professional money
managers while retaining control over some decisions
- Desire above-average returns over the long term
- Have at least $100,000 to invest per mandate ($75,000 for the
Canadian Laddered Bond Portfolio) or $250,000 per
mandate to invest in the Global portfolios
- Want a convenient, all-inclusive fee structure based on your assets
invested
Take the next step…talk to an advisor.
Our Investment Advisors are here to help recommend the solutions that
are best for you. To learn more, please
contact an advisor today.
Or, ask an advisor to contact you.
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