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 TEAMenters 100% Fixed Income31-Oct-18
CAD Large Cap Tacticalenters 100% Fixed Income31-Oct-18
CAD TAQenters into 25% Fixed Income31-Oct-18

US Portfolio

Asset Allocation

Effective Date
US TEAMenters 50% equity/50% fixed income31-Oct-18
US Small Mid Cap Tactical Allocationenters 100% Fixed Income31-Oct-18
US TAQremains 0% Fixed Income31-Oct-18
US Large Cap Tacticalenters 100% Fixed Income31-Oct-18

European Portfolio

Asset Allocation

Effective Date
EURO Large Cap Tacticalremains 100% Fixed Income31-Oct-18
EURO TEAMremains 50% Equity/50% Fixed Income31-Oct-18

Global Portfolio

Asset Allocation

Effective Date
Global ETF TLT100% TLT/ 0% IVV/ 0% IWM31-Oct-18
Emerging Markets ETF FED100% Deposit/ 0% IEMG31-Oct-18
Global ETF FED100% Deposit/ 0% IVV/ 0% IWM31-Oct-18