RBC's Rules-Based Investment Securities have been designed to provide investors with "long" exposure to the Bank's proprietary quantitative models, with the ability to dynamically allocate between Equity and Fixed Income Investments. The following defines the current Asset Allocation for each strategy.

Canadian PortfolioAsset AllocationEffective Date
CAD Large Cap Tacticalenters 100% Equity28-Feb-19
CAD TAQremains 100% Equity28-Feb-19
CAD TEAMremains 50% Equity/50% Fixed Income28-Feb-19

US Portfolio

Asset Allocation

Effective Date
US Large Cap Tacticalenters 100% Equity28-Feb-19
US Small Mid Cap Tactical Allocationenters 100% Equity28-Feb-19
US TAQremains 100% Equity28-Feb-19
US TEAMremains 50% Equity/50% Fixed Income28-Feb-19

European Portfolio

Asset Allocation

Effective Date
EURO Large Cap Tacticalenters 100% Equity28-Feb-19
EURO TEAMremains 50% Equity/50% Fixed Income28-Feb-19
Eurostoxx Select Dividend 30enters 100% Equity28-Feb-19

Global Portfolio

Asset Allocation

Effective Date
Global ETF FEDenters 30% IEFA/ 20% IEMG/40% IVV/10% IWM 28-Feb-19
Global ETF TLTenters 30% IEFA/ 20% IEMG /40% IVV /10% IWM 28-Feb-19